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AIZ

S&P 500
Favorable · 63/100

Assurant

Financials
Multi-line Insurance

$261.58

0.7%

Updated Today 7:15 PM ET

Price — Past Year

▲ Up 33.0% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$12.88B

P/E

12.94x

Forward P/E (est.)

9.24x

ROE

17.4%

Revenue Growth

9.1%

EPS Growth

54.0%

Profit Margin

7.6%

FCF Yield

5.0%

Debt / Equity

0.38x

ROIC

Interest Coverage

Current Ratio

Dividend Yield

1.4%

Implied Growth (rev. DCF)

-3.0%

Rating Score

63/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what AIZ's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. AIZ trades near $261.58, above its 50-day average ($242.34) and 200-day average ($228.25). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 73 it is overbought — the recent rally is stretched and can cool off.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. AIZ's is $5.15 (~2.0% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month AIZ found buyers near $245.55 (support) and sellers near $265.66 (resistance); its 52-week range is $183.39–$265.66. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.9× the 20-day average — about normal. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

Assurant (AIZ) is a large-cap company in the Multi-line Insurance industry, part of the Financials sector of the S&P 500, with a market value around $12.88B.

In its latest reported year it generated about $12.81B in revenue and $872.70M in net profit.

Our model rates AIZ Favorable (63/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

5.9%

Revenue moved from $10.19B in 2021 to $12.81B in 2025, a 5.9% compound annual growth rate. The most recent year grew a steady 9.1% year over year. Slower, mature growth is common for established businesses.

Profitability
Research

Gross Margin

Operating Margin

10.3%

Net Margin

6.8%

ROE

17.4%

Assurant keeps about 7.6% of each sales dollar as net profit. Return on equity is 17.4%. Margins are moderate — typical of a competitive but profitable business.

Debt Analysis
Research

Total Debt

$2.21B

Net Debt

$615.80M

Net Debt / EBITDA

Debt / Equity

0.38x

Leverage: debt-to-equity is 0.4x. That is a conservative balance sheet — a cushion in downturns. It carries roughly $2.21B of total debt against $1.59B of cash.

Cash Flow Analysis
Research

Operating CF

$1.83B

Free Cash Flow

$1.60B

FCF Margin

12.5%

In the latest year Assurant produced about $1.83B of operating cash flow and $1.60B of free cash flow after capital spending. That is a free-cash-flow yield of about 5.0% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research

P/E

12.94x

P/S

1.01x

P/B

2.05x

EV / EBITDA

AIZ trades at 12.9x trailing earnings (about 9.2x on estimated forward earnings), 1.0x sales, and 2.0x book value. Reverse-engineering today's price implies the market expects roughly -3.0% long-term free-cash-flow growth. That is an undemanding multiple — potentially cheap if the business is stable.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
12.9xCheap
Forward P/E
9.2xCheap
P/S ratio
1.0xCheap
Revenue growth
9.1%Strong
EPS growth
54.0%Strong
Gross margin
Net margin
7.6%Weak
ROE
17.4%Average

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How AIZ stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.

In the Financials sector (76 S&P 500 companies), AIZ ranks #42 of 76 by our overall rating. It trades at roughly in line versus the sector on earnings (12.9x P/E vs. 15.2x median) with a higher return on equity (17.4% vs. 15.3%) and similar revenue growth (9.1% vs. 9.1%).

P/E vs sector

12.9x

median 15.2x

ROE vs sector

17.4%

median 15.3%

Growth vs sector

9.1%

median 9.1%

Sector rank

#42

of 76 by rating

CompanyP/ERev Gr.Rating
AIZThis stock12.9x9.1%Favorable· 63
L13.5x4.1%Neutral· 56
AIG12.5x-2.3%Neutral· 48
GL11.1x4.0%Favorable· 65
EG6.6x-0.6%Neutral· 56
IVZ-19.1%Weak· 21
ERIE18.2x4.8%Favorable· 61
BEN23.4x3.8%Neutral· 56
Financials median15.2x9.1%65/100

Valuation vs. quality map

sector medianLAIGGLEGERIEBENAIZP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Financials companies by sub-industry and size. Sector median is across all 76 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$222.84$362.11

vs. $261.58 today · expected CAGR -3%7%

Metric20262027202820292030
Revenue$13.97B$15.22B$16.59B$18.09B$19.72B
Net income$977.73M$1.07B$1.16B$1.27B$1.38B
EPS$19.73$21.51$23.44$25.56$27.85
Share price (low)$157.87$172.07$187.56$204.44$222.84
Share price (high)$256.53$279.62$304.78$332.22$362.11
CAGR (low–high)-40% / -2%-19% / 3%-10% / 5%-6% / 6%-3% / 7%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for AIZ:

  • Strong return on equity (17.4%) shows capital is put to work well.
  • Healthy free-cash-flow yield (~5.0%) funds buybacks and dividends.
  • A conservative balance sheet (debt/equity 0.4x) lowers risk.
  • Our model's overall read is Favorable (63/100).
Bear Case

The case against AIZ:

  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the fundamentals screen favourably: Assurant is a large-cap financials business growing at a mature pace, with modest profitability, and a sound balance sheet. It trades at 12.9x earnings, which our model scores Favorable (63/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.