Allstate vs Travelers Companies
Allstate is the larger business, with $67.69bn of revenue in fiscal 2025 against $48.83bn for Travelers Companies (1.4 times as much). Allstate grew faster (5.6% against 5.2%). Allstate kept more of each dollar of sales as profit: a net margin of 15.2% against 12.9%. Allstate carries less debt relative to equity (24.6% against 28.2%).
| Latest fiscal year | AllstateALL, 2025 | Travelers CompaniesTRV, 2025 |
|---|---|---|
| Revenue | $67.69bn | $48.83bn |
| Revenue growth | 5.6% | 5.2% |
| Net income | $10.28bn | $6.29bn |
| Operating margin | — | — |
| Net margin | 15.2% | 12.9% |
| Return on equity | 39.5% | 20.7% |
| Free cash flow | $9.88bn | — |
| Cash | $678m | $842m |
| Total debt | $7.54bn | $9.27bn |
| Debt to equity | 24.6% | 28.2% |
| Dividend per share | $4.00 | — |
| Dividend yield | 1.6% | 1.2% |
| Share buybacks | $1.23bn | $3.00bn |
| Employees | 53,000 | 34,000 |
| Market value | $66.46bn | $80.89bn |
| Price vs our value range | — | — |
| Moat score | 55 (Moderate) | 80 (Strong) |
| Insider trades, 12 months | 0 buys, 54 sales | 0 buys, 82 sales |