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

PREFERRED STOCK | Insurance - Diversified |

Last Closing

CAD 19.05

Change

0.00 (0.00)%

Market Cap

CAD 38.61B

Volume

N/A

Analyst Target

N/A
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)

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Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Insurance - Diversified

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

-0.48 (-0.61%)

CAD 45.27B
SLF-PJ:CA Sun Life Financial Inc

+0.20 (+1.23%)

CAD 38.01B
SLF-PE:CA Sun Life Financial Sr 5 Prf

+0.11 (+0.54%)

CAD 31.65B
IAG:CA iA Financial Corporation Inc

+0.79 (+0.69%)

CAD 11.12B
BNRE:CA BROOKFIELD REINSURANCE LTD

+0.61 (+0.82%)

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

+0.61 (+0.82%)

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

+0.18 (+0.90%)

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

+0.12 (+0.75%)

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

-0.02 (-0.10%)

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

+0.02 (+0.11%)

N/A

ETFs Containing SLF-PK:CA

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 -7.25% 20% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -7.25% 20% F 20% F
Trailing 12 Months  
Capital Gain -1.55% 20% F 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.55% 20% F 20% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -2.21% 10% F 21% F
Dividend Return 1.49% 10% F 33% F
Total Return 3.70% 40% F 81% B-
Risk Return Profile  
Volatility (Standard Deviation) 11.31% 90% A- 67% D+
Risk Adjusted Return 13.16% 10% F 33% F
Market Capitalization 38.61B 83% B 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:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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 Earnings Growth

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

Superior Revenue Growth

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

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

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