WallStSmart

Silvercrest Asset Management Group Inc (SAMG)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 27743% more annual revenue ($34.90B vs $125.33M). SLF leads profitability with a 8.8% profit margin vs 2.1%. SAMG appears more attractively valued with a PEG of 0.98. SLF earns a higher WallStSmart Score of 51/100 (C-).

SAMG

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 4.0Value: 5.7Quality: 6.5
Piotroski: 3/9Altman Z: 2.32

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

SAMG2 strengths · Avg: 8.0/10
PEG RatioValuation
0.988/10

Growing faster than its price suggests

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

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

SAMG4 concerns · Avg: 3.5/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

Market CapQuality
$84.61M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

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 : SAMG

The strongest argument for SAMG centers on PEG Ratio, Price/Book. PEG of 0.98 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 : SAMG

The primary concerns for SAMG are P/E Ratio, Revenue Growth, Market Cap. Thin 2.1% margins leave little buffer for downturns.

Bear Case : SLF

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

Key Dynamics to Monitor

SLF carries more volatility with a beta of 0.83 — expect wider price swings.

SLF is growing revenue faster at 0.2% — 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

SLF scores higher overall (51/100 vs 47/100). Both earn "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.

Silvercrest Asset Management Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company is headquartered in New York, New York.

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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