NewtekOne, Inc. (NEWT)vsSun Life Financial Inc. (SLF)
NEWT
NewtekOne, Inc.
$13.67
+1.41%
FINANCIAL SERVICES · Cap: $373.37M
SLF
Sun Life Financial Inc.
$69.51
-4.91%
FINANCIAL SERVICES · Cap: $38.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 8775% more annual revenue ($34.88B vs $393.01M). NEWT leads profitability with a 16.4% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 1.18. NEWT earns a higher WallStSmart Score of 73/100 (B).
NEWT
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
Reasonable price relative to book value
Strong operational efficiency at 52.3%
Earnings expanding 22.9% 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
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Elevated debt levels
4.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : NEWT
The strongest argument for NEWT centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 52.3%. Revenue growth of 10.7% 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 : NEWT
The primary concerns for NEWT are Market Cap, Piotroski F-Score, PEG Ratio. Debt-to-equity of 5.64 is elevated, increasing financial risk.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth.
Key Dynamics to Monitor
NEWT profiles as a mature stock while SLF is a value play — different risk/reward profiles.
NEWT carries more volatility with a beta of 1.35 — expect wider price swings.
NEWT is growing revenue faster at 10.7% — sustainability is the question.
SLF generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
NEWT scores higher overall (73/100 vs 67/100), backed by strong 16.4% margins and 10.7% 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.
NewtekOne, Inc.
FINANCIAL SERVICES · BANKS - REGIONAL · USA
Newtek Business Services Corp (NEWT) is a leading provider of integrated business solutions specifically designed for small to medium-sized enterprises (SMBs) in the U.S. With a diverse portfolio that includes payment processing, business lending, and cutting-edge technology services, the company enhances operational efficiency and supports growth for its clients. Newtek's focus on exceptional customer service and strategic partnerships positions it as a crucial ally for SMBs navigating competitive challenges. Committed to innovation and long-lasting client relationships, Newtek aims to drive sustainable success in an evolving market landscape.
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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