Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

Assurant

AIZ stock analysis · Financials · Multi-line Insurance

FY 2025-12-31ANNUAL FILINGS
Compare ⇄
These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$268.53HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$13.3B

Price × SEC outstanding shares. Shares measured 2026-06-30. Approximate; share and price dates can differ.

View share-count filing ↗
Valuation

DCF value

Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.

Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.

How this is calculated ↗
Valuation

Reverse DCF

Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.

Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.

How this is calculated ↗
Valuation

Relative valuation

11.9%

69 sector peers · median 17.1×

How this is calculated ↗
Valuation

Historical multiples

17.1×

7 annual observations · snapshot P/E 15.3× · -10.1% versus history

How this is calculated ↗
Valuation

Free cash flow yield

Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.

Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.

How this is calculated ↗
Quality

ROIC / quality

Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.

Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.

How this is calculated ↗
Valuation

Value composite

Requires three valuation yields and at least five covered sector peers.

Requires three valuation yields and at least five covered sector peers.

How this is calculated ↗
Momentum

12–1 price momentum

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

How this is calculated ↗
Investment

Asset growth

3.6%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

Requires reported dividends, repurchases and issuance; missing values are not zero.

Requires reported dividends, repurchases and issuance; missing values are not zero.

How this is calculated ↗
Quality

Accrual quality

Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.

Generic cash-flow and operating-capital models are not suitable for this sector; specialist bank/insurance or REIT analysis is required.

How this is calculated ↗
Momentum

Fundamental momentum

Requires two adjacent years of revenue, operating income and cash flow.

Requires two adjacent years of revenue, operating income and cash flow.

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 1.8B2020-12-31: cfo $1,342,000,000.002020-12-31: capex $121,200,000.0020202021-12-31: cfo $781,700,000.002021-12-31: capex $187,400,000.0020212022-12-31: cfo $596,900,000.002022-12-31: capex $186,300,000.0020222023-12-31: cfo $1,138,100,000.002023-12-31: capex $202,500,000.0020232024-12-31: cfo $1,332,700,000.002024-12-31: capex $221,300,000.0020242025-12-31: cfo $1,833,900,000.002025-12-31: capex $235,500,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%
10.0%
12.0%

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-3112.8B872.7M1.8B235.5M36.3B
2024-12-3111.9B760.2M1.3B221.3M35B
2023-12-3111.1B642.5M1.1B202.5M33.6B
2022-12-3110.2B276.6M596.9M186.3M33.1B
2021-12-3110.2B1.4B781.7M187.4M33.9B
2020-12-319.6B441.7M1.3B121.2M44.6B
2019-12-319.6B386.8M1.4B110.3M44.3B
2018-12-318.1B252.6M656.7M82.8M41.1B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue12.8BRevenues2026-02-19
netIncome872.7MNetIncomeLoss
Parent-attributable fallback: a verified consolidated total is unavailable in the supported tags. Noncontrolling interests have not been assumed to be zero; this may differ in scope from consolidated cash flow or operating income.
2026-02-19
Parent/common earnings proxy865MNetIncomeLossAvailableToCommonStockholdersBasic2026-02-19
cfo1.8BNetCashProvidedByUsedInOperatingActivities2026-02-19
capex235.5MPaymentsToAcquirePropertyPlantAndEquipment2026-02-19
operatingIncomeNot reported under a supported tag
assets36.3BAssets2026-02-19
equity5.9BStockholdersEquity
Parent-attributable fallback: a verified consolidated total is unavailable in the supported tags. Noncontrolling interests have not been assumed to be zero; this may differ in scope from consolidated cash flow or operating income.
2026-02-19
Parent book equity proxy5.9BStockholdersEquity2026-02-19
debtNot reported under a supported tag
shortDebtNot reported under a supported tag
cash1.8BCashAndCashEquivalentsAtCarryingValue2026-02-19
shares51.1MWeightedAverageNumberOfDilutedSharesOutstanding2026-02-19
dividends168.4MPaymentsOfDividendsCommonStock2026-02-19
buybacks303.7MPaymentsForRepurchaseOfCommonStock2026-02-19
issuanceNot reported under a supported tag