Houlihan Lokey Inc (HLI)vsSun Life Financial Inc. (SLF)
HLI
Houlihan Lokey Inc
$129.00
+1.11%
FINANCIAL SERVICES · Cap: $8.77B
SLF
Sun Life Financial Inc.
$81.91
-0.50%
FINANCIAL SERVICES · Cap: $46.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 1283% more annual revenue ($34.90B vs $2.52B). HLI leads profitability with a 16.1% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.58. SLF earns a higher WallStSmart Score of 49/100 (D+).
HLI
Hold48
out of 100
Grade: D+
SLF
Hold49
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Revenue declined 15.6%
Earnings declined 19.0%
Expensive relative to growth rate
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : HLI
The strongest argument for HLI centers on Debt/Equity. Profitability is solid with margins at 16.1% and operating margin at 18.0%.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, Free Cash Flow.
Bear Case : HLI
The primary concerns for HLI are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : SLF
The primary concerns for SLF are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
HLI profiles as a declining stock while SLF is a value play — different risk/reward profiles.
HLI carries more volatility with a beta of 0.96 — 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
SLF scores higher overall (49/100 vs 48/100). Both earn "Hold" 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.
Houlihan Lokey Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Houlihan Lokey, Inc., an investment banking firm, provides valuation and financial advisory services, capital markets, mergers and acquisitions (M&A) globally. The company is headquartered in Los Angeles, California.
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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