Athene Holding (NYSE: ATH) and Sun Life Financial (NYSE:SLF) are both mid-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, institutional ownership, dividends, risk, valuation, profitabiliy and analyst recommendations.

Valuation and Earnings

This table compares Athene Holding and Sun Life Financial’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio EBITDA Earnings Per Share Price/Earnings Ratio
Athene Holding $5.00 billion 1.96 N/A N/A N/A
Sun Life Financial $19.89 billion 1.06 $2.79 billion $3.08 11.10

Sun Life Financial has higher revenue and earnings than Athene Holding.

Dividends

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.

Insider & Institutional Ownership

39.0% of Athene Holding shares are owned by institutional investors. Comparatively, 42.8% of Sun Life Financial shares are owned by institutional investors. 10.6% of Athene Holding shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Profitability

This table compares Athene Holding and Sun Life Financial’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Athene Holding N/A N/A N/A
Sun Life Financial 11.31% 13.02% 1.00%

Analyst Ratings

This is a breakdown of current ratings and target prices for Athene Holding and Sun Life Financial, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Athene Holding 0 6 9 0 2.60
Sun Life Financial 1 7 3 0 2.18

Athene Holding currently has a consensus price target of $55.25, suggesting a potential upside of 13.06%. Sun Life Financial has a consensus price target of $46.20, suggesting a potential upside of 35.09%. Given Sun Life Financial’s higher possible upside, analysts plainly believe Sun Life Financial is more favorable than Athene Holding.

Summary

Sun Life Financial beats Athene Holding on 7 of the 12 factors compared between the two stocks.

Athene Holding Company Profile

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.

Sun Life Financial Company Profile

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.

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