Sun Life Financial Ratios and Metrics

Market cap in millions CAD. Fiscal year is January - December.

Millions CAD. Fiscal year is Jan - Dec.

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Feb '26 Feb 19, 2026	Dec '25 Dec 31, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021
Market Capitalization	50,314	47,608	49,104	40,155	36,854	41,261
Market Cap Growth	5.87%	-3.05%	22.29%	8.95%	-10.68%	24.61%
Enterprise Value	66,143	54,668	53,427	39,982	39,899	41,042
PE Ratio	14.77	13.71	16.11	13.01	12.84	10.49
PS Ratio	1.44	1.37	1.48	1.30	1.33	1.16
PB Ratio	1.97	1.87	1.88	1.66	1.61	1.47
P/FCF Ratio	18.96	17.94	20.55	7.38	8.55	-
P/OCF Ratio	17.98	17.01	19.39	7.16	8.55	-
EV/Sales Ratio	1.90	1.57	1.61	1.30	1.44	1.15
EV/EBITDA Ratio	11.50	9.51	9.77	8.61	8.70	7.52
EV/EBIT Ratio	12.63	10.44	10.79	9.60	9.57	8.05
EV/FCF Ratio	24.92	20.60	22.36	7.35	9.26	-
Debt / Equity Ratio	0.90	0.90	0.80	0.79	0.85	0.53
Debt / EBITDA Ratio	4.00	4.00	3.80	4.09	4.25	2.74
Debt / FCF Ratio	8.67	8.67	8.69	3.49	4.52	-
Net Debt / Equity Ratio	0.52	0.52	0.41	0.32	0.44	0.25
Net Debt / EBITDA Ratio	2.32	2.32	1.95	1.68	2.20	1.31
Net Debt / FCF Ratio	5.02	5.02	4.45	1.44	2.35	-3.68
Quick Ratio	7.33	7.33	6.54	6.13	6.13	11.27
Current Ratio	8.00	8.00	7.25	6.84	6.88	11.91
Asset Turnover	0.09	0.09	0.09	0.09	0.08	0.11
Return on Equity (ROE)	13.90%	13.90%	12.94%	13.98%	11.76%	14.96%
Return on Assets (ROA)	0.85%	0.85%	0.88%	0.79%	0.78%	0.95%
Return on Invested Capital (ROIC)	9.30%	8.56%	8.33%	8.54%	8.26%	10.77%
Earnings Yield	6.90%	7.46%	6.37%	7.88%	7.98%	9.78%
FCF Yield	5.27%	5.58%	4.87%	13.55%	11.70%	-4.70%
Dividend Yield	4.05%	4.11%	3.96%	4.76%	5.00%	3.91%
Payout Ratio	58.12%	58.12%	62.70%	59.46%	56.82%	35.39%
Buyback Yield / Dilution	2.75%	2.75%	1.19%	-	0.17%	-0.17%
Total Shareholder Return	6.80%	6.86%	5.15%	4.76%	5.17%	3.74%

Updated Dec 31, 2025. Source: S&P Global Market Intelligence. Insurance template. Financial Sources.