WallStSmart

Regions Financial Corporation (RF)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 391% more annual revenue ($35.53B vs $7.24B). RF leads profitability with a 30.8% profit margin vs 9.5%. SLF appears more attractively valued with a PEG of 1.61. RF earns a higher WallStSmart Score of 69/100 (B-).

RF

Strong Buy

69

out of 100

Grade: B-

Growth: 5.3Profit: 7.5Value: 5.7Quality: 5.0
Piotroski: 7/9Altman Z: -0.41

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

RF4 strengths · Avg: 9.5/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
30.8%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
39.3%10/10

Strong operational efficiency at 39.3%

P/E RatioValuation
12.4x8/10

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

RF3 concerns · Avg: 3.3/10
PEG RatioValuation
1.624/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.4%4/10

3.4% revenue growth

Altman Z-ScoreHealth
-0.412/10

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 : RF

The strongest argument for RF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 30.8% and operating margin at 39.3%.

Bull Case : SLF

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

Bear Case : RF

The primary concerns for RF are PEG Ratio, Revenue Growth, Altman Z-Score.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio.

Key Dynamics to Monitor

RF carries more volatility with a beta of 1.00 — expect wider price swings.

SLF is growing revenue faster at 7.5% — sustainability is the question.

RF generates stronger free cash flow (365M), providing more financial flexibility.

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

Bottom Line

RF scores higher overall (69/100 vs 65/100), backed by strong 30.8% margins. 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.

Regions Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Regions Financial Corporation is a bank holding company headquartered in the Regions Center in Birmingham, Alabama. The company provides retail banking and commercial banking, trust, stockbrokerage, and mortgage services.

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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