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BAX vs AIZ

Comparison between Baxter International Inc (BAX, Company) and Assurant Inc (AIZ, Company).

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

5-Year PerformanceAIZ has outperformed BAX, delivering a return of +13.4% compared to -17.0%

BAX vs AIZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BAX
$14B
AIZ
$14B
Max Drawdown
BAX
83.22%
Winner
AIZ
81.83%
Sharpe Ratio
BAX
0.40
Winner
AIZ
1.33
5Y Beta
BAX
0.92
Winner
AIZ
0.57
Industry
BAX
Medical Instruments & Supplies
AIZ
Insurance - Property & Casualty
P/E Ratio
BAX
89.08
Winner
AIZ
13.16
Forward P/E
BAX
13.04
Winner
AIZ
10.21
PEG Ratio
BAX
36.68
Winner
AIZ
0.26
Dividend Yield
BAX
0.76%
Winner
AIZ
1.21%
5Y Dividends CAGR
BAX
-17.70%
Winner
AIZ
10.19%
5Y EPS CAGR
BAX
-37.18%
Winner
AIZ
21.66%
Debt to Equity
BAX
0.00%
AIZ
0.00%
Free Cash Flow Yield
BAX
9.47%
Winner
AIZ
11.92%
P/S Ratio
BAX
1.21
Winner
AIZ
1.03
P/B Ratio
Winner
BAX
2.31
AIZ
2.32

BAX vs AIZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BAX
+18.28%
AIZ
+3.91%
3M
Winner
BAX
+38.21%
AIZ
+13.32%
6M
BAX
+28.56%
Winner
AIZ
+29.58%
1Y
BAX
+8.79%
Winner
AIZ
+36.56%
5Y(CAGR)
BAX
-17.02%
Winner
AIZ
+13.44%
10Y(CAGR)
BAX
-4.10%
Winner
AIZ
+14.93%
Max(CAGR)
BAX
+3.38%
Winner
AIZ
+13.46%

BAX vs AIZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBAXAIZ
2026+36.01%+21.96%
2025-33.51%+15.69%
2024-22.80%+27.52%
2023-22.01%+35.07%
2022-40.27%-18.57%
2021+8.61%+20.08%
2020-5.48%+5.07%
2019+29.42%+48.69%
2018-0.98%-7.72%
2017+46.96%+9.49%
2016+20.68%+21.19%
2015-3.13%+21.10%
2014+8.97%+6.46%
2013+5.71%+90.57%
2012+35.52%-14.40%
2011+0.19%+8.32%
2010-10.97%+30.11%
2009+8.74%-0.25%
2008-5.82%-53.54%
2007+26.49%+20.77%
2006+22.50%+26.33%
2005+10.38%+42.85%
2004+16.56%+24.66%
2003+8.47%N/A
2002-46.20%N/A
2001+21.04%N/A
2000+45.84%N/A
1999-1.31%N/A

BAX vs AIZ Drawdown Comparison

The maximum drawdown for BAX was -81.15%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

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

The current BAX drawdown is -68.37%. The current AIZ drawdown is -4.58%.

RankBAXAIZ
#1-81.15%
Apr 20, 2020 - Mar 30, 2026
-81.59%
Jul 8, 2008 - Nov 21, 2013
#2-68.23%
Mar 27, 2002 - Apr 17, 2007
-44.64%
Apr 20, 2022 - Mar 27, 2024
#3-40.89%
Aug 8, 2008 - Nov 2, 2012
-43.33%
Feb 14, 2020 - Jan 12, 2021
#4-24.29%
Nov 19, 1999 - May 24, 2000
-24.20%
Jul 31, 2018 - Jul 1, 2019
#5-23.17%
Aug 5, 2015 - Apr 4, 2016
-23.71%
Dec 7, 2015 - May 2, 2016
#6-23.09%
Feb 6, 2020 - Apr 20, 2020
-21.78%
May 9, 2007 - Nov 1, 2007
#7-20.87%
Oct 1, 2018 - Mar 19, 2019
-20.82%
Nov 26, 2024 - Nov 10, 2025
#8-17.21%
Oct 1, 2001 - Jan 23, 2002
-18.97%
Jul 25, 2017 - Jun 28, 2018
#9-14.77%
Oct 18, 2000 - Dec 28, 2000
-16.07%
Dec 24, 2007 - Jun 5, 2008
#10-14.66%
Jul 16, 2007 - Oct 18, 2007
-14.67%
Sep 30, 2016 - Dec 8, 2016
#11-14.57%
Sep 6, 2019 - Jan 15, 2020
-14.13%
Jan 19, 2021 - Mar 18, 2021
#12-14.31%
Jan 16, 2008 - Jul 8, 2008
-13.96%
Mar 28, 2024 - Aug 19, 2024
#13-14.30%
Jul 24, 2014 - Aug 5, 2015
-13.73%
Sep 8, 2021 - Feb 28, 2022
#14-13.56%
Jul 22, 2013 - Mar 28, 2014
-13.51%
Dec 30, 2014 - Jul 7, 2015
#15-13.42%
Jan 26, 2018 - May 21, 2018
-12.58%
Feb 6, 2026 - May 11, 2026

Correlation

Correlation between BAX and AIZ is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40
-101

Dividend Comparison (1999 - 2026)

BAX vs AIZ dividend yield comparison.

YearBAXAIZ
20260.08%0.61%
20252.72%1.36%
20243.57%1.39%
20233.00%1.67%
20222.26%2.19%
20211.26%1.71%
20201.19%1.87%
20191.02%1.85%
20181.11%2.55%
20170.94%2.13%
20161.14%2.19%
201587.05%1.70%
20142.80%1.55%
20132.76%1.45%
20122.36%2.33%
20112.56%1.70%
20102.33%1.64%
20091.82%2.00%
20081.70%1.80%
20071.24%0.69%
20061.25%0.69%
20051.55%0.71%
20041.69%0.69%
20031.91%0.00%
20022.08%0.00%
20011.09%0.00%
20001.32%0.00%
19990.46%0.00%

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