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AIZ vs SWK

Comparison between Assurant Inc (AIZ, Company) and Stanley Black & Decker Inc (SWK, Company).

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

5-Year PerformanceAIZ has outperformed SWK, delivering a return of +14.2% compared to -11.8%

AIZ vs SWK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AIZ
$14B
SWK
$14B
Max Drawdown
AIZ
81.83%
Winner
SWK
74.69%
Sharpe Ratio
Winner
AIZ
1.59
SWK
0.68
5Y Beta
Winner
AIZ
0.58
SWK
1.45
Industry
AIZ
Insurance - Property & Casualty
SWK
Tools & Accessories
P/E Ratio
Winner
AIZ
13.66
SWK
44.52
Forward P/E
Winner
AIZ
10.21
SWK
16.34
PEG Ratio
AIZ
0.26
Winner
SWK
0.23
Dividend Yield
AIZ
1.23%
Winner
SWK
3.75%
5Y Dividends CAGR
Winner
AIZ
7.62%
SWK
3.47%
5Y EPS CAGR
Winner
AIZ
21.50%
SWK
-22.54%
Debt to Equity
Winner
AIZ
0.00%
SWK
53.01%
Free Cash Flow Yield
Winner
AIZ
10.70%
SWK
5.15%
P/S Ratio
AIZ
1.03
Winner
SWK
0.91
P/B Ratio
AIZ
2.33
Winner
SWK
1.53

AIZ vs SWK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AIZ
+5.07%
SWK
+1.78%
3M
Winner
AIZ
+21.05%
SWK
+20.33%
6M
Winner
AIZ
+19.66%
SWK
+13.07%
1Y
Winner
AIZ
+52.36%
SWK
+31.31%
5Y(CAGR)
Winner
AIZ
+14.24%
SWK
-11.76%
10Y(CAGR)
Winner
AIZ
+14.41%
SWK
-0.17%
Max(CAGR)
Winner
AIZ
+13.33%
SWK
+7.43%

AIZ vs SWK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAIZSWK
2026+17.48%+21.95%
2025+15.69%-2.64%
2024+27.52%-15.25%
2023+35.07%+33.56%
2022-18.57%-58.34%
2021+20.08%+13.14%
2020+5.07%+8.25%
2019+48.69%+39.99%
2018-7.72%-27.63%
2017+9.49%+49.10%
2016+21.19%+11.60%
2015+21.10%+13.49%
2014+6.46%+22.61%
2013+90.57%+9.61%
2012-14.40%+8.12%
2011+8.32%+1.70%
2010+30.11%+30.56%
2009-0.25%+50.60%
2008-53.54%-24.56%
2007+20.77%-2.39%
2006+26.33%+6.93%
2005+42.85%+2.75%
2004+24.66%+35.59%
2003N/A+8.89%
2002N/A-22.82%
2001N/A+55.14%
2000N/A+12.37%
1999N/A+10.34%

AIZ vs SWK Drawdown Comparison

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

The maximum drawdown for SWK was -71.31%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current AIZ drawdown is -1.15%. The current SWK drawdown is -50.36%.

RankAIZSWK
#1-81.59%
Jul 8, 2008 - Nov 21, 2013
-71.31%
May 10, 2021 - Apr 8, 2025
#2-44.64%
Apr 20, 2022 - Mar 27, 2024
-62.43%
Jul 19, 2007 - Mar 1, 2010
#3-43.33%
Feb 14, 2020 - Jan 12, 2021
-58.33%
Mar 4, 2002 - Nov 17, 2004
#4-24.20%
Jul 31, 2018 - Jul 1, 2019
-58.05%
Jan 17, 2020 - Oct 7, 2020
#5-23.71%
Dec 7, 2015 - May 2, 2016
-39.60%
Nov 16, 1999 - Jan 26, 2001
#6-21.78%
May 9, 2007 - Nov 1, 2007
-37.54%
Jan 19, 2018 - Jan 16, 2020
#7-20.82%
Nov 26, 2024 - Nov 10, 2025
-37.36%
Apr 26, 2011 - Feb 28, 2012
#8-18.97%
Jul 25, 2017 - Jun 28, 2018
-26.68%
Mar 15, 2012 - Mar 11, 2013
#9-16.07%
Dec 24, 2007 - Jun 5, 2008
-26.14%
Aug 7, 2001 - Dec 10, 2001
#10-14.67%
Sep 30, 2016 - Dec 8, 2016
-23.35%
Apr 29, 2010 - Dec 9, 2010
#11-14.13%
Jan 19, 2021 - Mar 18, 2021
-22.32%
Apr 19, 2006 - Jan 17, 2007
#12-13.96%
Mar 28, 2024 - Aug 19, 2024
-19.48%
Oct 1, 2013 - Jul 25, 2014
#13-13.73%
Sep 8, 2021 - Feb 28, 2022
-18.18%
Dec 7, 2015 - Apr 21, 2016
#14-13.51%
Dec 30, 2014 - Jul 7, 2015
-16.58%
Mar 8, 2001 - May 18, 2001
#15-12.58%
Feb 6, 2026 - May 11, 2026
-13.63%
Dec 27, 2001 - Feb 15, 2002

Correlation

Correlation between AIZ and SWK is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59
-101

Dividend Comparison (1999 - 2026)

AIZ vs SWK dividend yield comparison.

YearAIZSWK
20260.75%1.82%
20251.36%4.44%
20241.39%4.06%
20231.67%3.28%
20222.19%4.23%
20211.71%1.58%
20201.87%1.56%
20191.85%1.63%
20182.55%2.15%
20172.13%1.43%
20162.19%1.97%
20151.70%2.01%
20141.55%2.12%
20131.45%2.45%
20122.33%2.43%
20111.70%2.43%
20101.64%2.51%
20092.00%2.52%
20081.80%3.70%
20070.69%2.52%
20060.69%2.35%
20050.71%2.37%
20040.69%2.20%
20030.00%2.72%
20020.00%2.86%
20010.00%2.02%
20000.00%2.89%
19990.00%0.73%

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