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The Allstate vs CNA Financial: Which Stock Looks Stronger in 2026?

The Allstate holds the cleaner structural position, with the lead spread across profitability and growth. CNA Financial does not offset that deficit through any equally strong structural edge elsewhere. The market setup broadly confirms the structural lead — The Allstate holds the more constructive position. That puts structure and market broadly in agreement — The Allstate's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

This is not just a one-metric split: both profitability and growth materially support the lead. The overall score gap is 20 points in favour of The Allstate Corporation.

INDUSTRY COMPARISON

Both operate in: Insurance - Property & Casualty

This comparison is based on industry proximity, not on functional trajectory similarity. ALL and CNA share the same industry classification.

For a similarity-based comparison, see how The Allstate and CNA Financial each position within their functional peer groups in AssetNext.

Peer-Relative Score
ALL
The Allstate Corporation
75
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
CNA
CNA Financial Corporation
55
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: ALL vs CNA Profitability 71 38 Stability 76 63 Valuation 88 83 Growth 60 31 ALL CNA
Gap Ranking
#1 Profitability +33
#2 Growth +29
#3 Stability +13
#4 Valuation +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ALL and CNA Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ALLCNA Relative valuation Structural strength

The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where ALL and CNA each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ALL Elevated · below norm 0th 50th 100th 18 pct gap CNA Elevated · below norm 0th 50th 100th 99th 81st
Today CNA sits in the upper portion of its own 5-year history (81st percentile), while ALL sits higher in its own history (99th). Within each stock's own 5-year context, CNA is at a historically more favourable entry position than ALL. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
On profitability, The Allstate Corporation ranks near the top of the group; CNA Financial Corporation sits in the weaker half.
Growth
The Allstate Corporation sits in the stronger part of the group on growth, while CNA Financial Corporation is closer to mid-pack.
Profitability — Dominant Gap
ALL
71
CNA
38
Gap+33in favour of ALL

The profitability lead is mainly driven by a 11.4-point operating margin advantage.

What keeps the gap from being one-sided

CNA Financial Corporation still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The lead is built on both profitability and growth, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the ALL vs CNA comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how ALL and CNA each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.