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

COMMON STOCK | Insurance - Diversified |

Last Closing

CAD 79.11

Change

+1.02 (+1.31)%

Market Cap

CAD 45.13B

Volume

0.95M

Analyst Target

CAD 58.15
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Sun Life Financial Inc., a financial services company, provides savings, retirement, and pension products worldwide. The company operates in five segments: Asset Management, Canada, U.S., Asia, and Corporate. It offers various insurance products, such as term and permanent life; personal health, which includes prescription drugs, dental, and vision care; critical illness; long-term care; and disability, as well as reinsurance. The company also provides advice for financial planning and retirement planning services; investments products, such as mutual funds, segregated funds, and annuities; and asset and investment management products consisting of pooled funds, institutional portfolios, and pension funds. In addition, it offers real estate services; manages equity capital in various private and listed funds, as well as mezzanine debt, middle market direct lending, high-yield bonds, and syndicated loans; and operates as an investment grade fixed income investor, real estate investment management advisor, infrastructure investment manager, and alternative credit investment manager. The company was formerly known as Sun Life Financial Services of Canada Inc. and changed its name to Sun Life Financial Inc. in July 2003. Sun Life Financial Inc. was founded in 1871 and is headquartered in Toronto, Canada.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-04 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
SLF-PK:CA Sun Life Financial Inc

+0.15 (+0.78%)

CAD 38.67B
SLF-PJ:CA Sun Life Financial Inc

N/A

CAD 38.36B
SLF-PE:CA Sun Life Financial Sr 5 Prf

N/A

CAD 32.26B
IAG:CA iA Financial Corporation Inc

+1.06 (+0.93%)

CAD 10.59B
BNRE:CA BROOKFIELD REINSURANCE LTD

N/A

CAD 9.30B
BNT:CA Brookfield Wealth Solutions Lt..

+0.41 (+0.57%)

N/A
SLF-PC:CA Sun Life Financial Sr 3 Prf

+0.06 (+0.29%)

N/A
SLF-PH:CA Sun Lif Non Cum Rst Cl A 10R P..

+0.25 (+1.30%)

N/A
SLF-PD:CA Sun Life Financial Sr 4 Prf

-0.10 (-0.48%)

N/A
SLF-PG:CA Sun Life Non Cum Rat 8R Cl A P..

N/A

N/A

ETFs Containing SLF:CA

RQK:CA 6.38 % 0.29 %

N/A

N/A
NSCB:CA NBI Sustainable Canadian .. 3.61 % 0.00 %

N/A

CAD 2.78B
ZQB:CA BMO High Quality Corporat.. 1.40 % 0.00 %

-0.15 (-0.52%)

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

N/A

CAD 0.06B
CEW WisdomTree Emerging Curre.. 0.00 % 1.44 %

+0.05 (+-0.52%)

USD 7.52M
CRQ.A:CA 0.00 % 1.55 %

N/A

N/A
FIE.A:CA 0.00 % 1.78 %

N/A

N/A
HEF.A:CA 0.00 % 1.61 %

N/A

N/A
HEX.A:CA 0.00 % 1.60 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.12% 70% C- 63% D
Dividend Return 3.49% 100% F 73% C
Total Return 18.61% 70% C- 68% D+
Trailing 12 Months  
Capital Gain 19.59% 22% F 51% F
Dividend Return 4.81% 60% D- 71% C-
Total Return 24.40% 40% F 56% F
Trailing 5 Years  
Capital Gain 37.03% 86% B+ 61% D-
Dividend Return 20.65% 71% C- 75% C
Total Return 57.68% 86% B+ 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.42% N/A N/A 63% D
Dividend Return 11.24% N/A N/A 70% C-
Total Return 3.82% N/A N/A 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 15.45% N/A N/A 72% C
Risk Adjusted Return 72.75% N/A N/A 85% B
Market Capitalization 45.13B 100% F 96% N/A

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:
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.

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