Oppenheimer Holdings Inc (OPY)vsSun Life Financial Inc. (SLF)
OPY
Oppenheimer Holdings Inc
$119.78
+1.03%
FINANCIAL SERVICES · Cap: $1.22B
SLF
Sun Life Financial Inc.
$79.91
+0.58%
FINANCIAL SERVICES · Cap: $44.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 1971% more annual revenue ($35.53B vs $1.72B). SLF leads profitability with a 9.5% profit margin vs 6.0%. SLF appears more attractively valued with a PEG of 1.33. SLF earns a higher WallStSmart Score of 67/100 (B-).
OPY
Buy64
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
Attractively priced relative to earnings
Revenue surging 24.1% year-over-year
Earnings expanding 24.6% YoY
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Expensive relative to growth rate
Negative free cash flow — burning cash
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : OPY
The strongest argument for OPY centers on Price/Book, P/E Ratio, Revenue Growth. Revenue growth of 24.1% demonstrates continued momentum.
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 : OPY
The primary concerns for OPY are Market Cap, Profit Margin, PEG Ratio.
Bear Case : SLF
No major red flags identified for SLF, but monitor valuation.
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 24.1% — sustainability is the question.
SLF generates stronger free cash flow (90M), providing more financial flexibility.
Bottom Line
SLF scores higher overall (67/100 vs 64/100). 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.
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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