WallStSmart

Pinnacle Financial Partners, Inc. (PNFP)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 976% more annual revenue ($35.53B vs $3.30B). PNFP leads profitability with a 24.9% profit margin vs 9.5%. PNFP appears more attractively valued with a PEG of 1.42. PNFP earns a higher WallStSmart Score of 72/100 (B).

PNFP

Strong Buy

72

out of 100

Grade: B

Growth: 8.0Profit: 6.5Value: 6.3Quality: 4.0
Piotroski: 5/9Altman Z: 0.34

SLF

Strong Buy

65

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 5.0Quality: 7.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PNFP5 strengths · Avg: 9.4/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
47.0%10/10

Strong operational efficiency at 47.0%

Revenue GrowthGrowth
137.0%10/10

Revenue surging 137.0% year-over-year

Profit MarginProfitability
24.9%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
13.9x8/10

Attractively priced relative to earnings

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
43.2%8/10

Earnings expanding 43.2% YoY

Areas to Watch

PNFP3 concerns · Avg: 3.0/10
EPS GrowthGrowth
3.5%4/10

3.5% earnings growth

Return on EquityProfitability
5.5%3/10

ROE of 5.5% — below average capital efficiency

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

SLF1 concerns · Avg: 4.0/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : PNFP

The strongest argument for PNFP centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 24.9% and operating margin at 47.0%. Revenue growth of 137.0% demonstrates continued momentum.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, EPS Growth.

Bear Case : PNFP

The primary concerns for PNFP are EPS Growth, Return on Equity, Altman Z-Score.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio.

Key Dynamics to Monitor

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

PNFP carries more volatility with a beta of 1.01 — expect wider price swings.

PNFP is growing revenue faster at 137.0% — sustainability is the question.

SLF generates stronger free cash flow (90M), providing more financial flexibility.

Bottom Line

PNFP scores higher overall (72/100 vs 65/100), backed by strong 24.9% margins and 137.0% 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.

Pinnacle Financial Partners, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Pinnacle Financial Partners, Inc., is the banking holding company for Pinnacle Bank offering various banking products and services in the United States. The company is headquartered in Nashville, Tennessee.

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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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