Raymond James Financial Inc. (RJF)vsSun Life Financial Inc. (SLF)
RJF
Raymond James Financial Inc.
$173.46
-0.04%
FINANCIAL SERVICES · Cap: $33.92B
SLF
Sun Life Financial Inc.
$79.67
+0.14%
FINANCIAL SERVICES · Cap: $45.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 133% more annual revenue ($35.53B vs $15.24B). RJF leads profitability with a 15.1% profit margin vs 9.5%. RJF appears more attractively valued with a PEG of 0.88. RJF earns a higher WallStSmart Score of 76/100 (B+).
RJF
Strong Buy76
out of 100
Grade: B+
SLF
Strong Buy65
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
15.1% revenue growth
Earnings expanding 42.0% YoY
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : RJF
The strongest argument for RJF centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 15.1% and operating margin at 19.3%. Revenue growth of 15.1% demonstrates continued momentum.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, EPS Growth.
Bear Case : RJF
The primary concerns for RJF are Altman Z-Score.
Bear Case : SLF
The primary concerns for SLF are PEG Ratio.
Key Dynamics to Monitor
RJF profiles as a growth stock while SLF is a value play — different risk/reward profiles.
RJF carries more volatility with a beta of 0.92 — expect wider price swings.
RJF is growing revenue faster at 15.1% — sustainability is the question.
RJF generates stronger free cash flow (522M), providing more financial flexibility.
Bottom Line
RJF scores higher overall (76/100 vs 65/100), backed by strong 15.1% margins and 15.1% 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.
Raymond James Financial Inc.
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Raymond James Financial is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management.
Visit Website →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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