Evercore Partners Inc (EVR)vsSun Life Financial Inc. (SLF)
EVR
Evercore Partners Inc
$269.01
-2.16%
FINANCIAL SERVICES · Cap: $10.10B
SLF
Sun Life Financial Inc.
$80.71
-0.90%
FINANCIAL SERVICES · Cap: $44.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 654% more annual revenue ($35.53B vs $4.71B). EVR leads profitability with a 15.8% profit margin vs 9.5%. EVR appears more attractively valued with a PEG of 1.16. SLF earns a higher WallStSmart Score of 67/100 (B-).
EVR
Buy62
out of 100
Grade: C+
SLF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Attractively priced relative to earnings
18.8% revenue growth
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
Weak financial health signals
Earnings declined 1.7%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : EVR
The strongest argument for EVR centers on Return on Equity, P/E Ratio, Revenue Growth. Profitability is solid with margins at 15.8% and operating margin at 17.0%. Revenue growth of 18.8% 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 : EVR
The primary concerns for EVR are Piotroski F-Score, EPS Growth.
Bear Case : SLF
No major red flags identified for SLF, but monitor valuation.
Key Dynamics to Monitor
EVR profiles as a growth stock while SLF is a value play — different risk/reward profiles.
EVR carries more volatility with a beta of 1.48 — expect wider price swings.
EVR is growing revenue faster at 18.8% — sustainability is the question.
EVR generates stronger free cash flow (515M), providing more financial flexibility.
Bottom Line
SLF scores higher overall (67/100 vs 62/100). 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.
Evercore Partners Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Evercore Inc., is an independent investment banking advisory firm in the United States, Europe, Latin America and internationally. The company is headquartered in New York, New York.
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.
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