WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 4258% more annual revenue ($35.53B vs $815.20M). TRMK leads profitability with a 28.7% profit margin vs 9.5%. SLF appears more attractively valued with a PEG of 1.33. TRMK earns a higher WallStSmart Score of 69/100 (B-).

SLF

Strong Buy

67

out of 100

Grade: B-

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

TRMK

Strong Buy

69

out of 100

Grade: B-

Growth: 8.0Profit: 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
11.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
36.8%10/10

Strong operational efficiency at 36.8%

Profit MarginProfitability
28.7%9/10

Keeps 29 of every $100 in revenue as profit

Areas to Watch

SLF0 concerns · Avg: 0/10

No major concerns identified

TRMK2 concerns · Avg: 3.0/10
PEG RatioValuation
2.294/10

Expensive relative to growth rate

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 36.8%.

Bear Case : SLF

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

Bear Case : TRMK

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

Key Dynamics to Monitor

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

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

TRMK is growing revenue faster at 9.0% — sustainability is the question.

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

Bottom Line

TRMK scores higher overall (69/100 vs 67/100), backed by strong 28.7% 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.

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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