WallStSmart

Cullen/Frost Bankers Inc (CFR)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 1464% more annual revenue ($34.90B vs $2.23B). CFR leads profitability with a 30.0% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.42. CFR earns a higher WallStSmart Score of 64/100 (C+).

CFR

Buy

64

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 5.0Quality: 3.5
Piotroski: 5/9Altman Z: -0.57

SLF

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CFR4 strengths · Avg: 9.0/10
Profit MarginProfitability
30.0%10/10

Keeps 30 of every $100 in revenue as profit

Operating MarginProfitability
36.9%10/10

Strong operational efficiency at 36.9%

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

Areas to Watch

CFR3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.033/10

Elevated debt levels

PEG RatioValuation
4.142/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.572/10

Distress zone — elevated risk

SLF2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

EPS GrowthGrowth
-48.4%2/10

Earnings declined 48.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : CFR

The strongest argument for CFR centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 30.0% and operating margin at 36.9%.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, Free Cash Flow. PEG of 1.42 suggests the stock is reasonably priced for its growth.

Bear Case : CFR

The primary concerns for CFR are Debt/Equity, PEG Ratio, Altman Z-Score.

Bear Case : SLF

The primary concerns for SLF are Revenue Growth, EPS Growth.

Key Dynamics to Monitor

CFR profiles as a mature stock while SLF is a value play — different risk/reward profiles.

SLF carries more volatility with a beta of 0.83 — expect wider price swings.

CFR is growing revenue faster at 7.8% — sustainability is the question.

SLF generates stronger free cash flow (4.1B), providing more financial flexibility.

Bottom Line

CFR scores higher overall (64/100 vs 51/100), backed by strong 30.0% margins. Both earn "Buy" and "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.

Cullen/Frost Bankers Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Cullen / Frost Bankers, Inc. is the banking holding company for Frost Bank offering commercial and consumer banking services in Texas. The company is headquartered in San Antonio, Texas.

Sun Life Financial Inc.

FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA

Sun Life Financial Inc., a financial services company, provides insurance, wealth and asset management solutions to individuals and corporate clients around the world. The company is headquartered in Toronto, Canada.

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