SEI Investments Company (SEIC)vsSun Life Financial Inc. (SLF)
SEIC
SEI Investments Company
$102.88
-0.25%
FINANCIAL SERVICES · Cap: $11.94B
SLF
Sun Life Financial Inc.
$82.27
-2.14%
FINANCIAL SERVICES · Cap: $46.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 1374% more annual revenue ($34.90B vs $2.37B). SEIC leads profitability with a 31.2% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.58. SEIC earns a higher WallStSmart Score of 72/100 (B).
SEIC
Strong Buy72
out of 100
Grade: B
SLF
Hold49
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 30.5%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Expensive relative to growth rate
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : SEIC
The strongest argument for SEIC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 31.2% and operating margin at 30.5%. Revenue growth of 12.8% demonstrates continued momentum.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, Free Cash Flow.
Bear Case : SEIC
The primary concerns for SEIC are PEG Ratio.
Bear Case : SLF
The primary concerns for SLF are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
SEIC profiles as a mature stock while SLF is a value play — different risk/reward profiles.
SEIC carries more volatility with a beta of 0.97 — expect wider price swings.
SEIC is growing revenue faster at 12.8% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
SEIC scores higher overall (72/100 vs 49/100), backed by strong 31.2% margins and 12.8% 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.
SEI Investments Company
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
SEI Investments Company is a publicly owned asset management portfolio company. The company is headquartered in Oaks, Pennsylvania.
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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