COMP <GO>
MFC vs SLF // EV/EBITDA & P/E VALUATION
Manulife Financial Corporation (NYSE) VS. Sun Life Financial Inc. (NYSE) • 15-METRIC TALLY: MFC 4
— SLF 2
■ METRIC PARITY
LAST: $44.63 (-1.37%) • MKT CAP: $75.52B
valuation
21.0x
LAST: $80.91 (-1.10%) • MKT CAP: $45.56B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MFC VS. SLF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MFC | SLF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 9.90% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 21.0x | 21.0x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 2.21% | 0.00 | TIE | /fcf-yield <GO> |
| Operating Margin | 13.90% | 13.90% | 0.00 | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 10.90% | 0.00 | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 18.70% | 0.00% | +18.70 | MFC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | MFC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.9 | 61.0 | -2.10 | SLF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.01 | -0.05 | SLF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 30.5x | -2.90 | MFC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $75.52B | $45.56B | $29.96B | MFC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MFC REV | SLF REV | MFC GROSS % | SLF GROSS % | MFC FCF | SLF FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT MFC FA <GO> AND SLF FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MFC // BETA 0.96
SLF // BETA 1.01