COMP <GO>
AIZ vs BRK-B // RSI-14 & 200D SMA MOMENTUM
Assurant Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: AIZ 6
— BRK-B 8
▲ RSI-14 & 200D SMA MOMENTUM LEADER: BRK-B
LAST: $292.80 (+0.04%) • MKT CAP: $14.44B
rsi-technicals
65.6
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
rsi-technicals
66.8
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AIZ VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AIZ | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.00% | 11.47% | -6.47 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.1x | 9.7x | +10.42 | BRK-B | /valuation <GO> |
| Free Cash Flow Yield | 11.07% | 2.09% | +8.98 | AIZ | /fcf-yield <GO> |
| Operating Margin | 8.30% | 27.80% | -19.50 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 6.80% | 22.30% | -15.50 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 7.90% | 3.93% | +3.97 | AIZ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.17% | 0.00% | +1.17 | AIZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.05 | 2.85 | -1.80 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | AIZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 3.55% | +3.05 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 65.6 | 66.8 | -1.24 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 0.61 | +0.31 | AIZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.3x | 24.3x | -9.04 | AIZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.44B | $1.16T | -$1.15T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AIZ REV | BRK-B REV | AIZ GROSS % | BRK-B GROSS % | AIZ FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.81B | $371.44B | 44.0% | — | $1.60B | $25.04B |
| FY 2024 | $11.88B | $371.43B | 44.0% | — | $1.11B | $11.62B |
| FY 2023 | $11.13B | $364.48B | 44.0% | — | $637.2M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AIZ // BETA 0.92
BRK-B // BETA 0.61