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AIZ vs BF-A

Comparison between Assurant Inc (AIZ, Company) and Brown-Forman Corp - Class A (BF-A, Company).

AIZ is from the Financial Services sector, while BF-A is from the Consumer Defensive sector.

5-Year PerformanceAIZ has outperformed BF-A, delivering a return of +12.7% compared to -15.1%

AIZ vs BF-A - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AIZ
$13B
BF-A
$13B
Max Drawdown
AIZ
81.83%
Winner
BF-A
71.55%
Sharpe Ratio
Winner
AIZ
1.16
BF-A
0.30
5Y Beta
AIZ
0.59
Winner
BF-A
0.38
Industry
AIZ
Insurance - Property & Casualty
BF-A
Beverages - Wineries & Distilleries
P/E Ratio
Winner
AIZ
13.21
BF-A
18.37
Forward P/E
Winner
AIZ
10.21
BF-A
16.23
PEG Ratio
Winner
AIZ
0.25
BF-A
4.51
Dividend Yield
AIZ
1.27%
Winner
BF-A
3.36%
5Y Dividends CAGR
Winner
AIZ
10.19%
BF-A
5.22%
5Y EPS CAGR
Winner
AIZ
21.50%
BF-A
-5.00%
Debt to Equity
Winner
AIZ
0.00%
BF-A
60.55%
Free Cash Flow Yield
Winner
AIZ
11.07%
BF-A
6.82%
P/S Ratio
Winner
AIZ
0.98
BF-A
3.28
P/B Ratio
Winner
AIZ
2.23
BF-A
3.20

AIZ vs BF-A - Historical Returns

Returns include dividend reinvestment.

1M
AIZ
+3.66%
Winner
BF-A
+10.27%
3M
Winner
AIZ
+22.06%
BF-A
+10.91%
6M
AIZ
+10.95%
Winner
BF-A
+11.28%
1Y
Winner
AIZ
+36.83%
BF-A
+10.32%
5Y(CAGR)
Winner
AIZ
+12.66%
BF-A
-15.08%
10Y(CAGR)
Winner
AIZ
+14.77%
BF-A
-1.68%
Max(CAGR)
Winner
AIZ
+13.14%
BF-A
+7.92%

AIZ vs BF-A - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAIZBF-A
2026+12.08%+10.94%
2025+15.69%-26.36%
2024+27.52%-35.13%
2023+35.07%-7.30%
2022-18.57%-0.29%
2021+20.08%-4.25%
2020+5.07%+18.08%
2019+48.69%+35.86%
2018-7.72%-9.71%
2017+9.49%+46.63%
2016+21.19%-12.48%
2015+21.10%+27.43%
2014+6.46%+20.96%
2013+90.57%+18.50%
2012-14.40%+25.82%
2011+8.32%+16.85%
2010+30.11%+26.72%
2009-0.25%+9.96%
2008-53.54%-12.20%
2007+20.77%+14.28%
2006+26.33%-5.66%
2005+42.85%+43.70%
2004+24.66%+7.42%
2003N/A+44.98%
2002N/A+7.24%
2001N/A-1.06%
2000N/A+27.78%
1999N/A-14.26%

AIZ vs BF-A Drawdown Comparison

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

The maximum drawdown for BF-A was -68.32%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current AIZ drawdown is -0.32%. The current BF-A drawdown is -60.63%.

RankAIZBF-A
#1-81.59%
Jul 8, 2008 - Nov 21, 2013
-68.32%
Dec 15, 2020 - Mar 24, 2026
#2-44.64%
Apr 20, 2022 - Mar 27, 2024
-41.16%
Jun 5, 2008 - Mar 22, 2010
#3-43.33%
Feb 14, 2020 - Jan 12, 2021
-36.98%
Feb 20, 2020 - Sep 2, 2020
#4-24.20%
Jul 31, 2018 - Jul 1, 2019
-33.54%
Nov 8, 1999 - Nov 10, 2000
#5-23.71%
Dec 7, 2015 - May 2, 2016
-24.74%
May 1, 2002 - Apr 2, 2003
#6-21.78%
May 9, 2007 - Nov 1, 2007
-23.94%
Aug 5, 2015 - Nov 27, 2017
#7-20.82%
Nov 26, 2024 - Nov 10, 2025
-20.22%
May 21, 2018 - Jun 13, 2019
#8-18.97%
Jul 25, 2017 - Jun 28, 2018
-19.48%
Mar 17, 2006 - Jun 5, 2008
#9-16.07%
Dec 24, 2007 - Jun 5, 2008
-17.31%
Jul 5, 2011 - Oct 18, 2011
#10-14.67%
Sep 30, 2016 - Dec 8, 2016
-15.01%
Feb 13, 2001 - Jul 25, 2001
#11-14.13%
Jan 19, 2021 - Mar 18, 2021
-14.29%
Sep 9, 2020 - Nov 16, 2020
#12-13.96%
Mar 28, 2024 - Aug 19, 2024
-13.45%
Jun 20, 2014 - Nov 28, 2014
#13-13.73%
Sep 8, 2021 - Feb 28, 2022
-13.29%
Mar 5, 2004 - Dec 13, 2004
#14-13.51%
Dec 30, 2014 - Jul 7, 2015
-12.66%
Apr 5, 2010 - Jul 23, 2010
#15-12.58%
Feb 6, 2026 - May 11, 2026
-12.30%
Jul 25, 2001 - Feb 22, 2002

Correlation

Correlation between AIZ and BF-A is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (1999 - 2026)

AIZ vs BF-A dividend yield comparison.

YearAIZBF-A
20260.67%1.62%
20251.36%3.46%
20241.39%2.33%
20231.67%1.40%
20222.19%1.17%
20211.71%2.55%
20201.87%0.96%
20191.85%1.07%
20182.55%3.11%
20172.13%1.11%
20162.19%1.50%
20151.70%1.17%
20141.55%1.35%
20131.45%1.43%
20122.33%8.06%
20111.70%1.65%
20101.64%3.20%
20092.00%2.08%
20081.80%2.21%
20070.69%3.86%
20060.69%1.69%
20050.71%1.44%
20040.69%1.74%
20030.00%1.60%
20020.00%2.13%
20010.00%2.09%
20000.00%1.89%
19990.00%0.58%

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