Sun Life Financial Inc. (SLF)vsW. R. Berkley Corp (WRB)
SLF
Sun Life Financial Inc.
$62.77
-0.38%
FINANCIAL SERVICES · Cap: $34.88B
WRB
W. R. Berkley Corp
$64.49
-0.83%
FINANCIAL SERVICES · Cap: $24.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 137% more annual revenue ($34.88B vs $14.71B). WRB leads profitability with a 12.1% 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 Buy72
out of 100
Grade: B
WRB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+69.0%
Fair Value
$209.66
Current Price
$62.77
$146.89 discount
Margin of Safety
-136.4%
Fair Value
$30.26
Current Price
$64.49
$34.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 5.3B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
4.7% revenue growth
2.4% earnings growth
1.5% revenue growth
Weak financial health signals
Expensive relative to growth rate
Earnings declined 21.8%
Comparative Analysis Report
WallStSmart ResearchBull 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 : WRB
The strongest argument for WRB centers on P/E Ratio, Price/Book.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth.
Bear Case : WRB
The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
SLF carries more volatility with a beta of 0.80 — 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.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SLF scores higher overall (72/100 vs 55/100). 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.
W. R. Berkley Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.
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