Carlyle Group Inc (CG)vsSun Life Financial Inc. (SLF)
CG
Carlyle Group Inc
$50.07
+4.73%
FINANCIAL SERVICES · Cap: $17.20B
SLF
Sun Life Financial Inc.
$72.08
+2.23%
FINANCIAL SERVICES · Cap: $39.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 765% more annual revenue ($34.88B vs $4.03B). CG leads profitability with a 20.1% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 1.18. CG earns a higher WallStSmart Score of 76/100 (B+).
CG
Strong Buy76
out of 100
Grade: B+
SLF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.6%
Revenue surging 93.9% year-over-year
Earnings expanding 70.2% YoY
Keeps 20 of every $100 in revenue as profit
Earnings expanding 240.9% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 5.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Distress zone — elevated risk
4.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : CG
The strongest argument for CG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 20.1% and operating margin at 30.6%. Revenue growth of 93.9% demonstrates continued momentum.
Bull Case : SLF
The strongest argument for SLF centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bear Case : CG
The primary concerns for CG are PEG Ratio, Piotroski F-Score, Altman Z-Score.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth.
Key Dynamics to Monitor
CG profiles as a growth stock while SLF is a value play — different risk/reward profiles.
CG carries more volatility with a beta of 2.04 — expect wider price swings.
CG is growing revenue faster at 93.9% — sustainability is the question.
SLF generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CG scores higher overall (76/100 vs 67/100), backed by strong 20.1% margins and 93.9% revenue growth. Both earn "Strong Buy" and "Strong 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.
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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