WallStSmart

Sun Life Financial Inc. (SLF)vsTriCo Bancshares (TCBK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 8290% more annual revenue ($34.90B vs $415.93M). TCBK leads profitability with a 31.0% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.42. TCBK earns a higher WallStSmart Score of 74/100 (B).

SLF

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 5/9

TCBK

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 5.7Quality: 6.3
Piotroski: 6/9Altman Z: -0.68

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

TCBK6 strengths · Avg: 9.3/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
31.0%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
43.7%10/10

Strong operational efficiency at 43.7%

Debt/EquityHealth
0.0610/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.9x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
30.0%8/10

Earnings expanding 30.0% YoY

Areas to Watch

SLF2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

EPS GrowthGrowth
-48.4%2/10

Earnings declined 48.4%

TCBK3 concerns · Avg: 3.0/10
PEG RatioValuation
1.944/10

Expensive relative to growth rate

Market CapQuality
$1.63B3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.682/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, Free Cash Flow. PEG of 1.42 suggests the stock is reasonably priced for its growth.

Bull Case : TCBK

The strongest argument for TCBK centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 31.0% and operating margin at 43.7%. Revenue growth of 10.7% demonstrates continued momentum.

Bear Case : SLF

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

Bear Case : TCBK

The primary concerns for TCBK are PEG Ratio, Market Cap, Altman Z-Score.

Key Dynamics to Monitor

SLF profiles as a value stock while TCBK is a mature play — different risk/reward profiles.

SLF carries more volatility with a beta of 0.83 — expect wider price swings.

TCBK is growing revenue faster at 10.7% — sustainability is the question.

SLF generates stronger free cash flow (4.1B), providing more financial flexibility.

Bottom Line

TCBK scores higher overall (74/100 vs 51/100), backed by strong 31.0% margins and 10.7% revenue growth. 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.

TriCo Bancshares

FINANCIAL SERVICES · BANKS - REGIONAL · USA

TriCo Bancshares is a bank holding company for Tri Counties Bank providing commercial banking services to individual and corporate clients. The company is headquartered in Chico, California.

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