Carlyle Group Inc (CG)vsSun Life Financial Inc. (SLF)
CG
Carlyle Group Inc
$44.70
-3.81%
FINANCIAL SERVICES · Cap: $16.58B
SLF
Sun Life Financial Inc.
$82.77
+0.61%
FINANCIAL SERVICES · Cap: $46.60B
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%. CG appears more attractively valued with a PEG of 1.00. CG earns a higher WallStSmart Score of 54/100 (C-).
CG
Buy54
out of 100
Grade: C-
SLF
Hold49
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 70.2% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
Revenue declined 94.1%
Distress zone — elevated risk
Expensive relative to growth rate
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : CG
The strongest argument for CG centers on EPS Growth, PEG Ratio, Price/Book. Profitability is solid with margins at 16.8% and operating margin at -233.9%. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, Free Cash Flow.
Bear Case : CG
The primary concerns for CG are P/E Ratio, Piotroski F-Score, Revenue Growth. Debt-to-equity of 2.71 is elevated, increasing financial risk.
Bear Case : SLF
The primary concerns for SLF are PEG Ratio, 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 1.83 — 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
CG scores higher overall (54/100 vs 49/100), backed by strong 16.8% margins. 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 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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