WallStSmart

Stifel Financial Corporation (SF)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 510% more annual revenue ($34.88B vs $5.72B). SF leads profitability with a 15.4% profit margin vs 10.2%. SF appears more attractively valued with a PEG of 1.02. SF earns a higher WallStSmart Score of 74/100 (B).

SF

Strong Buy

74

out of 100

Grade: B

Growth: 8.7Profit: 6.5Value: 6.3Quality: 4.8
Piotroski: 3/9

SLF

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 6.0Value: 6.3Quality: 5.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SF5 strengths · Avg: 8.4/10
EPS GrowthGrowth
469.2%10/10

Earnings expanding 469.2% YoY

P/E RatioValuation
15.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
23.5%8/10

Strong operational efficiency at 23.5%

Revenue GrowthGrowth
18.4%8/10

18.4% revenue growth

SLF4 strengths · Avg: 8.5/10
EPS GrowthGrowth
240.9%10/10

Earnings expanding 240.9% YoY

P/E RatioValuation
15.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.28B8/10

Generating 5.3B in free cash flow

Areas to Watch

SF1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

SLF1 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Comparative Analysis Report

WallStSmart Research

Bull Case : SF

The strongest argument for SF centers on EPS Growth, P/E Ratio, Price/Book. Profitability is solid with margins at 15.4% and operating margin at 23.5%. Revenue growth of 18.4% 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 : SF

The primary concerns for SF are Piotroski F-Score.

Bear Case : SLF

The primary concerns for SLF are Revenue Growth.

Key Dynamics to Monitor

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

SF carries more volatility with a beta of 1.10 — expect wider price swings.

SF is growing revenue faster at 18.4% — sustainability is the question.

SLF generates stronger free cash flow (5.3B), providing more financial flexibility.

Bottom Line

SF scores higher overall (74/100 vs 67/100), backed by strong 15.4% margins and 18.4% 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.

Stifel Financial Corporation

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Stifel Financial Corp. The company is headquartered in St. Louis, Missouri.

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.

Want to dig deeper into these stocks?