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BF-B vs AIZ

Comparison between Brown-Forman Corp - Class B (BF-B, Company) and Assurant Inc (AIZ, Company).

BF-B is from the Consumer Defensive sector, while AIZ is from the Financial Services sector.

5-Year PerformanceAIZ has outperformed BF-B, delivering a return of +10.6% compared to -17.8%

BF-B vs AIZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BF-B
$12B
AIZ
$12B
Max Drawdown
Winner
BF-B
72.13%
AIZ
81.83%
Sharpe Ratio
BF-B
-0.50
Winner
AIZ
0.78
5Y Beta
Winner
BF-B
0.40
AIZ
0.64
Industry
BF-B
Beverages - Wineries & Distilleries
AIZ
Insurance - Property & Casualty
P/E Ratio
BF-B
13.19
Winner
AIZ
12.13
Forward P/E
BF-B
16.18
Winner
AIZ
10.21
PEG Ratio
BF-B
N/A
AIZ
0.23
Dividend Yield
Winner
BF-B
3.29%
AIZ
1.40%
5Y Dividends CAGR
BF-B
5.28%
Winner
AIZ
5.67%
5Y EPS CAGR
BF-B
1.96%
Winner
AIZ
21.50%
Debt to Equity
BF-B
59.90%
Winner
AIZ
0.00%
Free Cash Flow Yield
BF-B
6.04%
Winner
AIZ
12.06%

BF-B vs AIZ - Historical Returns

Returns include dividend reinvestment.

1M
BF-B
-10.66%
Winner
AIZ
+9.00%
3M
BF-B
-11.88%
Winner
AIZ
+11.91%
6M
BF-B
-5.19%
Winner
AIZ
+7.61%
1Y
BF-B
-22.65%
Winner
AIZ
+21.63%
5Y(CAGR)
BF-B
-17.85%
Winner
AIZ
+10.63%
10Y(CAGR)
BF-B
-2.20%
Winner
AIZ
+12.98%
Max(CAGR)
BF-B
+7.30%
Winner
AIZ
+12.75%

BF-B vs AIZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBF-BAIZ
2026+0.97%+2.38%
2025-27.79%+15.69%
2024-31.93%+27.52%
2023-10.99%+35.07%
2022-7.24%-18.57%
2021-4.36%+20.08%
2020+19.62%+5.07%
2019+48.46%+48.69%
2018-9.76%-7.72%
2017+54.41%+9.49%
2016-6.24%+21.19%
2015+14.02%+21.10%
2014+19.19%+6.46%
2013+20.04%+90.57%
2012+26.85%-14.40%
2011+18.34%+8.32%
2010+33.99%+30.11%
2009+4.06%-0.25%
2008-8.38%-53.54%
2007+16.68%+20.77%
2006-5.66%+26.33%
2005+46.75%+42.85%
2004+6.49%+24.66%
2003+42.63%N/A
2002+6.38%N/A
2001-2.01%N/A
2000+18.91%N/A
1999-15.55%N/A

BF-B vs AIZ Drawdown Comparison

The maximum drawdown for BF-B was -68.95%, occurring on Mar 20, 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 BF-B drawdown is -64.39%. The current AIZ drawdown is -0.70%.

RankBF-BAIZ
#1-68.95%
Nov 24, 2020 - Mar 20, 2026
-81.59%
Jul 8, 2008 - Nov 21, 2013
#2-39.98%
Jun 5, 2008 - Jun 15, 2010
-44.64%
Apr 20, 2022 - Mar 27, 2024
#3-37.33%
Nov 8, 1999 - Nov 21, 2000
-43.33%
Feb 14, 2020 - Jan 12, 2021
#4-35.17%
Jan 23, 2020 - Aug 17, 2020
-24.20%
Jul 31, 2018 - Jul 1, 2019
#5-25.58%
May 2, 2002 - Apr 2, 2003
-23.71%
Dec 7, 2015 - May 2, 2016
#6-22.98%
May 18, 2018 - Aug 26, 2019
-21.78%
May 9, 2007 - Nov 1, 2007
#7-20.76%
Mar 17, 2006 - Jun 5, 2008
-20.82%
Nov 26, 2024 - Nov 10, 2025
#8-18.98%
Aug 6, 2015 - May 22, 2017
-18.97%
Jul 25, 2017 - Jun 28, 2018
#9-18.65%
Jul 7, 2011 - Oct 21, 2011
-16.07%
Dec 24, 2007 - Jun 5, 2008
#10-16.67%
May 22, 2017 - Oct 31, 2017
-14.67%
Sep 30, 2016 - Dec 8, 2016
#11-15.91%
Feb 13, 2001 - Feb 22, 2002
-14.13%
Jan 19, 2021 - Mar 18, 2021
#12-14.20%
Sep 9, 2020 - Nov 16, 2020
-13.96%
Mar 28, 2024 - Aug 19, 2024
#13-13.22%
Jun 19, 2014 - Nov 28, 2014
-13.73%
Sep 8, 2021 - Feb 28, 2022
#14-12.77%
Dec 19, 2000 - Feb 8, 2001
-13.51%
Dec 30, 2014 - Jul 7, 2015
#15-12.77%
Sep 7, 2004 - Dec 13, 2004
-12.58%
Feb 6, 2026 - May 11, 2026

Correlation

Correlation between BF-B and AIZ is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (1999 - 2026)

BF-B vs AIZ dividend yield comparison.

YearBF-BAIZ
20260.88%0.36%
20253.49%1.36%
20242.32%1.39%
20231.46%1.67%
20221.17%2.19%
20212.37%1.71%
20200.88%1.87%
20190.99%1.85%
20183.10%2.55%
20171.09%2.13%
20161.54%2.19%
20151.29%1.70%
20141.35%1.55%
20131.40%1.45%
20127.83%2.33%
20111.63%1.70%
20103.19%1.64%
20092.17%2.00%
20082.14%1.80%
20073.92%0.69%
20061.72%0.69%
20051.46%0.71%
20041.81%0.69%
20031.66%0.00%
20022.18%0.00%
20012.14%0.00%
20002.36%0.00%
19990.54%0.00%

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