Assurant, Inc. (AIZ) vs FactSet Research Systems Inc. (FDS)

A side-by-side comparison of Assurant, Inc. and FactSet Research Systems Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 5, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnAIZ vs FDS

growth of $100 · dividends reinvested · last 22y
AIZ +1585.9%FDS +1344.8%AIZ compounded faster
05001k2k2k3kStart $10020082012201620202024$1,686$1,445
AIZ FDS

AIZ vs FDS: by the numbers

  • AIZ is the larger company ($13.94B vs $9.76B market cap).
  • AIZ trades at the lower trailing earnings multiple (14.29 vs 18.07 P/E), one valuation lens rather than an overall verdict.
  • FDS converts more revenue to profit (23.21% vs 7.60% net margin).
  • FDS grew revenue faster over the past five years (9.30% vs 6.31% CAGR).
  • FDS pays the higher dividend yield (1.62% vs 1.22%).

Metrics side by side

Valuation

MetricAIZFDS
P/E ratio14.2918.07
Forward P/E13.3515.43
P/S ratio1.074.16
P/B ratio2.414.99
PEG ratio0.742.05

Profitability

MetricAIZFDS
Gross margin77.83%51.38%
Operating margin9.42%29.55%
Net margin7.60%23.21%
ROE17.04%27.85%
ROIC7.04%16.24%

Dividends

MetricAIZFDS
Dividend yield1.22%1.62%
Payout ratio19.90%28.34%

Growth (annualized)

MetricAIZFDS
Revenue CAGR (5Y)6.31%9.30%
EPS CAGR (5Y)19.69%9.87%
Total return CAGR (5Y)14.49%-4.23%

Frequently asked

Which has the lower trailing P/E, AIZ or FDS?
AIZ has the lower trailing P/E: AIZ trades at 14.29 and FDS at 18.07. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, AIZ or FDS?
Over the past five years, FDS grew revenue faster — AIZ at a 6.31% CAGR versus FDS at 9.30%.
Does AIZ or FDS pay a bigger dividend?
AIZ yields 1.22% and FDS yields 1.62% based on trailing dividends and the latest price.
Is AIZ or FDS more profitable?
FDS runs the higher net margin — AIZ at 7.60% versus FDS at 23.21%.
How have AIZ and FDS total returns compared?
Over the past 10 years, AIZ delivered 15.10% and FDS delivered 5.86% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified August 5, 2026.