Assurant (AIZ) Return on Invested Capital [ROIC] (2009 - 2026)
Assurant (AIZ) recorded Return on Invested Capital [ROIC] of -15.82% in Q2 2026, up 7.02 percentage points from -22.83% a year earlier and up 0.95 percentage points from the prior quarter.
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Analysis
Assurant (AIZ) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Assurant reported Return on Invested Capital [ROIC] of -19.35%, up 2.07 percentage points from FY2024.
- Annual Return on Invested Capital [ROIC] has a five-year change of -0.13 percentage points (FY2020 to FY2025).
- Across earlier years, Return on Invested Capital [ROIC] came in at -21.42% in FY2024 (-0.80 pp), -20.62% in FY2023 (+2.04 pp), -22.66% in FY2022 (-8.55 pp) and -14.10% in FY2021 (+5.12 pp).
- The Q2 2026 figure is the highest quarterly Return on Invested Capital [ROIC] since Q1 2022.
- On a year-over-year basis, Return on Invested Capital [ROIC] has increased for four consecutive quarters, with an average year-over-year change of +1.05 percentage points over the last eight quarters.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 7.63 percentage points in Q1 2024, against a drop of 11.03 percentage points in Q4 2022 at the low end.
- Per Business Quant, the preceding three quarters came in at -16.76% (Q1 2026), -18.41% (Q4 2025) and -18.93% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway | 1,083.21 Bn | -334.26 Bn | 55.86 Bn | - |
| 2 | Chubb | 127.58 Bn | 79.64 Bn | 9.13 Bn | -11.59% |
| 3 | Progressive | 122.25 Bn | 98.08 Bn | 9.04 Bn | - |
| 4 | Marsh & Mclennan Companies | 81.29 Bn | 73.03 Bn | - | 12.87% |
| 5 | Travelers Companies | 75.19 Bn | 51.44 Bn | 6.23 Bn | - |
| 6 | Manulife Financial | 73.16 Bn | 74.37 Bn | - | 11.21% |
| 7 | Metlife | 60.22 Bn | -46.26 Bn | 7.82 Bn | -102.80% |
| 8 | Arthur J. Gallagher | 57.98 Bn | 52.41 Bn | - | 5.67% |
| 9 | Aon | 57.16 Bn | 50.40 Bn | - | 14.78% |
| 10 | Assurant | 13.21 Bn | 4.98 Bn | 2.71 Bn | -15.82% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -15.82% |
| Mar 31, 2026 | -16.76% |
| Dec 31, 2025 | -18.41% |
| Sep 30, 2025 | -18.93% |
| Jun 30, 2025 | -22.83% |
| Mar 31, 2025 | -23.78% |
| Dec 31, 2024 | -20.76% |
| Sep 30, 2024 | -20.37% |
| Jun 30, 2024 | -18.26% |
| Mar 31, 2024 | -17.89% |
| Dec 31, 2023 | -20.29% |
| Sep 30, 2023 | -21.85% |
| Jun 30, 2023 | -24.10% |
| Mar 31, 2023 | -25.52% |
| Dec 31, 2022 | -25.25% |
| Sep 30, 2022 | -23.49% |
| Jun 30, 2022 | -19.06% |
| Mar 31, 2022 | -15.09% |
| Dec 31, 2021 | -14.22% |
| Sep 30, 2021 | -14.09% |
API Access
Assurant Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=AIZ&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "AIZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=AIZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();