WallStSmart

Sun Life Financial Inc. (SLF)vsTompkins Financial Corporation (TMP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 7855% more annual revenue ($35.53B vs $446.61M). TMP leads profitability with a 39.3% profit margin vs 9.5%. TMP appears more attractively valued with a PEG of 1.61. TMP earns a higher WallStSmart Score of 78/100 (B+).

SLF

Strong Buy

65

out of 100

Grade: B-

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

TMP

Strong Buy

78

out of 100

Grade: B+

Growth: 8.7Profit: 8.0Value: 6.3Quality: 4.0
Piotroski: 5/9Altman Z: -0.54

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

TMP5 strengths · Avg: 9.6/10
P/E RatioValuation
8.1x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Profit MarginProfitability
39.3%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
45.0%10/10

Strong operational efficiency at 45.0%

EPS GrowthGrowth
36.0%8/10

Earnings expanding 36.0% YoY

Areas to Watch

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

Expensive relative to growth rate

TMP4 concerns · Avg: 2.8/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Market CapQuality
$1.43B3/10

Smaller company, higher risk/reward

Free Cash FlowQuality
$-17.44M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.542/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SLF

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

Bull Case : TMP

The strongest argument for TMP centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 39.3% and operating margin at 45.0%.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio.

Bear Case : TMP

The primary concerns for TMP are PEG Ratio, Market Cap, Free Cash Flow.

Key Dynamics to Monitor

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

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

SLF is growing revenue faster at 7.5% — sustainability is the question.

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

Bottom Line

TMP scores higher overall (78/100 vs 65/100), backed by strong 39.3% margins. 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.

Tompkins Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Tompkins Financial Corporation, a community-based financial services company, provides consumer and commercial banking, financial leasing, trust and investment management, financial planning and wealth management, and insurance. The company is headquartered in Ithaca, New York.

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