Principal Financial Group Inc (PFG)vsSun Life Financial Inc. (SLF)
PFG
Principal Financial Group Inc
$113.92
+0.29%
FINANCIAL SERVICES · Cap: $24.94B
SLF
Sun Life Financial Inc.
$79.96
-0.93%
FINANCIAL SERVICES · Cap: $44.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 126% more annual revenue ($35.53B vs $15.69B). PFG leads profitability with a 9.9% profit margin vs 9.5%. PFG appears more attractively valued with a PEG of 1.06. SLF earns a higher WallStSmart Score of 67/100 (B-).
PFG
Buy59
out of 100
Grade: C
SLF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 2.0B in free cash flow
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
2.8% earnings growth
Weak financial health signals
Distress zone — elevated risk
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : PFG
The strongest argument for PFG centers on P/E Ratio, Price/Book, Free Cash Flow. PEG of 1.06 suggests the stock is reasonably priced for its growth.
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 : PFG
The primary concerns for PFG are EPS Growth, Piotroski F-Score, Altman Z-Score.
Bear Case : SLF
No major red flags identified for SLF, but monitor valuation.
Key Dynamics to Monitor
PFG carries more volatility with a beta of 0.87 — expect wider price swings.
SLF is growing revenue faster at 7.5% — sustainability is the question.
PFG generates stronger free cash flow (2.0B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SLF scores higher overall (67/100 vs 59/100). 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.
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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