Sun Life Financial Inc. (FRA:LIE)

Sun Life Financial Statistics

Total Valuation

FRA:LIE has a market cap or net worth of EUR 31.19 billion. The enterprise value is 41.00 billion.

Market Cap	31.19B
Enterprise Value	41.00B

Important Dates

The last earnings date was Wednesday, February 11, 2026.

Earnings Date	Feb 11, 2026
Ex-Dividend Date	Nov 26, 2025

Share Statistics

Current Share Class	553.87M
Shares Outstanding	n/a
Shares Change (YoY)	-2.75%
Shares Change (QoQ)	-1.24%
Owned by Insiders (%)	n/a
Owned by Institutions (%)	n/a
Float	553.41M

Valuation Ratios

The trailing PE ratio is 14.46 and the forward PE ratio is 11.53.

PE Ratio	14.46
Forward PE	11.53
PS Ratio	1.44
PB Ratio	1.97
P/TBV Ratio	6.05
P/FCF Ratio	18.92
P/OCF Ratio	17.94
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 11.50, with an EV/FCF ratio of 24.87.

EV / Earnings	19.01
EV / Sales	1.90
EV / EBITDA	11.50
EV / EBIT	12.63
EV / FCF	24.87

Financial Position

The company has a current ratio of 8.00, with a Debt / Equity ratio of 0.90.

Current Ratio	8.00
Quick Ratio	7.33
Debt / Equity	0.90
Debt / EBITDA	4.00
Debt / FCF	8.67
Interest Coverage	9.96

Financial Efficiency

Return on equity (ROE) is 13.90% and return on invested capital (ROIC) is 9.30%.

Return on Equity (ROE)	13.90%
Return on Assets (ROA)	0.85%
Return on Invested Capital (ROIC)	9.30%
Return on Capital Employed (ROCE)	1.36%
Weighted Average Cost of Capital (WACC)	n/a
Revenue Per Employee	673,877
Profits Per Employee	67,081
Employee Count	32,151
Asset Turnover	0.09
Inventory Turnover	n/a

Taxes

In the past 12 months, FRA:LIE has paid 631.11 million in taxes.

Income Tax	631.11M
Effective Tax Rate	22.07%

Stock Price Statistics

The stock price has increased by +3.74% in the last 52 weeks.

Beta (5Y)	n/a
52-Week Price Change	+3.74%
50-Day Moving Average	53.09
200-Day Moving Average	52.33
Relative Strength Index (RSI)	56.04
Average Volume (20 Days)	9

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	n/a

Income Statement

In the last 12 months, FRA:LIE had revenue of EUR 21.67 billion and earned 2.16 billion in profits. Earnings per share was 3.82.

Revenue	21.67B
Gross Profit	8.81B
Operating Income	3.25B
Pretax Income	2.86B
Net Income	2.16B
EBITDA	3.57B
EBIT	3.25B
Earnings Per Share (EPS)	3.82

Balance Sheet

The company has 62.01 billion in cash and 14.29 billion in debt, with a net cash position of -8.28 billion.

Cash & Cash Equivalents	62.01B
Total Debt	14.29B
Net Cash	-8.28B
Net Cash Per Share	n/a
Equity (Book Value)	15.83B
Book Value Per Share	25.79
Working Capital	61.74B

Cash Flow

In the last 12 months, operating cash flow was 1.74 billion and capital expenditures -90.07 million, giving a free cash flow of 1.65 billion.

Operating Cash Flow	1.74B
Capital Expenditures	-90.07M
Free Cash Flow	1.65B
FCF Per Share	n/a

Margins

Gross margin is 40.65%, with operating and profit margins of 15.02% and 10.18%.

Gross Margin	40.65%
Operating Margin	15.02%
Pretax Margin	13.20%
Profit Margin	10.18%
EBITDA Margin	16.49%
EBIT Margin	15.02%
FCF Margin	7.61%

Dividends & Yields

This stock pays an annual dividend of 2.23, which amounts to a dividend yield of 4.02%.

Dividend Per Share	2.23
Dividend Yield	4.02%
Dividend Growth (YoY)	2.08%
Years of Dividend Growth	11
Payout Ratio	58.12%
Buyback Yield	2.75%
Shareholder Yield	6.77%
Earnings Yield	6.92%
FCF Yield	5.29%

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

Altman Z-Score	n/a
Piotroski F-Score	4