Assurant, Inc. logo

Assurant, Inc. (AIZ)

Common Stock · Currency in USD · XNYS

Assurant Inc is a protection company that partners with the brands to safeguard and service connected devices, homes and automobiles. It operate in North America, Latin America, Europe and Asia Pacific through two operating segments: Global Lifestyle and Global Housing. Global Lifestyle: includes mobile device solutions, consumer electronics and appliances services, and financial services and other insurance products. Global Housing: includes lender-placed homeowners, manufactured housing and flood insurance, as well as voluntary manufactured housing, condominium and homeowners insurance. In addition, the Company reports the Corporate and Other segment, which includes corporate employee-related expenses, activities of the holding company and investments in the home warranty business.

Company Info

SIC6399
Composite FIGIBBG000BZX1N5
CIK0001267238
IPOFeb 5, 2004
Sectorinsurance carriers, nec

Highlights

Market Cap$10.85B
EPS$20.88
P/E Ratio10.21
Revenue$12.78B
Gross Profit$12.93B
Net Income$1.06B
Employees14,800
WSO49,699,769
Phone770-763-1000

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Analysis

Share Price Chart

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.
All prices have been adjusted for splits and dividends.

Returns By Period

Assurant, Inc. (AIZ) has returned -8.92% so far this year and 19.31% over the past 12 months. Looking at the last ten years, AIZ has achieved an annualized return of 10.83%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

AIZ

1M-5.01%
6M-1.07%
YTD-8.92%
1Y19.31%
5Y8.18%
10Y10.83%

Benchmark (SPY)

1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of Assurant, Inc. (AIZ) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
2026-0.63%-4.15%-5.13%0.27%
20250.56%-1.95%0.54%-8.32%6.21%-1.70%-4.98%15.65%1.16%-1.59%8.21%6.03%
2024-0.32%8.78%3.74%-6.86%-0.70%-3.92%4.99%11.63%1.26%-3.44%18.37%-6.42%
20235.63%-3.62%-5.23%2.57%-2.03%4.04%7.56%3.72%2.45%3.81%5.85%0.66%
2022-2.48%11.86%7.50%-0.31%-3.19%-2.36%1.48%-9.16%-8.03%-7.43%-6.16%-3.18%
2021-0.54%-9.28%13.94%10.24%2.97%-3.69%0.72%7.45%-7.59%1.73%-6.06%0.95%
2020-0.73%-8.38%-13.83%5.71%-1.69%0.11%4.39%12.72%0.40%2.49%2.88%3.68%
20199.15%6.26%-8.51%-0.35%5.17%6.36%5.97%8.59%2.80%-0.28%4.61%-1.77%
2018-9.82%-6.49%6.64%2.20%1.08%9.49%6.85%-6.78%5.20%-10.07%-0.48%-8.93%
20173.73%1.37%-4.33%0.44%1.11%5.12%0.95%-10.70%0.55%5.26%-0.39%-0.26%
201610.33%2.81%-0.53%-4.06%7.77%2.69%-12.39%7.13%7.07%

Performance Indicators

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

Sharpe ratio

-2.00-1.000.001.002.003.00AIZ: 0.25SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00AIZ: 0.35SPY: 1.40

Omega ratio

0.501.001.502.00AIZ: 1.05SPY: 1.22

Calmar ratio

0.002.004.006.00AIZ: 0.25SPY: 1.20

Martin ratio

0.001.003.00AIZ: 0.07SPY: 0.42

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.

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.

The chart below shows the rolling Sharpe ratio of AIZ compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Assurant, Inc. volatility is 1.35%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

202520242023202220212020201920182017201620152014201320122011
Liabilities And Equity (USD)36.29B35.02B33.64B33.12B33.91B44.65B44.29B41.09B31.84B29.71B30.04B31.56B29.71B28.95B27.12B
Equity Attributable To Parent (USD)5.87B5.11B4.81B4.23B5.49B5.95B5.65B5.11B4.27B4.10B4.52B5.18B4.83B5.19B5.03B
Equity Attributable To Noncontrolling Interest (USD)-----3.40M29.30M21.90M10.90M------
Equity (USD)5.87B5.11B4.81B4.23B5.49B5.95B5.68B5.13B4.28B4.10B4.52B5.18B4.83B5.19B5.03B
Long-term Debt (USD)------2.01B2.01B-------
Noncurrent Liabilities (USD)---------------
Current Liabilities (USD)30.42B29.91B28.83B28.90B28.42B38.70B38.61B35.96B27.56B25.61B25.52B26.38B24.88B23.76B22.09B
Liabilities (USD)30.42B29.91B28.83B28.90B28.42B38.70B38.61B35.96B27.56B25.61B25.52B26.38B24.88B23.76B22.09B
Intangible Assets (USD)522.00M535.60M567.10M638.90M719.20M696.20M540.20M622.40M288.60M240.31M277.16M381.96M354.64M262.99M303.83M
Fixed Assets (USD)841.70M768.30M685.80M645.10M561.40M493.30M433.70M392.50M347.60M343.57M298.41M277.65M253.63M250.80M242.91M
Noncurrent Assets (USD)---------------
Current Assets (USD)36.29B35.02B33.64B33.12B33.91B44.65B44.29B41.09B31.84B29.71B30.04B31.56B29.71B28.95B27.12B
Assets (USD)36.29B35.02B33.64B33.12B33.91B44.65B44.29B41.09B31.84B29.71B30.04B31.56B29.71B28.95B27.12B

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