SEI Investments Company (SEIC)vsSun Life Financial Inc. (SLF)
SEIC
SEI Investments Company
$90.87
-0.70%
FINANCIAL SERVICES · Cap: $10.70B
SLF
Sun Life Financial Inc.
$72.08
+2.23%
FINANCIAL SERVICES · Cap: $39.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 1373% more annual revenue ($34.88B vs $2.37B). SEIC leads profitability with a 31.2% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 1.18. SEIC earns a higher WallStSmart Score of 72/100 (B).
SEIC
Strong Buy72
out of 100
Grade: B
SLF
Strong Buy67
out of 100
Grade: B-
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%
Safe zone — low bankruptcy risk
Every $100 of equity generates 30 in profit
Attractively priced relative to earnings
Earnings expanding 240.9% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 5.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
4.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : SEIC
The strongest argument for SEIC centers on Profit Margin, Operating Margin, Altman Z-Score. 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 EPS Growth, P/E Ratio, Price/Book. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bear Case : SEIC
The primary concerns for SEIC are PEG Ratio.
Bear Case : SLF
The primary concerns for SLF are Revenue 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 0.94 — expect wider price swings.
SEIC is growing revenue faster at 12.8% — sustainability is the question.
SLF generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
SEIC scores higher overall (72/100 vs 67/100), backed by strong 31.2% margins and 12.8% revenue growth. Both earn "Strong Buy" and "Strong 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.
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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