COMP <GO>

BNT vs AIZ // 10Y YIELD & FRED MACRO BETA

Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (NYSE) VS. Assurant Inc. (NYSE) • 15-METRIC TALLY: BNT 1 — AIZ 5

■ METRIC PARITY

LAST: $41.34 (+5.43%) • MKT CAP: $13.25B

macro-sensitivity

—

LAST: $297.23 (+1.51%) • MKT CAP: $14.44B

macro-sensitivity

0.92

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BNT VS. AIZ) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	BNT	AIZ	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	19.60%	11.07%	+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)	-17.50%	7.90%	-25.40	AIZ	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	1.17%	-1.17	AIZ	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	—	—	—	TIE	/balance-sheet <GO>
Piotroski F-Score Quality	2/9	8/9	-6.00	AIZ	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	—	—	—	TIE	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	61.5	65.5	-4.00	AIZ	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta ACTIVE	—	0.92	—	TIE	/macro-sensitivity <GO>
Forward P/E Multiple	—	15.3x	—	TIE	/forward-pe <GO>
Enterprise Scale & Market Cap	$13.25B	$14.44B	-$1.19B	AIZ	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	BNT REV	AIZ REV	BNT GROSS %	AIZ GROSS %	BNT FCF	AIZ FCF
FY 2025	$11.63B	$12.81B	—	—	$2.61B	$1.60B
FY 2024	$14.10B	$11.88B	—	—	$4.57B	$1.11B
FY 2023	$6.91B	$11.13B	—	—	$1.51B	$637.2M

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

BNT // BETA —

AIZ // BETA 0.92