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

EQUITY | Insurance - Diversified | New York Stock Exchange

Last Closing

USD 51.57

Change

+0.46 (+0.90)%

Market Cap

USD 24.15B

Volume

0.49M

Analyst Target

USD 45.65
Analyst Rating

Verdict

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: 2024-04-22 )

Largest Industry Peers for Insurance - Diversified

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

+2.02 (+0.51%)

USD 861.93B
BRK-A Berkshire Hathaway Inc

+4,313.44 (+0.72%)

USD 861.92B
AIG American International Group I..

+2.29 (+3.02%)

USD 51.10B
EQH Axa Equitable Holdings Inc

-0.36 (-0.93%)

USD 12.09B
AEG Aegon NV ADR

+0.02 (+0.32%)

USD 11.02B
ORI Old Republic International Cor..

+0.36 (+1.19%)

USD 8.08B
ATH-PA Athene Holding Ltd

+0.14 (+0.60%)

USD 7.31B
FIHL Fidelis Insurance Holdings Lim..

+0.40 (+2.16%)

USD 2.29B
WDH Waterdrop Inc ADR

+0.02 (+1.72%)

USD 0.47B
ATH-PB Athene Holding Ltd

+0.21 (+1.02%)

N/A

ETFs Containing SLF

HFIN:CA Hamilton Enhanced Canadia.. 9.78 % 0.00 %

-0.04 (-0.27%)

CAD 0.12B
XDIV:CA iShares Core MSCI Canadia.. 8.92 % 0.11 %

+0.05 (+-0.27%)

CAD 1.17B
HMAX:CA Hamilton Canadian Financi.. 5.11 % 0.00 %

+0.04 (+-0.27%)

CAD 0.73B
CDEF:CA Manulife Smart Defensive .. 2.56 % 0.00 %

N/A

CAD 1.24M
PFAA:CA Picton Mahoney Fortified .. 1.77 % 0.00 %

-0.03 (-0.27%)

CAD 0.10B
CEW:CA iShares Equal Weight Banc.. 0.00 % 0.60 %

+0.01 (+-0.27%)

CAD 0.19B
FLI:CA CI U.S. & Canada Lifeco C.. 0.00 % 0.92 %

-0.05 (-0.27%)

CAD 0.08B
FQC:CA 0.00 % 1.01 %

N/A

N/A
IDLV Invesco S&P International.. 0.00 % 0.25 %

+0.37 (+-0.27%)

USD 0.39B
RCD:CA RBC Quant Canadian Divide.. 0.00 % 0.43 %

+0.05 (+-0.27%)

CAD 0.14B
CIZ VictoryShares Developed E.. 0.00 % 0.45 %

+0.45 (+-0.27%)

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

+0.13 (+-0.27%)

CAD 0.03B
TPRF:CA TD Active Preferred Share.. 0.00 % 0.51 %

+0.06 (+-0.27%)

CAD 0.31B
XESG:CA iShares ESG Aware MSCI Ca.. 0.00 % 0.00 %

+0.09 (+-0.27%)

CAD 0.38B
RQH:CA 0.00 % 0.28 %

N/A

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

+0.28 (+-0.27%)

CAD 0.08B
XDV:CA iShares Canadian Select D.. 0.00 % 0.55 %

+0.07 (+-0.27%)

CAD 1.51B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

+0.04 (+-0.27%)

CAD 0.11B
XFN:CA iShares S&P/TSX Capped Fi.. 0.00 % 0.61 %

+0.07 (+-0.27%)

CAD 1.39B
ZST:CA BMO Ultra Short-Term Bond 0.00 % 0.17 %

+0.01 (+-0.27%)

CAD 1.64B
BANK:CA Evolve Canadian Banks and.. 0.00 % 0.39 %

+0.05 (+-0.27%)

CAD 0.15B
BNC:CA 0.00 % 0.68 %

N/A

N/A
ESGA:CA BMO MSCI Canada ESG Leade.. 0.00 % 0.00 %

N/A

CAD 0.09B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

+0.21 (+-0.27%)

CAD 0.09B
XCSR:CA iShares ESG Advanced MSCI.. 0.00 % 0.00 %

+0.13 (+-0.27%)

CAD 0.20B
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 -0.56% 19% F 45% F
Dividend Return 1.11% 36% F 53% F
Total Return 0.55% 19% F 45% F
Trailing 12 Months  
Capital Gain 6.90% 43% F 58% F
Dividend Return 4.67% 82% B 66% D+
Total Return 11.58% 50% F 59% D-
Trailing 5 Years  
Capital Gain 26.68% 29% F 64% D
Dividend Return 25.68% 80% B- 82% B
Total Return 52.36% 29% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 6.79% 57% F 64% D
Dividend Return 11.29% 57% F 69% C-
Total Return 4.50% 82% B 78% C+
Risk Return Profile  
Volatility (Standard Deviation) 21.64% 43% F 52% F
Risk Adjusted Return 52.15% 79% B- 77% C+
Market Capitalization 24.15B 70% C- 92% 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 33% 62%
Price/Book Ratio 1.98 22% 43%
Price / Cash Flow Ratio 5.57 75% 57%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 13.98% 33% 70%
Return on Invested Capital 8.62% 64% 59%
Return on Assets 0.79% 47% 30%
Debt to Equity Ratio 42.23% 43% 65%

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow 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.

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.

Positive cash flow

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

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 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

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.