WallStSmart

Sun Life Financial Inc. (SLF)vsTrustCo Bank Corp NY (TRST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sun Life Financial Inc. generates 18270% more annual revenue ($34.88B vs $189.87M). TRST leads profitability with a 33.3% profit margin vs 10.2%. TRST appears more attractively valued with a PEG of 0.63. TRST earns a higher WallStSmart Score of 71/100 (B).

SLF

Strong Buy

67

out of 100

Grade: B-

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

TRST

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 7.0Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

TRST6 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
33.3%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
47.0%10/10

Strong operational efficiency at 47.0%

PEG RatioValuation
0.638/10

Growing faster than its price suggests

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
21.3%8/10

Earnings expanding 21.3% YoY

Areas to Watch

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

4.7% revenue growth

TRST1 concerns · Avg: 3.0/10
Market CapQuality
$832.22M3/10

Smaller company, higher risk/reward

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : TRST

The strongest argument for TRST centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 33.3% and operating margin at 47.0%. PEG of 0.63 suggests the stock is reasonably priced for its growth.

Bear Case : SLF

The primary concerns for SLF are Revenue Growth.

Bear Case : TRST

The primary concerns for TRST are Market Cap.

Key Dynamics to Monitor

SLF profiles as a value stock while TRST is a mature play — different risk/reward profiles.

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

TRST is growing revenue faster at 7.9% — sustainability is the question.

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

Bottom Line

TRST scores higher overall (71/100 vs 67/100), backed by strong 33.3% margins. 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.

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.

TrustCo Bank Corp NY

FINANCIAL SERVICES · BANKS - REGIONAL · USA

TrustCo Bank Corp NY is the holding company of Trustco Bank, a federal savings bank that provides personal and business banking services to individuals, partnerships, and corporations. The company is headquartered in Glenville, New York.

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