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Assurant, Inc. (AIZ)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US04621X1081

CUSIP

04621X108

IPO Date

Feb 5, 2004

Highlights

Market Cap

$9.96B

EPS (TTM)

$12.83

PE Ratio

15.25

PEG Ratio

1.46

Total Revenue (TTM)

$9.00B

Gross Profit (TTM)

$9.00B

EBITDA (TTM)

$884.90M

Year Range

$158.37 - $228.87

Target Price

$229.40

Short %

3.62%

Short Ratio

2.34

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Assurant, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


400.00%600.00%800.00%1,000.00%1,200.00%December2025FebruaryMarchAprilMay
1,048.28%
401.50%
AIZ (Assurant, Inc.)
Benchmark (^GSPC)

Returns By Period

Assurant, Inc. (AIZ) returned -7.87% year-to-date (YTD) and 10.82% over the past 12 months. Over the past 10 years, AIZ delivered an annualized return of 14.09%, outperforming the S&P 500 benchmark at 10.45%.


AIZ

YTD

-7.87%

1M

1.28%

6M

-5.85%

1Y

10.82%

5Y*

16.81%

10Y*

14.09%

^GSPC (Benchmark)

YTD

-3.77%

1M

3.72%

6M

-5.60%

1Y

8.55%

5Y*

14.11%

10Y*

10.45%

*Annualized

Monthly Returns

The table below presents the monthly returns of AIZ, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.92%-3.03%0.89%-8.11%1.54%-7.87%
2024-0.32%8.50%3.74%-7.35%-0.53%-3.76%5.18%12.28%1.65%-3.60%18.47%-5.78%28.55%
20236.02%-3.39%-5.75%2.55%-2.00%4.78%6.99%4.10%3.05%3.71%13.34%0.28%37.52%
2022-2.15%11.74%7.14%0.03%-2.49%-2.17%1.70%-9.46%-8.34%-6.48%-5.10%-2.46%-18.34%
2021-0.55%-8.55%15.05%9.76%3.99%-3.08%1.04%8.22%-7.27%2.26%-5.31%2.47%16.46%
2020-0.40%-7.22%-13.68%2.07%-2.84%0.69%4.05%13.69%-0.21%2.52%4.33%5.50%6.09%
20197.77%7.50%-7.85%0.09%5.85%6.42%6.56%9.03%2.29%0.20%5.90%-1.35%49.78%
2018-9.28%-5.97%6.95%1.54%1.15%10.86%6.58%-6.28%4.99%-9.95%0.65%-8.02%-9.18%
20174.60%2.48%-3.36%0.60%2.35%5.83%1.52%-9.57%0.88%5.37%0.79%-0.03%10.98%
20160.96%-11.93%8.51%9.62%3.93%-1.24%-3.82%8.50%3.02%-12.72%7.90%7.55%18.19%
2015-7.19%-3.10%0.23%0.08%7.63%1.75%11.34%0.07%6.27%3.19%5.51%-5.82%19.94%
2014-1.54%0.82%-1.02%3.77%1.00%-3.33%-3.34%5.79%-3.67%6.10%-0.53%1.24%4.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AIZ is 67, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AIZ is 6767
Overall Rank
The Sharpe Ratio Rank of AIZ is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of AIZ is 6161
Sortino Ratio Rank
The Omega Ratio Rank of AIZ is 6060
Omega Ratio Rank
The Calmar Ratio Rank of AIZ is 7474
Calmar Ratio Rank
The Martin Ratio Rank of AIZ is 6969
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Assurant, Inc. (AIZ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Assurant, Inc. Sharpe ratios as of May 10, 2025 (values are recalculated daily):

  • 1-Year: 0.45
  • 5-Year: 0.64
  • 10-Year: 0.52
  • All Time: 0.38

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Assurant, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.45
0.44
AIZ (Assurant, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Assurant, Inc. provided a 1.55% dividend yield over the last twelve months, with an annual payout of $3.04 per share. The company has been increasing its dividends for 20 consecutive years.


1.40%1.60%1.80%2.00%2.20%2.40%2.60%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$3.04$2.96$2.82$2.74$2.66$2.55$2.43$2.28$2.15$2.03$1.37$1.06

Dividend yield

1.55%1.39%1.67%2.19%1.71%1.87%1.85%2.55%2.13%2.19%1.70%1.55%

Monthly Dividends

The table displays the monthly dividend distributions for Assurant, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.80$0.00$0.00$0.00$0.80
2024$0.00$0.72$0.00$0.00$0.00$0.72$0.00$0.00$0.72$0.00$0.00$0.80$2.96
2023$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.72$0.00$2.82
2022$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.68$0.00$0.00$0.70$0.00$2.74
2021$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.68$0.00$2.66
2020$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.66$0.00$2.55
2019$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.60$0.00$0.00$0.63$0.00$2.43
2018$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.56$0.00$0.00$0.60$0.00$2.28
2017$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.56$0.00$2.15
2016$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$0.53$0.00$2.03
2015$0.00$0.27$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.50$0.00$1.37
2014$0.25$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$1.06

Dividend Yield & Payout


Dividend Yield

Assurant, Inc. has a dividend yield of 1.55%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Assurant, Inc. has a payout ratio of 19.92%, which is below the market average. This means Assurant, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.79%
-7.88%
AIZ (Assurant, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Assurant, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Assurant, Inc. was 81.62%, occurring on Nov 20, 2008. Recovery took 1260 trading sessions.

The current Assurant, Inc. drawdown is 13.79%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.62%Jul 9, 200896Nov 20, 20081260Nov 22, 20131356
-44.63%Apr 21, 2022228Mar 17, 2023258Mar 27, 2024486
-43.33%Feb 18, 202022Mar 18, 2020207Jan 12, 2021229
-24.2%Aug 1, 2018101Dec 24, 2018129Jul 1, 2019230
-23.71%Dec 8, 201544Feb 10, 201656May 2, 2016100

Volatility

Volatility Chart

The current Assurant, Inc. volatility is 6.92%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
6.92%
6.82%
AIZ (Assurant, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Assurant, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Assurant, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -100.0%.


0.001.002.003.004.005.00202120222023202420250
4.61
Actual
Estimate

Valuation

The Valuation section provides an overview of how Assurant, Inc. is priced in the market compared to other companies in the Insurance - Specialty industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for AIZ, comparing it with other companies in the Insurance - Specialty industry. Currently, AIZ has a P/E ratio of 15.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for AIZ compared to other companies in the Insurance - Specialty industry. AIZ currently has a PEG ratio of 1.5. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for AIZ relative to other companies in the Insurance - Specialty industry. Currently, AIZ has a P/S ratio of 0.8. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for AIZ in comparison with other companies in the Insurance - Specialty industry. Currently, AIZ has a P/B value of 1.9. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items