AIZ:NYE-Assurant Inc. (USD)

EQUITY | Insurance - Property & Casualty | New York Stock Exchange

Last Closing

USD 217.19

Change

+1.76 (+0.82)%

Market Cap

USD 4.88B

Volume

0.22M

Analyst Target

USD 147.75
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Assurant Inc is a provider of specialized insurance products and related services in North America and selected other international markets.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-26 )

Largest Industry Peers for Insurance - Property & Casualty

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HIG-PG The Hartford Financial Service..

N/A

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AFG American Financial Group Inc

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KNSL Kinsale Capital Group Inc

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ORI Old Republic International Cor..

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RLI RLI Corp

-1.43 (-0.85%)

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HGTY Hagerty Inc

-0.17 (-1.70%)

USD 3.79B

ETFs Containing AIZ

EZY 0.00 % 0.38 %

N/A

N/A
KBWP Invesco KBW Property & Ca.. 0.00 % 0.35 %

-0.94 (-1.18%)

USD 0.48B
RYF 0.00 % 0.40 %

N/A

N/A
ISCV iShares Morningstar Small.. 0.00 % 0.00 %

-0.76 (-1.18%)

USD 0.45B

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Property & Casualty) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 28.90% 68% D+ 85% B
Dividend Return 1.76% 28% F 29% F
Total Return 30.66% 69% C- 85% B
Trailing 12 Months  
Capital Gain 29.23% 66% D+ 86% B+
Dividend Return 1.76% 28% F 30% F
Total Return 30.99% 69% C- 86% B+
Trailing 5 Years  
Capital Gain 67.51% 63% D 80% B-
Dividend Return 10.59% 31% F 33% F
Total Return 78.10% 60% D- 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 14.95% 57% F 75% C
Dividend Return 16.84% 57% F 75% C
Total Return 1.89% 27% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 26.59% 40% F 41% F
Risk Adjusted Return 63.32% 63% D 77% C+
Market Capitalization 4.88B 61% D- 86% B+

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Property & Casualty) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 9.20 38% 57%
Price/Book Ratio 2.07 67% 42%
Price / Cash Flow Ratio 9.57 44% 42%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 15.22% 30% 76%
Return on Invested Capital 7.10% 52% 56%
Return on Assets 1.87% 30% 45%
Debt to Equity Ratio 43.26% 28% 65%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.