WallStSmart

Intercorp Financial Services Inc (IFS)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 500% more annual revenue ($34.90B vs $5.81B). IFS leads profitability with a 35.9% profit margin vs 8.8%. IFS trades at a lower P/E of 10.6x. IFS earns a higher WallStSmart Score of 73/100 (B).

IFS

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 6.7Quality: 6.0
Piotroski: 7/9Altman Z: 0.37

SLF

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IFS6 strengths · Avg: 9.3/10
P/E RatioValuation
10.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
35.9%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
46.9%10/10

Strong operational efficiency at 46.9%

Revenue GrowthGrowth
24.8%8/10

Revenue surging 24.8% year-over-year

EPS GrowthGrowth
37.3%8/10

Earnings expanding 37.3% YoY

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

Areas to Watch

IFS3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.123/10

Elevated debt levels

Free Cash FlowQuality
$-181.88M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.372/10

Distress zone — elevated risk

SLF2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

EPS GrowthGrowth
-48.4%2/10

Earnings declined 48.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : IFS

The strongest argument for IFS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 35.9% and operating margin at 46.9%. Revenue growth of 24.8% 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 : IFS

The primary concerns for IFS are Debt/Equity, Free Cash Flow, Altman Z-Score.

Bear Case : SLF

The primary concerns for SLF are Revenue Growth, EPS Growth.

Key Dynamics to Monitor

IFS profiles as a growth stock while SLF is a value play — different risk/reward profiles.

SLF carries more volatility with a beta of 0.83 — expect wider price swings.

IFS is growing revenue faster at 24.8% — sustainability is the question.

SLF generates stronger free cash flow (4.1B), providing more financial flexibility.

Bottom Line

IFS scores higher overall (73/100 vs 51/100), backed by strong 35.9% margins and 24.8% 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.

Intercorp Financial Services Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Intercorp Financial Services Inc. provides banking, insurance and wealth management services for retail and commercial clients in Peru. The company is headquartered in Lima, Peru.

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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