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

EQUITY | Insurance - Diversified | New York Stock Exchange

Last Closing

USD 64.29

Change

+0.66 (+1.04)%

Market Cap

USD 24.15B

Volume

0.55M

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: 2025-05-27 )

Largest Industry Peers for Insurance - Diversified

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

+3.07 (+0.61%)

USD 1,109.10B
BRK-A Berkshire Hathaway Inc

+3,756.87 (+0.50%)

USD 1,109.10B
AIG American International Group I..

+0.85 (+1.03%)

USD 47.04B
AEG Aegon NV ADR

+0.10 (+1.42%)

USD 11.06B
BNT Brookfield Wealth Solutions Lt..

+0.03 (+0.05%)

USD 10.47B
WDH Waterdrop Inc ADR

+0.01 (+0.70%)

USD 0.51B
FIHL Fidelis Insurance Holdings Lim..

+0.30 (+1.78%)

N/A

ETFs Containing SLF

SAFE:CA Global X Equal Weight Can.. 22.24 % 0.00 %

+0.07 (+0.35%)

CAD 2.65M
HFIN:CA Hamilton Enhanced Canadia.. 10.23 % 0.00 %

-0.03 (0.35%)

CAD 0.19B
HFN:CA Hamilton Canadian Financi.. 8.48 % 0.00 %

+0.06 (+0.35%)

CAD 0.01B
HMAX:CA Hamilton Canadian Financi.. 4.69 % 0.00 %

-0.04 (0.35%)

N/A
PDC:CA Invesco Canadian Dividend.. 4.10 % 0.55 %

-0.04 (0.35%)

CAD 0.79B
XFN:CA iShares S&P/TSX Capped Fi.. 4.07 % 0.61 %

-0.35 (0.35%)

CAD 1.73B
CEW:CA iShares Equal Weight Banc.. 0.00 % 0.60 %

-0.03 (0.35%)

CAD 0.23B
FLI:CA CI U.S. & Canada Lifeco C.. 0.00 % 0.92 %

-0.10 (0.35%)

CAD 0.09B
FQC:CA 0.00 % 1.01 %

N/A

N/A
ZCB:CA BMO Corporate Bond Index .. 0.00 % 0.17 %

+0.19 (+0.35%)

CAD 0.03B
CACB:CA CIBC Active Investment Gr.. 0.00 % 0.00 %

+0.02 (+0.35%)

CAD 1.74B
XESG:CA iShares ESG Aware MSCI Ca.. 0.00 % 0.00 %

-0.10 (0.35%)

CAD 0.46B
RQH:CA 0.00 % 0.28 %

N/A

N/A
XDV:CA iShares Canadian Select D.. 0.00 % 0.55 %

-0.01 (0.35%)

CAD 1.69B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

-0.18 (0.35%)

CAD 0.13B
ZST:CA BMO Ultra Short-Term Bond 0.00 % 0.17 %

-0.09 (0.35%)

CAD 3.91B
BANK:CA Evolve Canadian Banks and.. 0.00 % 0.39 %

+0.01 (+0.35%)

CAD 0.40B
BNC:CA Purpose Canadian Financia.. 0.00 % 0.68 %

+0.21 (+0.35%)

N/A
MCLC:CA Manulife Multifactor Cana.. 0.00 % 0.45 %

-0.17 (0.35%)

CAD 0.33B
XDIV:CA iShares Core MSCI Canadia.. 0.00 % 0.11 %

-0.02 (0.35%)

CAD 2.12B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

-0.24 (0.35%)

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 8.34% 38% F 81% B-
Dividend Return 0.99% 75% C 40% F
Total Return 9.33% 38% F 82% B
Trailing 12 Months  
Capital Gain 27.16% 100% F 89% A-
Dividend Return 4.72% 80% B- 71% C-
Total Return 31.88% 100% F 90% A-
Trailing 5 Years  
Capital Gain 84.11% 20% F 73% C
Dividend Return 28.39% 67% D+ 71% C-
Total Return 112.49% 20% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 6.91% 25% F 62% D
Dividend Return 11.11% 38% F 68% D+
Total Return 4.20% 100% F 75% C
Risk Return Profile  
Volatility (Standard Deviation) 16.09% 75% C 60% D-
Risk Adjusted Return 69.06% 50% F 80% B-
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.

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.

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.

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.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.