NewtekOne, Inc. (NEWT)vsSun Life Financial Inc. (SLF)
NEWT
NewtekOne, Inc.
$13.25
+4.74%
FINANCIAL SERVICES · Cap: $401.43M
SLF
Sun Life Financial Inc.
$73.72
+1.04%
FINANCIAL SERVICES · Cap: $43.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 8779% more annual revenue ($34.90B vs $393.01M). NEWT leads profitability with a 16.4% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.42. NEWT earns a higher WallStSmart Score of 71/100 (B).
NEWT
Strong Buy71
out of 100
Grade: B
SLF
Buy51
out of 100
Grade: C-
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 52.3%
Earnings expanding 22.9% YoY
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Negative free cash flow — burning cash
0.2% revenue growth
Earnings declined 48.4%
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 16.4% and operating margin at 52.3%. Revenue growth of 10.7% demonstrates continued momentum.
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 : NEWT
The primary concerns for NEWT are Market Cap, Piotroski F-Score, PEG Ratio. Debt-to-equity of 5.96 is elevated, increasing financial risk.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth.
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 1.37 — expect wider price swings.
NEWT is growing revenue faster at 10.7% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
NEWT scores higher overall (71/100 vs 51/100), backed by strong 16.4% margins and 10.7% 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.
NewtekOne, Inc.
FINANCIAL SERVICES · BANKS - REGIONAL · USA
NewtekOne, Inc. (NEWT) is a premier provider of comprehensive business solutions tailored for small to medium-sized enterprises (SMBs) throughout the United States. Offering a diverse range of services, including payment processing, business lending, and technology solutions, NewtekOne is dedicated to enhancing operational efficiency and fostering growth for its clients. The company's strong commitment to customer satisfaction and strategic partnerships positions it as an indispensable ally for SMBs facing competitive challenges. With an emphasis on innovation and building long-term relationships, NewtekOne is well-equipped to thrive in a dynamic business landscape.
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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