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AIT vs AIZ

Comparison between Applied Industrial Technologies Inc (AIT, Company) and Assurant Inc (AIZ, Company).

AIT is from the Industrials sector, while AIZ is from the Financial Services sector.

5-Year PerformanceAIT has outperformed AIZ, delivering a return of +25.4% compared to +10.2%

AIT vs AIZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
AIT
$12B
Winner
AIZ
$12B
Max Drawdown
Winner
AIT
60.53%
AIZ
81.83%
Sharpe Ratio
Winner
AIT
1.35
AIZ
0.83
5Y Beta
AIT
1.22
Winner
AIZ
0.63
Industry
AIT
Industrial Distribution
AIZ
Insurance - Property & Casualty
P/E Ratio
AIT
30.07
Winner
AIZ
13.64
Forward P/E
AIT
26.11
Winner
AIZ
10.21
PEG Ratio
AIT
3.66
Winner
AIZ
0.77
Dividend Yield
AIT
0.61%
Winner
AIZ
1.44%
5Y Dividends CAGR
Winner
AIT
7.86%
AIZ
5.67%
5Y EPS CAGR
Winner
AIT
24.82%
AIZ
18.42%
Debt to Equity
AIT
19.64%
Winner
AIZ
0.00%
Free Cash Flow Yield
AIT
3.97%
Winner
AIZ
13.56%
P/S Ratio
AIT
2.41
Winner
AIZ
0.92
P/B Ratio
AIT
6.07
Winner
AIZ
2.01

AIT vs AIZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AIT
+10.03%
AIZ
+7.17%
3M
Winner
AIT
+9.57%
AIZ
+2.28%
6M
Winner
AIT
+19.75%
AIZ
+7.71%
1Y
Winner
AIT
+40.17%
AIZ
+24.96%
5Y(CAGR)
Winner
AIT
+25.45%
AIZ
+10.19%
10Y(CAGR)
Winner
AIT
+23.20%
AIZ
+12.98%
Max(CAGR)
Winner
AIT
+17.61%
AIZ
+12.70%

AIT vs AIZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAITAIZ
2026+19.20%+1.25%
2025+8.41%+15.69%
2024+41.57%+27.52%
2023+39.56%+35.07%
2022+24.41%-18.57%
2021+36.16%+20.08%
2020+19.49%+5.07%
2019+27.76%+48.69%
2018-19.25%-7.72%
2017+15.04%+9.49%
2016+53.09%+21.19%
2015-7.75%+21.10%
2014-3.40%+6.46%
2013+14.96%+90.57%
2012+20.64%-14.40%
2011+9.11%+8.32%
2010+46.82%+30.11%
2009+13.06%-0.25%
2008-29.65%-53.54%
2007+11.91%+20.77%
2006+14.12%+26.33%
2005+32.02%+42.85%
2004+70.53%+24.66%
2003+31.81%N/A
2002+4.95%N/A
2001-3.28%N/A
2000+27.15%N/A
1999+4.67%N/A

AIT vs AIZ Drawdown Comparison

The maximum drawdown for AIT was -59.29%, occurring on Mar 18, 2020. Recovery took 547 trading sessions.

The maximum drawdown for AIZ was -81.59%, occurring on Nov 20, 2008. Recovery took 1355 trading sessions.

The current AIT drawdown is -2.05%. The current AIZ drawdown is -1.08%.

RankAITAIZ
#1-59.29%
Sep 21, 2018 - Nov 23, 2020
-81.59%
Jul 8, 2008 - Nov 21, 2013
#2-57.17%
Oct 31, 2007 - Oct 21, 2010
-44.64%
Apr 20, 2022 - Mar 27, 2024
#3-32.25%
Apr 19, 2006 - Jul 3, 2007
-43.33%
Feb 14, 2020 - Jan 12, 2021
#4-30.33%
Jul 7, 2011 - Jan 5, 2012
-24.20%
Jul 31, 2018 - Jul 1, 2019
#5-28.67%
May 23, 2002 - Jun 17, 2003
-23.71%
Dec 7, 2015 - May 2, 2016
#6-27.51%
Aug 1, 2013 - Oct 27, 2016
-21.78%
May 9, 2007 - Nov 1, 2007
#7-26.42%
Nov 26, 2024 - Jan 13, 2026
-20.82%
Nov 26, 2024 - Nov 10, 2025
#8-24.72%
Dec 21, 2004 - May 18, 2005
-18.97%
Jul 25, 2017 - Jun 28, 2018
#9-23.56%
Dec 28, 2000 - Mar 6, 2002
-16.07%
Dec 24, 2007 - Jun 5, 2008
#10-22.88%
Jan 23, 2004 - Apr 22, 2004
-14.67%
Sep 30, 2016 - Dec 8, 2016
#11-20.98%
May 14, 2021 - Nov 12, 2021
-14.13%
Jan 19, 2021 - Mar 18, 2021
#12-19.97%
Jul 19, 2007 - Aug 24, 2007
-13.96%
Mar 28, 2024 - Aug 19, 2024
#13-19.01%
May 4, 2022 - Aug 11, 2022
-13.73%
Sep 8, 2021 - Feb 28, 2022
#14-18.97%
Feb 29, 2000 - Aug 10, 2000
-13.51%
Dec 30, 2014 - Jul 7, 2015
#15-18.56%
Aug 11, 2022 - Oct 27, 2022
-12.58%
Feb 6, 2026 - Mar 19, 2026

Correlation

Correlation between AIT and AIZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

AIT vs AIZ dividend yield comparison.

YearAITAIZ
20260.17%0.37%
20250.72%1.36%
20240.62%1.39%
20230.81%1.67%
20221.08%2.19%
20211.29%1.71%
20201.64%1.87%
20191.86%1.85%
20182.22%2.55%
20171.70%2.13%
20161.89%2.19%
20152.67%1.70%
20142.19%1.55%
20131.87%1.45%
20122.00%2.33%
20112.10%1.70%
20101.97%1.64%
20092.72%2.00%
20083.17%1.80%
20071.86%0.69%
20061.75%0.69%
20051.51%0.71%
20041.26%0.69%
20032.01%0.00%
20022.54%0.00%
20012.57%0.00%
20002.33%0.00%
19990.72%0.00%

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