WallStSmart

Southern First Bancshares Inc (SFST)vsSun Life Financial Inc. (SLF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 28515% more annual revenue ($34.88B vs $121.89M). SFST leads profitability with a 28.7% profit margin vs 10.2%. SLF appears more attractively valued with a PEG of 1.18. SFST earns a higher WallStSmart Score of 71/100 (B).

SFST

Strong Buy

71

out of 100

Grade: B

Growth: 9.3Profit: 7.5Value: 5.7Quality: 5.0

SLF

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 6.0Value: 6.3Quality: 5.3
Piotroski: 5/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SFST6 strengths · Avg: 9.2/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
41.2%10/10

Strong operational efficiency at 41.2%

EPS GrowthGrowth
83.1%10/10

Earnings expanding 83.1% YoY

Profit MarginProfitability
28.7%9/10

Keeps 29 of every $100 in revenue as profit

P/E RatioValuation
13.2x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
26.2%8/10

Revenue surging 26.2% year-over-year

SLF4 strengths · Avg: 8.5/10
EPS GrowthGrowth
240.9%10/10

Earnings expanding 240.9% YoY

P/E RatioValuation
15.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.28B8/10

Generating 5.3B in free cash flow

Areas to Watch

SFST3 concerns · Avg: 3.0/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

Market CapQuality
$532.51M3/10

Smaller company, higher risk/reward

Free Cash FlowQuality
$-2.36M2/10

Negative free cash flow — burning cash

SLF1 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Comparative Analysis Report

WallStSmart Research

Bull Case : SFST

The strongest argument for SFST centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 28.7% and operating margin at 41.2%. Revenue growth of 26.2% demonstrates continued momentum.

Bull Case : SLF

The strongest argument for SLF centers on EPS Growth, P/E Ratio, Price/Book. PEG of 1.18 suggests the stock is reasonably priced for its growth.

Bear Case : SFST

The primary concerns for SFST are PEG Ratio, Market Cap, Free Cash Flow.

Bear Case : SLF

The primary concerns for SLF are Revenue Growth.

Key Dynamics to Monitor

SFST profiles as a growth stock while SLF is a value play — different risk/reward profiles.

SLF carries more volatility with a beta of 0.79 — expect wider price swings.

SFST is growing revenue faster at 26.2% — sustainability is the question.

SLF generates stronger free cash flow (5.3B), providing more financial flexibility.

Bottom Line

SFST scores higher overall (71/100 vs 67/100), backed by strong 28.7% margins and 26.2% revenue growth. Both earn "Strong Buy" and "Strong 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.

Southern First Bancshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Southern First Bancshares, Inc. is the banking holding company for Southern First Bank offering various banking products and services to the general public in South Carolina, North Carolina and Georgia. The company is headquartered in Greenville, South Carolina.

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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