StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
ALL$207.55+0.71%
Fair $257.85+24.2%

ALL

The Allstate Corporation

Financial Services / Insurance - Property & CasualtyNYSE

$207.55

+1.46 (+0.71%)

Modestly Undervalued+24.2%Fair Value $257.85Fund rank 81/100 · Buy candidateSEC 19/19 yrs|
SA 51/C
F-Score: 5/9

Book/ROE base 3Y

$343.64

+18.3% CAGR · P/B 2.3x

Book/ROE base 5Y

$415.81

+14.9% base · +15.6% expected

Precio de entrada

$189.11

MOS 20% · confianza 85%

Book/ROE escenarios

audited · book/share $114.60 · quality 26.0/100

Buy candidate 81/100
Bear 5Y$145.54-6.8%
Base 5Y$415.81+14.9%
Bull 5Y$737.56+28.9%
Return 100/100Downside 64/100Model quality 76/100Data QA 100/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

51/100

C

Piotroski

5/9

balance/quality

Valuation

74/100

+24.2% upside

5Y CAGR

+15.6%

100/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 0sec-companyfacts: 19
Generic DCF/FCF bypassed: financial balance-sheet sector valued with a sector-specific Book/ROE model.
Thesis & Journal · ALLLocal privado en este navegador · The Allstate Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$53.4B

P/E

5.6x

↓

EV/EBITDA

N/A

•

ROE

33.6%

↑

Gross Margin

N/A

•

Debt/Equity

0.24

↓
52-Week Range$208
$188$228

TradingView lightweight chart

ALL price, volumen y niveles de valoración

Último $207.55Periodo +783.2%
Buy zone: $189.11Bear 5Y: $145.54Fair value: $257.85Base 5Y: $415.81Bull 5Y: $737.56

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+3.4%

FCF CAGR

+3.7%

FCF margin

14.6%

FCF / Net income

0.96x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $67.69B · net income $10.28B · FCF $9.88B

2007-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

15.2%+2.6% pts

FCF margin

14.6%+0.6% pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$67.69B$67.69B$64.11B$57.09B$51.41B$50.60B$41.91B$41.54B$39.81B$39.41B$9.28B$35.65B$35.24B$34.51B$33.31B$32.65B$31.40B$32.01B$29.39B$36.77B
Net Income$10.28B$10.28B$4.67B$-188.0M$-1.29B$1.61B$5.58B$4.85B$2.16B$3.55B$1.88B$2.17B$2.85B$2.28B$2.31B$787.0M$911.0M$854.0M$-1.68B$4.64B
EPS38.0638.0616.99-1.20-5.145.0117.3114.035.709.352.185.056.274.814.681.501.711.58-3.067.76
Net Margin15.2%15.2%7.3%-0.3%-2.5%3.2%13.3%11.7%5.4%9.0%20.2%6.1%8.1%6.6%6.9%2.4%2.9%2.7%-5.7%12.6%
Balance Sheet
Debt/Equity0.240.240.380.450.460.320.260.260.300.280.310.260.230.290.010.020.000.350.45—
Current Ratio0.360.36——————————————————
Cash Flow
Free Cash Flow$9.88B$9.88B$8.72B$3.96B$4.70B$4.77B$5.18B$4.70B$4.90B$4.01B$3.68B$3.31B$2.95B$4.04B$2.77B$1.68B$3.53B$4.11B$3.62B$5.16B
Returns
ROE33.6%33.6%21.8%-1.1%-7.4%6.5%18.5%18.6%10.1%15.8%9.1%10.8%12.8%10.6%11.2%4.3%4.8%5.1%-13.3%—
Valuation
P/E5.585.5812.50——42.3912.2715.1437.2622.7197.4242.0533.8744.1545.38141.58124.20134.42—27.37
P/B1.851.852.653.143.292.552.222.723.523.463.894.314.174.655.096.076.066.889.215.79
Growth & Yield
Revenue Growth5.6%5.6%12.3%11.1%1.6%20.7%0.9%4.3%1.0%324.7%-74.0%1.2%2.1%3.6%2.0%4.0%-1.9%8.9%-20.1%—
EPS Growth124.0%124.0%1515.8%76.7%-202.6%-71.1%23.4%146.1%-39.0%328.9%-56.8%-19.5%30.4%2.8%212.0%-12.3%8.2%151.6%-139.4%—
Dividend Yield2.1%2.1%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-21.5%

fácil

EPS terminal req.

$18.42

Spread vs growth

145.5%

5Y implied EPS CAGR

-10.2%

fácil

EPS terminal req.

$22.28

Spread vs growth

134.2%

10Y implied EPS CAGR

-0.6%

fácil

EPS terminal req.

$35.89

Spread vs growth

124.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +1.0%

Total return

+1.0%

Start / end P/E

12.4x → 5.5x

EPS bridge

16.99 → 38.06

Residual

-69.3%

EPS growth+124.0%
Multiple rerating-55.9%
Dividend+2.1%
Residual / FX / buybacks / cross-term-69.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.