WallStSmart

Palomar Holdings Inc (PLMR)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 3882% more annual revenue ($34.88B vs $875.97M). PLMR leads profitability with a 22.5% profit margin vs 10.2%. SLF trades at a lower P/E of 15.7x. PLMR earns a higher WallStSmart Score of 72/100 (B).

PLMR

Strong Buy

72

out of 100

Grade: B

Growth: 10.0Profit: 8.0Value: 6.0Quality: 4.8
Piotroski: 2/9

SLF

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 6.0Value: 6.3Quality: 5.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PLMR6 strengths · Avg: 9.0/10
Revenue GrowthGrowth
62.7%10/10

Revenue surging 62.7% year-over-year

EPS GrowthGrowth
59.9%10/10

Earnings expanding 59.9% YoY

Return on EquityProfitability
23.6%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

Operating MarginProfitability
28.7%8/10

Strong operational efficiency at 28.7%

SLF4 strengths · Avg: 8.5/10
EPS GrowthGrowth
240.9%10/10

Earnings expanding 240.9% YoY

P/E RatioValuation
15.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.28B8/10

Generating 5.3B in free cash flow

Areas to Watch

PLMR1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SLF1 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Comparative Analysis Report

WallStSmart Research

Bull Case : PLMR

The strongest argument for PLMR centers on Revenue Growth, EPS Growth, Return on Equity. Profitability is solid with margins at 22.5% and operating margin at 28.7%. Revenue growth of 62.7% demonstrates continued momentum.

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 : PLMR

The primary concerns for PLMR are Piotroski F-Score.

Bear Case : SLF

The primary concerns for SLF are Revenue Growth.

Key Dynamics to Monitor

PLMR profiles as a growth stock while SLF is a value play — different risk/reward profiles.

SLF carries more volatility with a beta of 0.79 — expect wider price swings.

PLMR is growing revenue faster at 62.7% — sustainability is the question.

SLF generates stronger free cash flow (5.3B), providing more financial flexibility.

Bottom Line

PLMR scores higher overall (72/100 vs 67/100), backed by strong 22.5% margins and 62.7% revenue growth. 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.

Palomar Holdings Inc

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

Palomar Holdings, Inc., an insurance holding company, offers specialized property insurance to residential and commercial clients. The company is headquartered in La Jolla, California.

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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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