NewtekOne, Inc. (NEWT)vsSun Life Financial Inc. (SLF)
NEWT
NewtekOne, Inc.
$11.68
+0.34%
FINANCIAL SERVICES · Cap: $343.44M
SLF
Sun Life Financial Inc.
$81.44
+0.21%
FINANCIAL SERVICES · Cap: $44.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 8637% more annual revenue ($35.53B vs $406.63M). NEWT leads profitability with a 16.1% profit margin vs 9.5%. SLF appears more attractively valued with a PEG of 1.33. NEWT earns a higher WallStSmart Score of 68/100 (B-).
NEWT
Strong Buy68
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
Strong operational efficiency at 52.0%
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : NEWT
The strongest argument for NEWT centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.1% and operating margin at 52.0%. Revenue growth of 14.7% demonstrates continued momentum.
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 : NEWT
The primary concerns for NEWT are Market Cap, Debt/Equity, Piotroski F-Score.
Bear Case : SLF
No major red flags identified for SLF, but monitor valuation.
Key Dynamics to Monitor
NEWT profiles as a mature stock while SLF is a value play — different risk/reward profiles.
NEWT carries more volatility with a beta of 1.35 — expect wider price swings.
NEWT is growing revenue faster at 14.7% — sustainability is the question.
SLF generates stronger free cash flow (90M), providing more financial flexibility.
Bottom Line
NEWT scores higher overall (68/100 vs 67/100), backed by strong 16.1% margins and 14.7% revenue growth. 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.
NewtekOne, Inc.
FINANCIAL SERVICES · BANKS - REGIONAL · USA
NewtekOne, Inc. (NEWT) is a leading provider of diversified business solutions designed specifically for small to medium-sized enterprises (SMBs) across the United States. The company delivers an extensive portfolio of services, including payment processing, business lending, and cutting-edge technology solutions, aimed at driving operational excellence and facilitating growth for its clients. With a robust emphasis on innovation and customer satisfaction, NewtekOne has established itself as a vital partner for SMBs navigating a competitive environment, positioning the company for sustained success in a rapidly evolving marketplace.
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.
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