LPL Financial Holdings Inc (LPLA)vsSun Life Financial Inc. (SLF)
LPLA
LPL Financial Holdings Inc
$288.49
-1.15%
FINANCIAL SERVICES · Cap: $23.65B
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 96% more annual revenue ($34.90B vs $17.84B). SLF leads profitability with a 8.8% profit margin vs 5.0%. LPLA appears more attractively valued with a PEG of 0.45. LPLA earns a higher WallStSmart Score of 68/100 (B-).
LPLA
Strong Buy68
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
Revenue surging 35.0% year-over-year
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Moderate valuation
4.5% earnings growth
5.0% margin — thin
Elevated debt levels
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : LPLA
The strongest argument for LPLA centers on PEG Ratio, Revenue Growth. Revenue growth of 35.0% demonstrates continued momentum. PEG of 0.45 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 : LPLA
The primary concerns for LPLA are P/E Ratio, EPS Growth, Profit Margin.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
LPLA profiles as a hypergrowth 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.
LPLA is growing revenue faster at 35.0% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
LPLA scores higher overall (68/100 vs 51/100) and 35.0% 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.
LPL Financial Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
Visit Website →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 CAPITAL MARKETS Stocks
Want to dig deeper into these stocks?