SEI Investments Company (SEIC)vsSun Life Financial Inc. (SLF)
SEIC
SEI Investments Company
$106.93
+0.15%
FINANCIAL SERVICES · Cap: $13.03B
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 1350% more annual revenue ($35.53B vs $2.45B). SEIC leads profitability with a 28.8% profit margin vs 9.5%. SLF appears more attractively valued with a PEG of 1.61. SLF earns a higher WallStSmart Score of 65/100 (B-).
SEIC
Buy64
out of 100
Grade: C+
SLF
Strong Buy65
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 30.7%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 28 in profit
Keeps 29 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 43.2% YoY
Areas to Watch
Expensive relative to growth rate
Earnings declined 10.7%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SEIC
The strongest argument for SEIC centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 28.8% and operating margin at 30.7%. Revenue growth of 14.7% demonstrates continued momentum.
Bull Case : SLF
The strongest argument for SLF centers on Price/Book, EPS Growth.
Bear Case : SEIC
The primary concerns for SEIC are PEG Ratio, EPS Growth.
Bear Case : SLF
The primary concerns for SLF are PEG Ratio.
Key Dynamics to Monitor
SEIC profiles as a mature stock while SLF is a value play — different risk/reward profiles.
SEIC carries more volatility with a beta of 0.97 — expect wider price swings.
SEIC is growing revenue faster at 14.7% — sustainability is the question.
SEIC generates stronger free cash flow (114M), providing more financial flexibility.
Bottom Line
SLF scores higher overall (65/100 vs 64/100). 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.
SEI Investments Company
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
SEI Investments Company is a publicly owned asset management portfolio company. The company is headquartered in Oaks, Pennsylvania.
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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