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

AIZ and FDS are evenly matched — 7 metrics each of 14.

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 June 20, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — AIZ vs FDS

growth of $100 · last 22y
AIZ +952.1%FDS +823.2%AIZ compounded faster
05001k2k2kStart $10020082012201620202024$1,052$923
AIZ FDS

AIZ vs FDS: by the numbers

  • AIZ is the larger company ($12.88B vs $8.06B market cap).
  • AIZ trades at the lower earnings multiple (13.20 vs 14.22 P/E).
  • FDS converts more revenue to profit (24.48% vs 7.60% net margin).
  • FDS grew revenue faster over the past five years (9.32% vs 6.31% CAGR).
  • FDS pays the higher dividend yield (2.02% vs 1.32%).

Which is better, AIZ or FDS?

Metric tally: AIZ 7 · FDS 7

It depends on what you're optimizing for:

ValueAIZ(lower P/E)
GrowthFDS(faster 5Y revenue CAGR)
IncomeFDS(higher dividend yield)
QualityFDS(higher ROIC)

Metrics side by side

Valuation

MetricAIZFDS
P/E ratio13.2014.22
Forward P/E12.3511.45
P/S ratio0.993.42
P/B ratio2.223.85
PEG ratio0.742.05

Profitability

MetricAIZFDS
Gross margin77.83%51.94%
Operating margin9.42%31.17%
Net margin7.60%24.48%
ROE17.04%27.61%
ROIC7.04%16.24%

Dividends

MetricAIZFDS
Dividend yield1.32%2.02%
Payout ratio19.90%28.34%

Growth (annualized)

MetricAIZFDS
Revenue CAGR (5Y)6.31%9.32%
EPS CAGR (5Y)19.69%9.87%
Total return CAGR (5Y)13.39%-6.45%

Frequently asked

Which is better, AIZ or FDS?
It depends on your goal. value: AIZ (lower P/E); growth: FDS (faster 5Y revenue CAGR); income: FDS (higher dividend yield); quality: FDS (higher ROIC). Across all compared metrics, they are evenly matched.
Is AIZ or FDS cheaper?
On trailing earnings, AIZ is cheaper: AIZ trades at a 13.20 P/E and FDS at 14.22.
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 9.32%.
Does AIZ or FDS pay a bigger dividend?
AIZ yields 1.32% and FDS yields 2.02% 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 24.48%.
Which has been the better investment, AIZ or FDS?
Over the past 10-year, AIZ delivered the higher annualized total return — AIZ at 13.94% versus FDS at 4.69%. 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 June 20, 2026.