Sun Life Financial (NYSE: SLF) and Athene Holding (NYSE:ATH) are both mid-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, dividends, institutional ownership, earnings, profitabiliy, risk and valuation.
Earnings & Valuation
This table compares Sun Life Financial and Athene Holding’s gross revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Sun Life Financial||$20.13 billion||1.04||$2.83 billion||$3.08||11.10|
|Athene Holding||$5.00 billion||2.00||N/A||N/A||N/A|
Sun Life Financial has higher revenue and earnings than Athene Holding.
Institutional and Insider Ownership
42.8% of Sun Life Financial shares are held by institutional investors. Comparatively, 38.8% of Athene Holding shares are held by institutional investors. 10.6% of Athene Holding shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.
This table compares Sun Life Financial and Athene Holding’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Sun Life Financial||11.31%||13.02%||1.00%|
This is a summary of recent recommendations for Sun Life Financial and Athene Holding, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Sun Life Financial||1||7||3||0||2.18|
Sun Life Financial currently has a consensus price target of $46.20, indicating a potential upside of 35.17%. Athene Holding has a consensus price target of $56.58, indicating a potential upside of 13.53%. Given Sun Life Financial’s higher possible upside, equities research analysts clearly believe Sun Life Financial is more favorable than Athene Holding.
Sun Life Financial pays an annual dividend of $1.27 per share and has a dividend yield of 3.7%. Athene Holding does not pay a dividend. Sun Life Financial pays out 41.2% of its earnings in the form of a dividend.
Sun Life Financial beats Athene Holding on 8 of the 13 factors compared between the two stocks.
About Sun Life Financial
Sun Life Financial Inc. is the holding company of Sun Life Assurance Company of Canada. The Company is a financial services company providing a range of insurance, wealth and asset management solutions to individuals and corporate Clients. It operates through five segments. The Sun Life Financial Canada segment provides retail insurance and investment advice, products and services to people across Canada. The SLF U.S. segment has three business units: Group Benefits, International and In-force Management. Its Sun Life Financial Asset Management segment consists of MFS Investment Management and Sun Life Investment Management. The SLF Asia segment operates through subsidiaries in the Philippines, Hong Kong, Indonesia and Vietnam, as well as through joint ventures and associates with local partners in the Philippines, India, China and Malaysia. Its Corporate segment includes SLF U.K. and Corporate Support. Corporate Support operations consist of its Run-off reinsurance business.
About Athene Holding
Athene Holding Ltd. is an insurance holding company. The Company’s segments include Retirement Services, Corporate and Other. Retirement Services segment consists of the United States and Bermuda operations, which issue and reinsure retirement savings products and institutional products. Retirement Services has retail operations, which provide annuity retirement solutions to its policyholders. Retirement Services has reinsurance operations, which reinsure multi-year guaranteed annuities, fixed indexed annuities, traditional one year guarantee fixed deferred annuities, immediate annuities and institutional products from its reinsurance partners. It offers two product lines: annuities and funding agreements. It offers deferred and immediate annuities, which are focused on the needs and objectives of people preparing for, approaching or living in retirement. It focuses on issuing funding agreements to institutional investors. Its life and other products include other retail products.
Receive News & Ratings for Sun Life Financial Inc. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Sun Life Financial Inc. and related companies with MarketBeat.com's FREE daily email newsletter.