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AIZ vs AIT

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

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

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

AIZ vs AIT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

AIZ vs AIT - Historical Returns

Returns include dividend reinvestment.

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

AIZ vs AIT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

AIZ vs AIT Drawdown Comparison

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

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

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

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

Correlation

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

0.93
-101

Dividend Comparison (1999 - 2026)

AIZ vs AIT dividend yield comparison.

YearAIZAIT
20260.37%0.17%
20251.36%0.72%
20241.39%0.62%
20231.67%0.81%
20222.19%1.08%
20211.71%1.29%
20201.87%1.64%
20191.85%1.86%
20182.55%2.22%
20172.13%1.70%
20162.19%1.89%
20151.70%2.67%
20141.55%2.19%
20131.45%1.87%
20122.33%2.00%
20111.70%2.10%
20101.64%1.97%
20092.00%2.72%
20081.80%3.17%
20070.69%1.86%
20060.69%1.75%
20050.71%1.51%
20040.69%1.26%
20030.00%2.01%
20020.00%2.54%
20010.00%2.57%
20000.00%2.33%
19990.00%0.72%

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