WallStSmart

International Bancshares Corporation (IBOC)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 4142% more annual revenue ($35.53B vs $837.57M). IBOC leads profitability with a 49.3% profit margin vs 9.5%. IBOC appears more attractively valued with a PEG of 0.98. SLF earns a higher WallStSmart Score of 65/100 (B-).

IBOC

Buy

65

out of 100

Grade: C+

Growth: 4.7Profit: 7.5Value: 7.7Quality: 5.0
Piotroski: 5/9Altman Z: 0.62

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

IBOC6 strengths · Avg: 9.5/10
P/E RatioValuation
10.8x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
49.3%10/10

Keeps 49 of every $100 in revenue as profit

Operating MarginProfitability
60.5%10/10

Strong operational efficiency at 60.5%

Debt/EquityHealth
0.229/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.988/10

Growing faster than its price suggests

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

IBOC3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
-4.3%2/10

Earnings declined 4.3%

Altman Z-ScoreHealth
0.622/10

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 : IBOC

The strongest argument for IBOC centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 49.3% and operating margin at 60.5%. PEG of 0.98 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 : IBOC

The primary concerns for IBOC are Revenue Growth, EPS Growth, Altman Z-Score.

Bear Case : SLF

The primary concerns for SLF are PEG Ratio.

Key Dynamics to Monitor

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

SLF is growing revenue faster at 7.5% — sustainability is the question.

SLF generates stronger free cash flow (90M), providing more financial flexibility.

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

IBOC scores higher overall (65/100 vs 65/100), backed by strong 49.3% margins. Both earn "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.

International Bancshares Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

International Bancshares Corporation, a multi-bank financial holding company, provides commercial and retail banking services. The company is headquartered in Laredo, Texas.

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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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