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EG vs AIZ

Comparison between Everest Group Ltd (EG, Company) and Assurant Inc (AIZ, Company).

Both EG and AIZ are from the Financial Services sector.

5-Year PerformanceAIZ has outperformed EG, delivering a return of +15.1% compared to +9.5%

EG vs AIZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
EG
$15B
AIZ
$15B
Max Drawdown
Winner
EG
48.55%
AIZ
81.83%
Sharpe Ratio
EG
0.57
Winner
AIZ
1.83
5Y Beta
Winner
EG
0.39
AIZ
0.58
Industry
EG
Insurance - Reinsurance
AIZ
Insurance - Property & Casualty
P/E Ratio
Winner
EG
7.95
AIZ
15.07
Forward P/E
Winner
EG
5.48
AIZ
10.21
PEG Ratio
Winner
EG
0.05
AIZ
0.29
Dividend Yield
Winner
EG
2.17%
AIZ
1.14%
5Y Dividends CAGR
EG
5.23%
Winner
AIZ
10.19%
5Y EPS CAGR
EG
6.94%
Winner
AIZ
21.50%
Debt to Equity
EG
23.26%
Winner
AIZ
0.00%
Free Cash Flow Yield
EG
1.56%
Winner
AIZ
9.70%
P/S Ratio
Winner
EG
0.85
AIZ
1.09
P/B Ratio
Winner
EG
0.92
AIZ
2.36

EG vs AIZ - Historical Returns

Returns include dividend reinvestment.

1M
EG
-0.69%
Winner
AIZ
+6.18%
3M
EG
+5.86%
Winner
AIZ
+25.76%
6M
EG
+14.15%
Winner
AIZ
+22.79%
1Y
EG
+15.51%
Winner
AIZ
+43.32%
5Y(CAGR)
EG
+9.46%
Winner
AIZ
+15.06%
10Y(CAGR)
EG
+9.32%
Winner
AIZ
+15.55%
Max(CAGR)
EG
+12.50%
Winner
AIZ
+13.64%

EG vs AIZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEGAIZ
2026+12.07%+25.67%
2025-4.38%+15.69%
2024+2.24%+27.52%
2023+8.03%+35.07%
2022+24.22%-18.57%
2021+22.98%+20.08%
2020-13.47%+5.07%
2019+32.66%+48.69%
2018+2.96%-7.72%
2017+4.61%+9.49%
2016+22.44%+21.19%
2015+10.90%+21.10%
2014+14.98%+6.46%
2013+42.41%+90.57%
2012+31.62%-14.40%
2011+0.94%+8.32%
2010+1.68%+30.11%
2009+14.90%-0.25%
2008-20.93%-53.54%
2007+3.07%+20.77%
2006-2.07%+26.33%
2005+13.89%+42.85%
2004+7.40%+24.66%
2003+51.87%N/A
2002-21.31%N/A
2001+3.07%N/A
2000+228.18%N/A
1999-11.63%N/A

EG vs AIZ Drawdown Comparison

The maximum drawdown for EG was -46.66%, occurring on Mar 5, 2009. Recovery took 1156 trading sessions.

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

The current EG drawdown is -7.11%. The current AIZ drawdown is -1.67%.

RankEGAIZ
#1-46.66%
Oct 10, 2007 - May 11, 2012
-81.59%
Jul 8, 2008 - Nov 21, 2013
#2-44.72%
Oct 16, 2001 - Jun 17, 2003
-44.64%
Apr 20, 2022 - Mar 27, 2024
#3-44.22%
Feb 13, 2020 - Oct 20, 2021
-43.33%
Feb 14, 2020 - Jan 12, 2021
#4-34.76%
Jun 29, 2001 - Oct 15, 2001
-24.20%
Jul 31, 2018 - Jul 1, 2019
#5-25.10%
Dec 27, 2000 - Jun 29, 2001
-23.71%
Dec 7, 2015 - May 2, 2016
#6-23.41%
Oct 4, 2024 - Jul 28, 2026
-21.78%
May 9, 2007 - Nov 1, 2007
#7-22.27%
Jul 24, 2017 - Jul 26, 2019
-20.82%
Nov 26, 2024 - Nov 10, 2025
#8-21.90%
Apr 6, 2004 - Dec 22, 2004
-18.97%
Jul 25, 2017 - Jun 28, 2018
#9-19.72%
Nov 14, 2005 - May 18, 2007
-16.07%
Dec 24, 2007 - Jun 5, 2008
#10-19.20%
Nov 5, 1999 - Feb 17, 2000
-14.67%
Sep 30, 2016 - Dec 8, 2016
#11-18.99%
Apr 1, 2022 - Oct 28, 2022
-14.13%
Jan 19, 2021 - Mar 18, 2021
#12-17.22%
Jul 16, 2007 - Oct 9, 2007
-13.96%
Mar 28, 2024 - Aug 19, 2024
#13-15.05%
Nov 27, 2023 - Oct 4, 2024
-13.73%
Sep 8, 2021 - Feb 28, 2022
#14-14.96%
Mar 31, 2000 - May 15, 2000
-13.51%
Dec 30, 2014 - Jul 7, 2015
#15-14.54%
Apr 1, 2016 - Oct 25, 2016
-12.58%
Feb 6, 2026 - May 11, 2026

Correlation

Correlation between EG and AIZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

EG vs AIZ dividend yield comparison.

YearEGAIZ
20261.08%0.59%
20252.36%1.36%
20242.14%1.39%
20231.92%1.67%
20221.96%2.19%
20212.26%1.71%
20202.65%1.87%
20192.08%1.85%
20182.43%2.55%
20172.28%2.13%
20162.17%2.19%
20152.18%1.70%
20141.88%1.55%
20131.41%1.45%
20121.75%2.33%
20112.28%1.70%
20102.26%1.64%
20092.24%2.00%
20082.52%1.80%
20071.91%0.69%
20060.61%0.69%
20050.44%0.71%
20040.45%0.69%
20030.43%0.00%
20020.58%0.00%
20010.40%0.00%
20000.17%0.00%
19990.27%0.00%

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