New Mountain Finance Corporation (NMFC)vsSun Life Financial Inc. (SLF)
NMFC
New Mountain Finance Corporation
$8.53
+1.43%
FINANCIAL SERVICES · Cap: $794.35M
SLF
Sun Life Financial Inc.
$73.10
-0.15%
FINANCIAL SERVICES · Cap: $40.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 10564% more annual revenue ($34.88B vs $327.08M). SLF leads profitability with a 10.2% profit margin vs 5.0%. SLF appears more attractively valued with a PEG of 1.18. SLF earns a higher WallStSmart Score of 67/100 (B-).
NMFC
Buy51
out of 100
Grade: C-
SLF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 80.8%
Earnings expanding 240.9% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 5.3B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of 1.3% — below average capital efficiency
5.0% margin — thin
Revenue declined 15.1%
4.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : NMFC
The strongest argument for NMFC centers on Price/Book, Operating Margin. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bull Case : SLF
The strongest argument for SLF centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bear Case : NMFC
The primary concerns for NMFC are Market Cap, Return on Equity, Profit Margin.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth.
Key Dynamics to Monitor
SLF carries more volatility with a beta of 0.79 — expect wider price swings.
SLF is growing revenue faster at 4.7% — sustainability is the question.
SLF generates stronger free cash flow (5.3B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SLF scores higher overall (67/100 vs 51/100). 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.
New Mountain Finance Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
New Mountain Finance Corporation (NMFC) is a prominent business development company focused on delivering customized debt and equity financing solutions to middle-market enterprises across diverse sectors. Backed by New Mountain Capital, the firm employs a disciplined investment strategy that prioritizes capital preservation and sustainable income generation, aiming to provide compelling risk-adjusted returns. With a commitment to informed decision-making and continuous operational improvement, NMFC seeks to enhance shareholder value while fostering growth and resilience in its investment portfolio. Its experienced management team and strategic focus position NMFC as a key player in the marketplace, dedicated to navigating the complexities of the middle-market landscape.
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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