Raymond James Financial Inc. (RJF)vsSun Life Financial Inc. (SLF)
RJF
Raymond James Financial Inc.
$151.45
+0.62%
FINANCIAL SERVICES · Cap: $30.09B
SLF
Sun Life Financial Inc.
$73.72
+1.04%
FINANCIAL SERVICES · Cap: $41.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 137% more annual revenue ($34.90B vs $14.72B). RJF leads profitability with a 14.6% profit margin vs 8.8%. RJF appears more attractively valued with a PEG of 0.84. RJF earns a higher WallStSmart Score of 70/100 (B).
RJF
Strong Buy70
out of 100
Grade: B
SLF
Buy51
out of 100
Grade: C-
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
Generating 1.1B in free cash flow
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Distress zone — elevated risk
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : RJF
The strongest argument for RJF centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 13.1% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, Free Cash Flow. PEG of 1.42 suggests the stock is reasonably priced for its growth.
Bear Case : RJF
The primary concerns for RJF are Altman Z-Score.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
RJF carries more volatility with a beta of 0.95 — expect wider price swings.
RJF is growing revenue faster at 13.1% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RJF scores higher overall (70/100 vs 51/100) and 13.1% revenue growth. 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.
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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