Capital Southwest Corporation (CSWC)vsSun Life Financial Inc. (SLF)
CSWC
Capital Southwest Corporation
$24.00
+2.04%
FINANCIAL SERVICES · Cap: $1.42B
SLF
Sun Life Financial Inc.
$72.08
+2.23%
FINANCIAL SERVICES · Cap: $39.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 15282% more annual revenue ($34.88B vs $226.75M). CSWC leads profitability with a 45.5% 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-).
CSWC
Buy57
out of 100
Grade: C
SLF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 46 of every $100 in revenue as profit
Strong operational efficiency at 75.8%
Attractively priced relative to earnings
Earnings expanding 28.7% YoY
Earnings expanding 240.9% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 5.3B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Revenue declined 4.0%
4.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : CSWC
The strongest argument for CSWC centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 45.5% and operating margin at 75.8%.
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.
Bear Case : CSWC
The primary concerns for CSWC are Market Cap, Piotroski F-Score, PEG Ratio.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth.
Key Dynamics to Monitor
CSWC profiles as a declining stock while SLF is a value 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 57/100). 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.
Capital Southwest Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Capital Southwest Corporation (CSWC) is a leading publicly traded business development company dedicated to providing customized financing solutions to middle-market enterprises. The firm focuses on strategic debt and equity investments, targeting growth sectors such as healthcare, technology, and manufacturing, with the goal of delivering compelling risk-adjusted returns to shareholders. Leveraging extensive industry relationships and private equity expertise, CSWC actively fosters operational improvements and long-term value creation for its portfolio companies, establishing itself as a trusted partner in their expansion efforts.
Visit Website →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.
Compare with Other ASSET MANAGEMENT Stocks
Want to dig deeper into these stocks?