WallStSmart

First Citizens BancShares, Inc. (FCNCA)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 281% more annual revenue ($35.53B vs $9.33B). FCNCA leads profitability with a 25.2% profit margin vs 9.5%. FCNCA appears more attractively valued with a PEG of 1.20. FCNCA earns a higher WallStSmart Score of 77/100 (B+).

FCNCA

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 7.0Quality: 5.5
Piotroski: 4/9Altman Z: 0.32

SLF

Strong Buy

65

out of 100

Grade: B-

Growth: 8.7Profit: 6.0Value: 5.0Quality: 7.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FCNCA5 strengths · Avg: 9.4/10
P/E RatioValuation
11.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.0%10/10

Strong operational efficiency at 39.0%

Profit MarginProfitability
25.2%9/10

Keeps 25 of every $100 in revenue as profit

EPS GrowthGrowth
31.0%8/10

Earnings expanding 31.0% YoY

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
43.2%8/10

Earnings expanding 43.2% YoY

Areas to Watch

FCNCA2 concerns · Avg: 2.5/10
Debt/EquityHealth
1.473/10

Elevated debt levels

Altman Z-ScoreHealth
0.322/10

Distress zone — elevated risk

SLF1 concerns · Avg: 4.0/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : FCNCA

The strongest argument for FCNCA centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 25.2% and operating margin at 39.0%. PEG of 1.20 suggests the stock is reasonably priced for its growth.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, EPS Growth.

Bear Case : FCNCA

The primary concerns for FCNCA are Debt/Equity, Altman Z-Score.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio.

Key Dynamics to Monitor

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

SLF carries more volatility with a beta of 0.80 — expect wider price swings.

FCNCA is growing revenue faster at 8.5% — sustainability is the question.

FCNCA generates stronger free cash flow (855M), providing more financial flexibility.

Bottom Line

FCNCA scores higher overall (77/100 vs 65/100), backed by strong 25.2% margins. Both earn "Strong Buy" and "Strong 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.

First Citizens BancShares, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

First Citizens BancShares, Inc. is the parent company of First-Citizens Bank & Trust Company providing retail and business banking services to individuals, businesses and professionals. The company is headquartered in Raleigh, North Carolina.

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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