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	Jul '26 Jul 10, 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 Cap	62,711	47,450	48,982	40,174	36,855	41,260
Market Cap Growth	24.89%	-3.13%	21.93%	9.00%	-10.68%	24.59%
Enterprise Value	70,393	48,410	49,554	40,792	37,213	43,019
Last Close Price	113.18	85.68	85.35	68.72	62.85	70.41
PE Ratio	21.08	13.93	16.23	13.06	12.85	10.52
Forward PE	14.02	11.11	11.59	10.55	10.05	11.03
PEG Ratio	-	1.34	1.34	1.34	1.34	1.34
PS Ratio	1.80	1.36	1.47	1.31	1.33	1.16
PB Ratio	2.42	1.93	1.92	1.70	1.64	1.57
P/TBV Ratio	6.23	4.93	4.50	4.29	4.07	2.53
P/FCF Ratio	12.02	16.95	19.35	7.16	8.55	-
P/OCF Ratio	11.71	16.95	19.35	7.16	8.55	-
EV/Sales Ratio	2.02	1.39	1.49	1.33	1.35	1.21
EV/EBITDA Ratio	13.62	9.09	9.90	9.10	9.14	1.29
EV/EBIT Ratio	15.13	9.09	9.90	9.10	9.14	1.29
EV/FCF Ratio	13.49	17.30	19.57	7.27	8.63	-
Asset Turnover	0.09	0.09	0.09	0.09	0.08	0.11
Return on Equity (ROE)	12.85%	14.65%	13.11%	14.73%	12.09%	16.20%
Return on Assets (ROA)	0.94%	1.09%	1.08%	1.20%	1.03%	8.56%
Return on Invested Capital (ROIC)	14.55%	16.26%	15.12%	16.80%	13.57%	106.05%
Return on Capital Employed (ROCE)	1.19%	1.38%	1.42%	1.36%	1.22%	9.98%
Earnings Yield	4.80%	7.18%	6.16%	7.65%	7.78%	9.50%
FCF Yield	8.32%	5.90%	5.17%	13.97%	11.70%	-
Dividend Yield	3.25%	0.00%	0.00%	0.00%	0.00%	0.00%
Payout Ratio	67.94%	0.00%	0.00%	0.00%	0.00%	0.00%
Buyback Yield / Dilution	2.89%	2.75%	1.19%	0.00%	0.17%	-0.17%
Total Shareholder Return	6.14%	2.75%	1.19%	0.00%	0.17%	-0.17%