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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 1.24
SLF's Cash to Debt is ranked higher than
79% of the 182 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 1.61 vs. SLF: 1.24 )
SLF' s 10-Year Cash to Debt Range
Min: 0.52   Max: No Debt
Current: 1.24

Equity to Asset 0.09
SLF's Equity to Asset is ranked higher than
79% of the 176 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 0.09 vs. SLF: 0.09 )
SLF' s 10-Year Equity to Asset Range
Min: 0.07   Max: 0.16
Current: 0.09

0.07
0.16
Interest Coverage 5.93
SLF's Interest Coverage is ranked higher than
75% of the 166 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 7.86 vs. SLF: 5.93 )
SLF' s 10-Year Interest Coverage Range
Min: 0.24   Max: 52.19
Current: 5.93

0.24
52.19
F-Score: 4
Z-Score: 0.27
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 4/10

vs
industry
vs
history
Operating margin (%) 10.16
SLF's Operating margin (%) is ranked higher than
87% of the 182 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 7.45 vs. SLF: 10.16 )
SLF' s 10-Year Operating margin (%) Range
Min: -2.79   Max: 72.96
Current: 10.16

-2.79
72.96
Net-margin (%) 5.16
SLF's Net-margin (%) is ranked higher than
83% of the 182 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 5.13 vs. SLF: 5.16 )
SLF' s 10-Year Net-margin (%) Range
Min: -0.85   Max: 10.8
Current: 5.16

-0.85
10.8
ROE (%) 6.78
SLF's ROE (%) is ranked higher than
77% of the 182 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 9.81 vs. SLF: 6.78 )
SLF' s 10-Year ROE (%) Range
Min: -1.13   Max: 15.26
Current: 6.78

-1.13
15.26
ROA (%) 0.58
SLF's ROA (%) is ranked higher than
76% of the 182 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 0.85 vs. SLF: 0.58 )
SLF' s 10-Year ROA (%) Range
Min: -0.11   Max: 1.97
Current: 0.58

-0.11
1.97
ROC (Joel Greenblatt) (%) 356.80
SLF's ROC (Joel Greenblatt) (%) is ranked higher than
90% of the 161 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 194.14 vs. SLF: 356.80 )
SLF' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -178.75   Max: 2598.75
Current: 356.8

-178.75
2598.75
Revenue Growth (%) -17.60
SLF's Revenue Growth (%) is ranked higher than
73% of the 164 Companies
in the Global Insurance - Diversified industry.

( Industry Median: -0.30 vs. SLF: -17.60 )
SLF' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 12.7
Current: -17.6

0
12.7
EBITDA Growth (%) -0.70
SLF's EBITDA Growth (%) is ranked higher than
79% of the 147 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 4.90 vs. SLF: -0.70 )
SLF' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 77
Current: -0.7

0
77
EPS Growth (%) 6.50
SLF's EPS Growth (%) is ranked higher than
84% of the 140 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 6.50 vs. SLF: 6.50 )
SLF' s 10-Year EPS Growth (%) Range
Min: 0   Max: 60.1
Current: 6.5

0
60.1
» SLF's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q4 2013

SLF Guru Trades in Q4 2013

David Dreman 1,441 sh (New)
Jim Simons 255,200 sh (New)
Steven Cohen 14,563 sh (+24.43%)
Brian Rogers 3,315,000 sh (unchged)
Jeremy Grantham 51,100 sh (-31.5%)
» More
Q1 2014

SLF Guru Trades in Q1 2014

Steven Cohen 20,422 sh (+40.23%)
David Dreman 1,454 sh (+0.9%)
Brian Rogers 3,315,000 sh (unchged)
Jim Simons 184,125 sh (-27.85%)
Jeremy Grantham 26,900 sh (-47.36%)
» More
Q2 2014

SLF Guru Trades in Q2 2014

Jim Simons 198,400 sh (+7.75%)
Brian Rogers 3,315,000 sh (unchged)
Jeremy Grantham 16,900 sh (-37.17%)
David Dreman 786 sh (-45.94%)
» More
Q3 2014

SLF Guru Trades in Q3 2014

Jeremy Grantham 16,900 sh (unchged)
Brian Rogers 3,315,000 sh (unchged)
David Dreman 724 sh (-7.89%)
Jim Simons 13,600 sh (-93.15%)
» More
» Details

Insider Trades

Latest Guru Trades with SLF

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
David Dreman 2014-06-30 Reduce -45.94%$32.55 - $36.83 $ 36.957%786
David Dreman 2013-12-31 New Buy$31.45 - $36.18 $ 36.958%1441
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of Sun Life Financial Inc

SymbolPriceYieldDescription
SLF.PR.G.Canada21.655.02Sun Life Financial --- Non Cum Pfd Shs -A- Series -8R-
SLF.PR.F.Canada25.006.00Class A Non-Cumulative 5-Year Rate Reset Preferred Shares, Series 6R, at $25 per share yielding 6.00
SLF.PR.D.Canada23.434.754.45 % Non Cum Pfd Shs -A- Series 4
SLF.PR.A.Canada24.804.79Non-Cum.Red.Pfd Shs -A- Series 1
SLF.PR.H.Canada26.003.75
SLF.PR.I.Canada26.633.99
SLF.PR.E.Canada23.614.764 1/2 % Non Cum Pfd Shs -A- Series 5
SLF.PR.B.Canada24.994.804.8 % Non-Cum Pfd Shs -A- Series -2
SLF.PR.C.Canada23.504.734.45% non-cumulative Class A Preferred Share Series 3
SLFYF0.000.00Non-Cum.Red.Pfd Shs -A- Series 1

Ratios

vs
industry
vs
history
P/E(ttm) 14.10
SLF's P/E(ttm) is ranked higher than
82% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 13.20 vs. SLF: 14.10 )
SLF' s 10-Year P/E(ttm) Range
Min: 8.61   Max: 579.41
Current: 14.1

8.61
579.41
P/B 1.58
SLF's P/B is ranked higher than
77% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 1.03 vs. SLF: 1.58 )
SLF' s 10-Year P/B Range
Min: 0.56   Max: 1.87
Current: 1.58

0.56
1.87
P/S 1.11
SLF's P/S is ranked higher than
80% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 0.60 vs. SLF: 1.11 )
SLF' s 10-Year P/S Range
Min: 0.48   Max: 1.89
Current: 1.11

0.48
1.89
PFCF 15.39
SLF's PFCF is ranked higher than
87% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 19.40 vs. SLF: 15.39 )
SLF' s 10-Year PFCF Range
Min: 4.37   Max: 43.33
Current: 15.39

4.37
43.33
EV-to-EBIT 11.30
SLF's EV-to-EBIT is ranked higher than
83% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 11.20 vs. SLF: 11.30 )
SLF' s 10-Year EV-to-EBIT Range
Min: -63.1   Max: 159.7
Current: 11.3

-63.1
159.7
Shiller P/E 26.27
SLF's Shiller P/E is ranked higher than
85% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 26.03 vs. SLF: 26.27 )
SLF' s 10-Year Shiller P/E Range
Min: 5.52   Max: 31.13
Current: 26.27

5.52
31.13

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.58
SLF's Dividend Yield is ranked higher than
67% of the 145 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 2.84 vs. SLF: 3.58 )
SLF' s 10-Year Dividend Yield Range
Min: 1.87   Max: 9.18
Current: 3.58

1.87
9.18
Dividend Payout 0.35
SLF's Dividend Payout is ranked higher than
80% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 0.57 vs. SLF: 0.35 )
SLF' s 10-Year Dividend Payout Range
Min: 0.17   Max: 2.77
Current: 0.35

0.17
2.77
Yield on cost (5-Year) 3.60
SLF's Yield on cost (5-Year) is ranked higher than
64% of the 145 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 3.01 vs. SLF: 3.60 )
SLF' s 10-Year Yield on cost (5-Year) Range
Min: 1.87   Max: 9.18
Current: 3.6

1.87
9.18
Share Buyback Rate -0.20
SLF's Share Buyback Rate is ranked higher than
87% of the 117 Companies
in the Global Insurance - Diversified industry.

( Industry Median: -0.30 vs. SLF: -0.20 )
SLF' s 10-Year Share Buyback Rate Range
Min: 0   Max: -13
Current: -0.2

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.29
SLF's Price/Tangible Book is ranked higher than
80% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 1.70 vs. SLF: 2.29 )
SLF' s 10-Year Price/Tangible Book Range
Min: 1.08   Max: 3.1
Current: 2.29

1.08
3.1
Price/DCF (Projected) 1.09
SLF's Price/DCF (Projected) is ranked higher than
85% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 0.91 vs. SLF: 1.09 )
SLF' s 10-Year Price/DCF (Projected) Range
Min: 0.82   Max: 3.27
Current: 1.09

0.82
3.27
Price/Median PS Value 1.07
SLF's Price/Median PS Value is ranked higher than
86% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 1.18 vs. SLF: 1.07 )
SLF' s 10-Year Price/Median PS Value Range
Min: 0.48   Max: 1.6
Current: 1.07

0.48
1.6
Price/Peter Lynch Fair Value 0.81
SLF's Price/Peter Lynch Fair Value is ranked higher than
95% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 9999.00 vs. SLF: 0.81 )
SLF' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.51   Max: 3.3
Current: 0.81

0.51
3.3
Price/Graham Number 1.06
SLF's Price/Graham Number is ranked higher than
85% of the 192 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 1.06 vs. SLF: 1.06 )
SLF' s 10-Year Price/Graham Number Range
Min: 0.76   Max: 3.27
Current: 1.06

0.76
3.27
Earnings Yield (Greenblatt) 8.80
SLF's Earnings Yield (Greenblatt) is ranked higher than
80% of the 172 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 10.40 vs. SLF: 8.80 )
SLF' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.6   Max: 21.6
Current: 8.8

0.6
21.6
Forward Rate of Return (Yacktman) 2.88
SLF's Forward Rate of Return (Yacktman) is ranked higher than
79% of the 140 Companies
in the Global Insurance - Diversified industry.

( Industry Median: 18.51 vs. SLF: 2.88 )
SLF' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -11.3   Max: 40
Current: 2.88

-11.3
40

Business Description

Industry: Insurance » Insurance - Diversified
Compare:LFC, PIAIF, AAGIY, CNPAY, CHPXF » details
Traded in other countries:SLF.Philippines, SLF.PR.G.Canada, SLF.PR.F.Canada, SLF.Canada, SLF.PR.D.Canada, SLF.PR.A.Canada, SLF.PR.H.Canada, SLF.PR.I.Canada, SLF.PR.E.Canada, SLF.PR.B.Canada, SLF.PR.C.Canada, LIE.Germany
Sun Life Financial Inc was incorporated on August 5, 1999 in Canada. The Company provides diversified financial services. It provides savings, retirement and pension products, and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. It also operates mutual fund and investment management businesses, primarily in Canada, the United States and Asia. The Company operates through five segments namely Sun Life Financial Canada, Sun Life Financial United States, MFS Investment Management, Sun Life Financial Asia, and Corporate. Sun Life Financial Canada business units, consisting of Individual Insurance & Investments, Group Benefits and Group Wealth, offer protection and wealth accumulation products and services to individuals and corporate clients. Sun Life Financial United States delivers innovative protection and wealth accumulation products to individuals and businesses through its three business units. The Annuities business unit offers variable annuities, fixed and fixed index annuities and investment management services. The Individual Insurance business unit offers protection products to affluent individuals and small business owners, such as single and joint universal life, variable universal life and corporate-owned life insurance. The Employee Benefits Group offers group life insurance, short-term and long-term disability insurance, medical stop-loss insurance, dental insurance and voluntary work site products. MFS Investment Management is an asset management company, which offers products and services that address the varying needs of investors over time. Individual investors have access to MFS advisory services through a selection of financial products including mutual funds, variable annuities, separately managed accounts, college and retirement savings plans, and offshore products. MFS services institutional clients by providing asset management services for corporate retirement plans, separate accounts, public or government funds and insurance company assets. Institutional clients are serviced through a direct sales force and a network of independent consultants. Sun Life Financial Asia operates through subsidiaries in the Philippines, Hong Kong and Indonesia and through joint ventures with local partners in India and China. Individual life and health insurance products and services are offered in all five markets, with group life insurance being offered in India. The Company is subject to various regulations in the jurisdictions in which it operates.
» More Articles for SLF

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