WallStSmart

Sun Life Financial Inc. (SLF)vsTrustmark Corporation (TRMK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 4232% more annual revenue ($35.53B vs $820.10M). TRMK leads profitability with a 28.7% profit margin vs 9.5%. SLF appears more attractively valued with a PEG of 1.33. SLF earns a higher WallStSmart Score of 67/100 (B-).

SLF

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 5.7Quality: 6.5
Piotroski: 5/9Altman Z: 0.32

TRMK

Strong Buy

65

out of 100

Grade: B-

Growth: 6.7Profit: 7.5Value: 6.3Quality: 6.5
Piotroski: 5/9Altman Z: 0.28

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
43.2%8/10

Earnings expanding 43.2% YoY

TRMK4 strengths · Avg: 9.8/10
P/E RatioValuation
11.2x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
35.3%10/10

Strong operational efficiency at 35.3%

Profit MarginProfitability
28.7%9/10

Keeps 29 of every $100 in revenue as profit

Areas to Watch

SLF1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.322/10

Distress zone — elevated risk

TRMK3 concerns · Avg: 3.3/10
PEG RatioValuation
2.294/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Altman Z-ScoreHealth
0.282/10

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 : TRMK

The strongest argument for TRMK centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.7% and operating margin at 35.3%.

Bear Case : SLF

The primary concerns for SLF are Altman Z-Score.

Bear Case : TRMK

The primary concerns for TRMK are PEG Ratio, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

SLF carries more volatility with a beta of 0.79 — 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.

Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SLF scores higher overall (67/100 vs 65/100). 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.

Trustmark Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Trustmark Corporation is the banking holding company for Trustmark National Bank providing banking and financial solutions to individuals and corporate institutions in the United States. The company is headquartered in Jackson, Mississippi.

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