Sun Life Financial Inc. (FRA:LIE)

Sun Life Financial Statistics

Total Valuation

FRA:LIE has a market cap or net worth of EUR 29.49 billion. The enterprise value is 33.87 billion.

Market Cap	29.49B
Enterprise Value	33.87B

Important Dates

The next estimated earnings date is Wednesday, February 11, 2026.

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

Share Statistics

Current Share Class	553.80M
Shares Outstanding	n/a
Shares Change (YoY)	-2.35%
Shares Change (QoQ)	-0.88%
Owned by Insiders (%)	0.02%
Owned by Institutions (%)	50.39%
Float	553.34M

Valuation Ratios

The trailing PE ratio is 16.13 and the forward PE ratio is 11.23.

PE Ratio	16.13
Forward PE	11.23
PS Ratio	1.40
PB Ratio	1.85
P/TBV Ratio	5.63
P/FCF Ratio	23.27
P/OCF Ratio	21.80
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 9.84, with an EV/FCF ratio of 26.72.

EV / Earnings	18.53
EV / Sales	1.58
EV / EBITDA	9.84
EV / EBIT	11.01
EV / FCF	26.72

Financial Position

The company has a current ratio of 53.42, with a Debt / Equity ratio of 0.51.

Current Ratio	53.42
Quick Ratio	49.70
Debt / Equity	0.51
Debt / EBITDA	2.40
Debt / FCF	6.41
Interest Coverage	8.62

Financial Efficiency

Return on equity (ROE) is 12.18% and return on invested capital (ROIC) is 9.52%.

Return on Equity (ROE)	12.18%
Return on Assets (ROA)	0.82%
Return on Invested Capital (ROIC)	9.52%
Return on Capital Employed (ROCE)	1.26%
Weighted Average Cost of Capital (WACC)	n/a
Revenue Per Employee	664,265
Profits Per Employee	57,534
Employee Count	31,768
Asset Turnover	0.09
Inventory Turnover	n/a

Taxes

In the past 12 months, FRA:LIE has paid 655.95 million in taxes.

Income Tax	655.95M
Effective Tax Rate	25.32%

Stock Price Statistics

The stock price has decreased by -6.25% in the last 52 weeks.

Beta (5Y)	n/a
52-Week Price Change	-6.25%
50-Day Moving Average	51.55
200-Day Moving Average	52.04
Relative Strength Index (RSI)	50.63
Average Volume (20 Days)	67

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 21.10 billion and earned 1.83 billion in profits. Earnings per share was 3.21.

Revenue	21.10B
Gross Profit	8.57B
Operating Income	3.03B
Pretax Income	2.59B
Net Income	1.83B
EBITDA	3.39B
EBIT	3.03B
Earnings Per Share (EPS)	3.21

Balance Sheet

The company has 64.27 billion in cash and 8.13 billion in debt, with a net cash position of -2.77 billion.

Cash & Cash Equivalents	64.27B
Total Debt	8.13B
Net Cash	-2.77B
Net Cash Per Share	n/a
Equity (Book Value)	15.90B
Book Value Per Share	25.71
Working Capital	67.97B

Cash Flow

In the last 12 months, operating cash flow was 1.35 billion and capital expenditures -85.05 million, giving a free cash flow of 1.27 billion.

Operating Cash Flow	1.35B
Capital Expenditures	-85.05M
Free Cash Flow	1.27B
FCF Per Share	n/a

Margins

Gross margin is 40.59%, with operating and profit margins of 14.38% and 8.89%.

Gross Margin	40.59%
Operating Margin	14.38%
Pretax Margin	12.27%
Profit Margin	8.89%
EBITDA Margin	16.08%
EBIT Margin	14.38%
FCF Margin	6.01%

Dividends & Yields

This stock pays an annual dividend of 2.23, which amounts to a dividend yield of 4.25%.

Dividend Per Share	2.23
Dividend Yield	4.25%
Dividend Growth (YoY)	2.08%
Years of Dividend Growth	11
Payout Ratio	66.18%
Buyback Yield	2.35%
Shareholder Yield	6.61%
Earnings Yield	6.20%
FCF Yield	4.30%

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	3