WallStSmart

Assurant Inc (AIZ)vsCincinnati Financial Corporation (CINF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Assurant Inc generates 1% more annual revenue ($12.81B vs $12.63B). CINF leads profitability with a 19.0% profit margin vs 6.8%. AIZ appears more attractively valued with a PEG of 2.16. CINF earns a higher WallStSmart Score of 79/100 (B+).

AIZ

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 5.5Value: 10.0Quality: 6.5
Piotroski: 5/9

CINF

Strong Buy

79

out of 100

Grade: B+

Growth: 9.3Profit: 8.0Value: 10.0Quality: 6.3
Piotroski: 6/9Altman Z: 1.59
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AIZUndervalued (+58.8%)

Margin of Safety

+58.8%

Fair Value

$523.84

Current Price

$217.02

$306.82 discount

UndervaluedFair: $523.84Overvalued
CINFUndervalued (+77.0%)

Margin of Safety

+77.0%

Fair Value

$709.49

Current Price

$155.45

$554.04 discount

UndervaluedFair: $709.49Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIZ2 strengths · Avg: 8.0/10
P/E RatioValuation
12.8x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

CINF5 strengths · Avg: 8.8/10
P/E RatioValuation
10.4x10/10

Attractively priced relative to earnings

EPS GrowthGrowth
67.3%10/10

Earnings expanding 67.3% YoY

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
27.6%8/10

Strong operational efficiency at 27.6%

Revenue GrowthGrowth
21.8%8/10

Revenue surging 21.8% year-over-year

Areas to Watch

AIZ2 concerns · Avg: 3.5/10
PEG RatioValuation
2.164/10

Expensive relative to growth rate

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

CINF2 concerns · Avg: 4.0/10
PEG RatioValuation
2.194/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.594/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AIZ

The strongest argument for AIZ centers on P/E Ratio, Price/Book.

Bull Case : CINF

The strongest argument for CINF centers on P/E Ratio, EPS Growth, Price/Book. Profitability is solid with margins at 19.0% and operating margin at 27.6%. Revenue growth of 21.8% demonstrates continued momentum.

Bear Case : AIZ

The primary concerns for AIZ are PEG Ratio, Profit Margin.

Bear Case : CINF

The primary concerns for CINF are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

AIZ profiles as a value stock while CINF is a growth play — different risk/reward profiles.

CINF carries more volatility with a beta of 0.64 — expect wider price swings.

CINF is growing revenue faster at 21.8% — sustainability is the question.

CINF generates stronger free cash flow (937M), providing more financial flexibility.

Bottom Line

CINF scores higher overall (79/100 vs 66/100), backed by strong 19.0% margins and 21.8% revenue growth. AIZ offers better value entry with a 58.8% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Assurant Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Assurant, Inc. is a global provider of risk management products and services with headquarters in New York City.

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Cincinnati Financial Corporation

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Cincinnati Financial Corporation offers property and casualty insurance, its main business, through The Cincinnati Insurance Company, The Cincinnati Indemnity Company and The Cincinnati Casualty Company.

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