WallStSmart

Sun Life Financial Inc. (SLF)vsWestamerica Bancorporation (WABC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 13636% more annual revenue ($34.88B vs $253.92M). WABC leads profitability with a 44.3% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 1.18. SLF earns a higher WallStSmart Score of 67/100 (B-).

SLF

Strong Buy

67

out of 100

Grade: B-

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

WABC

Buy

53

out of 100

Grade: C-

Growth: 2.7Profit: 7.5Value: 5.0Quality: 3.8
Piotroski: 4/9Altman Z: 0.34

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

WABC4 strengths · Avg: 9.5/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
44.3%10/10

Keeps 44 of every $100 in revenue as profit

Operating MarginProfitability
60.2%10/10

Strong operational efficiency at 60.2%

P/E RatioValuation
12.2x8/10

Attractively priced relative to earnings

Areas to Watch

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

4.7% revenue growth

WABC4 concerns · Avg: 2.3/10
Market CapQuality
$1.30B3/10

Smaller company, higher risk/reward

PEG RatioValuation
4.622/10

Expensive relative to growth rate

Revenue GrowthGrowth
-6.7%2/10

Revenue declined 6.7%

EPS GrowthGrowth
-3.0%2/10

Earnings declined 3.0%

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 : WABC

The strongest argument for WABC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 44.3% and operating margin at 60.2%.

Bear Case : SLF

The primary concerns for SLF are Revenue Growth.

Bear Case : WABC

The primary concerns for WABC are Market Cap, PEG Ratio, Revenue Growth.

Key Dynamics to Monitor

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

SLF carries more volatility with a beta of 0.79 — 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 (67/100 vs 53/100). 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.

Westamerica Bancorporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Westamerica Bancorporation is a banking holding company for Westamerica Bank offering various banking products and services to individual and commercial clients. The company is headquartered in San Rafael, California.

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