Federated Investors Inc B (FHI)vsSun Life Financial Inc. (SLF)
FHI
Federated Investors Inc B
$56.36
-0.90%
FINANCIAL SERVICES · Cap: $4.27B
SLF
Sun Life Financial Inc.
$72.08
+2.23%
FINANCIAL SERVICES · Cap: $39.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 1837% more annual revenue ($34.88B vs $1.80B). FHI leads profitability with a 22.4% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 1.18. FHI earns a higher WallStSmart Score of 73/100 (B).
FHI
Strong Buy73
out of 100
Grade: B
SLF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 34 in profit
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 28.1%
Earnings expanding 33.6% YoY
Earnings expanding 240.9% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Generating 5.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
4.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : FHI
The strongest argument for FHI centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 22.4% and operating margin at 28.1%. Revenue growth of 13.7% demonstrates continued momentum.
Bull Case : SLF
The strongest argument for SLF centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bear Case : FHI
The primary concerns for FHI are PEG Ratio.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth.
Key Dynamics to Monitor
FHI 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.
FHI is growing revenue faster at 13.7% — sustainability is the question.
SLF generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
FHI scores higher overall (73/100 vs 67/100), backed by strong 22.4% margins and 13.7% revenue growth. 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.
Federated Investors Inc B
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Federated Hermes, Inc. is a publicly owned asset management portfolio company. The company is headquartered in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.
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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