Evercore Partners Inc (EVR)vsSun Life Financial Inc. (SLF)
EVR
Evercore Partners Inc
$346.58
-3.60%
FINANCIAL SERVICES · Cap: $13.74B
SLF
Sun Life Financial Inc.
$77.55
+1.04%
FINANCIAL SERVICES · Cap: $43.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 666% more annual revenue ($34.90B vs $4.55B). EVR leads profitability with a 16.4% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.42. EVR earns a higher WallStSmart Score of 76/100 (B+).
EVR
Strong Buy76
out of 100
Grade: B+
SLF
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 42 in profit
Revenue surging 100.3% year-over-year
Earnings expanding 106.9% YoY
Strong operational efficiency at 24.4%
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Weak financial health signals
Negative free cash flow — burning cash
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : EVR
The strongest argument for EVR centers on Return on Equity, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.4% and operating margin at 24.4%. Revenue growth of 100.3% demonstrates continued momentum.
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 : EVR
The primary concerns for EVR are PEG Ratio, Piotroski F-Score, Free Cash Flow.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
EVR profiles as a growth stock while SLF is a value play — different risk/reward profiles.
EVR carries more volatility with a beta of 1.49 — expect wider price swings.
EVR is growing revenue faster at 100.3% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
EVR scores higher overall (76/100 vs 51/100), backed by strong 16.4% margins and 100.3% revenue growth. Both earn "Strong Buy" and "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.
Evercore Partners Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Evercore Inc., is an independent investment banking advisory firm in the United States, Europe, Latin America and internationally. The company is headquartered in New York, New York.
Visit Website →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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