WallStSmart

Sun Life Financial Inc. (SLF)vsUnited Bankshares Inc (UBSI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 2733% more annual revenue ($34.90B vs $1.23B). UBSI leads profitability with a 41.0% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.58. UBSI earns a higher WallStSmart Score of 73/100 (B).

SLF

Hold

49

out of 100

Grade: D+

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

UBSI

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 5.7Quality: 8.3
Piotroski: 6/9

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

UBSI6 strengths · Avg: 9.5/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
41.0%10/10

Keeps 41 of every $100 in revenue as profit

Operating MarginProfitability
52.1%10/10

Strong operational efficiency at 52.1%

EPS GrowthGrowth
50.6%10/10

Earnings expanding 50.6% YoY

Debt/EquityHealth
0.159/10

Conservative balance sheet, low leverage

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

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%

UBSI1 concerns · Avg: 4.0/10
PEG RatioValuation
1.954/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, Free Cash Flow.

Bull Case : UBSI

The strongest argument for UBSI centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 41.0% and operating margin at 52.1%. Revenue growth of 10.6% demonstrates continued momentum.

Bear Case : SLF

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

Bear Case : UBSI

The primary concerns for UBSI are PEG Ratio.

Key Dynamics to Monitor

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

SLF carries more volatility with a beta of 0.82 — expect wider price swings.

UBSI is growing revenue faster at 10.6% — sustainability is the question.

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

Bottom Line

UBSI scores higher overall (73/100 vs 49/100), backed by strong 41.0% margins and 10.6% revenue growth. 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.

United Bankshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

United Bankshares, Inc., a financial holding company, primarily provides commercial and retail banking products and services in the United States. The company is headquartered in Charleston, West Virginia.

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