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AEG or ORI or SLF
Which Stock Would AI Choose? Aegon Ltd. (AEG) vs. Old Republic International Corporation (ORI) vs. Sun Life Financial Inc. (SLF) Stock Comparison
Key Takeaways
- Sun Life Financial (SLF) leads year-to-date (YTD) performance at approximately 16.6%, outperforming ORI (8.3%) and AEG (5.9%).
- ORI trades at the lowest trailing price-to-earnings (P/E) ratio of 9.7, appealing to value investors, compared to AEG's 11.8 and SLF's 16.1.
- All three offer solid dividend yields: AEG at 5.7%, SLF at 3.7%, and ORI at 3.2%, supporting income-focused strategies.
- Low betas (AEG 0.58, ORI 0.77, SLF 0.79) indicate relative stability amid market volatility.
- Recent credit rating affirmations by AM Best bolster confidence in ORI and SLF.
Introduction
Aegon Ltd. (AEG), Old Republic International Corporation (ORI), and Sun Life Financial Inc. (SLF) are prominent players in the insurance sector, offering exposure to life insurance, specialty lines, and wealth management. This stock comparison analyzes their recent market positioning, performance, and fundamentals, aiding value investors, dividend seekers, and traders navigating interest rate sensitivity and economic shifts. With low betas and attractive yields, these stocks appeal to those balancing growth and stability in a volatile environment.
AEG Overview and Recent Performance
Aegon Ltd. (AEG) is a multinational provider of life insurance, pensions, and asset management services across the Americas, Europe, and Asia. Trading around $8.23 with a market cap of $12.45 billion, it has shown resilience near its 52-week high of $8.31. In recent market activity, AEG delivered YTD gains of 5.9%, supported by a trailing P/E of 11.8 and forward P/E of 9.3, suggesting undervaluation potential. Sentiment has been influenced by debt issuances and capital management efforts, with a high dividend yield of 5.7% attracting income investors. Profit margins stand at 8%, with ROE (return on equity) at 10.4%, though quarterly revenue dipped recently.
ORI Overview and Recent Performance
Old Republic International Corporation (ORI) specializes in title insurance, specialty property-casualty coverage, and related services, primarily in the U.S. Its stock trades near $39.26, with a $9.56 billion market cap and 52-week range of $35.60-$46.76. Recent weeks saw modest YTD gains of 8.3%, tempered by a Q1 earnings miss (EPS of $0.68 versus $0.79 expected). Positive factors include AM Best credit rating affirmations and a brand refresh emphasizing specialty expertise. Trading at a low P/E of 9.7 with EPS of $4.06, ORI appeals to value plays, bolstered by a 3.2% yield and analyst target hikes.
SLF Overview and Recent Performance
Sun Life Financial Inc. (SLF), a leading Canadian firm, offers life insurance, health products, and asset management globally. At $72.32 with a $40 billion market cap, it hovers near its 52-week high of $72.83. Recent performance shines with YTD returns of 16.6%, driven by positive developments like a class action settlement, AM Best rating affirmations, and workplace awards. A P/E of 16.1 and EPS of $4.50 reflect steady profitability, with a 3.7% dividend yield supporting long-term holders amid favorable sentiment.
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Head-to-Head Comparison
AEG, ORI, and SLF share insurance sector exposure but differ in focus: AEG emphasizes global pensions and savings, ORI niche title and specialty lines, and SLF integrated life and wealth solutions. Growth drivers favor SLF’s momentum, while ORI’s lower P/E highlights value amid earnings pressures. Recent momentum tilts to SLF, contrasting AEG’s stability. Risks include interest rate sensitivity across all, with AEG facing higher debt ($5.4B). Valuation sensitivity benefits ORI cheapest, but SLF’s scale ($40B cap) aids resilience. Market sentiment remains constructive, buoyed by ratings and dividends.
Tickeron AI Verdict
Tickeron’s AI models currently lean toward SLF with higher probability due to superior YTD momentum, positive catalysts like ratings affirmations, and robust relative positioning in wealth management amid economic recovery signals. While ORI offers value and AEG yield appeal, SLF’s trend consistency edges it ahead in observable factors.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AEG’s FA Score shows that 2 FA rating(s) are green whileORI’s FA Score has 2 green FA rating(s), and SLF’s FA Score reflects 1 green FA rating(s).
- AEG’s FA Score: 2 green, 3 red.
- ORI’s FA Score: 2 green, 3 red.
- SLF’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AEG’s TA Score shows that 4 TA indicator(s) are bullish while ORI’s TA Score has 4 bullish TA indicator(s), and SLF’s TA Score reflects 4 bullish TA indicator(s).
- AEG’s TA Score: 4 bullish, 5 bearish.
- ORI’s TA Score: 4 bullish, 6 bearish.
- SLF’s TA Score: 4 bullish, 4 bearish.
Price Growth
AEG (@Multi-Line Insurance) experienced а +0.24% price change this week, while ORI (@Property/Casualty Insurance) price change was +1.02% , and SLF (@Multi-Line Insurance) price fluctuated +1.37% for the same time period.
The average weekly price growth across all stocks in the @Multi-Line Insurance industry was -0.03%. For the same industry, the average monthly price growth was -1.01%, and the average quarterly price growth was +13.69%.
The average weekly price growth across all stocks in the @Property/Casualty Insurance industry was +1.88%. For the same industry, the average monthly price growth was -0.10%, and the average quarterly price growth was +4.02%.
Reported Earning Dates
ORI is expected to report earnings on Jul 23, 2026.
SLF is expected to report earnings on Aug 06, 2026.
Industries' Descriptions
@Multi-Line Insurance (-0.03% weekly)A multi-line insurance contract bundles together exposures to risk and covers them under a single contract. For providers of such policies, the bundle is a potential risk diversification strategy since their exposure gets spread over several factors, which helps them mitigate a financial burden if a catastrophic event were to occur. Other potential benefits include getting more premiums from including more than one type of insurance in a bundle, and getting a competitive edge by procuring multiple insurance contracts with a customer. Examples of companies in this industry are Berkshire Hathaway (which owns several insurance companies), Chubb Limited, American International Group, Inc. and Sun Life Financial Inc.
@Property/Casualty Insurance (+1.88% weekly)Property and casualty companies insure against accidents of non-physical harm, such as lawsuits, damage to personal assets, car crashes and more. Progressive Corporation, Travelers Companies, Inc. and Allstate Corporation are some of the biggest providers of such products.
| AEG | ORI | SLF | |
| Capitalization | 12.9B | 9.64B | 39.6B |
| EBITDA | N/A | N/A | N/A |
| Gain YTD | 8.690 | -7.556 | 14.728 |
| P/E Ratio | 12.03 | 9.75 | 18.35 |
| Revenue | 17B | 9.42B | 35.9B |
| Total Cash | N/A | 2.54B | 26.2B |
| Total Debt | N/A | 1.59B | 8.37B |
AEG | ORI | SLF | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 11 | 58 | 19 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 14 Undervalued | 31 Undervalued | 53 Fair valued | |
PROFIT vs RISK RATING 1..100 | 13 | 7 | 49 | |
SMR RATING 1..100 | 60 | 70 | 97 | |
PRICE GROWTH RATING 1..100 | 45 | 59 | 46 | |
P/E GROWTH RATING 1..100 | 79 | 73 | 32 | |
SEASONALITY SCORE 1..100 | 50 | 90 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AEG's Valuation (14) in the Multi Line Insurance industry is in the same range as ORI (31) in the Property Or Casualty Insurance industry, and is somewhat better than the same rating for SLF (53) in the Financial Conglomerates industry. This means that AEG's stock grew similarly to ORI’s and somewhat faster than SLF’s over the last 12 months.
ORI's Profit vs Risk Rating (7) in the Property Or Casualty Insurance industry is in the same range as AEG (13) in the Multi Line Insurance industry, and is somewhat better than the same rating for SLF (49) in the Financial Conglomerates industry. This means that ORI's stock grew similarly to AEG’s and somewhat faster than SLF’s over the last 12 months.
AEG's SMR Rating (60) in the Multi Line Insurance industry is in the same range as ORI (70) in the Property Or Casualty Insurance industry, and is somewhat better than the same rating for SLF (97) in the Financial Conglomerates industry. This means that AEG's stock grew similarly to ORI’s and somewhat faster than SLF’s over the last 12 months.
AEG's Price Growth Rating (45) in the Multi Line Insurance industry is in the same range as SLF (46) in the Financial Conglomerates industry, and is in the same range as ORI (59) in the Property Or Casualty Insurance industry. This means that AEG's stock grew similarly to SLF’s and similarly to ORI’s over the last 12 months.
SLF's P/E Growth Rating (32) in the Financial Conglomerates industry is somewhat better than the same rating for ORI (73) in the Property Or Casualty Insurance industry, and is somewhat better than the same rating for AEG (79) in the Multi Line Insurance industry. This means that SLF's stock grew somewhat faster than ORI’s and somewhat faster than AEG’s over the last 12 months.
| AEG | ORI | SLF | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 50% | 1 day ago 46% | 1 day ago 55% |
| Stochastic ODDS (%) | 1 day ago 54% | 1 day ago 45% | 1 day ago 59% |
| Momentum ODDS (%) | 1 day ago 65% | 1 day ago 53% | 1 day ago 53% |
| MACD ODDS (%) | 1 day ago 50% | 1 day ago 62% | 1 day ago 52% |
| TrendWeek ODDS (%) | 1 day ago 66% | 1 day ago 52% | 1 day ago 48% |
| TrendMonth ODDS (%) | 1 day ago 64% | 1 day ago 31% | 1 day ago 42% |
| Advances ODDS (%) | 3 days ago 62% | 3 days ago 55% | 3 days ago 43% |
| Declines ODDS (%) | 28 days ago 56% | 8 days ago 43% | 14 days ago 54% |
| BollingerBands ODDS (%) | 1 day ago 50% | 1 day ago 45% | N/A |
| Aroon ODDS (%) | 1 day ago 65% | 1 day ago 52% | 1 day ago 30% |
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SLF and
Correlation & Price change
A.I.dvisor indicates that over the last year, SLF has been loosely correlated with AEG. These tickers have moved in lockstep 52% of the time. This A.I.-generated data suggests there is some statistical probability that if SLF jumps, then AEG could also see price increases.
| Ticker / NAME | Correlation To SLF | 1D Price Change % | ||
|---|---|---|---|---|
| SLF | 100% | -1.65% | ||
| AEG - SLF | 52% Loosely correlated | -2.10% | ||
| ORI - SLF | 52% Loosely correlated | -1.17% | ||
| AVVIY - SLF | 44% Loosely correlated | -3.16% | ||
| AXAHY - SLF | 43% Loosely correlated | -0.81% | ||
| ALIZY - SLF | 41% Loosely correlated | -1.37% | ||
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