COMP <GO>
AIZ vs BNT // ALTMAN Z-SCORE & DEBT/EQUITY
Assurant Inc. (NYSE) VS. Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (NYSE) • 15-METRIC TALLY: AIZ 5
— BNT 1
■ METRIC PARITY
LAST: $292.80 (+0.04%) • MKT CAP: $14.44B
balance-sheet
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BNT — Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares
ROARABLE D • RQD 48/100
LAST: $39.21 (-0.61%) • MKT CAP: $13.33B
balance-sheet
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AIZ VS. BNT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AIZ | BNT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.00% | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.1x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.07% | 19.60% | -8.53 | BNT | /fcf-yield <GO> |
| Operating Margin | 8.30% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 6.80% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 7.90% | -17.50% | +25.40 | AIZ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.17% | 0.00% | +1.17 | AIZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | AIZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.4 | 64.4 | +1.00 | AIZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.3x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.44B | $13.33B | $1.10B | AIZ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AIZ REV | BNT REV | AIZ GROSS % | BNT GROSS % | AIZ FCF | BNT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.81B | $11.63B | — | — | $1.60B | $2.61B |
| FY 2024 | $11.88B | $14.10B | — | — | $1.11B | $4.57B |
| FY 2023 | $11.13B | $6.91B | — | — | $637.2M | $1.51B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AIZ // BETA 0.92
BNT // BETA —