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 U.S. 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

5/10

Name	Current	Vs Industry
Cash-To-Debt	1.63
Equity-to-Asset	0.07
Debt-to-Equity	0.25
Debt-to-EBITDA	1.24
Interest Coverage	8.6
Piotroski F-Score	7/9	0 1 2 3 4 5 6 7 8 9
Beneish M-Score	27.51	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

3/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	-4.2
	3-Year EBITDA Growth Rate	3.5
	3-Year EPS without NRI Growth Rate	5
	3-Year FCF Growth Rate	-8.5
	3-Year Book Growth Rate	-1.3
	Future 3-5Y EPS without NRI Growth Rate	9.18
	Future 3-5Y Total Revenue Growth Rate	-24.52

Momentum Rank

10/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	48.42
	9-Day RSI	47.23
	14-Day RSI	51.47
	6-1 Month Momentum %	28.87
	12-1 Month Momentum %	26.75

Liquidity Ratio

	Name	Current	Vs Industry		Vs History

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	3.8
	Dividend Payout Ratio	0.45
	3-Year Dividend Growth Rate	10.9
	Forward Dividend Yield %	3.95
	5-Year Yield-on-Cost %	6
	Shareholder Yield %	8.33

Profitability Rank

7/10

	Name	Current	Vs Industry		Vs History
	Net Margin %	7.62
	FCF Margin %	10.29
	ROE %	16.05
	ROA %	1.14
	ROIC %	1.37
	Years of Profitability over Past 10-Year	10

GF Value Rank

8/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	13.81
	Forward PE Ratio	11.26
	PE Ratio without NRI	11.87
	Shiller PE Ratio	15.98
	Price-to-Owner-Earnings	2.72
	PEG Ratio	2.64
	PS Ratio	0.98
	PB Ratio	1.93
	Price-to-Tangible-Book	4.44
	Price-to-Free-Cash-Flow	9.47
	Price-to-Operating-Cash-Flow	9.26
	EV-to-EBIT	8.9
	EV-to-EBITDA	8.9
	EV-to-Revenue	0.91
	EV-to-Forward-Revenue	0.96
	EV-to-FCF	8.72
	Price-to-Projected-FCF	0.92
	Price-to-Median-PS-Value	0.9
	Price-to-Peter-Lynch-Fair-Value	1.82
	Price-to-Graham-Number	1.54
	Earnings Yield (Greenblatt) %	11.24
	FCF Yield %	10.69
	Forward Rate of Return (Yacktman) %	13.64

Financials (Next Earnings Date:2025-02-07 Est.)

Annual Quarterly TTM

TSX:SLF's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Sun Life Financial Inc Executives

Details

GF Value: C$112.59

TSX:SLF

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 2 Severe warning signs with SLF. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil C$)	50,564
	EPS (TTM) (C$)	6.13
	Beta	0.95
	Volatility %	17.31
	14-Day RSI	51.47
	14-Day ATR (C$)	1.069636
	20-Day SMA (C$)	86.031
	12-1 Month Momentum %	26.75
	52-Week Range (C$)	64.38 - 88.54
	Shares Outstanding (Mil)	575.33

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	7
	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

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Sun Life Financial Inc Stock Events

Financials Calendars

	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$85.17. 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 2025-02-07 Est..

Does Sun Life Financial Inc(TSX:SLF) pay dividends? If so, how much?

The Dividend Yield % of Sun Life Financial Inc(TSX:SLF) is 3.8% (As of Today), Highest Dividend Payout Ratio of Sun Life Financial Inc(TSX:SLF) was 0.49. The lowest was 0.38. And the median was 0.41. The Forward Dividend Yield % of Sun Life Financial Inc(TSX:SLF) is 3.95%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
No Press Release

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