SLF:CA:TSX-Sun Life Financial Inc. (CAD)

EQUITY | Insurance - Diversified | Toronto Stock Exchange

Last Closing

CAD 65.34

Change

0.00 (0.00)%

Market Cap

CAD 32.49B

Volume

2.38M

Analyst Target

CAD 58.15
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)

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

ETFs Containing SLF:CA

RQK:CA 6.38 % 0.29 %

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CEW WisdomTree Emerging Curre.. 0.00 % 1.44 %

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USD 7.09M
CRQ.A:CA 0.00 % 1.55 %

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FIE.A:CA 0.00 % 1.78 %

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HEF.A:CA 0.00 % 1.61 %

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HEX.A:CA 0.00 % 1.60 %

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Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -4.92% 30% F 15% F
Dividend Return 2.31% 60% D- 68% D+
Total Return -2.60% 30% F 18% F
Trailing 12 Months  
Capital Gain -2.74% 20% F 23% F
Dividend Return 3.53% 40% F 59% D-
Total Return 0.79% 20% F 25% F
Trailing 5 Years  
Capital Gain 23.66% 50% F 56% F
Dividend Return 22.02% 100% F 87% B+
Total Return 45.68% 50% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 6.89% 70% C- 65% D
Dividend Return 10.67% 70% C- 71% C-
Total Return 3.78% 50% F 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 15.66% 70% C- 52% F
Risk Adjusted Return 68.13% 100% F 87% B+
Market Capitalization 32.49B 80% B- 96% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Diversified) Ratio vs. Market (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 14.10 10% 55%
Price/Book Ratio 1.92 50% 36%
Price / Cash Flow Ratio 12.62 10% 20%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 13.68% 30% 80%
Return on Invested Capital N/A N/A N/A
Return on Assets 0.78% 30% 34%
Debt to Equity Ratio 42.23% 10% 56%

Annual Financials (CAD)

Quarterly Financials (CAD)

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

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

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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 on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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