WallStSmart

Sun Life Financial Inc. (SLF)vsStonex Group Inc (SNEX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Stonex Group Inc generates 338% more annual revenue ($155.78B vs $35.53B). SLF leads profitability with a 9.5% profit margin vs 0.3%. SNEX trades at a lower P/E of 18.8x. SLF earns a higher WallStSmart Score of 65/100 (B-).

SLF

Strong Buy

65

out of 100

Grade: B-

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

SNEX

Buy

61

out of 100

Grade: C+

Growth: 9.3Profit: 5.0Value: 5.3Quality: 4.0
Piotroski: 1/9Altman Z: 3.49

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

SNEX4 strengths · Avg: 9.0/10
EPS GrowthGrowth
85.2%10/10

Earnings expanding 85.2% YoY

Altman Z-ScoreHealth
3.4910/10

Safe zone — low bankruptcy risk

Price/BookValuation
3.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.2%8/10

15.2% revenue growth

Areas to Watch

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

Expensive relative to growth rate

SNEX4 concerns · Avg: 2.8/10
Profit MarginProfitability
0.3%3/10

0.3% margin — thin

Operating MarginProfitability
0.4%3/10

Operating margin of 0.4%

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Free Cash FlowQuality
$-1.35B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : SLF

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

Bull Case : SNEX

The strongest argument for SNEX centers on EPS Growth, Altman Z-Score, Price/Book. Revenue growth of 15.2% demonstrates continued momentum.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio.

Bear Case : SNEX

The primary concerns for SNEX are Profit Margin, Operating Margin, Piotroski F-Score. Debt-to-equity of 7.05 is elevated, increasing financial risk. Thin 0.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

SLF carries more volatility with a beta of 0.80 — expect wider price swings.

SNEX is growing revenue faster at 15.2% — sustainability is the question.

SLF generates stronger free cash flow (90M), providing more financial flexibility.

Bottom Line

SLF scores higher overall (65/100 vs 61/100). Both earn "Strong Buy" and "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.

Stonex Group Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

StoneX Group Inc. is a global financial services network connecting businesses, organizations, merchants and investors to the global market ecosystem. The company is headquartered in New York, New York.

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