Carlyle Group Inc (CG)vsSun Life Financial Inc. (SLF)
CG
Carlyle Group Inc
$43.48
-0.11%
FINANCIAL SERVICES · Cap: $16.47B
SLF
Sun Life Financial Inc.
$73.72
+1.04%
FINANCIAL SERVICES · Cap: $41.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 974% more annual revenue ($34.90B vs $3.25B). CG leads profitability with a 16.8% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.42. SLF earns a higher WallStSmart Score of 51/100 (C-).
CG
Hold50
out of 100
Grade: D+
SLF
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 70.2% YoY
Reasonable price relative to book value
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 94.1%
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : CG
The strongest argument for CG centers on EPS Growth, Price/Book. Profitability is solid with margins at 16.8% and operating margin at -233.9%.
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 : CG
The primary concerns for CG are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 2.71 is elevated, increasing financial risk.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth.
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 1.82 — expect wider price swings.
SLF is growing revenue faster at 0.2% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
SLF scores higher overall (51/100 vs 50/100). Both earn "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 prominent global investment firm known for its leadership in private equity and alternative asset management, offering a wide range of innovative investment solutions across various sectors. With a strong presence in North America, Europe, and Asia, Carlyle leverages its deep market insights and extensive networks to drive superior returns for institutional investors. The firm's disciplined and strategic investment approach, combined with a steadfast commitment to value creation, solidifies its reputation as a leading partner for institutions pursuing resilient and diversified opportunities in the alternative investment space.
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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