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

EQUITY | Insurance - Diversified | New York Stock Exchange

Last Closing

USD 53.94

Change

-0.76 (-1.39)%

Market Cap

USD 24.15B

Volume

1.00M

Analyst Target

USD 45.65
Analyst Rating

N/A

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: 2024-08-28 )

Largest Industry Peers for Insurance - Diversified

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

-3,630.02 (-0.54%)

USD 990.16B
BRK-B Berkshire Hathaway Inc

-3.26 (-0.72%)

USD 990.16B
AIG American International Group I..

-0.07 (-0.10%)

USD 47.12B
ACGLN Arch Capital Group Ltd

-0.22 (-1.07%)

USD 15.30B
ACGLO Arch Capital Group Ltd.

-0.27 (-1.13%)

USD 13.93B
EQH Axa Equitable Holdings Inc

+0.81 (+2.06%)

USD 12.96B
AEG Aegon NV ADR

+0.06 (+1.01%)

USD 9.59B
ATH-PA Athene Holding Ltd

-0.26 (-1.02%)

USD 7.98B
WDH Waterdrop Inc ADR

N/A

USD 0.40B
ATH-PC Athene Holding Ltd

-0.38 (-1.50%)

N/A

ETFs Containing SLF

CEW:CA iShares Equal Weight Banc.. 9.87 % 0.60 %

+0.12 (+0.32%)

CAD 0.21B
HFIN:CA Hamilton Enhanced Canadia.. 9.85 % 0.00 %

+0.05 (+0.32%)

CAD 0.15B
RQP:CA RBC Target 2027 Corporate.. 9.15 % 0.00 %

+0.04 (+0.32%)

CAD 0.62B
FLI:CA CI U.S. & Canada Lifeco C.. 9.02 % 0.92 %

+0.05 (+0.32%)

CAD 0.09B
HMAX:CA Hamilton Canadian Financi.. 4.69 % 0.00 %

+0.05 (+0.32%)

N/A
XESG:CA iShares ESG Aware MSCI Ca.. 2.76 % 0.00 %

+0.21 (+0.32%)

CAD 0.40B
XCSR:CA iShares ESG Advanced MSCI.. 2.24 % 0.00 %

+0.45 (+0.32%)

CAD 0.24B
CACB:CA CIBC Active Investment Gr.. 1.77 % 0.00 %

N/A

CAD 1.44B
FQC:CA 0.00 % 1.01 %

N/A

N/A
PDC:CA Invesco Canadian Dividend.. 0.00 % 0.55 %

+0.23 (+0.32%)

CAD 0.79B
CIZ VictoryShares Developed E.. 0.00 % 0.45 %

+0.08 (+0.32%)

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

+0.14 (+0.32%)

CAD 0.03B
RQH:CA 0.00 % 0.28 %

N/A

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

+0.17 (+0.32%)

CAD 0.09B
XDV:CA iShares Canadian Select D.. 0.00 % 0.55 %

+0.08 (+0.32%)

CAD 1.66B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

+0.21 (+0.32%)

CAD 0.12B
XFN:CA iShares S&P/TSX Capped Fi.. 0.00 % 0.61 %

+0.15 (+0.32%)

CAD 1.49B
XMV:CA iShares MSCI Canada Minim.. 0.00 % 0.33 %

+0.15 (+0.32%)

CAD 0.23B
ZST:CA BMO Ultra Short-Term Bond 0.00 % 0.17 %

+0.02 (+0.32%)

CAD 2.74B
BANK:CA Evolve Canadian Banks and.. 0.00 % 0.39 %

+0.04 (+0.32%)

CAD 0.23B
BNC:CA 0.00 % 0.68 %

N/A

N/A
XDIV:CA iShares Core MSCI Canadia.. 0.00 % 0.11 %

+0.16 (+0.32%)

CAD 1.56B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

+0.09 (+0.32%)

N/A
XCLR:CA 0.00 % 0.00 %

N/A

N/A

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 4.01% 18% F 44% F
Dividend Return 3.41% 77% C+ 70% C-
Total Return 7.42% 18% F 46% F
Trailing 12 Months  
Capital Gain 11.49% 29% F 55% F
Dividend Return 4.84% 85% B 66% D+
Total Return 16.34% 29% F 58% F
Trailing 5 Years  
Capital Gain 31.53% 25% F 61% D-
Dividend Return 25.84% 83% B 79% B-
Total Return 57.37% 38% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.54% 59% D- 64% D
Dividend Return 11.95% 59% D- 68% D+
Total Return 4.40% 77% C+ 76% C+
Risk Return Profile  
Volatility (Standard Deviation) 21.22% 41% F 49% F
Risk Adjusted Return 56.30% 65% D 75% C
Market Capitalization 24.15B N/A N/A N/A N/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 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Superior Dividend Growth

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

What to not like:
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