Oppenheimer Holdings Inc (OPY)vsSun Life Financial Inc. (SLF)
OPY
Oppenheimer Holdings Inc
$89.68
-1.94%
FINANCIAL SERVICES · Cap: $971.72M
SLF
Sun Life Financial Inc.
$72.88
-1.21%
FINANCIAL SERVICES · Cap: $39.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 2026% more annual revenue ($35.59B vs $1.67B). SLF leads profitability with a 8.6% profit margin vs 5.2%. SLF appears more attractively valued with a PEG of 1.19. SLF earns a higher WallStSmart Score of 53/100 (C-).
OPY
Hold46
out of 100
Grade: D+
SLF
Buy53
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
5.2% margin — thin
Elevated debt levels
Expensive relative to growth rate
0.7% revenue growth
Earnings declined 28.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : OPY
The strongest argument for OPY centers on P/E Ratio, Price/Book.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : OPY
The primary concerns for OPY are Market Cap, Profit Margin, Debt/Equity.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
OPY carries more volatility with a beta of 1.10 — expect wider price swings.
SLF is growing revenue faster at 0.7% — sustainability is the question.
OPY generates stronger free cash flow (129M), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SLF scores higher overall (53/100 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.
Oppenheimer Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Oppenheimer Holdings Inc. is a middle market investment bank and full service stockbroker in the Americas, Europe, the Middle East and Asia. The company is headquartered in New York, New York.
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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