WallStSmart

CVB Financial Corporation (CVBF)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 6619% more annual revenue ($34.90B vs $519.40M). CVBF leads profitability with a 40.3% profit margin vs 8.8%. CVBF appears more attractively valued with a PEG of 1.47. CVBF earns a higher WallStSmart Score of 61/100 (C+).

CVBF

Buy

61

out of 100

Grade: C+

Growth: 4.0Profit: 7.5Value: 6.3Quality: 4.5
Piotroski: 4/9Altman Z: -0.59

SLF

Hold

49

out of 100

Grade: D+

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

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CVBF4 strengths · Avg: 9.5/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
40.3%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
54.6%10/10

Strong operational efficiency at 54.6%

P/E RatioValuation
14.9x8/10

Attractively priced relative to earnings

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

Areas to Watch

CVBF3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

EPS GrowthGrowth
4.4%4/10

4.4% earnings growth

Altman Z-ScoreHealth
-0.592/10

Distress zone — elevated risk

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%

Comparative Analysis Report

WallStSmart Research

Bull Case : CVBF

The strongest argument for CVBF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 40.3% and operating margin at 54.6%. PEG of 1.47 suggests the stock is reasonably priced for its growth.

Bull Case : SLF

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

Bear Case : CVBF

The primary concerns for CVBF are Revenue Growth, EPS Growth, Altman Z-Score.

Bear Case : SLF

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

Key Dynamics to Monitor

SLF carries more volatility with a beta of 0.82 — expect wider price swings.

CVBF is growing revenue faster at 0.3% — sustainability is the question.

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

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CVBF scores higher overall (61/100 vs 49/100), backed by strong 40.3% margins. Both earn "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.

CVB Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

CVB Financial Corp. The company is headquartered in Ontario, California.

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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