WallStSmart

Regional Management Corp (RM)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 5363% more annual revenue ($34.90B vs $638.78M). SLF leads profitability with a 8.8% profit margin vs 7.6%. RM appears more attractively valued with a PEG of 0.90. RM earns a higher WallStSmart Score of 77/100 (B+).

RM

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 6.0Value: 7.7Quality: 4.8
Piotroski: 4/9Altman Z: 1.76

SLF

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RM5 strengths · Avg: 9.2/10
P/E RatioValuation
7.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

EPS GrowthGrowth
68.6%10/10

Earnings expanding 68.6% YoY

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Operating MarginProfitability
23.3%8/10

Strong operational efficiency at 23.3%

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

Areas to Watch

RM4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.764/10

Distress zone — elevated risk

Market CapQuality
$339.14M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.6%3/10

7.6% margin — thin

Debt/EquityHealth
4.421/10

Elevated debt levels

SLF2 concerns · Avg: 3.0/10
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 : RM

The strongest argument for RM centers on P/E Ratio, Price/Book, EPS Growth. PEG of 0.90 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 : RM

The primary concerns for RM are Altman Z-Score, Market Cap, Profit Margin. Debt-to-equity of 4.42 is elevated, increasing financial risk.

Bear Case : SLF

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

Key Dynamics to Monitor

RM carries more volatility with a beta of 1.02 — expect wider price swings.

RM is growing revenue faster at 9.6% — sustainability is the question.

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

Monitor CREDIT SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RM scores higher overall (77/100 vs 51/100). 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.

Regional Management Corp

FINANCIAL SERVICES · CREDIT SERVICES · USA

Regional Management Corp, a diversified consumer finance company, offers various installment loan products primarily to clients with limited access to consumer credit from banks, savings companies, credit card companies, and other lenders. The company is headquartered in Greer, South Carolina.

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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