AIZ vs PEN

Comparison between Assurant Inc (AIZ, Company) and Penumbra Inc (PEN, Company).

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

5-Year PerformanceAIZ has outperformed PEN, delivering a return of +11.3% compared to +3.5%

AIZ vs PEN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIZ(COMPANY)	PEN(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	81.83%	62.64%
Sharpe Ratio	0.99	0.73
5Y Beta	0.62	0.52
Industry	Insurance - Property & Casualty	Medical Devices
P/E Ratio	12.61	76.53
Forward P/E	10.21	63.69
PEG Ratio	0.24	0.75
Dividend Yield	1.34%	N/A
5Y Dividends CAGR	5.67%	N/A
5Y EPS CAGR	21.50%	46.16%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	11.60%	1.69%
P/S Ratio	0.95	8.64
P/B Ratio	2.16	8.55

Market Cap

AIZ

$13B

Winner

PEN

$13B

Max Drawdown

AIZ

81.83%

Winner

PEN

62.64%

Sharpe Ratio

Winner

AIZ

0.99

PEN

0.73

5Y Beta

AIZ

0.62

Winner

PEN

0.52

Industry

AIZ

Insurance - Property & Casualty

PEN

Medical Devices

P/E Ratio

Winner

AIZ

12.61

PEN

76.53

Forward P/E

Winner

AIZ

10.21

PEN

63.69

PEG Ratio

Winner

AIZ

0.24

PEN

0.75

Dividend Yield

AIZ

1.34%

PEN

N/A

5Y Dividends CAGR

AIZ

5.67%

PEN

N/A

5Y EPS CAGR

AIZ

21.50%

Winner

PEN

46.16%

Debt to Equity

AIZ

0.00%

PEN

0.00%

Free Cash Flow Yield

Winner

AIZ

11.60%

PEN

1.69%

P/S Ratio

Winner

AIZ

0.95

PEN

8.64

P/B Ratio

Winner

AIZ

2.16

PEN

8.55

AIZ vs PEN - Historical Returns

Returns include dividend reinvestment.

Period	AIZ	PEN
1 month	+8.57%	-1.03%
3 months	+13.33%	-5.90%
6 months	+15.98%	+6.61%
1 year	+29.84%	+24.05%
5 years(CAGR)	+11.35%	+3.52%
10 years(CAGR)	+13.91%	+18.53%
Max(CAGR)	+13.02%	+21.08%

Winner

AIZ

+8.57%

PEN

-1.03%

Winner

AIZ

+13.33%

PEN

-5.90%

Winner

AIZ

+15.98%

PEN

+6.61%

Winner

AIZ

+29.84%

PEN

+24.05%

5Y(CAGR)

Winner

AIZ

+11.35%

PEN

+3.52%

10Y(CAGR)

AIZ

+13.91%

Winner

PEN

+18.53%

Max(CAGR)

AIZ

+13.02%

Winner

PEN

+21.08%

AIZ vs PEN - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AIZ	PEN
2026	+8.74%	+3.59%
2025	+15.69%	+29.55%
2024	+27.52%	-2.98%
2023	+35.07%	+13.72%
2022	-18.57%	-21.66%
2021	+20.08%	+63.62%
2020	+5.07%	+6.84%
2019	+48.69%	+33.48%
2018	-7.72%	+35.25%
2017	+9.49%	+46.92%
2016	+21.19%	+14.52%
2015	+21.10%	+30.29%
2014	+6.46%	N/A
2013	+90.57%	N/A
2012	-14.40%	N/A
2011	+8.32%	N/A
2010	+30.11%	N/A
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 PEN Drawdown Comparison

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

The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

The current AIZ drawdown is -0.28%. The current PEN drawdown is -10.82%.

Rank	AIZ	PEN
#1	-81.59% Jul 8, 2008 - Nov 21, 2013	-62.64% Apr 28, 2021 - May 9, 2023
#2	-44.64% Apr 20, 2022 - Mar 27, 2024	-52.44% Jun 30, 2023 - Jan 15, 2026
#3	-43.33% Feb 14, 2020 - Jan 12, 2021	-35.86% Nov 12, 2020 - Feb 9, 2021
#4	-24.20% Jul 31, 2018 - Jul 1, 2019	-35.83% Feb 19, 2020 - Jul 8, 2020
#5	-23.71% Dec 7, 2015 - May 2, 2016	-31.65% Jun 6, 2018 - Jun 14, 2019
#6	-21.78% May 9, 2007 - Nov 1, 2007	-28.12% Jul 24, 2019 - Feb 11, 2020
#7	-20.82% Nov 26, 2024 - Nov 10, 2025	-26.97% Nov 9, 2017 - Mar 6, 2018
#8	-18.97% Jul 25, 2017 - Jun 28, 2018	-26.12% Sep 22, 2016 - Feb 21, 2017
#9	-16.07% Dec 24, 2007 - Jun 5, 2008	-24.61% Jan 4, 2016 - Jun 6, 2016
#10	-14.67% Sep 30, 2016 - Dec 8, 2016	-21.70% Aug 13, 2020 - Oct 27, 2020
#11	-14.13% Jan 19, 2021 - Mar 18, 2021	-13.42% Dec 1, 2015 - Dec 11, 2015
#12	-13.96% Mar 28, 2024 - Aug 19, 2024	-12.79% Mar 1, 2021 - Apr 23, 2021
#13	-13.73% Sep 8, 2021 - Feb 28, 2022	-12.45% Oct 8, 2015 - Nov 13, 2015
#14	-13.51% Dec 30, 2014 - Jul 7, 2015	-11.94% Jun 23, 2017 - Oct 2, 2017
#15	-12.58% Feb 6, 2026 - May 11, 2026	-11.44% Jan 27, 2026 - May 29, 2026