WallStSmart

Sun Life Financial Inc. (SLF)vsUnion Pacific Corporation (UNP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 42% more annual revenue ($34.88B vs $24.51B). UNP leads profitability with a 29.1% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 0.88. SLF earns a higher WallStSmart Score of 72/100 (B).

SLF

Strong Buy

72

out of 100

Grade: B

Growth: 6.0Profit: 6.0Value: 10.0Quality: 5.3
Piotroski: 5/9

UNP

Buy

60

out of 100

Grade: C

Growth: 3.3Profit: 9.5Value: 5.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SLFUndervalued (+69.0%)

Margin of Safety

+69.0%

Fair Value

$209.66

Current Price

$62.77

$146.89 discount

UndervaluedFair: $209.66Overvalued
UNPOvervalued (-13.1%)

Margin of Safety

-13.1%

Fair Value

$211.98

Current Price

$241.33

$29.35 premium

UndervaluedFair: $211.98Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SLF4 strengths · Avg: 8.0/10
PEG RatioValuation
0.888/10

Growing faster than its price suggests

P/E RatioValuation
14.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.28B8/10

Generating 5.3B in free cash flow

UNP5 strengths · Avg: 9.2/10
Return on EquityProfitability
40.4%10/10

Every $100 of equity generates 40 in profit

Operating MarginProfitability
40.9%10/10

Strong operational efficiency at 40.9%

Market CapQuality
$142.22B9/10

Large-cap with strong market position

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

Free Cash FlowQuality
$1.23B8/10

Generating 1.2B in free cash flow

Areas to Watch

SLF2 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

UNP2 concerns · Avg: 2.0/10
PEG RatioValuation
2.692/10

Expensive relative to growth rate

Revenue GrowthGrowth
-0.6%2/10

Revenue declined 0.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : SLF

The strongest argument for SLF centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.88 suggests the stock is reasonably priced for its growth.

Bull Case : UNP

The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 29.1% and operating margin at 40.9%.

Bear Case : SLF

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

Bear Case : UNP

The primary concerns for UNP are PEG Ratio, Revenue Growth.

Key Dynamics to Monitor

SLF profiles as a value stock while UNP is a declining play — different risk/reward profiles.

UNP carries more volatility with a beta of 0.95 — expect wider price swings.

SLF is growing revenue faster at 4.7% — sustainability is the question.

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

Bottom Line

SLF scores higher overall (72/100 vs 60/100). Both earn "Strong Buy" and "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.

Union Pacific Corporation

INDUSTRIALS · RAILROADS · USA

The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.

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