WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 2689% more annual revenue ($34.88B vs $1.25B). UBSI leads profitability with a 40.3% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 1.18. UBSI earns a higher WallStSmart Score of 73/100 (B).

SLF

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 6.0Value: 6.3Quality: 5.3
Piotroski: 5/9

UBSI

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 7.5Value: 5.7Quality: 6.5
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SLF4 strengths · Avg: 8.5/10
EPS GrowthGrowth
240.9%10/10

Earnings expanding 240.9% YoY

P/E RatioValuation
15.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.28B8/10

Generating 5.3B in free cash flow

UBSI6 strengths · Avg: 9.3/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Profit MarginProfitability
40.3%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
52.7%10/10

Strong operational efficiency at 52.7%

EPS GrowthGrowth
50.8%10/10

Earnings expanding 50.8% YoY

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
18.5%8/10

18.5% revenue growth

Areas to Watch

SLF1 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

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 EPS Growth, P/E Ratio, Price/Book. PEG of 1.18 suggests the stock is reasonably priced for its growth.

Bull Case : UBSI

The strongest argument for UBSI centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 40.3% and operating margin at 52.7%. Revenue growth of 18.5% demonstrates continued momentum.

Bear Case : SLF

The primary concerns for SLF are Revenue 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 growth play — different risk/reward profiles.

SLF carries more volatility with a beta of 0.79 — expect wider price swings.

UBSI is growing revenue faster at 18.5% — sustainability is the question.

SLF generates stronger free cash flow (5.3B), providing more financial flexibility.

Bottom Line

UBSI scores higher overall (73/100 vs 67/100), backed by strong 40.3% margins and 18.5% 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.

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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