Sun Life Financial Inc. (PSE:SLF)

Sun Life Financial Statistics

Total Valuation

PSE:SLF has a market cap or net worth of PHP 1.93 trillion. The enterprise value is 2.23 trillion.

Market Cap	1.93T
Enterprise Value	2.23T

Important Dates

The last earnings date was Wednesday, November 5, 2025.

Earnings Date	Nov 5, 2025
Ex-Dividend Date	Aug 26, 2025

Share Statistics

Current Share Class	557.09M
Shares Outstanding	n/a
Shares Change (YoY)	-2.35%
Shares Change (QoQ)	-0.88%
Owned by Insiders (%)	0.03%
Owned by Institutions (%)	51.21%
Float	556.62M

Valuation Ratios

The trailing PE ratio is 15.45 and the forward PE ratio is 10.95.

PE Ratio	15.45
Forward PE	10.95
PS Ratio	1.34
PB Ratio	1.78
P/TBV Ratio	5.39
P/FCF Ratio	22.28
P/OCF Ratio	20.88
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 9.56, with an EV/FCF ratio of 25.70.

EV / Earnings	17.82
EV / Sales	1.54
EV / EBITDA	9.56
EV / EBIT	10.69
EV / FCF	25.70

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	45.41M
Profits Per Employee	3.93M
Employee Count	31,768
Asset Turnover	0.09
Inventory Turnover	n/a

Taxes

In the past 12 months, PSE:SLF has paid 44.84 billion in taxes.

Income Tax	44.84B
Effective Tax Rate	25.32%

Stock Price Statistics

The stock price has decreased by -1.71% in the last 52 weeks.

Beta (5Y)	n/a
52-Week Price Change	-1.71%
50-Day Moving Average	3,396.96
200-Day Moving Average	3,318.83
Relative Strength Index (RSI)	45.13
Average Volume (20 Days)	142

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, PSE:SLF had revenue of PHP 1.44 trillion and earned 124.94 billion in profits. Earnings per share was 219.63.

Revenue	1.44T
Gross Profit	585.49B
Operating Income	207.38B
Pretax Income	177.05B
Net Income	124.94B
EBITDA	231.93B
EBIT	207.38B
Earnings Per Share (EPS)	219.63

Balance Sheet

The company has 4.39 trillion in cash and 555.67 billion in debt, giving a net cash position of -189.56 billion.

Cash & Cash Equivalents	4.39T
Total Debt	555.67B
Net Cash	-189.56B
Net Cash Per Share	n/a
Equity (Book Value)	1.09T
Book Value Per Share	1,757.34
Working Capital	4.65T

Cash Flow

In the last 12 months, operating cash flow was 92.44 billion and capital expenditures -5.81 billion, giving a free cash flow of 86.62 billion.

Operating Cash Flow	92.44B
Capital Expenditures	-5.81B
Free Cash Flow	86.62B
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 141.11, which amounts to a dividend yield of 4.23%.

Dividend Per Share	141.11
Dividend Yield	4.23%
Dividend Growth (YoY)	6.61%
Years of Dividend Growth	4
Payout Ratio	64.25%
Buyback Yield	2.35%
Shareholder Yield	6.58%
Earnings Yield	6.47%
FCF Yield	4.49%

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