WallStSmart

Cohen & Steers Inc (CNS)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 5985% more annual revenue ($35.53B vs $583.89M). CNS leads profitability with a 28.8% profit margin vs 9.5%. SLF appears more attractively valued with a PEG of 1.61. CNS earns a higher WallStSmart Score of 71/100 (B).

CNS

Strong Buy

71

out of 100

Grade: B

Growth: 6.0Profit: 9.5Value: 5.0Quality: 7.5
Piotroski: 2/9Altman Z: 2.80

SLF

Strong Buy

65

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 5.0Quality: 7.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNS5 strengths · Avg: 9.0/10
Operating MarginProfitability
34.5%10/10

Strong operational efficiency at 34.5%

Return on EquityProfitability
27.7%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
28.8%9/10

Keeps 29 of every $100 in revenue as profit

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

EPS GrowthGrowth
31.9%8/10

Earnings expanding 31.9% YoY

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
43.2%8/10

Earnings expanding 43.2% YoY

Areas to Watch

CNS2 concerns · Avg: 3.5/10
PEG RatioValuation
1.794/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SLF1 concerns · Avg: 4.0/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : CNS

The strongest argument for CNS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 28.8% and operating margin at 34.5%. Revenue growth of 12.2% demonstrates continued momentum.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, EPS Growth.

Bear Case : CNS

The primary concerns for CNS are PEG Ratio, Piotroski F-Score.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio.

Key Dynamics to Monitor

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

CNS carries more volatility with a beta of 1.20 — expect wider price swings.

CNS is growing revenue faster at 12.2% — sustainability is the question.

SLF generates stronger free cash flow (90M), providing more financial flexibility.

Bottom Line

CNS scores higher overall (71/100 vs 65/100), backed by strong 28.8% margins and 12.2% 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.

Cohen & Steers Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Cohen & Steers, Inc. is a publicly owned asset management portfolio company. The company is headquartered in New York, with additional offices in London, United Kingdom; Central, Hong Kong; Tokyo, Japan; and Seattle, Washington.

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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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