SLF:NYE-Sun Life Financial Inc. (USD)

EQUITY | Insurance - Diversified | New York Stock Exchange

Last Closing

USD 47.57

Change

0.00 (0.00)%

Market Cap

USD 24.15B

Volume

1.17M

Analyst Target

USD 45.65
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Sun Life Financial Inc provides diversified financial services. It offers savings, life and health insurance, and retirement and pension products to individuals and groups through its operations in Canada, United States, United Kingdom and Asia.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-15 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-B Berkshire Hathaway Inc

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AIG American International Group I..

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EQH Axa Equitable Holdings Inc

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AEG Aegon NV ADR

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ORI Old Republic International Cor..

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ATH-PA Athene Holding Ltd

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FIHL Fidelis Insurance Holdings Lim..

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WDH Waterdrop Inc ADR

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ATH-PB Athene Holding Ltd

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ETFs Containing SLF

FLI:CA CI U.S. & Canada Lifeco C.. 10.18 % 0.92 %

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CAD 0.09B
CEW:CA iShares Equal Weight Banc.. 10.05 % 0.60 %

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CAD 0.19B
RQP:CA RBC Target 2027 Corporate.. 9.15 % 0.00 %

N/A

CAD 0.54B
XDIV:CA iShares Core MSCI Canadia.. 8.89 % 0.11 %

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CAD 1.24B
HMAX:CA Hamilton Canadian Financi.. 4.69 % 0.00 %

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CAD 0.78B
NSCB:CA NBI Sustainable Canadian .. 3.61 % 0.00 %

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CAD 2.78B
ESGA:CA BMO MSCI Canada ESG Leade.. 3.05 % 0.00 %

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CAD 0.09B
PFAE:CA Picton Mahoney Fortified .. 3.05 % 0.00 %

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CAD 0.10B
XESG:CA iShares ESG Aware MSCI Ca.. 2.84 % 0.00 %

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CAD 0.38B
XCSR:CA iShares ESG Advanced MSCI.. 2.32 % 0.00 %

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CAD 0.21B
ZQB:CA BMO High Quality Corporat.. 1.40 % 0.00 %

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CAD 0.03B
ESGB:CA BMO ESG Corporate Bond In.. 1.25 % 0.00 %

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CAD 0.06B
FQC:CA 0.00 % 1.01 %

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N/A
IDLV Invesco S&P International.. 0.00 % 0.25 %

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USD 0.39B
RCD:CA RBC Quant Canadian Divide.. 0.00 % 0.43 %

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CAD 0.15B
CIZ VictoryShares Developed E.. 0.00 % 0.45 %

N/A

USD 0.03B
ZCB:CA BMO Corporate Bond Index .. 0.00 % 0.17 %

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CAD 0.03B
TPRF:CA TD Active Preferred Share.. 0.00 % 0.51 %

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CAD 0.31B
RQH:CA 0.00 % 0.28 %

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TLV:CA Invesco S&P/TSX Composite.. 0.00 % 0.34 %

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CAD 0.08B
XDV:CA iShares Canadian Select D.. 0.00 % 0.55 %

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CAD 1.52B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

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CAD 0.11B
XFN:CA iShares S&P/TSX Capped Fi.. 0.00 % 0.61 %

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CAD 1.36B
XMV:CA iShares MSCI Canada Minim.. 0.00 % 0.33 %

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CAD 0.22B
ZST:CA BMO Ultra Short-Term Bond 0.00 % 0.17 %

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CAD 1.96B
BANK:CA Evolve Canadian Banks and.. 0.00 % 0.39 %

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CAD 0.18B
BNC:CA 0.00 % 0.68 %

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XCLR:CA 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -8.27% 6% D- 19% F
Dividend Return 2.25% 36% F 66% D+
Total Return -6.02% 6% D- 20% F
Trailing 12 Months  
Capital Gain -6.56% 13% F 22% F
Dividend Return 4.51% 83% B 64% D
Total Return -2.05% 13% F 24% F
Trailing 5 Years  
Capital Gain 20.74% 14% F 57% F
Dividend Return 26.70% 80% B- 82% B
Total Return 47.44% 14% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 7.45% 65% D 65% D
Dividend Return 11.90% 65% D 70% C-
Total Return 4.46% 71% C- 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 21.29% 35% F 50% F
Risk Adjusted Return 55.92% 82% B 78% C+
Market Capitalization 24.15B 70% C- 92% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 14.10 20% 66%
Price/Book Ratio 1.90 22% 44%
Price / Cash Flow Ratio 5.01 60% 61%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 13.68% 44% 70%
Return on Invested Capital 8.62% 58% 60%
Return on Assets 0.78% 38% 30%
Debt to Equity Ratio 42.23% 40% 65%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector