WallStSmart

HomeTrust Bancshares, Inc. (HTB)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 16461% more annual revenue ($34.88B vs $210.61M). HTB leads profitability with a 31.6% profit margin vs 10.2%. HTB trades at a lower P/E of 11.8x. SLF earns a higher WallStSmart Score of 67/100 (B-).

HTB

Buy

62

out of 100

Grade: C+

Growth: 8.0Profit: 7.5Value: 6.7Quality: 4.5
Piotroski: 3/9Altman Z: -0.51

SLF

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 6.0Value: 6.3Quality: 5.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HTB5 strengths · Avg: 9.8/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
31.6%10/10

Keeps 32 of every $100 in revenue as profit

Operating MarginProfitability
40.5%10/10

Strong operational efficiency at 40.5%

Debt/EquityHealth
0.299/10

Conservative balance sheet, low leverage

SLF4 strengths · Avg: 8.5/10
EPS GrowthGrowth
240.9%10/10

Earnings expanding 240.9% YoY

P/E RatioValuation
15.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.28B8/10

Generating 5.3B in free cash flow

Areas to Watch

HTB4 concerns · Avg: 2.5/10
Market CapQuality
$768.41M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-3.16M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.512/10

Distress zone — elevated risk

SLF1 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Comparative Analysis Report

WallStSmart Research

Bull Case : HTB

The strongest argument for HTB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 31.6% and operating margin at 40.5%.

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 : HTB

The primary concerns for HTB are Market Cap, Piotroski F-Score, Free Cash Flow.

Bear Case : SLF

The primary concerns for SLF are Revenue Growth.

Key Dynamics to Monitor

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

HTB carries more volatility with a beta of 0.86 — expect wider price swings.

HTB is growing revenue faster at 9.3% — sustainability is the question.

SLF generates stronger free cash flow (5.3B), 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.

HomeTrust Bancshares, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

HomeTrust Bancshares, Inc. is the bank holding company for HomeTrust Bank that provides a range of retail and commercial banking products and services. The company is headquartered in Asheville, North Carolina.

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.

Want to dig deeper into these stocks?