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BWA vs AIZ

Comparison between BorgWarner Inc (BWA, Company) and Assurant Inc (AIZ, Company).

BWA is from the Consumer Cyclical sector, while AIZ is from the Financial Services sector.

5-Year PerformanceAIZ has outperformed BWA, delivering a return of +13.4% compared to +12.6%

BWA vs AIZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BWA
$14B
AIZ
$14B
Max Drawdown
Winner
BWA
72.54%
AIZ
81.83%
Sharpe Ratio
BWA
1.20
Winner
AIZ
1.33
5Y Beta
BWA
0.98
Winner
AIZ
0.57
Industry
BWA
Auto Parts
AIZ
Insurance - Property & Casualty
P/E Ratio
BWA
15.95
Winner
AIZ
13.16
Forward P/E
BWA
17.89
Winner
AIZ
10.21
PEG Ratio
BWA
2.12
Winner
AIZ
0.26
Dividend Yield
BWA
1.05%
Winner
AIZ
1.21%
5Y Dividends CAGR
BWA
5.71%
Winner
AIZ
10.19%
5Y EPS CAGR
BWA
6.75%
Winner
AIZ
21.66%
Debt to Equity
BWA
68.76%
Winner
AIZ
0.00%
Free Cash Flow Yield
BWA
5.28%
Winner
AIZ
11.92%
P/S Ratio
Winner
BWA
0.97
AIZ
1.03
P/B Ratio
BWA
2.51
Winner
AIZ
2.32

BWA vs AIZ - Historical Returns

Returns include dividend reinvestment.

1M
BWA
-0.06%
Winner
AIZ
+3.91%
3M
BWA
-2.00%
Winner
AIZ
+13.32%
6M
BWA
+9.94%
Winner
AIZ
+29.58%
1Y
Winner
BWA
+50.37%
AIZ
+36.56%
5Y(CAGR)
BWA
+12.60%
Winner
AIZ
+13.44%
10Y(CAGR)
BWA
+9.61%
Winner
AIZ
+14.93%
Max(CAGR)
BWA
+11.76%
Winner
AIZ
+13.46%

BWA vs AIZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBWAAIZ
2026+38.72%+21.96%
2025+46.06%+15.69%
2024-10.38%+27.52%
2023+2.47%+35.07%
2022-9.40%-18.57%
2021+20.20%+20.08%
2020-10.38%+5.07%
2019+25.75%+48.69%
2018-31.89%-7.72%
2017+29.14%+9.49%
2016-5.18%+21.19%
2015-20.22%+21.10%
2014+0.89%+6.46%
2013+50.83%+90.57%
2012+9.46%-14.40%
2011-13.11%+8.32%
2010+114.21%+30.11%
2009+45.65%-0.25%
2008-52.77%-53.54%
2007+63.88%+20.77%
2006-3.39%+26.33%
2005+15.44%+42.85%
2004+28.28%+24.66%
2003+63.75%N/A
2002-2.65%N/A
2001+33.20%N/A
2000+5.11%N/A
1999+1.55%N/A

BWA vs AIZ Drawdown Comparison

The maximum drawdown for BWA was -72.14%, occurring on Mar 6, 2009. Recovery took 617 trading sessions.

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

The current BWA drawdown is -16.46%. The current AIZ drawdown is -4.58%.

RankBWAAIZ
#1-72.14%
May 16, 2008 - Oct 27, 2010
-81.59%
Jul 8, 2008 - Nov 21, 2013
#2-68.23%
Jul 9, 2014 - Feb 4, 2026
-44.64%
Apr 20, 2022 - Mar 27, 2024
#3-42.29%
May 23, 2002 - Jul 18, 2003
-43.33%
Feb 14, 2020 - Jan 12, 2021
#4-33.05%
Aug 7, 2001 - Jan 29, 2002
-24.20%
Jul 31, 2018 - Jul 1, 2019
#5-31.25%
Apr 4, 2011 - Feb 16, 2012
-23.71%
Dec 7, 2015 - May 2, 2016
#6-30.45%
Mar 15, 2012 - Jul 10, 2013
-21.78%
May 9, 2007 - Nov 1, 2007
#7-28.43%
Nov 19, 1999 - May 1, 2000
-20.82%
Nov 26, 2024 - Nov 10, 2025
#8-28.16%
May 16, 2000 - Feb 6, 2001
-18.97%
Jul 25, 2017 - Jun 28, 2018
#9-23.80%
Feb 12, 2026 - May 13, 2026
-16.07%
Dec 24, 2007 - Jun 5, 2008
#10-23.35%
Oct 31, 2007 - May 7, 2008
-14.67%
Sep 30, 2016 - Dec 8, 2016
#11-21.49%
Jan 26, 2004 - Nov 5, 2004
-14.13%
Jan 19, 2021 - Mar 18, 2021
#12-20.01%
Jun 4, 2026 - Jul 20, 2026
-13.96%
Mar 28, 2024 - Aug 19, 2024
#13-19.91%
May 16, 2006 - Jan 24, 2007
-13.73%
Sep 8, 2021 - Feb 28, 2022
#14-17.83%
Jul 16, 2007 - Oct 1, 2007
-13.51%
Dec 30, 2014 - Jul 7, 2015
#15-16.41%
Feb 1, 2005 - Jun 13, 2005
-12.58%
Feb 6, 2026 - May 11, 2026

Correlation

Correlation between BWA and AIZ is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (2000 - 2026)

BWA vs AIZ dividend yield comparison.

YearBWAAIZ
20260.53%0.61%
20251.24%1.36%
20241.38%1.39%
20231.45%1.67%
20221.69%2.19%
20211.51%1.71%
20201.76%1.87%
20191.57%1.85%
20181.96%2.55%
20171.15%2.13%
20161.34%2.19%
20151.20%1.70%
20140.93%1.55%
20130.45%1.45%
20120.00%2.33%
20110.00%1.70%
20100.00%1.64%
20090.36%2.00%
20082.02%1.80%
20070.70%0.69%
20061.08%0.69%
20050.92%0.71%
20040.92%0.69%
20030.85%0.00%
20021.19%0.00%
20011.15%0.00%
20001.50%0.00%

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