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AIZ vs UHAL

Comparison between Assurant Inc (AIZ, Company) and U-Haul Holding Company (UHAL, Company).

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

5-Year PerformanceAIZ has outperformed UHAL, delivering a return of +14.0% compared to +4.7%

AIZ vs UHAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
AIZ
$14B
UHAL
$14B
Max Drawdown
Winner
AIZ
81.83%
UHAL
94.44%
Sharpe Ratio
Winner
AIZ
1.52
UHAL
0.41
5Y Beta
Winner
AIZ
0.59
UHAL
0.83
Industry
AIZ
Insurance - Property & Casualty
UHAL
Rental & Leasing Services
P/E Ratio
Winner
AIZ
13.70
UHAL
163.56
Forward P/E
Winner
AIZ
10.21
UHAL
68.97
PEG Ratio
AIZ
0.26
UHAL
N/A
Dividend Yield
AIZ
1.20%
UHAL
N/A
5Y Dividends CAGR
AIZ
7.62%
Winner
UHAL
197.11%
5Y EPS CAGR
AIZ
21.50%
UHAL
N/A
Debt to Equity
Winner
AIZ
0.00%
UHAL
106.74%
Free Cash Flow Yield
Winner
AIZ
10.67%
UHAL
-10.00%

AIZ vs UHAL - Historical Returns

Returns include dividend reinvestment.

1M
AIZ
+5.80%
Winner
UHAL
+15.93%
3M
AIZ
+23.13%
Winner
UHAL
+39.89%
6M
AIZ
+18.69%
Winner
UHAL
+25.64%
1Y
Winner
AIZ
+50.67%
UHAL
+17.89%
5Y(CAGR)
Winner
AIZ
+14.01%
UHAL
+4.70%
10Y(CAGR)
Winner
AIZ
+14.30%
UHAL
+6.63%
Max(CAGR)
AIZ
+13.31%
Winner
UHAL
+13.37%

AIZ vs UHAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAIZUHAL
2026+16.83%+42.99%
2025+15.69%-26.95%
2024+27.52%-2.84%
2023+35.07%+20.53%
2022-18.57%-16.71%
2021+20.08%+63.69%
2020+5.07%+19.47%
2019+48.69%+14.78%
2018-7.72%-13.20%
2017+9.49%+3.30%
2016+21.19%-2.61%
2015+21.10%+37.04%
2014+6.46%+19.04%
2013+90.57%+80.41%
2012-14.40%+43.09%
2011+8.32%-8.56%
2010+30.11%+90.03%
2009-0.25%+45.93%
2008-53.54%-45.28%
2007+20.77%-24.52%
2006+26.33%+16.57%
2005+42.85%+60.43%
2004+24.66%+110.43%
2003N/A+388.64%
2002N/A-76.43%
2001N/A-2.94%
2000N/A-20.73%
1999N/A-11.10%

AIZ vs UHAL Drawdown Comparison

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

The maximum drawdown for UHAL was -93.78%, occurring on Oct 23, 2002. Recovery took 1213 trading sessions.

The current AIZ drawdown is -1.71%. The current UHAL drawdown is -7.81%.

RankAIZUHAL
#1-81.59%
Jul 8, 2008 - Nov 21, 2013
-93.78%
Nov 3, 1999 - Sep 2, 2004
#2-44.64%
Apr 20, 2022 - Mar 27, 2024
-78.85%
Apr 21, 2006 - Dec 3, 2010
#3-43.33%
Feb 14, 2020 - Jan 12, 2021
-46.19%
Oct 2, 2024 - Mar 20, 2026
#4-24.20%
Jul 31, 2018 - Jul 1, 2019
-44.09%
Dec 3, 2010 - Feb 9, 2012
#5-23.71%
Dec 7, 2015 - May 2, 2016
-43.46%
Nov 23, 2015 - Dec 4, 2020
#6-21.78%
May 9, 2007 - Nov 1, 2007
-40.46%
Nov 5, 2021 - Sep 24, 2024
#7-20.82%
Nov 26, 2024 - Nov 10, 2025
-31.17%
Feb 9, 2012 - Oct 16, 2012
#8-18.97%
Jul 25, 2017 - Jun 28, 2018
-18.77%
Jun 6, 2014 - Jan 26, 2015
#9-16.07%
Dec 24, 2007 - Jun 5, 2008
-16.69%
May 10, 2021 - Aug 9, 2021
#10-14.67%
Sep 30, 2016 - Dec 8, 2016
-14.72%
Mar 20, 2013 - Aug 8, 2013
#11-14.13%
Jan 19, 2021 - Mar 18, 2021
-12.84%
Jan 23, 2014 - Apr 15, 2014
#12-13.96%
Mar 28, 2024 - Aug 19, 2024
-11.15%
Sep 9, 2005 - Nov 17, 2005
#13-13.73%
Sep 8, 2021 - Feb 28, 2022
-9.46%
Feb 4, 2005 - May 13, 2005
#14-13.51%
Dec 30, 2014 - Jul 7, 2015
-9.19%
Jan 3, 2006 - Jan 25, 2006
#15-12.58%
Feb 6, 2026 - May 11, 2026
-9.04%
Aug 9, 2013 - Sep 17, 2013

Correlation

Correlation between AIZ and UHAL is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2004 - 2026)

AIZ vs UHAL dividend yield comparison.

YearAIZUHAL
20260.76%0.00%
20251.36%0.00%
20241.39%0.00%
20231.67%0.00%
20222.19%769.35%
20211.71%0.21%
20201.87%0.55%
20191.85%0.40%
20182.55%0.46%
20172.13%0.66%
20162.19%0.54%
20151.70%1.28%
20141.55%0.35%
20131.45%0.00%
20122.33%3.94%
20111.70%1.13%
20101.64%0.00%
20092.00%0.00%
20081.80%0.00%
20070.69%0.00%
20060.69%0.00%
20050.71%0.74%
20040.69%0.00%

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