PEN vs AIZ

Comparison between Penumbra Inc (PEN, Company) and Assurant Inc (AIZ, Company).

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

5-Year PerformanceAIZ has outperformed PEN, delivering a return of +11.8% compared to +5.2%

PEN vs AIZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PEN(COMPANY)	AIZ(COMPANY)
Market Cap	$13B	$13B
Max Drawdown	62.64%	81.83%
Sharpe Ratio	0.63	1.18
5Y Beta	0.54	0.63
Industry	Medical Devices	Insurance - Property & Casualty
P/E Ratio	78.21	12.82
Forward P/E	65.79	10.21
PEG Ratio	0.76	0.24
Dividend Yield	N/A	1.31%
5Y Dividends CAGR	N/A	5.67%
5Y EPS CAGR	46.16%	21.50%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	1.65%	11.41%
P/S Ratio	8.84	0.96
P/B Ratio	8.74	2.17

Market Cap

Winner

PEN

$13B

AIZ

$13B

Max Drawdown

Winner

PEN

62.64%

AIZ

81.83%

Sharpe Ratio

PEN

0.63

Winner

AIZ

1.18

5Y Beta

Winner

PEN

0.54

AIZ

0.63

Industry

PEN

Medical Devices

AIZ

Insurance - Property & Casualty

P/E Ratio

PEN

78.21

Winner

AIZ

12.82

Forward P/E

PEN

65.79

Winner

AIZ

10.21

PEG Ratio

PEN

0.76

Winner

AIZ

0.24

Dividend Yield

PEN

N/A

AIZ

1.31%

5Y Dividends CAGR

PEN

N/A

AIZ

5.67%

5Y EPS CAGR

Winner

PEN

46.16%

AIZ

21.50%

Debt to Equity

PEN

0.00%

AIZ

0.00%

Free Cash Flow Yield

PEN

1.65%

Winner

AIZ

11.41%

P/S Ratio

PEN

8.84

Winner

AIZ

0.96

P/B Ratio

PEN

8.74

Winner

AIZ

2.17

PEN vs AIZ - Historical Returns

Returns include dividend reinvestment.

Period	PEN	AIZ
1 month	-1.06%	+11.24%
3 months	-3.10%	+16.67%
6 months	+13.94%	+13.23%
1 year	+23.22%	+34.09%
5 years(CAGR)	+5.19%	+11.79%
10 years(CAGR)	+20.37%	+13.54%
Max(CAGR)	+21.45%	+12.99%

PEN

-1.06%

Winner

AIZ

+11.24%

PEN

-3.10%

Winner

AIZ

+16.67%

Winner

PEN

+13.94%

AIZ

+13.23%

PEN

+23.22%

Winner

AIZ

+34.09%

5Y(CAGR)

PEN

+5.19%

Winner

AIZ

+11.79%

10Y(CAGR)

Winner

PEN

+20.37%

AIZ

+13.54%

Max(CAGR)

Winner

PEN

+21.45%

AIZ

+12.99%

PEN vs AIZ - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	PEN	AIZ
2026	+6.23%	+7.62%
2025	+29.55%	+15.69%
2024	-2.98%	+27.52%
2023	+13.72%	+35.07%
2022	-21.66%	-18.57%
2021	+63.62%	+20.08%
2020	+6.84%	+5.07%
2019	+33.48%	+48.69%
2018	+35.25%	-7.72%
2017	+46.92%	+9.49%
2016	+14.52%	+21.19%
2015	+30.29%	+21.10%
2014	N/A	+6.46%
2013	N/A	+90.57%
2012	N/A	-14.40%
2011	N/A	+8.32%
2010	N/A	+30.11%
2009	N/A	-0.25%
2008	N/A	-53.54%
2007	N/A	+20.77%
2006	N/A	+26.33%
2005	N/A	+42.85%
2004	N/A	+24.66%

PEN vs AIZ Drawdown Comparison

The maximum drawdown for PEN was -62.64%, occurring on Jun 16, 2022. Recovery took 511 trading sessions.

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

The current PEN drawdown is -8.54%. The current AIZ drawdown is -1.30%.

Rank	PEN	AIZ
#1	-62.64% Apr 28, 2021 - May 9, 2023	-81.59% Jul 8, 2008 - Nov 21, 2013
#2	-52.44% Jun 30, 2023 - Jan 15, 2026	-44.64% Apr 20, 2022 - Mar 27, 2024
#3	-35.86% Nov 12, 2020 - Feb 9, 2021	-43.33% Feb 14, 2020 - Jan 12, 2021
#4	-35.83% Feb 19, 2020 - Jul 8, 2020	-24.20% Jul 31, 2018 - Jul 1, 2019
#5	-31.65% Jun 6, 2018 - Jun 14, 2019	-23.71% Dec 7, 2015 - May 2, 2016
#6	-28.12% Jul 24, 2019 - Feb 11, 2020	-21.78% May 9, 2007 - Nov 1, 2007
#7	-26.97% Nov 9, 2017 - Mar 6, 2018	-20.82% Nov 26, 2024 - Nov 10, 2025
#8	-26.12% Sep 22, 2016 - Feb 21, 2017	-18.97% Jul 25, 2017 - Jun 28, 2018
#9	-24.61% Jan 4, 2016 - Jun 6, 2016	-16.07% Dec 24, 2007 - Jun 5, 2008
#10	-21.70% Aug 13, 2020 - Oct 27, 2020	-14.67% Sep 30, 2016 - Dec 8, 2016
#11	-13.42% Dec 1, 2015 - Dec 11, 2015	-14.13% Jan 19, 2021 - Mar 18, 2021
#12	-12.79% Mar 1, 2021 - Apr 23, 2021	-13.96% Mar 28, 2024 - Aug 19, 2024
#13	-12.45% Oct 8, 2015 - Nov 13, 2015	-13.73% Sep 8, 2021 - Feb 28, 2022
#14	-11.94% Jun 23, 2017 - Oct 2, 2017	-13.51% Dec 30, 2014 - Jul 7, 2015
#15	-11.02% Mar 21, 2018 - Apr 27, 2018	-12.58% Feb 6, 2026 - May 11, 2026