WallStSmart

Cohen & Company Inc (COHN)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 11407% more annual revenue ($35.53B vs $308.76M). SLF leads profitability with a 9.5% profit margin vs 5.8%. COHN trades at a lower P/E of 2.3x. SLF earns a higher WallStSmart Score of 67/100 (B-).

COHN

Buy

61

out of 100

Grade: C+

Growth: 8.7Profit: 7.0Value: 6.7Quality: 7.0
Piotroski: 5/9Altman Z: 1.67

SLF

Strong Buy

67

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 5.7Quality: 7.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COHN4 strengths · Avg: 9.5/10
P/E RatioValuation
2.3x10/10

Attractively priced relative to earnings

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Return on EquityProfitability
30.3%10/10

Every $100 of equity generates 30 in profit

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
43.2%8/10

Earnings expanding 43.2% YoY

Areas to Watch

COHN3 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.674/10

Distress zone — elevated risk

Market CapQuality
$35.26M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.8%3/10

5.8% margin — thin

SLF0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : COHN

The strongest argument for COHN centers on P/E Ratio, Price/Book, Return on Equity. Revenue growth of 16.8% demonstrates continued momentum.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, EPS Growth. PEG of 1.33 suggests the stock is reasonably priced for its growth.

Bear Case : COHN

The primary concerns for COHN are Altman Z-Score, Market Cap, Profit Margin.

Bear Case : SLF

No major red flags identified for SLF, but monitor valuation.

Key Dynamics to Monitor

COHN profiles as a growth stock while SLF is a value play — different risk/reward profiles.

COHN carries more volatility with a beta of 1.06 — expect wider price swings.

COHN is growing revenue faster at 16.8% — sustainability is the question.

SLF generates stronger free cash flow (90M), providing more financial flexibility.

Bottom Line

SLF scores higher overall (67/100 vs 61/100). 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.

Cohen & Company Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Cohen & Company Inc. is a publicly owned investment manager. The company is headquartered in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.

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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