WallStSmart

Sun Life Financial Inc. (SLF)vsWintrust Financial Corporation (WTFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 1165% more annual revenue ($34.90B vs $2.76B). WTFC leads profitability with a 32.6% profit margin vs 8.8%. WTFC appears more attractively valued with a PEG of 1.17. WTFC earns a higher WallStSmart Score of 77/100 (B+).

SLF

Hold

49

out of 100

Grade: D+

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

WTFC

Strong Buy

77

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 6.3Quality: 3.5
Piotroski: 3/9Altman Z: -0.44

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

WTFC4 strengths · Avg: 9.0/10
Profit MarginProfitability
32.6%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
46.1%10/10

Strong operational efficiency at 46.1%

P/E RatioValuation
12.8x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

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%

WTFC2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.442/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : SLF

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

Bull Case : WTFC

The strongest argument for WTFC centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 32.6% and operating margin at 46.1%. Revenue growth of 10.2% demonstrates continued momentum.

Bear Case : SLF

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

Bear Case : WTFC

The primary concerns for WTFC are Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

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

WTFC carries more volatility with a beta of 0.84 — expect wider price swings.

WTFC is growing revenue faster at 10.2% — sustainability is the question.

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

Bottom Line

WTFC scores higher overall (77/100 vs 49/100), backed by strong 32.6% margins and 10.2% 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.

Wintrust Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Wintrust Financial Corporation is a financial holding company. The company is headquartered in Rosemont, Illinois.

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