AIZ vs TRU

Comparison between Assurant Inc (AIZ, Company) and TransUnion (TRU, Company).

Both AIZ and TRU are from the Financial Services sector.

5-Year PerformanceAIZ has outperformed TRU, delivering a return of +12.7% compared to -8.2%

AIZ vs TRU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AIZ(COMPANY)	TRU(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	81.83%	65.28%
Sharpe Ratio	1.16	-0.62
5Y Beta	0.59	1.45
Industry	Insurance - Property & Casualty	Financial Data & Stock Exchanges
P/E Ratio	13.21	18.65
Forward P/E	10.21	14.10
PEG Ratio	0.25	0.20
Dividend Yield	1.27%	0.52%
5Y Dividends CAGR	10.19%	3.97%
5Y EPS CAGR	21.50%	16.36%
Debt to Equity	0.00%	117.96%
Free Cash Flow Yield	11.07%	5.31%
P/S Ratio	0.98	2.84
P/B Ratio	2.23	2.76

Market Cap

Winner

AIZ

$13B

TRU

$13B

Max Drawdown

AIZ

81.83%

Winner

TRU

65.28%

Sharpe Ratio

Winner

AIZ

1.16

TRU

-0.62

5Y Beta

Winner

AIZ

0.59

TRU

1.45

Industry

AIZ

Insurance - Property & Casualty

TRU

Financial Data & Stock Exchanges

P/E Ratio

Winner

AIZ

13.21

TRU

18.65

Forward P/E

Winner

AIZ

10.21

TRU

14.10

PEG Ratio

AIZ

0.25

Winner

TRU

0.20

Dividend Yield

Winner

AIZ

1.27%

TRU

0.52%

5Y Dividends CAGR

Winner

AIZ

10.19%

TRU

3.97%

5Y EPS CAGR

Winner

AIZ

21.50%

TRU

16.36%

Debt to Equity

Winner

AIZ

0.00%

TRU

117.96%

Free Cash Flow Yield

Winner

AIZ

11.07%

TRU

5.31%

P/S Ratio

Winner

AIZ

0.98

TRU

2.84

P/B Ratio

Winner

AIZ

2.23

TRU

2.76

AIZ vs TRU - Historical Returns

Returns include dividend reinvestment.

Period	AIZ	TRU
1 month	+3.66%	-0.14%
3 months	+22.06%	+3.27%
6 months	+10.95%	-19.19%
1 year	+36.83%	-20.35%
5 years(CAGR)	+12.66%	-8.25%
10 years(CAGR)	+14.77%	+9.05%
Max(CAGR)	+13.14%	+10.09%

Winner

AIZ

+3.66%

TRU

-0.14%

Winner

AIZ

+22.06%

TRU

+3.27%

Winner

AIZ

+10.95%

TRU

-19.19%

Winner

AIZ

+36.83%

TRU

-20.35%

5Y(CAGR)

Winner

AIZ

+12.66%

TRU

-8.25%

10Y(CAGR)

Winner

AIZ

+14.77%

TRU

+9.05%

Max(CAGR)

Winner

AIZ

+13.14%

TRU

+10.09%

AIZ vs TRU - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	AIZ	TRU
2026	+12.08%	-15.29%
2025	+15.69%	-6.15%
2024	+27.52%	+39.96%
2023	+35.07%	+17.18%
2022	-18.57%	-51.19%
2021	+20.08%	+24.13%
2020	+5.07%	+13.40%
2019	+48.69%	+53.50%
2018	-7.72%	+3.91%
2017	+9.49%	+77.52%
2016	+21.19%	+12.43%
2015	+21.10%	+8.54%
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 TRU Drawdown Comparison

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

The maximum drawdown for TRU was -64.92%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current AIZ drawdown is -0.32%. The current TRU drawdown is -42.13%.

Rank	AIZ	TRU
#1	-81.59% Jul 8, 2008 - Nov 21, 2013	-64.92% Sep 8, 2021 - Oct 30, 2023
#2	-44.64% Apr 20, 2022 - Mar 27, 2024	-45.16% Feb 20, 2020 - Dec 23, 2020
#3	-43.33% Feb 14, 2020 - Jan 12, 2021	-31.27% Sep 13, 2018 - Jul 23, 2019
#4	-24.20% Jul 31, 2018 - Jul 1, 2019	-25.02% Dec 24, 2015 - Apr 27, 2016
#5	-23.71% Dec 7, 2015 - May 2, 2016	-17.33% Jul 22, 2016 - Feb 14, 2017
#6	-21.78% May 9, 2007 - Nov 1, 2007	-16.60% Dec 24, 2020 - Apr 22, 2021
#7	-20.82% Nov 26, 2024 - Nov 10, 2025	-15.75% Sep 7, 2017 - Oct 5, 2017
#8	-18.97% Jul 25, 2017 - Jun 28, 2018	-13.63% Aug 14, 2015 - Dec 17, 2015
#9	-16.07% Dec 24, 2007 - Jun 5, 2008	-10.43% Jan 26, 2018 - Apr 20, 2018
#10	-14.67% Sep 30, 2016 - Dec 8, 2016	-8.26% Jun 23, 2016 - Jul 1, 2016
#11	-14.13% Jan 19, 2021 - Mar 18, 2021	-7.86% Sep 6, 2019 - Nov 14, 2019
#12	-13.96% Mar 28, 2024 - Aug 19, 2024	-6.76% Jul 20, 2018 - Sep 4, 2018
#13	-13.73% Sep 8, 2021 - Feb 28, 2022	-5.69% Aug 8, 2019 - Sep 6, 2019
#14	-13.51% Dec 30, 2014 - Jul 7, 2015	-5.68% Jul 26, 2019 - Aug 8, 2019
#15	-12.58% Feb 6, 2026 - May 11, 2026	-5.05% Jun 1, 2017 - Jun 19, 2017

Correlation

Correlation between AIZ and TRU is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (2004 - 2026)

AIZ vs TRU dividend yield comparison.

Year	AIZ	TRU
2026	0.67%	0.36%
2025	1.36%	0.54%
2024	1.39%	0.45%
2023	1.67%	0.61%
2022	2.19%	0.70%
2021	1.71%	0.30%
2020	1.87%	0.30%
2019	1.85%	0.35%
2018	2.55%	0.40%
2017	2.13%	0.00%
2016	2.19%	0.00%
2015	1.70%	0.00%
2014	1.55%	0.00%
2013	1.45%	0.00%
2012	2.33%	0.00%
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%