LPL Financial Holdings Inc (LPLA)vsSun Life Financial Inc. (SLF)
LPLA
LPL Financial Holdings Inc
$302.76
+0.10%
FINANCIAL SERVICES · Cap: $25.83B
SLF
Sun Life Financial Inc.
$79.96
-0.93%
FINANCIAL SERVICES · Cap: $44.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 85% more annual revenue ($35.53B vs $19.20B). SLF leads profitability with a 9.5% profit margin vs 5.2%. LPLA appears more attractively valued with a PEG of 0.42. LPLA earns a higher WallStSmart Score of 74/100 (B).
LPLA
Strong Buy74
out of 100
Grade: B
SLF
Strong Buy67
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 36.4% year-over-year
Earnings expanding 39.4% YoY
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
Moderate valuation
5.2% margin — thin
Elevated debt levels
Weak financial health signals
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : LPLA
The strongest argument for LPLA centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 36.4% demonstrates continued momentum. PEG of 0.42 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 : LPLA
The primary concerns for LPLA are P/E Ratio, Profit Margin, Debt/Equity.
Bear Case : SLF
No major red flags identified for SLF, but monitor valuation.
Key Dynamics to Monitor
LPLA profiles as a hypergrowth stock while SLF is a value play — different risk/reward profiles.
SLF carries more volatility with a beta of 0.80 — expect wider price swings.
LPLA is growing revenue faster at 36.4% — sustainability is the question.
LPLA generates stronger free cash flow (192M), providing more financial flexibility.
Bottom Line
LPLA scores higher overall (74/100 vs 67/100) and 36.4% 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.
LPL Financial Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
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.
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