Sun Life Financial Inc. (LON:0VJA)

Sun Life Financial Statistics

Total Valuation

LON:0VJA has a market cap or net worth of GBP 24.14 billion. The enterprise value is 28.40 billion.

Market Cap	24.14B
Enterprise Value	28.40B

Important Dates

The next estimated earnings date is Wednesday, November 5, 2025.

Earnings Date	Nov 5, 2025
Ex-Dividend Date	Aug 27, 2025

Share Statistics

Current Share Class	562.11M
Shares Outstanding	n/a
Shares Change (YoY)	-1.96%
Shares Change (QoQ)	-1.04%
Owned by Insiders (%)	n/a
Owned by Institutions (%)	n/a
Float	560.01M

Valuation Ratios

The trailing PE ratio is 13.97 and the forward PE ratio is 10.68.

PE Ratio	13.97
Forward PE	10.68
PS Ratio	1.32
PB Ratio	1.79
P/TBV Ratio	5.25
P/FCF Ratio	10.91
P/OCF Ratio	10.56
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 9.22, with an EV/FCF ratio of 12.84.

EV / Earnings	16.44
EV / Sales	1.56
EV / EBITDA	9.22
EV / EBIT	10.25
EV / FCF	12.84

Financial Position

The company has a current ratio of 49.29, with a Debt / Equity ratio of 0.53.

Current Ratio	49.29
Quick Ratio	45.52
Debt / Equity	0.53
Debt / EBITDA	2.30
Debt / FCF	3.22
Interest Coverage	8.27

Financial Efficiency

Return on equity (ROE) is 13.61% and return on invested capital (ROIC) is 8.50%.

Return on Equity (ROE)	13.61%
Return on Assets (ROA)	0.90%
Return on Invested Capital (ROIC)	8.50%
Return on Capital Employed (ROCE)	1.39%
Revenue Per Employee	575,064
Profits Per Employee	54,397
Employee Count	31,768
Asset Turnover	0.09
Inventory Turnover	n/a

Taxes

In the past 12 months, LON:0VJA has paid 549.62 million in taxes.

Income Tax	549.62M
Effective Tax Rate	23.22%

Stock Price Statistics

The stock price has increased by +9.19% in the last 52 weeks. The beta is 0.97, so LON:0VJA's price volatility has been similar to the market average.

Beta (5Y)	0.97
52-Week Price Change	+9.19%
50-Day Moving Average	83.68
200-Day Moving Average	73.30
Relative Strength Index (RSI)	43.59
Average Volume (20 Days)	918

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, LON:0VJA had revenue of GBP 18.27 billion and earned 1.73 billion in profits. Earnings per share was 3.01.

Revenue	18.27B
Gross Profit	7.41B
Operating Income	2.78B
Pretax Income	2.37B
Net Income	1.73B
EBITDA	3.10B
EBIT	2.78B
Earnings Per Share (EPS)	3.01

Balance Sheet

The company has 52.78 billion in cash and 7.12 billion in debt, giving a net cash position of -3.05 billion.

Cash & Cash Equivalents	52.78B
Total Debt	7.12B
Net Cash	-3.05B
Net Cash Per Share	n/a
Equity (Book Value)	13.48B
Book Value Per Share	21.75
Working Capital	56.16B

Cash Flow

In the last 12 months, operating cash flow was 2.29 billion and capital expenditures -72.78 million, giving a free cash flow of 2.21 billion.

Operating Cash Flow	2.29B
Capital Expenditures	-72.78M
Free Cash Flow	2.21B
FCF Per Share	n/a

Margins

Gross margin is 40.59%, with operating and profit margins of 15.24% and 9.69%.

Gross Margin	40.59%
Operating Margin	15.24%
Pretax Margin	12.95%
Profit Margin	9.69%
EBITDA Margin	16.94%
EBIT Margin	15.24%
FCF Margin	12.11%

Dividends & Yields

This stock pays an annual dividend of 1.88, which amounts to a dividend yield of 2.34%.

Dividend Per Share	1.88
Dividend Yield	2.34%
Dividend Growth (YoY)	2.78%
Years of Dividend Growth	9
Payout Ratio	60.61%
Buyback Yield	1.96%
Shareholder Yield	4.30%
Earnings Yield	7.16%
FCF Yield	9.16%

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	5