WallStSmart

Cohen & Steers Inc (CNS)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 6052% more annual revenue ($34.90B vs $567.29M). CNS leads profitability with a 27.5% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.42. CNS earns a higher WallStSmart Score of 62/100 (C+).

CNS

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 9.5Value: 5.0Quality: 8.0
Piotroski: 2/9Altman Z: 2.80

SLF

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNS4 strengths · Avg: 9.3/10
Operating MarginProfitability
34.4%10/10

Strong operational efficiency at 34.4%

Return on EquityProfitability
27.7%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
27.5%9/10

Keeps 28 of every $100 in revenue as profit

Debt/EquityHealth
0.249/10

Conservative balance sheet, low leverage

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

Areas to Watch

CNS4 concerns · Avg: 3.3/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

P/E RatioValuation
25.5x4/10

Moderate valuation

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Free Cash FlowQuality
$-60.21M2/10

Negative free cash flow — burning cash

SLF2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

EPS GrowthGrowth
-48.4%2/10

Earnings declined 48.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : CNS

The strongest argument for CNS centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 27.5% and operating margin at 34.4%.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, Free Cash Flow. PEG of 1.42 suggests the stock is reasonably priced for its growth.

Bear Case : CNS

The primary concerns for CNS are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : SLF

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

Key Dynamics to Monitor

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

CNS carries more volatility with a beta of 1.23 — expect wider price swings.

CNS is growing revenue faster at 8.3% — sustainability is the question.

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

Bottom Line

CNS scores higher overall (62/100 vs 51/100), backed by strong 27.5% margins. Both earn "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.

Cohen & Steers Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Cohen & Steers, Inc. is a publicly owned asset management portfolio company. The company is headquartered in New York, with additional offices in London, United Kingdom; Central, Hong Kong; Tokyo, Japan; and Seattle, Washington.

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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.

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