WallStSmart

Sun Life Financial Inc. (SLF)vsTrustCo Bank Corp NY (TRST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 18141% more annual revenue ($35.53B vs $194.77M). TRST leads profitability with a 33.4% profit margin vs 9.5%. TRST appears more attractively valued with a PEG of 0.63. TRST earns a higher WallStSmart Score of 73/100 (B).

SLF

Strong Buy

65

out of 100

Grade: B-

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

TRST

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 7.0Quality: 5.0
Piotroski: 5/9Altman Z: -0.74

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

TRST6 strengths · Avg: 8.8/10
Profit MarginProfitability
33.4%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
46.7%10/10

Strong operational efficiency at 46.7%

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.638/10

Growing faster than its price suggests

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Areas to Watch

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

Expensive relative to growth rate

TRST2 concerns · Avg: 2.5/10
Market CapQuality
$980.80M3/10

Smaller company, higher risk/reward

Altman Z-ScoreHealth
-0.742/10

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 : TRST

The strongest argument for TRST centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 33.4% and operating margin at 46.7%. Revenue growth of 10.7% demonstrates continued momentum.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio.

Bear Case : TRST

The primary concerns for TRST are Market Cap, Altman Z-Score.

Key Dynamics to Monitor

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

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

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

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

Bottom Line

TRST scores higher overall (73/100 vs 65/100), backed by strong 33.4% margins and 10.7% revenue growth. 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.

TrustCo Bank Corp NY

FINANCIAL SERVICES · BANKS - REGIONAL · USA

TrustCo Bank Corp NY is the holding company of Trustco Bank, a federal savings bank that provides personal and business banking services to individuals, partnerships, and corporations. The company is headquartered in Glenville, New York.

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