Houlihan Lokey Inc (HLI)vsSun Life Financial Inc. (SLF)
HLI
Houlihan Lokey Inc
$152.87
-0.41%
FINANCIAL SERVICES · Cap: $10.27B
SLF
Sun Life Financial Inc.
$69.51
-4.91%
FINANCIAL SERVICES · Cap: $38.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 1217% more annual revenue ($34.88B vs $2.65B). HLI leads profitability with a 16.9% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 1.18. HLI earns a higher WallStSmart Score of 68/100 (B-).
HLI
Strong Buy68
out of 100
Grade: B-
SLF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 21 in profit
Strong operational efficiency at 24.9%
Earnings expanding 22.3% YoY
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
4.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : HLI
The strongest argument for HLI centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 16.9% and operating margin at 24.9%. Revenue growth of 13.0% 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 : HLI
The primary concerns for HLI are PEG Ratio.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth.
Key Dynamics to Monitor
HLI profiles as a mature stock while SLF is a value play — different risk/reward profiles.
HLI carries more volatility with a beta of 1.00 — expect wider price swings.
HLI is growing revenue faster at 13.0% — sustainability is the question.
SLF generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
HLI scores higher overall (68/100 vs 67/100), backed by strong 16.9% margins and 13.0% 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.
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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