Carlyle Group Inc (CG)vsSun Life Financial Inc. (SLF)
CG
Carlyle Group Inc
$42.34
-1.69%
FINANCIAL SERVICES · Cap: $16.37B
SLF
Sun Life Financial Inc.
$79.67
+0.14%
FINANCIAL SERVICES · Cap: $45.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 1170% more annual revenue ($35.53B vs $2.80B). CG leads profitability with a 13.0% profit margin vs 9.5%. CG appears more attractively valued with a PEG of 0.80. SLF earns a higher WallStSmart Score of 65/100 (B-).
CG
Hold50
out of 100
Grade: D+
SLF
Strong Buy65
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 26.9%
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
ROE of 5.0% — below average capital efficiency
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CG
The strongest argument for CG centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, EPS Growth.
Bear Case : CG
The primary concerns for CG are Return on Equity, Debt/Equity, Piotroski F-Score. A P/E of 47.9x leaves little room for execution misses. Debt-to-equity of 1.98 is elevated, increasing financial risk.
Bear Case : SLF
The primary concerns for SLF are PEG Ratio.
Key Dynamics to Monitor
CG profiles as a declining stock while SLF is a value play — different risk/reward profiles.
CG carries more volatility with a beta of 1.83 — expect wider price swings.
SLF is growing revenue faster at 7.5% — sustainability is the question.
SLF generates stronger free cash flow (90M), providing more financial flexibility.
Bottom Line
SLF scores higher overall (65/100 vs 50/100). Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Carlyle Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Carlyle Group Inc (CG) is a leading global investment firm specializing in private equity and alternative asset management, recognized for its innovative investment strategies across multiple sectors. With a robust footprint in North America, Europe, and Asia, Carlyle utilizes its extensive market knowledge and deep industry connections to generate superior returns for institutional investors. The firm's disciplined investment approach and dedication to value creation have established it as a premier partner for institutions seeking resilient and diversified opportunities within the alternative investment landscape.
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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