WallStSmart

Lincoln National Corporation (LNC)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 85% more annual revenue ($34.90B vs $18.83B). LNC leads profitability with a 9.2% profit margin vs 8.8%. LNC appears more attractively valued with a PEG of 1.01. LNC earns a higher WallStSmart Score of 63/100 (C+).

LNC

Buy

63

out of 100

Grade: C+

Growth: 3.3Profit: 5.0Value: 7.0Quality: 6.3
Piotroski: 3/9

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

LNC2 strengths · Avg: 10.0/10
P/E RatioValuation
4.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

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

LNC3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-60.7%2/10

Earnings declined 60.7%

Operating MarginProfitability
-4.1%1/10

Operating margin of -4.1%

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 : LNC

The strongest argument for LNC centers on P/E Ratio, Price/Book. Revenue growth of 12.5% demonstrates continued momentum. PEG of 1.01 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 : LNC

The primary concerns for LNC are Piotroski F-Score, EPS Growth, Operating Margin.

Bear Case : SLF

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

Key Dynamics to Monitor

LNC carries more volatility with a beta of 1.17 — expect wider price swings.

LNC is growing revenue faster at 12.5% — sustainability is the question.

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

Monitor INSURANCE - LIFE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LNC scores higher overall (63/100 vs 51/100) and 12.5% 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.

Lincoln National Corporation

FINANCIAL SERVICES · INSURANCE - LIFE · USA

Lincoln National Corporation is an American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.

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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