WallStSmart

Intercorp Financial Services Inc (IFS)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 534% more annual revenue ($34.88B vs $5.50B). IFS leads profitability with a 35.1% profit margin vs 10.2%. IFS trades at a lower P/E of 9.3x. SLF earns a higher WallStSmart Score of 67/100 (B-).

IFS

Buy

60

out of 100

Grade: C

Growth: 4.0Profit: 8.0Value: 6.7Quality: 3.8
Piotroski: 4/9Altman Z: -0.26

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

IFS5 strengths · Avg: 9.6/10
P/E RatioValuation
9.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
35.1%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
39.7%10/10

Strong operational efficiency at 39.7%

Free Cash FlowQuality
$2.17B8/10

Generating 2.2B in free cash flow

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

IFS3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

EPS GrowthGrowth
-2.8%2/10

Earnings declined 2.8%

Altman Z-ScoreHealth
-0.262/10

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 : IFS

The strongest argument for IFS centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 35.1% and operating margin at 39.7%.

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 : IFS

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

Bear Case : SLF

The primary concerns for SLF are Revenue Growth.

Key Dynamics to Monitor

SLF carries more volatility with a beta of 0.79 — expect wider price swings.

SLF is growing revenue faster at 4.7% — sustainability is the question.

SLF generates stronger free cash flow (5.3B), providing more financial flexibility.

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

Bottom Line

SLF scores higher overall (67/100 vs 60/100). 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.

Intercorp Financial Services Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Intercorp Financial Services Inc. provides banking, insurance and wealth management services for retail and commercial clients in Peru. The company is headquartered in Lima, Peru.

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?