Sun Life Financial Inc. (LON:0VJA)

Sun Life Financial Statistics

Total Valuation

LON:0VJA has a market cap or net worth of GBP 25.70 billion. The enterprise value is 29.52 billion.

Market Cap	25.70B
Enterprise Value	29.52B

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	555.65M
Shares Outstanding	n/a
Shares Change (YoY)	-2.35%
Shares Change (QoQ)	-0.88%
Owned by Insiders (%)	0.03%
Owned by Institutions (%)	51.30%
Float	555.18M

Valuation Ratios

The trailing PE ratio is 16.11 and the forward PE ratio is 11.31.

PE Ratio	16.11
Forward PE	11.31
PS Ratio	1.40
PB Ratio	1.85
P/TBV Ratio	5.62
P/FCF Ratio	23.23
P/OCF Ratio	21.77
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 9.83, with an EV/FCF ratio of 26.69.

EV / Earnings	18.51
EV / Sales	1.58
EV / EBITDA	9.83
EV / EBIT	11.00
EV / FCF	26.69

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 7.99%.

Return on Equity (ROE)	12.18%
Return on Assets (ROA)	0.82%
Return on Invested Capital (ROIC)	7.99%
Return on Capital Employed (ROCE)	1.26%
Revenue Per Employee	579,811
Profits Per Employee	50,219
Employee Count	31,768
Asset Turnover	0.09
Inventory Turnover	n/a

Taxes

In the past 12 months, LON:0VJA has paid 572.55 million in taxes.

Income Tax	572.55M
Effective Tax Rate	25.32%

Stock Price Statistics

The stock price has increased by +1.33% 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	+1.33%
50-Day Moving Average	83.44
200-Day Moving Average	74.03
Relative Strength Index (RSI)	57.40
Average Volume (20 Days)	1,463

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 18.42 billion and earned 1.60 billion in profits. Earnings per share was 2.80.

Revenue	18.42B
Gross Profit	7.48B
Operating Income	2.65B
Pretax Income	2.26B
Net Income	1.60B
EBITDA	2.96B
EBIT	2.65B
Earnings Per Share (EPS)	2.80

Balance Sheet

The company has 56.10 billion in cash and 7.10 billion in debt, giving a net cash position of -2.42 billion.

Cash & Cash Equivalents	56.10B
Total Debt	7.10B
Net Cash	-2.42B
Net Cash Per Share	n/a
Equity (Book Value)	13.88B
Book Value Per Share	22.44
Working Capital	59.33B

Cash Flow

In the last 12 months, operating cash flow was 1.18 billion and capital expenditures -74.24 million, giving a free cash flow of 1.11 billion.

Operating Cash Flow	1.18B
Capital Expenditures	-74.24M
Free Cash Flow	1.11B
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 1.90, which amounts to a dividend yield of 2.23%.

Dividend Per Share	1.90
Dividend Yield	2.23%
Dividend Growth (YoY)	2.87%
Years of Dividend Growth	9
Payout Ratio	66.18%
Buyback Yield	2.35%
Shareholder Yield	4.58%
Earnings Yield	6.21%
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