Assurant Net Invested Capital from 2010 to 2024

AIZ Stock  USD 172.88  0.76  0.44%   
Assurant Net Invested Capital yearly trend continues to be fairly stable with very little volatility. Net Invested Capital is likely to outpace its year average in 2024. Net Invested Capital is the total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents. View All Fundamentals
 
Net Invested Capital  
First Reported
2010-12-31
Previous Quarter
6.9 B
Current Value
7.7 B
Quarterly Volatility
1.1 B
 
Credit Downgrade
 
Yuan Drop
 
Covid
Check Assurant financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Assurant main balance sheet or income statement drivers, such as Interest Expense of 69.9 M, Selling General Administrative of 8.9 B or Total Revenue of 9.3 B, as well as many exotic indicators such as Price To Sales Ratio of 0.5, Dividend Yield of 0.0207 or PTB Ratio of 0.97. Assurant financial statements analysis is a perfect complement when working with Assurant Valuation or Volatility modules.
  
This module can also supplement Assurant's financial leverage analysis and stock options assessment as well as various Assurant Technical models . Check out the analysis of Assurant Correlation against competitors.
For more information on how to buy Assurant Stock please use our How to Invest in Assurant guide.

Latest Assurant's Net Invested Capital Growth Pattern

Below is the plot of the Net Invested Capital of Assurant over the last few years. It is the total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents. Assurant's Net Invested Capital historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Assurant's overall financial position and show how it may be relating to other accounts over time.
Net Invested Capital10 Years Trend
Slightly volatile
   Net Invested Capital   
       Timeline  

Assurant Net Invested Capital Regression Statistics

Arithmetic Mean6,290,941,714
Geometric Mean6,200,133,948
Coefficient Of Variation17.96
Mean Deviation1,015,617,829
Median5,338,800,000
Standard Deviation1,129,888,613
Sample Variance1276648.3T
Range2.9B
R-Value0.79
Mean Square Error524789.5T
R-Squared0.62
Significance0.0005
Slope198,663,500
Total Sum of Squares17873075.9T

Assurant Net Invested Capital History

20247.7 B
20236.9 B
20226.4 B
20217.7 B
20208.2 B
20197.7 B
20187.1 B

About Assurant Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Assurant income statement, its balance sheet, and the statement of cash flows. Assurant investors use historical funamental indicators, such as Assurant's Net Invested Capital, to determine how well the company is positioned to perform in the future. Although Assurant investors may use each financial statement separately, they are all related. The changes in Assurant's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Assurant's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Assurant Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Assurant. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Net Invested Capital6.9 B7.7 B

Pair Trading with Assurant

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Assurant position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Assurant will appreciate offsetting losses from the drop in the long position's value.

Moving together with Assurant Stock

  0.63AGO Assured Guaranty Financial Report 14th of May 2024 PairCorr
  0.81AXS AXIS Capital HoldingsPairCorr

Moving against Assurant Stock

  0.51ITIC Investors TitlePairCorr
The ability to find closely correlated positions to Assurant could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Assurant when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Assurant - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Assurant to buy it.
The correlation of Assurant is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Assurant moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Assurant moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Assurant can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Assurant offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Assurant's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Assurant Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Assurant Stock:
Check out the analysis of Assurant Correlation against competitors.
For more information on how to buy Assurant Stock please use our How to Invest in Assurant guide.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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Is Assurant's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Assurant. If investors know Assurant will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Assurant listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
1.69
Dividend Share
2.82
Earnings Share
11.95
Revenue Per Share
208.242
Quarterly Revenue Growth
0.125
The market value of Assurant is measured differently than its book value, which is the value of Assurant that is recorded on the company's balance sheet. Investors also form their own opinion of Assurant's value that differs from its market value or its book value, called intrinsic value, which is Assurant's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Assurant's market value can be influenced by many factors that don't directly affect Assurant's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Assurant's value and its price as these two are different measures arrived at by different means. Investors typically determine if Assurant is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Assurant's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.