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).
AIZ
Assurant, Inc.
$259.86Financial Services
FDS
FactSet Research Systems Inc.
$221.29Financial Services
Total return — AIZ vs FDS
growth of $100 · last 22yAIZ +952.1%FDS +823.2%AIZ compounded faster
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 7It 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
| Metric | AIZ | FDS |
|---|---|---|
| P/E ratio | 13.20● | 14.22 |
| Forward P/E | 12.35 | 11.45● |
| P/S ratio | 0.99● | 3.42 |
| P/B ratio | 2.22● | 3.85 |
| PEG ratio | 0.74● | 2.05 |
Profitability
| Metric | AIZ | FDS |
|---|---|---|
| Gross margin | 77.83%● | 51.94% |
| Operating margin | 9.42% | 31.17%● |
| Net margin | 7.60% | 24.48%● |
| ROE | 17.04% | 27.61%● |
| ROIC | 7.04% | 16.24%● |
Dividends
| Metric | AIZ | FDS |
|---|---|---|
| Dividend yield | 1.32% | 2.02%● |
| Payout ratio | 19.90% | 28.34% |
Growth (annualized)
| Metric | AIZ | FDS |
|---|---|---|
| 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.
Go deeper
Dig into the metrics
Assurant P/E ratioFactSet Research Systems P/E ratioAssurant dividend yieldFactSet Research Systems dividend yieldAssurant ROEFactSet Research Systems ROEAssurant operating marginFactSet Research Systems operating marginAssurant revenue growthFactSet Research Systems revenue growthAssurant free cash flowFactSet Research Systems free cash flow
Assurant & FactSet Research Systems appear in these rankings
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.