NewtekOne, Inc. (NEWT)vsSun Life Financial Inc. (SLF)
NEWT
NewtekOne, Inc.
$10.70
+0.28%
FINANCIAL SERVICES · Cap: $309.14M
SLF
Sun Life Financial Inc.
$71.53
-2.65%
FINANCIAL SERVICES · Cap: $43.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 14363% more annual revenue ($35.53B vs $245.65M). NEWT leads profitability with a 23.7% profit margin vs 9.5%. SLF appears more attractively valued with a PEG of 1.33. SLF earns a higher WallStSmart Score of 67/100 (B-).
NEWT
Buy57
out of 100
Grade: C
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
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 25.2%
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
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NEWT
The strongest argument for NEWT centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 23.7% and operating margin at 25.2%.
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
The primary concerns for SLF are Altman Z-Score.
Key Dynamics to Monitor
NEWT profiles as a declining stock while SLF is a value play — different risk/reward profiles.
NEWT carries more volatility with a beta of 1.38 — expect wider price swings.
SLF is growing revenue faster at 7.5% — sustainability is the question.
SLF generates stronger free cash flow (90M), providing more financial flexibility.
Bottom Line
SLF scores higher overall (67/100 vs 57/100). 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.
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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