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AIZAssurant, Inc.
$280.11$13.9B
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  4. Financial Ratios

Assurant, Inc. (AIZ) Financial Ratios

Latest Ratios: P/E Ratio 16.1x · EV/EBITDA 10.7x · ROE 15.9%. (2002–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

AIZ Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$13.9B$12.1B$11.2B$9.1B$6.9B$9.4B$8.6B$8.2B$5.3B$5.6B$5.8B
Enterprise Value$14.3B$12.5B$11.5B$9.5B$7.4B$9.5B$8.7B$8.3B$6.1B$5.6B$5.8B
P/E Ratio →16.1113.8514.7514.1024.7615.2820.3321.3521.1910.7410.17
P/S Ratio1.090.940.940.810.670.920.900.860.670.880.81
P/B Ratio2.392.062.201.881.621.711.451.441.041.301.40
P/FCF8.727.5610.099.6916.6915.777.056.279.2811.91116.68
P/OCF7.606.598.417.9611.4811.996.415.788.1110.5242.75

P/E links to full P/E history page with 30-year chart

AIZ EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—0.970.970.850.730.940.900.870.760.900.81
EV / EBITDA10.719.329.989.4814.0010.1112.0114.3213.2010.085.83
EV / EBIT13.1710.4111.1110.4016.2510.7912.6714.7014.0111.441.55
EV / FCF—7.8010.3410.1718.1316.047.096.3810.5912.06117.39

AIZ Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin77.2%77.2%76.7%77.3%76.8%40.7%38.1%41.0%42.0%49.1%100.0%
Operating Margin8.5%8.5%7.8%7.2%3.4%7.6%6.0%4.8%4.2%7.0%12.7%
Net Profit Margin6.8%6.8%6.4%5.8%2.7%13.4%4.6%4.0%3.1%8.2%8.0%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE15.9%15.9%15.3%14.2%5.7%23.9%7.6%7.1%5.3%12.4%13.1%
ROA2.4%2.4%2.2%1.9%0.8%3.5%1.0%0.9%0.7%1.7%1.9%
ROIC14.0%14.0%13.1%12.0%5.0%10.0%7.3%5.8%4.9%7.9%15.9%
ROCE9.3%9.3%8.7%8.3%3.2%4.4%1.3%1.1%0.9%1.4%3.0%

AIZ Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.380.380.410.430.500.400.380.350.390.250.26
Debt / EBITDA1.651.651.812.074.002.343.133.464.361.911.07
Net Debt / Equity—0.060.050.090.140.030.010.020.150.020.01
Net Debt / EBITDA0.280.280.240.451.120.170.060.241.630.130.04
Debt / FCF—0.230.250.481.440.270.040.111.310.150.71
Interest Coverage10.9110.919.678.474.237.906.535.114.339.9864.94

AIZ Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.550.550.790.540.740.81—————
Quick Ratio0.550.550.790.540.740.81—————
Cash Ratio0.190.190.390.160.340.44—————
Asset Turnover—0.350.340.330.310.300.220.220.190.200.24
Inventory Turnover———————————
Days Sales Outstanding———————————

AIZ Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield1.2%1.4%1.4%1.7%2.2%1.7%1.8%1.9%2.5%2.1%2.2%
Payout Ratio19.3%19.3%20.5%23.7%54.3%11.6%35.1%39.6%53.3%22.9%22.2%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield6.2%7.2%6.8%7.1%4.0%6.5%4.9%4.7%4.7%9.3%9.8%
FCF Yield11.5%13.2%9.9%10.3%6.0%6.3%14.2%16.0%10.8%8.4%0.9%
Buyback Yield2.2%2.5%2.7%2.1%8.4%9.0%3.5%3.3%2.6%7.0%15.0%
Total Shareholder Yield3.4%3.9%4.1%3.8%10.6%10.6%5.2%5.2%5.1%9.1%17.2%
Shares Outstanding—$50M$53M$54M$55M$60M$63M$62M$60M$55M$62M

Key Metrics

Growth RegimeExpanding
ProfitabilityStrong
Balance SheetHealthy
Cash FlowRobust
Top Statement Risk

Catastrophic loss volatility

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Premium Valuation Reflects Service Moat

Based on recent market data, Assurant trades at a P/B of 2.26, which appears to command a premium over traditional insurers, suggesting that investors are pricing in the company's unique integration into mobile and mortgage ecosystems rather than just its underlying insurance underwriting book value.

The current P/B multiple indicates that the market views Assurant as a hybrid service provider, justifying a higher valuation than pure-play P&C carriers. This premium suggests that the market expects superior ROE sustainability driven by fee-based revenue streams that are less capital-intensive than traditional risk-bearing insurance lines.

Combined Ratio Demonstrates Operational Discipline

As reported in quarterly filings, Assurant maintained a combined ratio of 90.2% in 2026Q1, demonstrating a consistent ability to generate underwriting profit despite the inherent volatility of its specialty property and mobile protection segments across diverse global markets.

The trajectory of the combined ratio, which has remained largely below the 95% threshold, suggests that management effectively balances loss frequency with expense management. Investors should monitor whether the expense ratio, which has hovered near 68-70%, can be further optimized through increased automation in device repair and claims processing.

Conservative Leverage Supports Strategic Flexibility

According to financial statements, Assurant maintains a stable debt-to-equity ratio of 0.38, which indicates a conservative capital structure that provides the firm with significant capacity to pursue strategic acquisitions or return capital to shareholders without jeopardizing its solvency margins.

This low leverage profile is particularly noteworthy given the company's exposure to catastrophic risk, as it ensures that the balance sheet remains resilient during periods of elevated claims activity. The stability of this ratio over the last ten quarters suggests a disciplined approach to capital management that prioritizes long-term financial health over aggressive balance sheet expansion.

Misapplication of Standard P/E Multiples

Data suggests that the P/E ratio is frequently misapplied to Assurant, as it obscures the impact of non-cash amortization of deferred acquisition costs and the volatility of catastrophe-related earnings that do not reflect the underlying recurring nature of the company's service-based revenue model.

Relying on P/E often leads to an incomplete assessment of the firm's true earnings power, as it fails to account for the high-margin, fee-for-service components of the Global Lifestyle segment. Analysts should instead prioritize the combined ratio and ROE to better evaluate the profitability of the underwriting and service operations independently of accounting noise.

Download Financial Ratios Data

Includes 30+ ratios · 24 years · Updated daily

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AIZ — Frequently Asked Questions

Quick answers to the most common questions about buying AIZ stock.

What is Assurant, Inc.'s P/E ratio?

Assurant, Inc.'s current P/E ratio is 16.1x. The historical average is 14.5x. This places it at the 77th percentile of its historical range.

What is Assurant, Inc.'s EV/EBITDA?

Assurant, Inc.'s current EV/EBITDA is 10.7x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 8.5x.

What is Assurant, Inc.'s ROE?

Assurant, Inc.'s return on equity (ROE) is 15.9%. The historical average is 9.0%.

Is AIZ stock overvalued?

Based on historical data, Assurant, Inc. is trading at a P/E of 16.1x. This is at the 77th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Assurant, Inc.'s dividend yield?

Assurant, Inc.'s current dividend yield is 1.20% with a payout ratio of 19.3%.

What are Assurant, Inc.'s profit margins?

Assurant, Inc. has 77.2% gross margin and 8.5% operating margin.

How much debt does Assurant, Inc. have?

Assurant, Inc.'s Debt/EBITDA ratio is 1.7x, indicating moderate leverage. A ratio below 2x is generally considered financially healthy.