Sun Life Holding Co (TSE:7040) ROCE %: 3.51% (As of Mar. 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

TSE:7040 Sun Life Holding Co Ltd TSE:7040
83 GF Score
Price 円966.00
GF Value 円1,001.56
Valuation Fairly Valued
! 4 Warning Signs
View Full Analysis

What is Sun Life Holding Co ROCE %?

Sun Life Holding Co TSE:7040 +0.42% 83 ROCE % is 3.51% as of Mar. 2026. GuruFocus rates TSE:7040 with a GF Score™ of 83/100 and a GF Value™ of 円1,001.56 (Fairly Valued). The stock has 4 warning signs investors should review.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Sun Life Holding Co's annualized ROCE % for the quarter that ended in Mar. 2026 was 3.51%.

Sun Life Holding Co  (TSE:7040) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.

Sun Life Holding Co ROCE % Related Terms

Sun Life Holding Co ROCE % Historical Data

* Premium members only.

The historical data trend for Sun Life Holding Co's ROCE % 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.

Sun Life Holding Co ROCE % Chart

Sun Life Holding Co Annual Data
Trend Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROCE %
Get a 7-Day Free Trial 1.07 2.62 3.73 3.89 3.28

Sun Life Holding Co Semi-Annual Data
Sep17 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
ROCE % 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 4.56 2.89 4.91 3.04 3.51
TSE:7040
83GF Score
Sun Life Holding Co Ltd TSE:7040
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Sun Life Holding Co ROCE % Calculation

Sun Life Holding Co's annualized ROCE % for the fiscal year that ended in Mar. 2026 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Mar. 2026 )  (A: Mar. 2025 )(A: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Mar. 2026 )  (A: Mar. 2025 )(A: Mar. 2026 )
=1102.766/( ( (36157.602 - 2471.232) + (35977.049 - 2378.551) )/ 2 )
=1102.766/( (33686.37+33598.498)/ 2 )
=1102.766/33642.434
=3.28 %

Sun Life Holding Co's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Mar. 2026 )  (Q: Sep. 2025 )(Q: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Mar. 2026 )  (Q: Sep. 2025 )(Q: Mar. 2026 )
=1180.344/( ( (36164.652 - 2455.086) + (35977.049 - 2378.551) )/ 2 )
=1180.344/( ( 33709.566 + 33598.498 )/ 2 )
=1180.344/33654.032
=3.51 %

(1) Note: The EBIT data used here is two times the semi-annual (Mar. 2026) EBIT data.

* 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 3.51% mean?
Sun Life Holding Co (TSE:7040) has a ROCE % of 3.51% as of Mar. 2026.
Is Sun Life Holding Co's ROCE % too high?
Sun Life Holding Co's current ROCE % is 3.51%. The Personal Services industry median ROCE % is 6.02. Sun Life Holding Co's value of 3.51% is 41.7% below this industry median. Overall, Sun Life Holding Co has a GF Score™ of 83/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Sun Life Holding Co's ROCE % compare to ROL and SCI?
Sun Life Holding Co's ROCE % of 3.51% can be compared against companies in the Personal Services industry. The industry median ROCE % is 6.02. Sun Life Holding Co's value of 3.51% is 41.7% below this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for a Personal Services company?
The median ROCE % among Personal Services companies is 6.02, based on 92 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Sun Life Holding Co's current ROCE % of 3.51% is 41.7% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Personal Services industry, the median ROCE % is 6.02 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Sun Life Holding Co's current ROCE % is 3.51%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sun Life Holding Co stock overvalued right now?
Based on GuruFocus' analysis, Sun Life Holding Co (TSE:7040) is currently considered Fairly Valued. The stock's GF Value™ is 円1,001.56, compared to a current price of 円966.00 — trading 3.6% below its estimated fair value. The current ROCE % is 3.51% and 41.7% below the Personal Services industry median of 6.02. Sun Life Holding Co's overall GF Score™ is 83/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Sun Life Holding Co (TSE:7040), the current ROCE % is 3.51% 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.

Is Sun Life Holding Co (TSE:7040) Overvalued in 2026?

Based on GuruFocus' analysis, Sun Life Holding Co stock appears to be undervalued. The current stock price of 円966.00 is trading 3.6% below its estimated GF Value™ of 円1,001.56. GuruFocus considers Sun Life Holding Co to be Fairly Valued.

Key valuation signals for TSE:7040:

  • ROCE %: 3.51%
  • GF Value™: 円1,001.56 vs. price of 円966.00 (3.6% below fair value)
  • GF Score™: 83/100 with 4 warning signs
  • Industry Position: 41.7% below the Personal Services median

No single metric tells the full story. See the TSE:7040 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Sun Life Holding Co Business Description

Address 13-11 Mabinomoto cho, Kanagawa prefecture, Hiratsuka, JPN, 254-0024
Sun Life Holding Co Ltd through its subsidiaries provides ceremonial functions, nursing care business and related services.
83GF Score

Get the complete analysis for TSE:7040

ROCE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円966.00
Price
円1,001.56
GF Value