Principal Financial Group Inc (PFG)vsSun Life Financial Inc. (SLF)
PFG
Principal Financial Group Inc
$113.40
-1.74%
FINANCIAL SERVICES · Cap: $24.34B
SLF
Sun Life Financial Inc.
$81.91
-0.50%
FINANCIAL SERVICES · Cap: $46.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 122% more annual revenue ($34.90B vs $15.69B). PFG leads profitability with a 9.9% profit margin vs 8.8%. PFG appears more attractively valued with a PEG of 1.06. PFG earns a higher WallStSmart Score of 59/100 (C).
PFG
Buy59
out of 100
Grade: C
SLF
Hold49
out of 100
Grade: D+
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
Generating 4.1B in free cash flow
Areas to Watch
2.8% earnings growth
Weak financial health signals
Distress zone — elevated risk
Expensive relative to growth rate
0.2% revenue growth
Earnings declined 48.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : PFG
The strongest argument for PFG centers on P/E Ratio, Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, Free Cash Flow.
Bear Case : PFG
The primary concerns for PFG are EPS Growth, Piotroski F-Score, Altman Z-Score.
Bear Case : SLF
The primary concerns for SLF are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
PFG carries more volatility with a beta of 0.89 — expect wider price swings.
PFG is growing revenue faster at 6.4% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PFG scores higher overall (59/100 vs 49/100). 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.
Principal Financial Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Principal Financial Group is an American global financial investment management and insurance company headquartered in Des Moines, Iowa.
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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