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AIZ vs BAX

Comparison between Assurant Inc (AIZ, Company) and Baxter International Inc (BAX, Company).

AIZ is from the Financial Services sector, while BAX is from the Healthcare sector.

5-Year PerformanceAIZ has outperformed BAX, delivering a return of +13.4% compared to -17.0%

AIZ vs BAX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
AIZ
$14B
Winner
BAX
$14B
Max Drawdown
Winner
AIZ
81.83%
BAX
83.22%
Sharpe Ratio
Winner
AIZ
1.33
BAX
0.40
5Y Beta
Winner
AIZ
0.57
BAX
0.92
Industry
AIZ
Insurance - Property & Casualty
BAX
Medical Instruments & Supplies
P/E Ratio
Winner
AIZ
13.16
BAX
89.08
Forward P/E
Winner
AIZ
10.21
BAX
13.04
PEG Ratio
Winner
AIZ
0.26
BAX
36.68
Dividend Yield
Winner
AIZ
1.21%
BAX
0.76%
5Y Dividends CAGR
Winner
AIZ
10.19%
BAX
-17.70%
5Y EPS CAGR
Winner
AIZ
21.66%
BAX
-37.18%
Debt to Equity
AIZ
0.00%
BAX
0.00%
Free Cash Flow Yield
Winner
AIZ
11.92%
BAX
9.47%
P/S Ratio
Winner
AIZ
1.03
BAX
1.21
P/B Ratio
AIZ
2.32
Winner
BAX
2.31

AIZ vs BAX - Historical Returns

Returns include dividend reinvestment.

1M
AIZ
+3.91%
Winner
BAX
+18.28%
3M
AIZ
+13.32%
Winner
BAX
+38.21%
6M
Winner
AIZ
+29.58%
BAX
+28.56%
1Y
Winner
AIZ
+36.56%
BAX
+8.79%
5Y(CAGR)
Winner
AIZ
+13.44%
BAX
-17.02%
10Y(CAGR)
Winner
AIZ
+14.93%
BAX
-4.10%
Max(CAGR)
Winner
AIZ
+13.46%
BAX
+3.38%

AIZ vs BAX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAIZBAX
2026+21.96%+36.01%
2025+15.69%-33.51%
2024+27.52%-22.80%
2023+35.07%-22.01%
2022-18.57%-40.27%
2021+20.08%+8.61%
2020+5.07%-5.48%
2019+48.69%+29.42%
2018-7.72%-0.98%
2017+9.49%+46.96%
2016+21.19%+20.68%
2015+21.10%-3.13%
2014+6.46%+8.97%
2013+90.57%+5.71%
2012-14.40%+35.52%
2011+8.32%+0.19%
2010+30.11%-10.97%
2009-0.25%+8.74%
2008-53.54%-5.82%
2007+20.77%+26.49%
2006+26.33%+22.50%
2005+42.85%+10.38%
2004+24.66%+16.56%
2003N/A+8.47%
2002N/A-46.20%
2001N/A+21.04%
2000N/A+45.84%
1999N/A-1.31%

AIZ vs BAX Drawdown Comparison

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

The maximum drawdown for BAX was -81.15%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current AIZ drawdown is -4.58%. The current BAX drawdown is -68.37%.

RankAIZBAX
#1-81.59%
Jul 8, 2008 - Nov 21, 2013
-81.15%
Apr 20, 2020 - Mar 30, 2026
#2-44.64%
Apr 20, 2022 - Mar 27, 2024
-68.23%
Mar 27, 2002 - Apr 17, 2007
#3-43.33%
Feb 14, 2020 - Jan 12, 2021
-40.89%
Aug 8, 2008 - Nov 2, 2012
#4-24.20%
Jul 31, 2018 - Jul 1, 2019
-24.29%
Nov 19, 1999 - May 24, 2000
#5-23.71%
Dec 7, 2015 - May 2, 2016
-23.17%
Aug 5, 2015 - Apr 4, 2016
#6-21.78%
May 9, 2007 - Nov 1, 2007
-23.09%
Feb 6, 2020 - Apr 20, 2020
#7-20.82%
Nov 26, 2024 - Nov 10, 2025
-20.87%
Oct 1, 2018 - Mar 19, 2019
#8-18.97%
Jul 25, 2017 - Jun 28, 2018
-17.21%
Oct 1, 2001 - Jan 23, 2002
#9-16.07%
Dec 24, 2007 - Jun 5, 2008
-14.77%
Oct 18, 2000 - Dec 28, 2000
#10-14.67%
Sep 30, 2016 - Dec 8, 2016
-14.66%
Jul 16, 2007 - Oct 18, 2007
#11-14.13%
Jan 19, 2021 - Mar 18, 2021
-14.57%
Sep 6, 2019 - Jan 15, 2020
#12-13.96%
Mar 28, 2024 - Aug 19, 2024
-14.31%
Jan 16, 2008 - Jul 8, 2008
#13-13.73%
Sep 8, 2021 - Feb 28, 2022
-14.30%
Jul 24, 2014 - Aug 5, 2015
#14-13.51%
Dec 30, 2014 - Jul 7, 2015
-13.56%
Jul 22, 2013 - Mar 28, 2014
#15-12.58%
Feb 6, 2026 - May 11, 2026
-13.42%
Jan 26, 2018 - May 21, 2018

Correlation

Correlation between AIZ and BAX is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40
-101

Dividend Comparison (1999 - 2026)

AIZ vs BAX dividend yield comparison.

YearAIZBAX
20260.61%0.08%
20251.36%2.72%
20241.39%3.57%
20231.67%3.00%
20222.19%2.26%
20211.71%1.26%
20201.87%1.19%
20191.85%1.02%
20182.55%1.11%
20172.13%0.94%
20162.19%1.14%
20151.70%87.05%
20141.55%2.80%
20131.45%2.76%
20122.33%2.36%
20111.70%2.56%
20101.64%2.33%
20092.00%1.82%
20081.80%1.70%
20070.69%1.24%
20060.69%1.25%
20050.71%1.55%
20040.69%1.69%
20030.00%1.91%
20020.00%2.08%
20010.00%1.09%
20000.00%1.32%
19990.00%0.46%

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