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AIZ vs. ACN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AIZ and ACN is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

AIZ vs. ACN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Assurant, Inc. (AIZ) and Accenture plc (ACN). The values are adjusted to include any dividend payments, if applicable.

1,000.00%1,500.00%2,000.00%December2025FebruaryMarchAprilMay
1,048.28%
1,836.02%
AIZ
ACN

Key characteristics

Sharpe Ratio

AIZ:

0.45

ACN:

0.08

Sortino Ratio

AIZ:

0.82

ACN:

0.23

Omega Ratio

AIZ:

1.11

ACN:

1.03

Calmar Ratio

AIZ:

0.54

ACN:

0.03

Martin Ratio

AIZ:

1.54

ACN:

0.08

Ulcer Index

AIZ:

7.30%

ACN:

10.99%

Daily Std Dev

AIZ:

24.23%

ACN:

26.72%

Max Drawdown

AIZ:

-81.62%

ACN:

-59.20%

Current Drawdown

AIZ:

-13.79%

ACN:

-22.30%

Fundamentals

Market Cap

AIZ:

$9.96B

ACN:

$192.75B

EPS

AIZ:

$12.83

ACN:

$12.12

PE Ratio

AIZ:

15.25

ACN:

25.40

PEG Ratio

AIZ:

1.46

ACN:

2.41

PS Ratio

AIZ:

0.82

ACN:

2.88

PB Ratio

AIZ:

1.89

ACN:

6.61

Total Revenue (TTM)

AIZ:

$9.00B

ACN:

$67.22B

Gross Profit (TTM)

AIZ:

$9.00B

ACN:

$21.64B

EBITDA (TTM)

AIZ:

$884.90M

ACN:

$11.84B

Returns By Period

In the year-to-date period, AIZ achieves a -7.87% return, which is significantly higher than ACN's -11.67% return. Both investments have delivered pretty close results over the past 10 years, with AIZ having a 14.09% annualized return and ACN not far ahead at 14.32%.


AIZ

YTD

-7.87%

1M

1.28%

6M

-5.85%

1Y

10.82%

5Y*

16.81%

10Y*

14.09%

ACN

YTD

-11.67%

1M

3.16%

6M

-12.60%

1Y

2.21%

5Y*

11.99%

10Y*

14.32%

*Annualized

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Risk-Adjusted Performance

AIZ vs. ACN — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIZ
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

ACN
The Risk-Adjusted Performance Rank of ACN is 5050
Overall Rank
The Sharpe Ratio Rank of ACN is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of ACN is 4444
Sortino Ratio Rank
The Omega Ratio Rank of ACN is 4444
Omega Ratio Rank
The Calmar Ratio Rank of ACN is 5353
Calmar Ratio Rank
The Martin Ratio Rank of ACN is 5353
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.

AIZ vs. ACN - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Assurant, Inc. (AIZ) and Accenture plc (ACN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current AIZ Sharpe Ratio is 0.45, which is higher than the ACN Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of AIZ and ACN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00December2025FebruaryMarchAprilMay
0.45
0.08
AIZ
ACN

Dividends

AIZ vs. ACN - Dividend Comparison

AIZ's dividend yield for the trailing twelve months is around 1.55%, less than ACN's 1.86% yield.


TTM20242023202220212020201920182017201620152014
AIZ
Assurant, Inc.
1.55%1.39%1.67%2.19%1.71%1.87%1.85%2.55%2.13%2.19%1.70%1.55%
ACN
Accenture plc
1.86%1.52%1.33%1.51%0.87%1.26%1.07%1.98%1.66%1.97%2.03%2.18%

Drawdowns

AIZ vs. ACN - Drawdown Comparison

The maximum AIZ drawdown since its inception was -81.62%, which is greater than ACN's maximum drawdown of -59.20%. Use the drawdown chart below to compare losses from any high point for AIZ and ACN. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.79%
-22.30%
AIZ
ACN

Volatility

AIZ vs. ACN - Volatility Comparison

Assurant, Inc. (AIZ) and Accenture plc (ACN) have volatilities of 6.92% and 6.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
6.92%
6.80%
AIZ
ACN

Financials

AIZ vs. ACN - Financials Comparison

This section allows you to compare key financial metrics between Assurant, Inc. and Accenture plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00BAprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
3.10B
16.66B
(AIZ) Total Revenue
(ACN) Total Revenue
Values in USD except per share items

AIZ vs. ACN - Profitability Comparison

The chart below illustrates the profitability comparison between Assurant, Inc. and Accenture plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
100.0%
29.9%
(AIZ) Gross Margin
(ACN) Gross Margin
AIZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Assurant, Inc. reported a gross profit of 3.10B and revenue of 3.10B. Therefore, the gross margin over that period was 100.0%.

ACN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Accenture plc reported a gross profit of 4.97B and revenue of 16.66B. Therefore, the gross margin over that period was 29.9%.

AIZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Assurant, Inc. reported an operating income of 250.00M and revenue of 3.10B, resulting in an operating margin of 8.1%.

ACN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Accenture plc reported an operating income of 2.24B and revenue of 16.66B, resulting in an operating margin of 13.5%.

AIZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Assurant, Inc. reported a net income of 201.30M and revenue of 3.10B, resulting in a net margin of 6.5%.

ACN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Accenture plc reported a net income of 1.79B and revenue of 16.66B, resulting in a net margin of 10.7%.