WallStSmart

RLI Corp (RLI)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 1738% more annual revenue ($34.90B vs $1.90B). RLI leads profitability with a 20.8% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.42. RLI earns a higher WallStSmart Score of 61/100 (C+).

RLI

Buy

61

out of 100

Grade: C+

Growth: 3.3Profit: 7.5Value: 5.7Quality: 5.5
Piotroski: 5/9Altman Z: 1.26

SLF

Buy

51

out of 100

Grade: C-

Growth: 5.3Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RLI5 strengths · Avg: 8.6/10
Return on EquityProfitability
22.0%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
20.8%9/10

Keeps 21 of every $100 in revenue as profit

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

SLF2 strengths · Avg: 8.0/10
Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.11B8/10

Generating 4.1B in free cash flow

Areas to Watch

RLI4 concerns · Avg: 3.0/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.0%4/10

4.0% revenue growth

EPS GrowthGrowth
-12.2%2/10

Earnings declined 12.2%

Altman Z-ScoreHealth
1.262/10

Distress zone — elevated risk

SLF2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

EPS GrowthGrowth
-48.4%2/10

Earnings declined 48.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : RLI

The strongest argument for RLI centers on Return on Equity, Profit Margin, Debt/Equity. Profitability is solid with margins at 20.8% and operating margin at 15.9%.

Bull Case : SLF

The strongest argument for SLF centers on Price/Book, Free Cash Flow. PEG of 1.42 suggests the stock is reasonably priced for its growth.

Bear Case : RLI

The primary concerns for RLI are PEG Ratio, Revenue Growth, EPS Growth.

Bear Case : SLF

The primary concerns for SLF are Revenue Growth, EPS Growth.

Key Dynamics to Monitor

SLF carries more volatility with a beta of 0.83 — expect wider price swings.

RLI is growing revenue faster at 4.0% — sustainability is the question.

SLF generates stronger free cash flow (4.1B), providing more financial flexibility.

Monitor INSURANCE - PROPERTY & CASUALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RLI scores higher overall (61/100 vs 51/100), backed by strong 20.8% margins. Both earn "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.

RLI Corp

FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA

RLI Corp. The company is headquartered in Peoria, Illinois.

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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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