Invesco Plc (IVZ)vsSun Life Financial Inc. (SLF)
IVZ
Invesco Plc
$28.78
-2.91%
FINANCIAL SERVICES · Cap: $12.82B
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 429% more annual revenue ($34.90B vs $6.59B). SLF leads profitability with a 8.8% profit margin vs -3.7%. IVZ appears more attractively valued with a PEG of 0.38. IVZ earns a higher WallStSmart Score of 66/100 (B-).
IVZ
Strong Buy66
out of 100
Grade: B-
SLF
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 35.0% YoY
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
ROE of -2.0% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : IVZ
The strongest argument for IVZ centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.1% demonstrates continued momentum. PEG of 0.38 suggests the stock is reasonably priced for its growth.
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 : IVZ
The primary concerns for IVZ are Return on Equity, Altman Z-Score, Profit Margin.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
IVZ profiles as a turnaround stock while SLF is a value play — different risk/reward profiles.
IVZ carries more volatility with a beta of 1.59 — expect wider price swings.
IVZ is growing revenue faster at 14.1% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
IVZ scores higher overall (66/100 vs 51/100) and 14.1% 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.
Invesco Plc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.
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.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?