Oppenheimer Holdings Inc (OPY)vsSun Life Financial Inc. (SLF)
OPY
Oppenheimer Holdings Inc
$114.48
+3.55%
FINANCIAL SERVICES · Cap: $1.20B
SLF
Sun Life Financial Inc.
$72.08
+2.23%
FINANCIAL SERVICES · Cap: $39.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 2148% more annual revenue ($34.88B vs $1.55B). SLF leads profitability with a 10.2% profit margin vs 9.6%. SLF appears more attractively valued with a PEG of 1.18. OPY earns a higher WallStSmart Score of 72/100 (B).
OPY
Strong Buy72
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 35.2%
Earnings expanding 588.0% YoY
Revenue surging 27.8% year-over-year
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
Expensive relative to growth rate
4.7% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : OPY
The strongest argument for OPY centers on P/E Ratio, Price/Book, Operating Margin. Revenue growth of 27.8% 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 : OPY
The primary concerns for OPY are Market Cap, PEG Ratio.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth.
Key Dynamics to Monitor
OPY profiles as a growth stock while SLF is a value play — different risk/reward profiles.
OPY carries more volatility with a beta of 1.13 — expect wider price swings.
OPY is growing revenue faster at 27.8% — sustainability is the question.
SLF generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
OPY scores higher overall (72/100 vs 67/100) and 27.8% 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.
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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