Assurant (AIZ) is a multi-line insurance company in the Financials sector. Listed on the NASDAQ, Assurant is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $257.34.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $257.34 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 14.05% |
| Risk / Std Dev (Annualized) | 25.13% |
| Sharpe Ratio (rf=4.5%) | 0.38 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Multi-line Insurance
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 14.05% with an annualized volatility of 25.13%. The Sharpe ratio of 0.38 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 12.75B |
| Enterprise Value | 13.04B |
| Trailing P/E | 13.19 |
| Forward P/E | 11.45 |
| Price to Book | 2.18 |
| Price to Sales | 0.97 |
| EV/Revenue | 0.99 |
| EV/EBITDA | 7.95 |
| Profitability | | | Profit Margin | 7.6% | | Operating Margin | 10.64% | | ROE | 18.02% | | ROA | 2.44% |
| Growth | | | Revenue Growth | 11.3% | | Earnings Growth | 91.2% |
| Dividend | | | Dividend Yield | 137.0% | | Payout Ratio | 17.22% | | 5Y Avg Yield | 167.0% |
| Financial Health | | | Total Revenue | 13.16B | | Total Debt | 2.21B | | Total Cash | 1.92B | | Free Cash Flow | 2.03B | | Operating Cash Flow | 1.68B |
| Price & Technical | | | 52W High | $260.97$ | | 52W Low | $183.39$ | | 50-Day Avg | $237.26$ | | 200-Day Avg | $226.93$ | | Beta | 0.57 | | Shares Outstanding | 0.05B | | Float Shares | 0.05B | | Insider Holdings | 0.72% | | Institutional Holdings | 97.59% | | Short Ratio | 2.32 | | Short % of Float | 2.93% |
| Analyst Targets | | | Target High | $290.0$ | | Target Low | $270.0$ | | Target Mean | $280.5$ | | Target Median | $279.5$ | | # of Analysts | 6 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.