COMP <GO>
AIZ vs EG // EV/EBITDA & P/E VALUATION
Assurant Inc. (NYSE) VS. Everest Group Ltd. (NYSE) • 15-METRIC TALLY: AIZ 3
— EG 9
▲ EV/EBITDA & P/E VALUATION LEADER: EG
LAST: $292.80 (+0.04%) • MKT CAP: $14.44B
valuation
20.1x
LAST: $410.97 (+2.59%) • MKT CAP: $15.36B
valuation
10.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AIZ VS. EG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AIZ | EG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.00% | 5.50% | -0.50 | EG | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 20.1x | 10.6x | +9.50 | EG | /valuation <GO> |
| Free Cash Flow Yield | 11.07% | 14.85% | -3.78 | EG | /fcf-yield <GO> |
| Operating Margin | 8.30% | 11.10% | -2.80 | EG | /operating-margins <GO> |
| Net Profit Margin | 6.80% | 9.10% | -2.30 | EG | /net-margins <GO> |
| Revenue Growth (YoY) | 7.90% | 1.20% | +6.70 | AIZ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.17% | 2.18% | -1.01 | EG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | AIZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.4 | 59.1 | +6.30 | AIZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 0.94 | -0.02 | EG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.3x | 9.0x | +6.30 | EG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.44B | $15.36B | -$923.1M | EG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AIZ REV | EG REV | AIZ GROSS % | EG GROSS % | AIZ FCF | EG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.81B | $17.50B | — | — | $1.60B | $2.28B |
| FY 2024 | $11.88B | $17.28B | — | — | $1.11B | $4.18B |
| FY 2023 | $11.13B | $14.59B | — | — | $637.2M | $3.90B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AIZ // BETA 0.92
EG // BETA 0.94