WallStSmart

Sun Life Financial Inc. (SLF)vs1st Source Corporation (SRCE)

VS
⚡

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 7931% more annual revenue ($35.53B vs $442.37M). SRCE leads profitability with a 38.6% profit margin vs 9.5%. SLF appears more attractively valued with a PEG of 1.33. SRCE earns a higher WallStSmart Score of 75/100 (B).

SLF

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 5.7Quality: 7.3
Piotroski: 5/9

SRCE

Strong Buy

75

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 6.3Quality: 5.5
Piotroski: 7/9Altman Z: 0.59

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

SRCE6 strengths · Avg: 8.8/10
Profit MarginProfitability
38.6%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
54.1%10/10

Strong operational efficiency at 54.1%

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.0%8/10

16.0% revenue growth

Areas to Watch

SLF0 concerns · Avg: 0/10

No major concerns identified

SRCE1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.592/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, EPS Growth. PEG of 1.33 suggests the stock is reasonably priced for its growth.

Bull Case : SRCE

The strongest argument for SRCE centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.6% and operating margin at 54.1%. Revenue growth of 16.0% demonstrates continued momentum.

Bear Case : SLF

No major red flags identified for SLF, but monitor valuation.

Bear Case : SRCE

The primary concerns for SRCE are Altman Z-Score.

Key Dynamics to Monitor

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

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

SRCE is growing revenue faster at 16.0% — sustainability is the question.

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

Bottom Line

SRCE scores higher overall (75/100 vs 67/100), backed by strong 38.6% margins and 16.0% 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.

1st Source Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

1st Source Corporation is the holding company of 1st Source Bank providing commercial and consumer banking services, trust and wealth advisory services, and insurance to individual and commercial clients. The company is headquartered in South Bend, Indiana.

Visit Website →

Want to dig deeper into these stocks?