WallStSmart

Sun Life Financial Inc. (SLF)vsSumitomo Mitsui Financial Group Inc (SMFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sumitomo Mitsui Financial Group Inc generates 12449% more annual revenue ($4.38T vs $34.90B). SMFG leads profitability with a 27.1% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.58. SMFG earns a higher WallStSmart Score of 78/100 (B+).

SLF

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 5.5Value: 5.0Quality: 7.3
Piotroski: 5/9

SMFG

Strong Buy

78

out of 100

Grade: B+

Growth: 10.0Profit: 8.0Value: 5.7Quality: 4.5
Piotroski: 5/9Altman Z: 0.34

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

SMFG6 strengths · Avg: 9.7/10
Operating MarginProfitability
271.1%10/10

Strong operational efficiency at 271.1%

Revenue GrowthGrowth
36.8%10/10

Revenue surging 36.8% year-over-year

EPS GrowthGrowth
354.6%10/10

Earnings expanding 354.6% YoY

Free Cash FlowQuality
$7.34T10/10

Generating 7.3T in free cash flow

Market CapQuality
$158.52B9/10

Large-cap with strong market position

Profit MarginProfitability
27.1%9/10

Keeps 27 of every $100 in revenue as profit

Areas to Watch

SLF3 concerns · Avg: 3.3/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

EPS GrowthGrowth
-48.4%2/10

Earnings declined 48.4%

SMFG3 concerns · Avg: 2.3/10
PEG RatioValuation
2.154/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

Debt/EquityHealth
3.701/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, Free Cash Flow.

Bull Case : SMFG

The strongest argument for SMFG centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 27.1% and operating margin at 271.1%. Revenue growth of 36.8% demonstrates continued momentum.

Bear Case : SLF

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

Bear Case : SMFG

The primary concerns for SMFG are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.70 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

SLF carries more volatility with a beta of 0.82 — expect wider price swings.

SMFG is growing revenue faster at 36.8% — sustainability is the question.

SMFG generates stronger free cash flow (7.3T), providing more financial flexibility.

Bottom Line

SMFG scores higher overall (78/100 vs 49/100), backed by strong 27.1% margins and 36.8% 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.

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.

Sumitomo Mitsui Financial Group Inc

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Sumitomo Mitsui Financial Group, Inc. provides commercial banking, finance leasing, securities, consumer finance, and other services primarily in Japan. The company is headquartered in Tokyo, Japan.

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