WallStSmart

RLI Corp (RLI)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 1667% more annual revenue ($34.90B vs $1.97B). RLI leads profitability with a 22.2% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.58. RLI earns a higher WallStSmart Score of 77/100 (B+).

RLI

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 5.7Quality: 5.0
Piotroski: 4/9Altman Z: 0.99

SLF

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 5.5Value: 5.0Quality: 7.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RLI6 strengths · Avg: 8.8/10
Operating MarginProfitability
36.9%10/10

Strong operational efficiency at 36.9%

Return on EquityProfitability
22.0%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
22.2%9/10

Keeps 22 of every $100 in revenue as profit

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.9x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

Areas to Watch

RLI2 concerns · Avg: 3.0/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.992/10

Distress zone — elevated risk

SLF3 concerns · Avg: 3.3/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

EPS GrowthGrowth
-48.4%2/10

Earnings declined 48.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : RLI

The strongest argument for RLI centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 22.2% and operating margin at 36.9%. Revenue growth of 15.2% demonstrates continued momentum.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, Free Cash Flow.

Bear Case : RLI

The primary concerns for RLI are PEG Ratio, Altman Z-Score.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

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

SLF carries more volatility with a beta of 0.82 — expect wider price swings.

RLI is growing revenue faster at 15.2% — sustainability is the question.

SLF generates stronger free cash flow (4.1B), providing more financial flexibility.

Bottom Line

RLI scores higher overall (77/100 vs 49/100), backed by strong 22.2% margins and 15.2% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

RLI Corp

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

RLI Corp. The company is headquartered in Peoria, Illinois.

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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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