WallStSmart

Nextera Energy Inc (NEE)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 27% more annual revenue ($34.88B vs $27.41B). NEE leads profitability with a 24.9% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 0.88. SLF earns a higher WallStSmart Score of 72/100 (B).

NEE

Strong Buy

65

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 7.3Quality: 4.5
Piotroski: 3/9Altman Z: 0.72

SLF

Strong Buy

72

out of 100

Grade: B

Growth: 6.0Profit: 6.0Value: 10.0Quality: 5.3
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NEEUndervalued (+41.0%)

Margin of Safety

+41.0%

Fair Value

$154.44

Current Price

$91.16

$63.28 discount

UndervaluedFair: $154.44Overvalued
SLFUndervalued (+69.0%)

Margin of Safety

+69.0%

Fair Value

$209.66

Current Price

$62.77

$146.89 discount

UndervaluedFair: $209.66Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NEE5 strengths · Avg: 8.4/10
Market CapQuality
$190.89B9/10

Large-cap with strong market position

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

Operating MarginProfitability
24.4%8/10

Strong operational efficiency at 24.4%

Revenue GrowthGrowth
20.7%8/10

Revenue surging 20.7% year-over-year

EPS GrowthGrowth
26.0%8/10

Earnings expanding 26.0% YoY

SLF4 strengths · Avg: 8.0/10
PEG RatioValuation
0.888/10

Growing faster than its price suggests

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.28B8/10

Generating 5.3B in free cash flow

Areas to Watch

NEE4 concerns · Avg: 3.0/10
P/E RatioValuation
27.8x4/10

Moderate valuation

Debt/EquityHealth
1.753/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.742/10

Expensive relative to growth rate

SLF2 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : NEE

The strongest argument for NEE centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 24.9% and operating margin at 24.4%. Revenue growth of 20.7% demonstrates continued momentum.

Bull Case : SLF

The strongest argument for SLF centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.88 suggests the stock is reasonably priced for its growth.

Bear Case : NEE

The primary concerns for NEE are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.75 is elevated, increasing financial risk.

Bear Case : SLF

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

Key Dynamics to Monitor

NEE profiles as a growth stock while SLF is a value play — different risk/reward profiles.

SLF carries more volatility with a beta of 0.80 — expect wider price swings.

NEE is growing revenue faster at 20.7% — sustainability is the question.

SLF generates stronger free cash flow (5.3B), providing more financial flexibility.

Bottom Line

SLF scores higher overall (72/100 vs 65/100). NEE offers better value entry with a 41.0% margin of safety. 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.

Nextera Energy Inc

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

NextEra Energy, Inc. is an American energy company with about 46 gigawatts of generating capacity, revenues of over $17 billion in 2017, and about 14,000 employees throughout the US and Canada. Its subsidiaries include Florida Power & Light (FPL), NextEra Energy Resources, NextEra Energy Partners, Gulf Power Company, and NextEra Energy Services.

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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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