FactSet Research Systems Inc (FDS)vsSun Life Financial Inc. (SLF)
FDS
FactSet Research Systems Inc
$312.68
+1.01%
FINANCIAL SERVICES · Cap: $10.73B
SLF
Sun Life Financial Inc.
$80.85
+1.00%
FINANCIAL SERVICES · Cap: $43.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 1335% more annual revenue ($35.53B vs $2.48B). FDS leads profitability with a 21.5% profit margin vs 9.5%. FDS appears more attractively valued with a PEG of 1.22. SLF earns a higher WallStSmart Score of 67/100 (B-).
FDS
Buy64
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 28 in profit
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 24.7%
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
Weak financial health signals
Earnings declined 15.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : FDS
The strongest argument for FDS centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 21.5% and operating margin at 24.7%. PEG of 1.22 suggests the stock is reasonably priced for its growth.
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 : FDS
The primary concerns for FDS are Piotroski F-Score, EPS Growth.
Bear Case : SLF
The primary concerns for SLF are Altman Z-Score.
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 0.79 — expect wider price swings.
SLF is growing revenue faster at 7.5% — sustainability is the question.
FDS generates stronger free cash flow (177M), providing more financial flexibility.
Bottom Line
SLF scores higher overall (67/100 vs 64/100). 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.
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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