Oppenheimer Holdings Inc (OPY)vsSun Life Financial Inc. (SLF)
OPY
Oppenheimer Holdings Inc
$100.44
+6.49%
FINANCIAL SERVICES · Cap: $1.07B
SLF
Sun Life Financial Inc.
$73.72
+1.04%
FINANCIAL SERVICES · Cap: $41.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 2039% more annual revenue ($34.90B vs $1.63B). SLF leads profitability with a 8.8% profit margin vs 6.0%. SLF appears more attractively valued with a PEG of 1.42. OPY earns a higher WallStSmart Score of 66/100 (B-).
OPY
Strong Buy66
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
Earnings expanding 588.0% YoY
Revenue surging 23.1% year-over-year
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : OPY
The strongest argument for OPY centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 23.1% 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 : OPY
The primary concerns for OPY are Market Cap, Profit Margin, Debt/Equity.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
OPY profiles as a growth stock while SLF is a value play — different risk/reward profiles.
OPY carries more volatility with a beta of 1.09 — expect wider price swings.
OPY is growing revenue faster at 23.1% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
OPY scores higher overall (66/100 vs 51/100) and 23.1% 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.
Oppenheimer Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Oppenheimer Holdings Inc. is a middle market investment bank and full service stockbroker in the Americas, Europe, the Middle East and Asia. The company is headquartered in New York, New York.
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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