WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 7816% more annual revenue ($34.90B vs $440.85M). TMP leads profitability with a 38.0% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.58. TMP earns a higher WallStSmart Score of 76/100 (B+).

SLF

Hold

49

out of 100

Grade: D+

Growth: 5.3Profit: 5.5Value: 5.0Quality: 7.3
Piotroski: 5/9

TMP

Strong Buy

76

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
2.7x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

TMP5 strengths · Avg: 9.2/10
P/E RatioValuation
8.0x10/10

Attractively priced relative to earnings

Profit MarginProfitability
38.0%10/10

Keeps 38 of every $100 in revenue as profit

Operating MarginProfitability
41.9%10/10

Strong operational efficiency at 41.9%

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
32.8%8/10

Earnings expanding 32.8% YoY

Areas to Watch

SLF3 concerns · Avg: 3.3/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

EPS GrowthGrowth
-48.4%2/10

Earnings declined 48.4%

TMP3 concerns · Avg: 3.0/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Market CapQuality
$1.35B3/10

Smaller company, higher risk/reward

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, Free Cash Flow.

Bull Case : TMP

The strongest argument for TMP centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 38.0% and operating margin at 41.9%.

Bear Case : SLF

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

Bear Case : TMP

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

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 0.82 — expect wider price swings.

TMP is growing revenue faster at 7.6% — sustainability is the question.

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

Bottom Line

TMP scores higher overall (76/100 vs 49/100), backed by strong 38.0% margins. Both earn "Strong Buy" and "Hold" 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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