Sun Life Financial Inc. (SLF)vsThe Travelers Companies Inc (TRV)
SLF
Sun Life Financial Inc.
$77.55
+1.04%
FINANCIAL SERVICES · Cap: $43.76B
TRV
The Travelers Companies Inc
$303.25
+3.35%
FINANCIAL SERVICES · Cap: $65.17B
Smart Verdict
WallStSmart Research — data-driven comparison
The Travelers Companies Inc generates 40% more annual revenue ($48.94B vs $34.90B). TRV leads profitability with a 15.5% profit margin vs 8.8%. SLF appears more attractively valued with a PEG of 1.42. TRV earns a higher WallStSmart Score of 72/100 (B).
SLF
Buy51
out of 100
Grade: C-
TRV
Strong Buy72
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 4.1B in free cash flow
Attractively priced relative to earnings
Earnings expanding 357.6% YoY
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
0.2% revenue growth
Earnings declined 48.4%
Expensive relative to growth rate
1.0% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : TRV
The strongest argument for TRV centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 15.5% and operating margin at 18.7%.
Bear Case : SLF
The primary concerns for SLF are Revenue Growth, EPS Growth.
Bear Case : TRV
The primary concerns for TRV are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
SLF carries more volatility with a beta of 0.83 — expect wider price swings.
TRV is growing revenue faster at 1.0% — sustainability is the question.
SLF generates stronger free cash flow (4.1B), providing more financial flexibility.
Monitor INSURANCE - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRV scores higher overall (72/100 vs 51/100), backed by strong 15.5% margins. 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.
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.
The Travelers Companies Inc
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Travelers Companies, Inc., commonly known as Travelers, is an American insurance company.
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