Patria Investments Ltd (PAX)vsSun Life Financial Inc. (SLF)
PAX
Patria Investments Ltd
$10.62
-1.21%
FINANCIAL SERVICES · Cap: $1.73B
SLF
Sun Life Financial Inc.
$79.67
+0.14%
FINANCIAL SERVICES · Cap: $45.08B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 8201% more annual revenue ($35.53B vs $428.01M). PAX leads profitability with a 16.3% profit margin vs 9.5%. SLF trades at a lower P/E of 19.0x. SLF earns a higher WallStSmart Score of 65/100 (B-).
PAX
Buy51
out of 100
Grade: C-
SLF
Strong Buy65
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.9% year-over-year
Strong operational efficiency at 22.6%
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
Earnings declined 18.7%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : PAX
The strongest argument for PAX centers on Revenue Growth, Operating Margin. Profitability is solid with margins at 16.3% and operating margin at 22.6%. Revenue growth of 34.9% demonstrates continued momentum.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, EPS Growth.
Bear Case : PAX
The primary concerns for PAX are Market Cap, Debt/Equity, Piotroski F-Score.
Bear Case : SLF
The primary concerns for SLF are PEG Ratio.
Key Dynamics to Monitor
PAX profiles as a growth 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.
PAX is growing revenue faster at 34.9% — sustainability is the question.
SLF generates stronger free cash flow (90M), providing more financial flexibility.
Bottom Line
SLF scores higher overall (65/100 vs 51/100). Both earn "Strong Buy" and "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.
Patria Investments Ltd
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Patria Investments Limited is a private market investment firm focused on investing in Latin America. The company is headquartered in Grand Cayman, the Cayman Islands.
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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