SUND (Sundance Strategies) Effective Interest Rate on Debt %: 10.28% (As of Mar. 2026)

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SUND Sundance Strategies Inc SUND
28 GF Score
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! 3 Warning Signs
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What is Sundance Strategies Effective Interest Rate on Debt %?

Sundance Strategies SUND 28 Effective Interest Rate on Debt % is 10.28% as of Mar. 2026. GuruFocus rates SUND with a GF Score™ of 28/100. The stock has 3 warning signs investors should review.

Effective Interest Rate on Debt % is the usage rate that a borrower actually pays on a debt. It is calculated as the positive value of Interest Expense divided by its average total debt. Total debt equals to Long-Term Debt & Capital Lease Obligation plus Short-Term Debt & Capital Lease Obligation. Sundance Strategies's annualized positive value of Interest Expense for the quarter that ended in Mar. 2026 was $0.39 Mil. Sundance Strategies's average total debt for the quarter that ended in Mar. 2026 was $3.81 Mil. Therefore, Sundance Strategies's annualized Effective Interest Rate on Debt % for the quarter that ended in Mar. 2026 was 10.28%.

Sundance Strategies  (OTCPK:SUND) Effective Interest Rate on Debt % Explanation

Effective Interest Rate on Debt % measures the usage rate that a borrower actually pays on a debt.

Sundance Strategies Effective Interest Rate on Debt % Related Terms

Sundance Strategies Effective Interest Rate on Debt % Historical Data

* Premium members only.

The historical data trend for Sundance Strategies's Effective Interest Rate on Debt % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Sundance Strategies Effective Interest Rate on Debt % Chart

Sundance Strategies Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Effective Interest Rate on Debt %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 9.53 9.76 11.58 9.65 10.03

Sundance Strategies Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Effective Interest Rate on Debt % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9.69 9.92 10.10 10.28 10.28

SUND vs OXBR, HUIZ, GOCOQ: Effective Interest Rate on Debt % Comparison

For the Insurance - Diversified subindustry, Sundance Strategies's Effective Interest Rate on Debt %, along with its competitors' market caps and Effective Interest Rate on Debt % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Sundance Strategies Effective Interest Rate on Debt % vs Insurance Industry

For the Insurance industry and Financial Services sector, Sundance Strategies's Effective Interest Rate on Debt % distribution charts can be found below:

* The bar in red indicates where Sundance Strategies's Effective Interest Rate on Debt % falls into.


SUND
28GF Score
Sundance Strategies Inc SUND
Effective Interest Rate on Debt % is just one metric. See GF Score™, valuation, warning signs, and more.
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Sundance Strategies Effective Interest Rate on Debt % Calculation

Sundance Strategies's annualized Effective Interest Rate on Debt % for the fiscal year that ended in Mar. 2026 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (A: Mar. 2025 )+Total Debt  (A: Mar. 2026 ))/ count )
=-1  *  -0.373/( (3.59+3.844)/ 2 )
=-1  *  -0.373/3.717
=10.03 %

where

Total Debt  (A: Mar. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=2.464 + 1.126
=3.59

Total Debt  (A: Mar. 2026 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=3.599 + 0.245
=3.844

Sundance Strategies's annualized Effective Interest Rate on Debt % for the quarter that ended in Mar. 2026 is calculated as

Effective Interest Rate on Debt %
=-1  *  Interest Expense/( (Total Debt  (Q: Dec. 2025 )+Total Debt  (Q: Mar. 2026 ))/ count )
=-1  *  -0.392/( (3.781+3.844)/ 2 )
=-1  *  -0.392/3.8125
=10.28 %

where

Total Debt  (Q: Dec. 2025 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=3.296 + 0.485
=3.781

Total Debt  (Q: Mar. 2026 )
=Long-Term Debt & Capital Lease Obligation + Short-Term Debt & Capital Lease Obligation
=3.599 + 0.245
=3.844

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual Effective Interest Rate on Debt %, the Interest Expense of the last fiscal year and the average total debt over the fiscal year are used. In calculating the quarterly data, the Interest Expense data used here is four times the quarterly (Mar. 2026) interest expense data. Effective Interest Rate on Debt % is displayed in the 30-year financial page.

What does a Effective Interest Rate on Debt % of 10.28% mean?
Sundance Strategies (SUND) has a Effective Interest Rate on Debt % of 10.28% as of Mar. 2026. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Sundance Strategies and its competitors.
Is Sundance Strategies' Effective Interest Rate on Debt % too high?
Sundance Strategies' current Effective Interest Rate on Debt % is 10.28%. Overall, Sundance Strategies has a GF Score™ of 28/100, reflecting its overall financial health beyond just this single metric.
How does Sundance Strategies' Effective Interest Rate on Debt % compare to OXBR and HUIZ?
Sundance Strategies' Effective Interest Rate on Debt % of 10.28% can be compared against companies in the Insurance industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Effective Interest Rate on Debt % for an Insurance company?
A good Effective Interest Rate on Debt % depends on the Insurance industry context. However, Effective Interest Rate on Debt % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Effective Interest Rate on Debt % mean?
A high Effective Interest Rate on Debt % can signal that a stock is expensive relative to its fundamentals. Effective interest rate on debt is the rate a company actually pays on its debt. View historical data on Sundance Strategies and its competitors. Sundance Strategies's current Effective Interest Rate on Debt % is 10.28%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sundance Strategies stock overvalued right now?
Sundance Strategies (SUND) has a current Effective Interest Rate on Debt % of 10.28%. The current Effective Interest Rate on Debt % is 10.28%. Sundance Strategies' overall GF Score™ is 28/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Effective Interest Rate on Debt % calculated?
Effective Interest Rate on Debt % is calculated from a company's financial statements. For Sundance Strategies (SUND), the current Effective Interest Rate on Debt % is 10.28% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Sundance Strategies Business Description

Address 4626 North 300 West, Suite No. 365, Provo, UT, USA, 84604
Sundance Strategies Inc is a specialty financial services company. The company is engaged in the business of purchasing or acquiring life insurance policies and residual interests in or financial products tied to life insurance policies and residual interests involving life insurance policies and financial products. It focuses on the purchase and sales of net insurance benefit contracts (NIB) based on life insurance policies.
28GF Score

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Effective Interest Rate on Debt % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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