AIZ vs GNRC

Comparison between Assurant Inc (AIZ, Company) and Generac Holdings Inc (GNRC, Company).

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

5-Year PerformanceAIZ has outperformed GNRC, delivering a return of +14.2% compared to -14.8%

AIZ vs GNRC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIZ(COMPANY)	GNRC(COMPANY)
Market Cap	$14B	$12B
Max Drawdown	81.83%	83.75%
Sharpe Ratio	1.65	0.70
5Y Beta	0.58	1.41
Industry	Insurance - Property & Casualty	Specialty Industrial Machinery
P/E Ratio	13.66	48.53
Forward P/E	10.21	24.45
PEG Ratio	0.26	27.60
Dividend Yield	1.23%	N/A
5Y Dividends CAGR	7.62%	N/A
5Y EPS CAGR	21.50%	2.84%
Debt to Equity	0.00%	45.19%
Free Cash Flow Yield	10.70%	2.08%
P/S Ratio	1.03	2.90
P/B Ratio	2.33	4.75

Market Cap

Winner

AIZ

$14B

GNRC

$12B

Max Drawdown

Winner

AIZ

81.83%

GNRC

83.75%

Sharpe Ratio

Winner

AIZ

1.65

GNRC

0.70

5Y Beta

Winner

AIZ

0.58

GNRC

1.41

Industry

AIZ

Insurance - Property & Casualty

GNRC

Specialty Industrial Machinery

P/E Ratio

Winner

AIZ

13.66

GNRC

48.53

Forward P/E

Winner

AIZ

10.21

GNRC

24.45

PEG Ratio

Winner

AIZ

0.26

GNRC

27.60

Dividend Yield

AIZ

1.23%

GNRC

N/A

5Y Dividends CAGR

AIZ

7.62%

GNRC

N/A

5Y EPS CAGR

Winner

AIZ

21.50%

GNRC

2.84%

Debt to Equity

Winner

AIZ

0.00%

GNRC

45.19%

Free Cash Flow Yield

Winner

AIZ

10.70%

GNRC

2.08%

P/S Ratio

Winner

AIZ

1.03

GNRC

2.90

P/B Ratio

Winner

AIZ

2.33

GNRC

4.75

AIZ vs GNRC - Historical Returns

Returns include dividend reinvestment.

Period	AIZ	GNRC
1 month	+5.07%	-28.88%
3 months	+21.05%	-8.53%
6 months	+19.66%	+16.81%
1 year	+52.36%	+31.75%
5 years(CAGR)	+14.24%	-14.78%
10 years(CAGR)	+14.41%	+18.29%
Max(CAGR)	+13.33%	+12.56%

Winner

AIZ

+5.07%

GNRC

-28.88%

Winner

AIZ

+21.05%

GNRC

-8.53%

Winner

AIZ

+19.66%

GNRC

+16.81%

Winner

AIZ

+52.36%

GNRC

+31.75%

5Y(CAGR)

Winner

AIZ

+14.24%

GNRC

-14.78%

10Y(CAGR)

AIZ

+14.41%

Winner

GNRC

+18.29%

Max(CAGR)

Winner

AIZ

+13.33%

GNRC

+12.56%

AIZ vs GNRC - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AIZ	GNRC
2026	+17.48%	+43.22%
2025	+15.69%	-13.14%
2024	+27.52%	+21.73%
2023	+35.07%	+32.27%
2022	-18.57%	-71.07%
2021	+20.08%	+56.72%
2020	+5.07%	+122.93%
2019	+48.69%	+97.27%
2018	-7.72%	+3.48%
2017	+9.49%	+18.07%
2016	+21.19%	+40.92%
2015	+21.10%	-35.80%
2014	+6.46%	-16.93%
2013	+90.57%	+82.98%
2012	-14.40%	+57.54%
2011	+8.32%	+73.78%
2010	+30.11%	-61.77%
2009	-0.25%	N/A
2008	-53.54%	N/A
2007	+20.77%	N/A
2006	+26.33%	N/A
2005	+42.85%	N/A
2004	+24.66%	N/A

AIZ vs GNRC Drawdown Comparison

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

The maximum drawdown for GNRC was -83.75%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current AIZ drawdown is -1.15%. The current GNRC drawdown is -60.05%.

Rank	AIZ	GNRC
#1	-81.59% Jul 8, 2008 - Nov 21, 2013	-83.75% Nov 1, 2021 - Oct 27, 2023
#2	-44.64% Apr 20, 2022 - Mar 27, 2024	-74.82% Feb 11, 2010 - Oct 31, 2012
#3	-43.33% Feb 14, 2020 - Jan 12, 2021	-56.06% Mar 17, 2014 - Jun 10, 2019
#4	-24.20% Jul 31, 2018 - Jul 1, 2019	-33.09% Mar 4, 2020 - May 27, 2020
#5	-23.71% Dec 7, 2015 - May 2, 2016	-20.44% Feb 19, 2021 - Jun 16, 2021
#6	-21.78% May 9, 2007 - Nov 1, 2007	-19.44% Jan 3, 2014 - Feb 26, 2014
#7	-20.82% Nov 26, 2024 - Nov 10, 2025	-17.46% Feb 8, 2013 - Jun 6, 2013
#8	-18.97% Jul 25, 2017 - Jun 28, 2018	-17.07% Nov 5, 2012 - Feb 6, 2013
#9	-16.07% Dec 24, 2007 - Jun 5, 2008	-13.61% May 27, 2020 - Jul 2, 2020
#10	-14.67% Sep 30, 2016 - Dec 8, 2016	-13.27% Jul 23, 2021 - Sep 2, 2021
#11	-14.13% Jan 19, 2021 - Mar 18, 2021	-11.95% Feb 20, 2020 - Mar 4, 2020
#12	-13.96% Mar 28, 2024 - Aug 19, 2024	-11.92% Nov 6, 2020 - Dec 24, 2020
#13	-13.73% Sep 8, 2021 - Feb 28, 2022	-11.68% Sep 9, 2021 - Oct 18, 2021
#14	-13.51% Dec 30, 2014 - Jul 7, 2015	-11.24% Jan 22, 2021 - Feb 8, 2021
#15	-12.58% Feb 6, 2026 - May 11, 2026	-10.36% Sep 26, 2013 - Oct 24, 2013

Correlation

Correlation between AIZ and GNRC is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2004 - 2026)

AIZ vs GNRC dividend yield comparison.

Year	AIZ	GNRC
2026	0.75%	0.00%
2025	1.36%	0.00%
2024	1.39%	0.00%
2023	1.67%	0.00%
2022	2.19%	0.00%
2021	1.71%	0.00%
2020	1.87%	0.00%
2019	1.85%	0.00%
2018	2.55%	0.00%
2017	2.13%	0.00%
2016	2.19%	0.00%
2015	1.70%	0.00%
2014	1.55%	0.00%
2013	1.45%	8.83%
2012	2.33%	17.49%
2011	1.70%	0.00%
2010	1.64%	0.00%
2009	2.00%	0.00%
2008	1.80%	0.00%
2007	0.69%	0.00%
2006	0.69%	0.00%
2005	0.71%	0.00%
2004	0.69%	0.00%