Business Description
Sun Life Financial Inc
NAICS : 525110
SIC : 7311
ISIN : CA8667961053
Description
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 38% of its adjusted earnings and has around CAD 900 billion in assets under management as of third-quarter 2022. The Canada business contributes about 32% of adjusted earnings and provides individual life and health insurance, group insurance, retirement services, and wealth management solutions. The U.S. business contributes approximately 14% 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 16% of earnings.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 1.31 | |||||
| Equity-to-Asset | 0.07 | |||||
| Debt-to-Equity | 0.3 | |||||
| Debt-to-EBITDA | 1.59 | |||||
| Interest Coverage | 9 | |||||
| Piotroski F-Score | 5/9 | |||||
| Beneish M-Score | -1.65 | |||||
| WACC vs ROIC | ||||||
Growth Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | -16.4 | |||||
| 3-Year EBITDA Growth Rate | 7.4 | |||||
| 3-Year EPS without NRI Growth Rate | 5.4 | |||||
| 3-Year FCF Growth Rate | 22.2 | |||||
| 3-Year Book Growth Rate | 6.1 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 69.42 | |||||
| 9-Day RSI | 65.51 | |||||
| 14-Day RSI | 63.23 | |||||
| 6-1 Month Momentum % | 6.05 | |||||
| 12-1 Month Momentum % | 4.86 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 4.19 | |||||
| Dividend Payout Ratio | 0.52 | |||||
| 3-Year Dividend Growth Rate | 9.5 | |||||
| Forward Dividend Yield % | 4.46 | |||||
| 5-Year Yield-on-Cost % | 6.36 | |||||
| 3-Year Average Share Buyback Ratio | 0.1 |
Profitability Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 10.32 | |||||
| ROE % | 12.46 | |||||
| ROA % | 0.99 | |||||
| ROIC % | 1.18 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 12.82 | |||||
| Forward PE Ratio | 10.68 | |||||
| PE Ratio without NRI | 13.13 | |||||
| Shiller PE Ratio | 14.64 | |||||
| Price-to-Owner-Earnings | 16.78 | |||||
| PEG Ratio | 1.26 | |||||
| PS Ratio | 1.24 | |||||
| PB Ratio | 1.68 | |||||
| Price-to-Tangible-Book | 4.25 | |||||
| Price-to-Free-Cash-Flow | 8.25 | |||||
| Price-to-Operating-Cash-Flow | 8.07 | |||||
| EV-to-EBIT | 8.4 | |||||
| EV-to-EBITDA | 8.4 | |||||
| EV-to-Revenue | 1.17 | |||||
| EV-to-Forward-Revenue | 0.84 | |||||
| EV-to-FCF | 7.96 | |||||
| Price-to-Projected-FCF | 0.86 | |||||
| Price-to-DCF (Earnings Based) | 0.8 | |||||
| Price-to-DCF (FCF Based) | 0.66 | |||||
| Price-to-Median-PS-Value | 1.12 | |||||
| Price-to-Peter-Lynch-Fair-Value | 1.25 | |||||
| Price-to-Graham-Number | 1.56 | |||||
| Earnings Yield (Greenblatt) % | 11.9 | |||||
| Forward Rate of Return (Yacktman) % | 17.59 |
Balance Sheet Breakdown
Cashflow Statement Breakdown
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Annualized Return %
Total Annual Return %
Sun Life Financial Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil C$) | 31,228 | ||
| EPS (TTM) (C$) | 5.13 | ||
| Beta | 0.9 | ||
| Volatility % | 17.88 | ||
| 14-Day RSI | 63.23 | ||
| 14-Day ATR (C$) | 0.948322 | ||
| 20-Day SMA (C$) | 65.909 | ||
| 12-1 Month Momentum % | 4.86 | ||
| 52-Week Range (C$) | 52.97 - 69.085 | ||
| Shares Outstanding (Mil) | 586.75 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Sun Life Financial Inc Filings
| Document | Form | Filing Date | ||
|---|---|---|---|---|
| No Filing Data | ||||
Sun Life Financial Inc Stock Events
| Event | Date | Price(C$) | ||
|---|---|---|---|---|
| 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$65.77. The 52 week high of TSX:SLF is C$69.08 and 52 week low is C$52.97.
When is next earnings date of Sun Life Financial Inc(TSX:SLF)?
The next earnings date of Sun Life Financial Inc(TSX:SLF) is 2023-08-08.
Does Sun Life Financial Inc(TSX:SLF) pay dividends? If so, how much?
The Dividend Yield %  of Sun Life Financial Inc(TSX:SLF) is 4.19% (As of Today), Highest Dividend Payout Ratio of Sun Life Financial Inc(TSX:SLF) was 0.54. The lowest was 0.35. And the median was 0.49. The  Forward Dividend Yield % of Sun Life Financial Inc(TSX:SLF) is 4.46%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
