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 13174% more annual revenue ($4.72T vs $35.53B). SMFG leads profitability with a 27.8% profit margin vs 9.5%. SLF appears more attractively valued with a PEG of 1.61. SMFG earns a higher WallStSmart Score of 76/100 (B+).

SLF

Strong Buy

65

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 5.0Quality: 7.3
Piotroski: 5/9

SMFG

Strong Buy

76

out of 100

Grade: B+

Growth: 9.3Profit: 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
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
43.2%8/10

Earnings expanding 43.2% YoY

SMFG6 strengths · Avg: 8.7/10
Operating MarginProfitability
40.9%10/10

Strong operational efficiency at 40.9%

Market CapQuality
$172.88B9/10

Large-cap with strong market position

Profit MarginProfitability
27.8%9/10

Keeps 28 of every $100 in revenue as profit

P/E RatioValuation
16.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
24.8%8/10

Revenue surging 24.8% year-over-year

Areas to Watch

SLF1 concerns · Avg: 4.0/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

SMFG3 concerns · Avg: 2.3/10
PEG RatioValuation
2.354/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

Debt/EquityHealth
3.671/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, EPS Growth.

Bull Case : SMFG

The strongest argument for SMFG centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 27.8% and operating margin at 40.9%. Revenue growth of 24.8% demonstrates continued momentum.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio.

Bear Case : SMFG

The primary concerns for SMFG are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.67 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 0.80 — expect wider price swings.

SMFG is growing revenue faster at 24.8% — sustainability is the question.

Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SMFG scores higher overall (76/100 vs 65/100), backed by strong 27.8% margins and 24.8% 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.

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.

Visit Website →

Want to dig deeper into these stocks?