WallStSmart

Oak Valley Bancorp (OVLY)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 41911% more annual revenue ($34.90B vs $83.07M). OVLY leads profitability with a 28.2% profit margin vs 8.8%. OVLY trades at a lower P/E of 11.7x. OVLY earns a higher WallStSmart Score of 51/100 (C-).

OVLY

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 7.5Value: 6.7Quality: 4.0
Piotroski: 3/9Altman Z: -0.52

SLF

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 5.5Value: 5.0Quality: 7.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OVLY4 strengths · Avg: 9.8/10
P/E RatioValuation
11.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
31.2%10/10

Strong operational efficiency at 31.2%

Profit MarginProfitability
28.2%9/10

Keeps 28 of every $100 in revenue as profit

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

Areas to Watch

OVLY4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Market CapQuality
$289.00M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

SLF3 concerns · Avg: 3.3/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

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 : OVLY

The strongest argument for OVLY centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.2% and operating margin at 31.2%.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, Free Cash Flow.

Bear Case : OVLY

The primary concerns for OVLY are Revenue Growth, Market Cap, Piotroski F-Score.

Bear Case : SLF

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

Key Dynamics to Monitor

SLF carries more volatility with a beta of 0.82 — expect wider price swings.

OVLY is growing revenue faster at 3.7% — sustainability is the question.

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

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OVLY scores higher overall (51/100 vs 49/100), backed by strong 28.2% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Oak Valley Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Oak Valley Bancorp is the banking holding company for Oak Valley Community Bank providing a range of commercial banking services to individuals and small and medium-sized businesses in Oakdale, California and surrounding areas. The company is headquartered in Oakdale, California.

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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