Jefferies Financial Group Inc (JEF)vsSun Life Financial Inc. (SLF)
JEF
Jefferies Financial Group Inc
$49.15
+3.45%
FINANCIAL SERVICES · Cap: $10.29B
SLF
Sun Life Financial Inc.
$80.85
+1.00%
FINANCIAL SERVICES · Cap: $43.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 317% more annual revenue ($35.53B vs $8.51B). JEF leads profitability with a 11.0% profit margin vs 9.5%. JEF appears more attractively valued with a PEG of 1.03. SLF earns a higher WallStSmart Score of 67/100 (B-).
JEF
Strong Buy67
out of 100
Grade: B-
SLF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 2.5B in free cash flow
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
ROE of 7.0% — below average capital efficiency
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : JEF
The strongest argument for JEF centers on P/E Ratio, Price/Book, Free Cash Flow. PEG of 1.03 suggests the stock is reasonably priced for its growth.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, EPS Growth. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bear Case : JEF
The primary concerns for JEF are Return on Equity, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 3.71 is elevated, increasing financial risk.
Bear Case : SLF
The primary concerns for SLF are Altman Z-Score.
Key Dynamics to Monitor
JEF carries more volatility with a beta of 1.54 — expect wider price swings.
JEF is growing revenue faster at 8.5% — sustainability is the question.
JEF generates stronger free cash flow (2.5B), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JEF scores higher overall (67/100 vs 67/100). 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.
Jefferies Financial Group Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Jefferies Financial Group Inc. is engaged in investment banking and capital markets, asset management, and direct investment businesses in the Americas, Europe, the Middle East, Africa, and Asia. The company is headquartered in New York, New York.
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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