Principal Financial Group Inc (PFG)vsSun Life Financial Inc. (SLF)
PFG
Principal Financial Group Inc
$100.50
+0.47%
FINANCIAL SERVICES · Cap: $21.61B
SLF
Sun Life Financial Inc.
$69.51
-4.91%
FINANCIAL SERVICES · Cap: $38.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 126% more annual revenue ($34.88B vs $15.46B). SLF leads profitability with a 10.2% profit margin vs 10.1%. PFG appears more attractively valued with a PEG of 1.06. SLF earns a higher WallStSmart Score of 67/100 (B-).
PFG
Strong Buy67
out of 100
Grade: B-
SLF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 819.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
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
Weak financial health signals
Revenue declined 4.5%
Distress zone — elevated risk
4.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : PFG
The strongest argument for PFG centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.06 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 : PFG
The primary concerns for PFG are Piotroski F-Score, Revenue Growth, Altman Z-Score.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth.
Key Dynamics to Monitor
PFG profiles as a declining stock while SLF is a value play — different risk/reward profiles.
PFG carries more volatility with a beta of 0.90 — 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.
Bottom Line
PFG scores higher overall (67/100 vs 67/100). Both earn "Strong Buy" and "Strong 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.
Principal Financial Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa.
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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