WallStSmart

OFG Bancorp (OFG)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 5400% more annual revenue ($34.90B vs $634.53M). OFG leads profitability with a 33.6% profit margin vs 8.8%. OFG appears more attractively valued with a PEG of 0.92. OFG earns a higher WallStSmart Score of 79/100 (B+).

OFG

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.7Quality: 6.0
Piotroski: 2/9Altman Z: -0.59

SLF

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OFG6 strengths · Avg: 9.3/10
P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
33.6%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.8%10/10

Strong operational efficiency at 43.8%

PEG RatioValuation
0.928/10

Growing faster than its price suggests

EPS GrowthGrowth
26.0%8/10

Earnings expanding 26.0% YoY

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

Areas to Watch

OFG2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.592/10

Distress zone — elevated risk

SLF2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

EPS GrowthGrowth
-48.4%2/10

Earnings declined 48.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : OFG

The strongest argument for OFG centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 33.6% and operating margin at 43.8%. PEG of 0.92 suggests the stock is reasonably priced for its growth.

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 : OFG

The primary concerns for OFG are Piotroski F-Score, Altman Z-Score.

Bear Case : SLF

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

Key Dynamics to Monitor

OFG profiles as a mature stock while SLF is a value play — different risk/reward profiles.

SLF carries more volatility with a beta of 0.83 — expect wider price swings.

OFG is growing revenue faster at 6.9% — sustainability is the question.

SLF generates stronger free cash flow (4.1B), providing more financial flexibility.

Bottom Line

OFG scores higher overall (79/100 vs 51/100), backed by strong 33.6% margins. 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.

OFG Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

OFG Bancorp, a financial holding company, offers a range of banking and financial services. The company is headquartered in San Juan, Puerto Rico.

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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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