ALLALLSTATE CORP
Fire, Marine & Casualty Insurance
- Revenue
- $67.7B
- 5.6% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $6.7B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear99% of net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear22% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear2% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $50.6B | $51.4B | $57.1B | $64.1B | $67.7B | 5.6% |
| Net income | $1.5B | −$1.4B | −$316M | $4.5B | $10.2B | 123% |
| Operating cash flow | $5.1B | $5.1B | $4.2B | $8.9B | $10.1B | 13% |
| Capex | $345M | $420M | $267M | $210M | $228M | 8.6% |
| Stock-based comp | $120M | $93M | $73M | $125M | $123M | 1.6% |
| Buybacks | $3.1B | $2.5B | $335M | $2M | $1.2B | 61550% |
| Dividends | $885M | $926M | $925M | $962M | $1.0B | 7.7% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $23M | $45M | 214 | 214 |
| FY2024 | $27M | $57M | 194 | 200 |
| FY2023 | $16M | $8M | 138 | 158 |
| FY2022 | $15M | $30M | 130 | 149 |
| FY2021 | $19M | $28M | 110 | 131 |