FactSet Research Systems Inc (FDS)vsSun Life Financial Inc. (SLF)
FDS
FactSet Research Systems Inc
$259.71
-1.22%
FINANCIAL SERVICES · Cap: $9.93B
SLF
Sun Life Financial Inc.
$79.67
+0.14%
FINANCIAL SERVICES · Cap: $45.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 1357% more annual revenue ($35.53B vs $2.44B). FDS leads profitability with a 23.2% profit margin vs 9.5%. FDS appears more attractively valued with a PEG of 1.27. SLF earns a higher WallStSmart Score of 65/100 (B-).
FDS
Buy62
out of 100
Grade: C+
SLF
Strong Buy65
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.5%
Every $100 of equity generates 28 in profit
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
Earnings declined 9.6%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FDS
The strongest argument for FDS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 23.2% and operating margin at 30.5%. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, EPS Growth.
Bear Case : FDS
The primary concerns for FDS are EPS Growth.
Bear Case : SLF
The primary concerns for SLF are PEG Ratio.
Key Dynamics to Monitor
FDS profiles as a mature stock while SLF is a value play — different risk/reward profiles.
SLF carries more volatility with a beta of 0.80 — expect wider price swings.
SLF is growing revenue faster at 7.5% — sustainability is the question.
FDS generates stronger free cash flow (254M), providing more financial flexibility.
Bottom Line
SLF scores higher overall (65/100 vs 62/100). 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.
FactSet Research Systems Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
FactSet Research Systems Inc. provides integrated financial information and analytical applications to investment and corporate communities in the Americas, EMEA, and Asia Pacific. The company is headquartered in Norwalk, Connecticut.
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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