COMP <GO>
SLF vs PUK // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Sun Life Financial Inc. (NYSE) VS. Prudential Public Limited Company (NYSE) • 15-METRIC TALLY: SLF 2
— PUK 3
■ METRIC PARITY
LAST: $81.81 (+1.19%) • MKT CAP: $45.56B
options-implied-move
—
LAST: $24.39 (+0.62%) • MKT CAP: $30.48B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SLF VS. PUK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SLF | PUK | 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 | 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) | 0.00% | 9.90% | -9.90 | PUK | /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 | 7/9 | 8/9 | -1.00 | PUK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.0 | 47.3 | +13.70 | SLF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 1.10 | -0.09 | PUK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 30.5x | 0.00 | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $45.56B | $30.48B | $15.07B | SLF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SLF REV | PUK REV | SLF GROSS % | PUK GROSS % | SLF FCF | PUK FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT SLF FA <GO> AND PUK FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SLF // BETA 1.01
PUK // BETA 1.10