Sun Life Financial Inc. Website

Sun Life Financial Inc.

TSX-SLF

Basic

  • Market Cap

    CA$39.66B

  • EV

    CA$44.02B

  • Shares Out

    578.41M

  • Revenue

    CA$31.41B

  • Employees

    30,941

Margins

  • Gross

    46.18%

  • EBITDA

    14.96%

  • Operating

    13.38%

  • Pre-Tax

    12.2%

  • Net

    10.12%

  • FCF

    9.42%

Returns (5Yr Avg)

  • ROA

    0.97%

  • ROTA

    13.74%

  • ROE

    11.9%

  • ROCE

    1.26%

  • ROIC

    1.5%

Valuation (TTM)

  • P/E

    —

  • P/B

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • P/FCF

    —

  • EV/Gross Profit

    —

Valuation (NTM)

  • Price Target

    CA$74.77

  • P/E

    —

  • PEG

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • P/FCF

    —

Financial Health

  • Cash

    CA$8,050M

  • Net Debt

    CA$2,016M

  • Debt/Equity

    0.41

  • EBIT/Interest

    7.3

Growth (CAGR)

  • Rev 3Yr

    -6.47%

  • Rev 5Yr

    -0.62%

  • Rev 10Yr

    6.62%

  • Dil EPS 3Yr

    1.65%

  • Dil EPS 5Yr

    5.25%

  • Dil EPS 10Yr

    14.52%

  • Rev Fwd 2Yr

    7.64%

  • EBITDA Fwd 2Yr

    13.21%

  • EPS Fwd 2Yr

    6.58%

  • EPS LT Growth Est

    8%

Dividends

  • Yield

    —

  • Payout

    57.81%

  • DPS

    CA$3.06

  • DPS Growth 3Yr

    11.63%

  • DPS Growth 5Yr

    9.43%

  • DPS Growth 10Yr

    7.83%

  • DPS Growth Fwd 2Yr

    6.69%

Select a metric from the list below to chart it

Dec '14

Dec '15

Dec '16

Dec '17

Dec '18

Dec '19

Dec '20

Dec '21

Dec '22

Dec '23

LTM

Dec '24 (E)

Dec '25 (E)

Dec '26 (E)

Metric
Dec '14
Dec '15
Dec '16
Dec '17
Dec '18
Dec '19
Dec '20
Dec '21
Dec '22
Dec '23
LTM

Premiums and Annuity Revenues

20,288

23,738

23,053

18,902

21,356

21,614

Total Interest And Dividend Income

5,855

5,407

6,272

1,570

1,993

2,209

Gain (Loss) on Sale of Investments, Total

7,285

7,311

-1,639

—

—

—

Other Revenues, Total

6,251

6,881

8,002

7,295

7,501

7,584

Total Revenues

39,679

43,337

35,688

27,767

30,850

31,407

Total Revenues % Chg.

47%

9.2%

-17.7%

-22.2%

11.1%

8.1%

Policy Benefits

28,618

31,890

21,207

13,690

15,319

15,526

Policy Acquisition / Underwriting Costs, Total

2,417

—

—

1,163

1,376

1,376

Selling General & Admin Expenses, Total

7,018

10,430

11,808

8,743

9,997

10,302

Other Operating Expenses

406

—

—

—

—

—

Reinsurance Income Or Expense

2,131

2,353

2,425

—

—

—

Total Operating Expenses

36,328

39,967

30,590

23,596

26,692

27,204

Operating Income

3,351

3,370

5,098

4,171

4,158

4,203

Interest Expense, Total

-333

-355

-327

-445

-552

-576

Currency Exchange Gains (Loss)

—

—

—

—

—

—

—

—

5

-23

-23

Other Non Operating Income (Expenses)

—

—

—

—

—

—

—

—

—

67

67

EBT, Excl. Unusual Items

3,018

3,015

4,771

3,731

3,650

3,671

Restructuring Charges

—

—

—

—

—

—

—

—

—

Impairment of Goodwill

—

—

—

—

—

—

—

—

-170

—

—

Gain (Loss) on Sale of Assets

—

—

—

—

—

—

—

—

—

102

—

Asset Writedown

—

—

—

-15

-11

-9

-18

—

—

Other Unusual Items

—

—

—

—

—

—

—

—

—

—

161

EBT, Incl. Unusual Items

3,003

3,004

4,762

3,543

3,752

3,832

Income Tax Expense

286

495

727

546

461

545

Earnings From Continuing Operations

2,717

2,509

4,035

2,997

3,291

3,287

Minority Interest

—

—

—

—

—

-4

-11

—

-56

-126

-110

Net Income

2,713

2,498

4,035

2,941

3,165

3,177

Preferred Dividend and Other Adjustments

95

94

101

70

79

79

Net Income to Common Incl Extra Items

2,618

2,404

3,934

2,871

3,086

3,098

Net Income to Common Excl. Extra Items

2,618

2,404

3,934

2,871

3,086

3,098

Total Shares Outstanding

587.8

585.1

586

586.4

584.6

582.5

Weighted Avg. Shares Outstanding

592

585

586

586

586

585.3

Weighted Avg. Shares Outstanding Dil

597

589

590

589

589

588.3

EPS

4.4

4.1

6.7

4.9

5.3

5.3

EPS Diluted

4.4

4.1

6.7

4.9

5.3

5.3

EBITDA

3,656

3,698

5,457

4,586

4,638

4,699.3

Effective Tax Rate

9.5%

16.5%

15.3%

15.4%

12.3%

14.2%