WallStSmart

FactSet Research Systems Inc (FDS)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 1353% more annual revenue ($34.90B vs $2.40B). FDS leads profitability with a 24.5% profit margin vs 8.8%. FDS appears more attractively valued with a PEG of 1.14. FDS earns a higher WallStSmart Score of 65/100 (B-).

FDS

Strong Buy

65

out of 100

Grade: B-

Growth: 4.7Profit: 9.0Value: 6.3Quality: 6.0
Piotroski: 4/9Altman Z: 2.57

SLF

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FDS4 strengths · Avg: 8.5/10
Return on EquityProfitability
27.6%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
24.5%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
15.5x8/10

Attractively priced relative to earnings

Operating MarginProfitability
29.8%8/10

Strong operational efficiency at 29.8%

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

Areas to Watch

FDS1 concerns · Avg: 2.0/10
EPS GrowthGrowth
-4.5%2/10

Earnings declined 4.5%

SLF2 concerns · Avg: 3.0/10
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 : FDS

The strongest argument for FDS centers on Return on Equity, Profit Margin, P/E Ratio. Profitability is solid with margins at 24.5% and operating margin at 29.8%. PEG of 1.14 suggests the stock is reasonably priced for its growth.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, Free Cash Flow. PEG of 1.42 suggests the stock is reasonably priced for its growth.

Bear Case : FDS

The primary concerns for FDS are EPS Growth.

Bear Case : SLF

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

Key Dynamics to Monitor

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

SLF carries more volatility with a beta of 0.83 — expect wider price swings.

FDS is growing revenue faster at 7.1% — sustainability is the question.

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

Bottom Line

FDS scores higher overall (65/100 vs 51/100), backed by strong 24.5% margins. 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.

FactSet Research Systems Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

FactSet Research Systems Inc. provides integrated financial information and analytical applications to investment and corporate communities in the Americas, EMEA, and Asia Pacific. The company is headquartered in Norwalk, Connecticut.

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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