New Mountain Finance Corporation (NMFC)vsSun Life Financial Inc. (SLF)
NMFC
New Mountain Finance Corporation
$7.83
-2.25%
FINANCIAL SERVICES · Cap: $735.78M
SLF
Sun Life Financial Inc.
$73.72
+1.04%
FINANCIAL SERVICES · Cap: $41.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 11149% more annual revenue ($34.90B vs $310.21M). SLF leads profitability with a 8.8% profit margin vs -18.6%. NMFC appears more attractively valued with a PEG of 1.34. SLF earns a higher WallStSmart Score of 51/100 (C-).
NMFC
Hold46
out of 100
Grade: D+
SLF
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 84.5%
Reasonable price relative to book value
Generating 4.1B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
ROE of -5.5% — below average capital efficiency
Revenue declined 19.7%
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : NMFC
The strongest argument for NMFC centers on Price/Book, Operating Margin. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, Free Cash Flow. PEG of 1.42 suggests the stock is reasonably priced for its growth.
Bear Case : NMFC
The primary concerns for NMFC are Market Cap, Debt/Equity, Return on Equity.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
NMFC profiles as a turnaround stock while SLF is a value play — different risk/reward profiles.
SLF carries more volatility with a beta of 0.83 — expect wider price swings.
SLF is growing revenue faster at 0.2% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
SLF scores higher overall (51/100 vs 46/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
New Mountain Finance Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
New Mountain Finance Corporation (NMFC) is a distinguished business development company specializing in tailored debt and equity financing solutions for middle-market enterprises across various industries. Supported by New Mountain Capital, NMFC adopts a rigorous investment approach that emphasizes capital preservation and the generation of sustainable income, striving to achieve attractive risk-adjusted returns for its investors. The company is characterized by its experienced management team and a strategic focus on enhancing shareholder value while cultivating resilience and growth within its investment portfolio, solidifying its position as a key player in the competitive middle-market landscape.
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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