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.
AIZ
Assurant, Inc.
$281.31Financial ServicesDelayed quote: Aug 4, 2026, 7:34 PM EDT
FDS
FactSet Research Systems Inc.
$274.49Financial ServicesDelayed quote: Aug 4, 2026, 7:34 PM EDT
Total return — AIZ vs FDS
growth of $100 · dividends reinvested · last 22yAIZ +1585.9%FDS +1344.8%AIZ compounded faster
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
| Metric | AIZ | FDS |
|---|---|---|
| P/E ratio | 14.29 | 18.07 |
| Forward P/E | 13.35 | 15.43 |
| P/S ratio | 1.07 | 4.16 |
| P/B ratio | 2.41 | 4.99 |
| PEG ratio | 0.74 | 2.05 |
Profitability
| Metric | AIZ | FDS |
|---|---|---|
| Gross margin | 77.83% | 51.38% |
| Operating margin | 9.42% | 29.55% |
| Net margin | 7.60% | 23.21% |
| ROE | 17.04% | 27.85% |
| ROIC | 7.04% | 16.24% |
Dividends
| Metric | AIZ | FDS |
|---|---|---|
| Dividend yield | 1.22% | 1.62% |
| Payout ratio | 19.90% | 28.34% |
Growth (annualized)
| Metric | AIZ | FDS |
|---|---|---|
| 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.
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 August 5, 2026.