LIE:F:F-Sun Life Financial Inc (EUR)

COMMON STOCK | Insurance - Diversified |

Last Closing

USD 56.5

Change

0.00 (0.00)%

Market Cap

USD 33.68B

Volume

33.00

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: 2024-12-25 )

Largest Industry Peers for Insurance - Diversified

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BRYN:F Berkshire Hathaway Inc

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ALV:F Allianz SE

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ALVE:F ALLIANZ SE UNSP.ADR 1/10

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AXAA:F AXA SA

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AXA:F AXA SA

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ASG:F Assicurazioni Generali S.p.A.

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AINN:F American International Group I..

N/A

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ASG0:F ASS.GENERALI ADR 1/2/EO 1

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USD 41.20B

ETFs Containing LIE:F

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 21.77% 63% D 73% C
Dividend Return 6.98% 57% F 60% D-
Total Return 28.75% 60% D- 69% C-
Trailing 12 Months  
Capital Gain 21.77% 60% D- 72% C
Dividend Return 6.98% 57% F 59% D-
Total Return 28.75% 60% D- 69% C-
Trailing 5 Years  
Capital Gain 39.85% 56% F 69% C-
Dividend Return 33.44% 77% C+ 61% D-
Total Return 73.29% 56% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 9.97% 53% F 66% D+
Dividend Return 12.93% 58% F 64% D
Total Return 2.96% 63% D 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 18.07% 45% F 72% C
Risk Adjusted Return 71.58% 45% F 81% B-
Market Capitalization 33.68B 71% C- 94% A

Annual Financials (EUR)

Quarterly Financials (EUR)

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:
Positive cash flow

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

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.

Poor return on assets

The company management has delivered below median return on assets 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.

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