Business Description
Sun Life Financial Inc
NAICS : 524112
SIC : 7311
ISIN : CA8667966003
Share Class Description:
TSX:SLF.PR.E.PFD: 4.5 % Non Cum Pfd Registered Shs -A- Series 5Total Employee Number:
68,000Description
Sun Life Financial is one of the Big Three Canadian life insurers. The Canadian business contributed around 35% of its 2025 adjusted earnings. In that segment, the firm provides health, life insurance, and annuity products to individual and group customers. Its US business is mostly group health and contributed about 17% of the firm's adjusted earnings in 2025. Sun Life also offers life insurance and wealth products in several Asian markets with a strong presence in Hong Kong and the Philippines. The Asia segment contributed around 18% of adjusted 2024 earnings. Its asset management business had around CAD 1.2 trillion total assets under management or administration at the end of 2025 and represents around 30% of the firm's earnings.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 1.05 | |||||
Equity-to-Asset | 0.07 | |||||
Debt-to-Equity | 0.33 | |||||
Debt-to-EBITDA | 1.77 | |||||
Interest Coverage | 8.52 | |||||
Piotroski F-Score | 5/9 | |||||
Beneish M-Score | -2.15 | |||||
WACC vs ROIC | ||||||
Growth Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 126.8 | |||||
3-Year EBITDA Growth Rate | 6.4 | |||||
3-Year EPS without NRI Growth Rate | 2.3 | |||||
3-Year FCF Growth Rate | -13.8 | |||||
3-Year Book Growth Rate | 5.6 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 7.01 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 2.77 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 87.92 | |||||
9-Day RSI | 77.76 | |||||
14-Day RSI | 69.91 | |||||
3-1 Month Momentum % | 0.6 | |||||
6-1 Month Momentum % | 1.02 | |||||
12-1 Month Momentum % | 2.97 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 5.02 | |||||
3-Year Dividend Growth Rate | 8.4 | |||||
Forward Dividend Yield % | 5.02 | |||||
5-Year Yield-on-Cost % | 8.23 | |||||
3-Year Average Share Buyback Ratio | 1.9 | |||||
Shareholder Yield % | 3.4 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 9.14 | |||||
EBITDA Margin % | 13.21 | |||||
ROE % | 12.84 | |||||
ROA % | 0.84 | |||||
ROIC % | 0.99 | |||||
3-Year ROIIC % | 0.98 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 6 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 21.6 | |||||
Forward PE Ratio | 11.83 | |||||
PE Ratio without NRI | 16.96 | |||||
Shiller PE Ratio | 20.84 | |||||
Price-to-Owner-Earnings | 15.47 | |||||
PEG Ratio | 5.3 | |||||
PS Ratio | 1.82 | |||||
PB Ratio | 2.73 | |||||
Price-to-Free-Cash-Flow | 12.48 | |||||
Price-to-Operating-Cash-Flow | 12.16 | |||||
EV-to-EBIT | 13.98 | |||||
EV-to-EBITDA | 13.98 | |||||
EV-to-Revenue | 1.85 | |||||
EV-to-FCF | 12.69 | |||||
Earnings Yield (Greenblatt) % | 7.15 | |||||
FCF Yield % | 8.13 | |||||
Forward Rate of Return (Yacktman) % | 6.3 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
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Annualized Return % Â
Total Annual Return % Â
Sun Life Financial Inc Executives
DetailsGF Valueâ„¢
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil C$) | |||
| EPS (TTM) (C$) | - | ||
| Beta | 0.5088 | ||
| 3-Year Sharpe Ratio | 0.27 | ||
| 3-Year Sortino Ratio | 0.42 | ||
| Volatility % | 11.94 | ||
| 14-Day RSI | 69.91 | ||
| 14-Day ATR (C$) | 0.124809 | ||
| 20-Day SMA (C$) | 22.0035 | ||
| 12-1 Month Momentum % | 2.97 | ||
| 52-Week Range (C$) | 20.52 - 22.5 | ||
| Shares Outstanding (Mil) |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Sun Life Financial Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Sun Life Financial Inc Stock Events
| Event | Date | Price (C$) | ||
|---|---|---|---|---|
| Third quarter earnings conference call for 2026 | 2026-11-05 | In 101 days | ||
| Third quarter earnings results for 2026 | 2026-11-05 | In 101 days | ||
| Second quarter earnings conference call for 2026 | 2026-08-07 10:00 | In 12 days | ||
| Second quarter earnings results for 2026 | 2026-08-06 | In 10 days | ||
| CAD 0.281250 Cash Dividend | 2026-05-27 | 21.99 (+0.09%) | ||
| First quarter earnings conference call for 2026 | 2026-05-07 11:00 | 21.62 (+0.51%) | ||
| General meeting for 2026 | 2026-05-06 17:00 | 21.56 (+0.23%) | ||
| First quarter earnings results for 2026 | 2026-05-06 | 21.56 (+0.23%) | ||
| National Bank\'s Financial Services Conference | 2026-03-24 14:00 | 21.05 (-0.43%) | ||
| CAD 0.281250 Cash Dividend | 2026-02-25 | 22.00 (-0.63%) |
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Sun Life Financial Inc Frequently Asked Questions
What is Sun Life Financial Inc(TSX:SLF.PR.E.PFD)'s stock price today?
The current price of TSX:SLF.PR.E.PFD is C$22.42. The 52 week high of TSX:SLF.PR.E.PFD is C$22.50 and 52 week low is C$20.52.
When is next earnings date of Sun Life Financial Inc(TSX:SLF.PR.E.PFD)?
The next earnings date of Sun Life Financial Inc(TSX:SLF.PR.E.PFD) is 2026-08-06.
Does Sun Life Financial Inc(TSX:SLF.PR.E.PFD) pay dividends? If so, how much?
The Dividend Yield %  of Sun Life Financial Inc(TSX:SLF.PR.E.PFD) is 5.02% (As of Today), Highest Dividend Payout Ratio of Sun Life Financial Inc(TSX:SLF.PR.E.PFD) was 0.57. The lowest was 0.26. And the median was 0.41. The  Forward Dividend Yield % of Sun Life Financial Inc(TSX:SLF.PR.E.PFD) is 5.02%. For more information regarding to dividend, please check our Dividend Page.
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