Assurant, Inc. (AIZ)
Company Info
| ISIN | US04621X1081 |
|---|---|
| CUSIP | 04621X108 |
| Sector | Financial Services |
| Industry | Insurance - Specialty |
Highlights
| Market Cap | $10.26B |
|---|---|
| EPS (TTM) | $14.98 |
| PE Ratio | 13.23 |
| PEG Ratio | 1.46 |
| Total Revenue (TTM) | $8.79B |
| Gross Profit (TTM) | $8.79B |
| EBITDA (TTM) | $548.00M |
| Year Range | $142.37 - $201.55 |
| Target Price | $218.80 |
| Short % | 1.80% |
| Short Ratio | 1.96 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: AIZ vs. IHI, AIZ vs. VOO, AIZ vs. SMH, AIZ vs. ^DJI, AIZ vs. UNM, AIZ vs. ^GSPC, AIZ vs. ACN, 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.
Returns By Period
Assurant, Inc. had a return of 18.64% year-to-date (YTD) and 34.69% in the last 12 months. Over the past 10 years, Assurant, Inc. had an annualized return of 14.19%, outperforming the S&P 500 benchmark which had an annualized return of 11.71%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 18.64% | 22.95% |
| 1 month | 1.90% | 4.39% |
| 6 months | 14.51% | 18.07% |
| 1 year | 34.69% | 37.09% |
| 5 years (annualized) | 11.54% | 14.48% |
| 10 years (annualized) | 14.19% | 11.71% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.32% | 8.50% | 3.74% | -7.35% | -0.53% | -3.76% | 5.18% | 12.28% | 1.65% | 18.64% | |||
| 2023 | 6.02% | -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% |
| 2019 | 7.77% | 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% |
| 2017 | 4.60% | 2.48% | -3.36% | 0.60% | 2.35% | 5.83% | 1.52% | -9.57% | 0.88% | 5.37% | 0.79% | -0.03% | 10.98% |
| 2016 | 0.96% | -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% |
| 2013 | 10.20% | 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 79, placing it in the top 21% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
Assurant, Inc. granted a 1.46% dividend yield in the last twelve months. The annual payout for that period amounted to $2.88 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.88 | $2.82 | $2.74 | $2.66 | $2.55 | $2.43 | $2.28 | $2.15 | $2.03 | $1.37 | $1.06 | $0.96 |
Dividend yield | 1.46% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.72 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.72 | $0.00 | $2.16 | ||
| 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
Payout Ratio
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.
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 1.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.62% | Jul 9, 2008 | 96 | Nov 20, 2008 | 1260 | Nov 22, 2013 | 1356 |
| -44.63% | Apr 21, 2022 | 228 | Mar 17, 2023 | 258 | Mar 27, 2024 | 486 |
| -43.33% | Feb 18, 2020 | 22 | Mar 18, 2020 | 207 | Jan 12, 2021 | 229 |
| -24.2% | Aug 1, 2018 | 101 | Dec 24, 2018 | 129 | Jul 1, 2019 | 230 |
| -23.71% | Dec 8, 2015 | 44 | Feb 10, 2016 | 56 | May 2, 2016 | 100 |
Volatility
Volatility Chart
The current Assurant, Inc. volatility is 7.08%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Assurant, Inc. compared to its peers in the Insurance - Specialty industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for AIZ in comparison to other companies of the Insurance - Specialty industry. Currently, AIZ has a PE value of 13.2. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for AIZ in comparison to other companies of the Insurance - Specialty industry. Currently, AIZ has a PEG value of 1.5. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Assurant, Inc..
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Income Statement
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Net Income | — |
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Net Interest Income | — |