WallStSmart

Orix Corp Ads (IX)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Orix Corp Ads generates 9445% more annual revenue ($3.33T vs $34.90B). IX leads profitability with a 13.4% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.42. IX earns a higher WallStSmart Score of 60/100 (C).

IX

Buy

60

out of 100

Grade: C

Growth: 5.3Profit: 6.0Value: 5.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.21

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

IX4 strengths · Avg: 9.0/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.38T10/10

Generating 1.4T in free cash flow

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
28.0%8/10

Revenue surging 28.0% year-over-year

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

IX4 concerns · Avg: 2.3/10
Debt/EquityHealth
1.463/10

Elevated debt levels

PEG RatioValuation
2.722/10

Expensive relative to growth rate

EPS GrowthGrowth
-25.7%2/10

Earnings declined 25.7%

Altman Z-ScoreHealth
1.212/10

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 : IX

The strongest argument for IX centers on Price/Book, Free Cash Flow, P/E Ratio. Revenue growth of 28.0% 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 : IX

The primary concerns for IX are Debt/Equity, PEG Ratio, EPS Growth.

Bear Case : SLF

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

Key Dynamics to Monitor

IX 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.

IX is growing revenue faster at 28.0% — sustainability is the question.

IX generates stronger free cash flow (1.4T), providing more financial flexibility.

Bottom Line

IX scores higher overall (60/100 vs 51/100) and 28.0% revenue growth. Both earn "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.

Orix Corp Ads

FINANCIAL SERVICES · FINANCIAL CONGLOMERATES · USA

ORIX Corporation offers diversified financial services in Japan, America, Asia, Europe, Australasia, the Middle East, and internationally. The company is headquartered in Tokyo, Japan.

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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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