Assurant, Inc. (AIZ)

Potential value reaches $382.31 and target $382.31 (probability 20.0%%, return 35.5%%), as accelerated international carrier expansion and benign storm seasons expand operating margins above consensus expectations.

• Non-US connected living revenue accelerates above domestic growth
• Benign weather seasons lower combined ratios across lender-placed housing
• Valuation multiples expand toward top-tier specialty peers