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

Company Info

ISINUS04621X1081
CUSIP04621X108
SectorFinancial Services
IndustryInsurance - Specialty

Highlights

Market Cap$8.83B
EPS (TTM)$14.30
PE Ratio11.87
PEG Ratio1.46
Total Revenue (TTM)$8.64B
Gross Profit (TTM)$8.64B
EBITDA (TTM)$803.50M
Year Range$126.83 - $188.69
Target Price$208.60
Short %2.61%
Short Ratio2.91

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.


Assurant, Inc.

Popular comparisons: AIZ vs. IHI, AIZ vs. VOO, AIZ vs. SMH, AIZ vs. ^DJI, AIZ vs. ACN, AIZ vs. UNM, AIZ vs. ^GSPC, AIZ vs. NVDA, AIZ vs. SPY

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.


300.00%400.00%500.00%600.00%700.00%800.00%900.00%1,000.00%FebruaryMarchAprilMayJuneJuly
885.34%
387.78%
AIZ (Assurant, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Assurant, Inc. had a return of 1.62% year-to-date (YTD) and 33.50% in the last 12 months. Over the past 10 years, Assurant, Inc. had an annualized return of 12.24%, outperforming the S&P 500 benchmark which had an annualized return of 10.77%.


PeriodReturnBenchmark
Year-To-Date1.62%15.41%
1 month0.84%0.33%
6 months2.03%13.74%
1 year33.50%21.39%
5 years (annualized)10.94%13.11%
10 years (annualized)12.24%10.77%

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
2024-0.32%8.50%3.74%-7.35%-0.53%-3.76%1.62%
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%
201310.20%10.37%7.19%5.62%5.15%2.35%6.38%-1.62%2.00%8.10%11.48%2.20%94.85%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AIZ is 87, placing it in the top 13% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AIZ is 8787
AIZ (Assurant, Inc.)
The Sharpe Ratio Rank of AIZ is 8888Sharpe Ratio Rank
The Sortino Ratio Rank of AIZ is 8989Sortino Ratio Rank
The Omega Ratio Rank of AIZ is 8686Omega Ratio Rank
The Calmar Ratio Rank of AIZ is 8383Calmar Ratio Rank
The Martin Ratio Rank of AIZ is 8787Martin 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.


AIZ
Sharpe ratio
The chart of Sharpe ratio for AIZ, currently valued at 1.63, compared to the broader market-2.00-1.000.001.002.003.001.63
Sortino ratio
The chart of Sortino ratio for AIZ, currently valued at 2.73, compared to the broader market-4.00-2.000.002.004.002.73
Omega ratio
The chart of Omega ratio for AIZ, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for AIZ, currently valued at 1.12, compared to the broader market0.002.004.006.001.12
Martin ratio
The chart of Martin ratio for AIZ, currently valued at 6.77, compared to the broader market-30.00-20.00-10.000.0010.0020.006.77
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.82, compared to the broader market-2.00-1.000.001.002.003.001.82
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.59, compared to the broader market-4.00-2.000.002.004.002.59
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.32, compared to the broader market0.501.001.502.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.45, compared to the broader market0.002.004.006.001.45
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 6.82, compared to the broader market-30.00-20.00-10.000.0010.0020.006.82

Sharpe Ratio

The current Assurant, Inc. Sharpe ratio is 1.63. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Assurant, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00FebruaryMarchAprilMayJuneJuly
1.63
1.82
AIZ (Assurant, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Assurant, Inc. granted a 1.68% dividend yield in the last twelve months. The annual payout for that period amounted to $2.86 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.86$2.82$2.74$2.66$2.55$2.43$2.28$2.15$2.03$1.37$1.06$0.96

Dividend yield

1.68%1.67%2.19%1.71%1.87%1.85%2.55%2.13%2.19%1.70%1.55%1.45%

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
2024$0.00$0.72$0.00$0.00$0.00$0.72$0.00$1.44
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$0.00$0.25$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$1.06
2013$0.21$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.96

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.7%
Assurant, Inc. has a dividend yield of 1.68%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%16.3%
Assurant, Inc. has a payout ratio of 16.31%, 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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%FebruaryMarchAprilMayJuneJuly
-9.43%
-2.86%
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 9.43%.


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 5.02%, 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%3.00%4.00%5.00%6.00%FebruaryMarchAprilMayJuneJuly
5.02%
2.76%
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

P/E Ratio

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Assurant, Inc..


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

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