AIZNEUTRAL

AIZ Return on Equity (ROE) Analysis

14.9%

Higher than 58% of Financial Services sector peers

Updated 2064h ago·SEC filings & market data

Key Takeaway

Return on Equity (ROE) measures how efficiently a company generates profit from its shareholders' equity — a 14.9% ROE means Assurant earned $0.149 for every dollar of equity in the most recent period.

Sector Performance

58th percentile

AIZ

14.9%

Sector Median

13.4%

Sector Avg

17.9%

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Deep Analysis

This sits above the Financial Services sector median of 13.9%, placing the company at the 57th percentile among its peer group, indicating slightly better profitability than the typical sector firm. The year-over-year and quarter-over-quarter changes are both N/A, so no recent trend data is available to assess momentum. With a single data point above the sector median but no trend to confirm direction, the current level alone suggests moderate efficiency but offers limited insight into whether performance is improving or deteriorating. This metric neither strengthens nor weakens the overall NEUTRAL verdict — it reflects a roughly average standing within the sector, which aligns with a balanced assessment.

Frequently Asked Questions

What does the Return on Equity (ROE) tell investors about AIZ?

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.

How is the Return on Equity (ROE) calculated?

Return on Equity (ROE) is calculated as: Net Income / Shareholders' Equity.

How does AIZ's Return on Equity (ROE) compare to its sector?

AIZ's Return on Equity (ROE) of 14.9% compares to a Financial Services sector median of 13.4%, placing it in the 58th percentile.

Who are AIZ's closest peers by Return on Equity (ROE)?

The closest Financial Services peers by Return on Equity (ROE) include: PFG (13.4%), HDB (13.8%), SPGI (13.9%), AFL (12.4%), IBN (16.4%).

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Learn More About Return on Equity (ROE)

What Is Return on Equity (ROE) and Is Higher Always Better?

Return on equity ROE measures how efficiently a company generates profit from shareholder capital. Learn how to decompose ROE using DuPont analysis and why high leverage can make it dangerous—with Apple and JPMorgan examples.

The Formula

Net Income / Shareholders' Equity

Why It Matters

ROE measures how effectively management turns equity into profit. Consistently above 15% is typically considered strong. Negative equity distorts this metric.