Business Description

Sun Life Financial Inc
NAICS : 525110
SIC : 7311
ISIN : CA8667961053
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S&P/TSX Composite indexiShares MSCI ACWI Ex US Index Fund IPO Date
2000-03-23Description
Sun Life provides life insurance, retirement, and asset management products to individuals and corporate customers in Canada, the United States, and Asia. The company's investment management business contributes approximately 30% of its adjusted earnings and has around CAD 1 trillion in assets under management as of the fourth quarter of 2023. The Canada business contributes about 35% of adjusted earnings and provides individual life and health insurance, group insurance, retirement services, and wealth management solutions. The US business contributed approximately 22% of earnings and is mainly focused on providing group insurance products and managing the in-force life insurance policies. Finally, the Asia segment contributes around 13% of earnings.
Financial Strength
4/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
Cash-To-Debt | 0.6 | |||||
Equity-to-Asset | 0.07 | |||||
Debt-to-Equity | 0.65 | |||||
Debt-to-EBITDA | 3.37 | |||||
Interest Coverage | 7.53 | |||||
Piotroski F-Score | 4/9 | |||||
Beneish M-Score | -2.33 | |||||
WACC vs ROIC |
Growth Rank
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | -6.6 | |||||
3-Year EBITDA Growth Rate | -4.7 | |||||
3-Year EPS without NRI Growth Rate | 3.4 | |||||
3-Year Book Growth Rate | 8.4 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate | 8.36 |
Momentum Rank
8/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
5-Day RSI | 50.94 | |||||
9-Day RSI | 47.09 | |||||
14-Day RSI | 44.94 | |||||
3-1 Month Momentum % | -5.02 | |||||
6-1 Month Momentum % | 10.43 | |||||
12-1 Month Momentum % | 14.4 |
Liquidity Ratio
Name | Current | Vs Industry | Vs History |
---|
Dividend & Buy Back
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
Dividend Yield % | 4.07 | |||||
Dividend Payout Ratio | 0.55 | |||||
3-Year Dividend Growth Rate | 11.9 | |||||
Forward Dividend Yield % | 4.15 | |||||
5-Year Yield-on-Cost % | 6.5 | |||||
3-Year Average Share Buyback Ratio | 0.7 | |||||
Shareholder Yield % | 8.3 |
Profitability Rank
6/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
Net Margin % | 11.06 | |||||
FCF Margin % | 8.33 | |||||
ROE % | 12.67 | |||||
ROA % | 0.91 | |||||
ROIC % | 1.13 | |||||
3-Year ROIIC % | -3.84 | |||||
Years of Profitability over Past 10-Year | 10 |
GF Value Rank
6/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
PE Ratio | 15.16 | |||||
Forward PE Ratio | 11.09 | |||||
PE Ratio without NRI | 13.59 | |||||
Shiller PE Ratio | 15.47 | |||||
Price-to-Owner-Earnings | 9.69 | |||||
PEG Ratio | 3.4 | |||||
PS Ratio | 1.63 | |||||
PB Ratio | 1.85 | |||||
Price-to-Tangible-Book | 4.46 | |||||
Price-to-Free-Cash-Flow | 19.23 | |||||
Price-to-Operating-Cash-Flow | 18.15 | |||||
EV-to-EBIT | 11.51 | |||||
EV-to-EBITDA | 11.51 | |||||
EV-to-Revenue | 2.01 | |||||
EV-to-Forward-Revenue | 1.2 | |||||
EV-to-FCF | 24.1 | |||||
Price-to-GF-Value | 1.06 | |||||
Price-to-Projected-FCF | 0.86 | |||||
Price-to-Median-PS-Value | 1.41 | |||||
Price-to-Peter-Lynch-Fair-Value | 2.23 | |||||
Price-to-Graham-Number | 1.64 | |||||
Earnings Yield (Greenblatt) % | 8.69 | |||||
FCF Yield % | 5.14 | |||||
Forward Rate of Return (Yacktman) % | 13.62 |
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
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Sun Life Financial Inc Executives
DetailsAnalyst Estimate
Key Statistics
Name | Value | ||
---|---|---|---|
Revenue (TTM) (Mil C$) | 28,678 | ||
EPS (TTM) (C$) | 5.27 | ||
Beta | 0.91 | ||
3-Year Sharpe Ratio | 0.19 | ||
3-Year Sortino Ratio | 0.31 | ||
Volatility % | 18.41 | ||
14-Day RSI | 44.94 | ||
14-Day ATR (C$) | 1.605698 | ||
20-Day SMA (C$) | 80.703 | ||
12-1 Month Momentum % | 14.4 | ||
52-Week Range (C$) | 64.38 - 88.54 | ||
Shares Outstanding (Mil) | 572.86 |
Piotroski F-Score Details
Year:
Component | Result | ||
---|---|---|---|
Piotroski F-Score | 4 | ||
Positive ROA | |||
Positive CFROA | |||
Higher ROA yoy | |||
CFROA > ROA | |||
Lower Leverage yoy | |||
Higher Current Ratio yoy | |||
Less Shares Outstanding yoy | |||
Higher Gross Margin yoy | |||
Higher Asset Turnover yoy |
Sun Life Financial Inc Filings
Filing Date | Document Date | Form | ||
---|---|---|---|---|
No Filing Data |
Sun Life Financial Inc Stock Events
Event | Date | Price (C$) | ||
---|---|---|---|---|
No Event Data |
Sun Life Financial Inc Frequently Asked Questions
What is Sun Life Financial Inc(TSX:SLF)'s stock price today?
The current price of TSX:SLF is C$79.88. The 52 week high of TSX:SLF is C$88.54 and 52 week low is C$64.38.
When is next earnings date of Sun Life Financial Inc(TSX:SLF)?
The next earnings date of Sun Life Financial Inc(TSX:SLF) is 2025-05-08.
Does Sun Life Financial Inc(TSX:SLF) pay dividends? If so, how much?
The Dividend Yield %  of Sun Life Financial Inc(TSX:SLF) is 4.07% (As of Today), Highest Dividend Payout Ratio of Sun Life Financial Inc(TSX:SLF) was 0.55. The lowest was 0.26. And the median was 0.4. The  Forward Dividend Yield % of Sun Life Financial Inc(TSX:SLF) is 4.15%. For more information regarding to dividend, please check our Dividend Page.
Press Release
Subject | Date | |||
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No Press Release |