Principal Financial Group Inc (PFG)vsSun Life Financial Inc. (SLF)
PFG
Principal Financial Group Inc
$110.91
-1.69%
FINANCIAL SERVICES · Cap: $23.80B
SLF
Sun Life Financial Inc.
$71.53
-2.65%
FINANCIAL SERVICES · Cap: $39.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Sun Life Financial Inc. generates 114% more annual revenue ($35.59B vs $16.63B). PFG leads profitability with a 11.9% profit margin vs 8.6%. PFG appears more attractively valued with a PEG of 1.06. PFG earns a higher WallStSmart Score of 79/100 (B+).
PFG
Strong Buy79
out of 100
Grade: B+
SLF
Buy53
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 206.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 25.4% year-over-year
Generating 1.5B in free cash flow
Reasonable price relative to book value
Areas to Watch
Weak financial health signals
Distress zone — elevated risk
0.7% revenue growth
Earnings declined 28.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : PFG
The strongest argument for PFG centers on EPS Growth, P/E Ratio, Price/Book. Revenue growth of 25.4% demonstrates continued momentum. 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. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : PFG
The primary concerns for PFG are Piotroski F-Score, Altman Z-Score.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
PFG profiles as a growth stock while SLF is a value play — different risk/reward profiles.
PFG carries more volatility with a beta of 0.87 — expect wider price swings.
PFG is growing revenue faster at 25.4% — sustainability is the question.
PFG generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
PFG scores higher overall (79/100 vs 53/100) and 25.4% revenue growth. 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.
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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