Sun Life Financial Inc. (TSX:SLF)
Canada flag Canada · Delayed Price · Currency is CAD
97.01
+0.26 (0.27%)
May 13, 2026, 4:00 PM EST

Sun Life Financial Statistics

Total Valuation

TSX:SLF has a market cap or net worth of CAD 53.75 billion. The enterprise value is 61.43 billion.

Market Cap53.75B
Enterprise Value 61.43B

Important Dates

The last earnings date was Wednesday, May 6, 2026.

Earnings Date May 6, 2026
Ex-Dividend Date May 27, 2026

Share Statistics

TSX:SLF has 554.08 million shares outstanding. The number of shares has decreased by -2.89% in one year.

Current Share Class 554.08M
Shares Outstanding 554.08M
Shares Change (YoY) -2.89%
Shares Change (QoQ) +0.54%
Owned by Insiders (%) 0.22%
Owned by Institutions (%) 50.27%
Float 552.56M

Valuation Ratios

The trailing PE ratio is 18.07 and the forward PE ratio is 12.05.

PE Ratio 18.07
Forward PE 12.05
PS Ratio 1.54
PB Ratio 2.07
P/TBV Ratio 6.16
P/FCF Ratio 10.30
P/OCF Ratio 10.04
PEG Ratio n/a
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 11.88, with an EV/FCF ratio of 11.77.

EV / Earnings 20.42
EV / Sales 1.76
EV / EBITDA 11.88
EV / EBIT 13.20
EV / FCF 11.77

Financial Position

The company has a current ratio of 48.18, with a Debt / Equity ratio of 0.54.

Current Ratio 48.18
Quick Ratio 45.00
Debt / Equity 0.54
Debt / EBITDA 2.72
Debt / FCF 2.69
Interest Coverage 8.37

Financial Efficiency

Return on equity (ROE) is 11.97% and return on invested capital (ROIC) is 8.20%.

Return on Equity (ROE) 11.97%
Return on Assets (ROA) 0.75%
Return on Invested Capital (ROIC) 8.20%
Return on Capital Employed (ROCE) 1.18%
Weighted Average Cost of Capital (WACC) 7.57%
Revenue Per Employee 1.09M
Profits Per Employee 93,590
Employee Count32,151
Asset Turnover 0.09
Inventory Turnover n/a

Taxes

In the past 12 months, TSX:SLF has paid 877.00 million in taxes.

Income Tax 877.00M
Effective Tax Rate 21.99%

Stock Price Statistics

The stock price has increased by +11.02% in the last 52 weeks. The beta is 0.82, so TSX:SLF's price volatility has been lower than the market average.

Beta (5Y) 0.82
52-Week Price Change +11.02%
50-Day Moving Average 91.57
200-Day Moving Average 86.27
Relative Strength Index (RSI) 57.56
Average Volume (20 Days) 1,795,624

Short Selling Information

The latest short interest is 16.13 million, so 2.78% of the outstanding shares have been sold short.

Short Interest 16.13M
Short Previous Month 14.96M
Short % of Shares Out 2.78%
Short % of Float n/a
Short Ratio (days to cover) n/a

Income Statement

In the last 12 months, TSX:SLF had revenue of CAD 34.90 billion and earned 3.01 billion in profits. Earnings per share was 5.37.

Revenue34.90B
Gross Profit 14.01B
Operating Income 4.65B
Pretax Income 3.99B
Net Income 3.01B
EBITDA 5.17B
EBIT 4.65B
Earnings Per Share (EPS) 5.37
Full Income Statement

Balance Sheet

The company has 109.04 billion in cash and 14.04 billion in debt, with a net cash position of -5.25 billion or -9.47 per share.

Cash & Cash Equivalents 109.04B
Total Debt 14.04B
Net Cash -5.25B
Net Cash Per Share -9.47
Equity (Book Value) 25.95B
Book Value Per Share 42.45
Working Capital 114.54B
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was 5.36 billion and capital expenditures -137.00 million, giving a free cash flow of 5.22 billion.

Operating Cash Flow 5.36B
Capital Expenditures -137.00M
Depreciation & Amortization n/a
Net Borrowing 2.07B
Free Cash Flow 5.22B
FCF Per Share 9.42
Full Cash Flow Statement

Margins

Gross margin is 40.14%, with operating and profit margins of 13.33% and 8.85%.

Gross Margin 40.14%
Operating Margin 13.33%
Pretax Margin 11.43%
Profit Margin 8.85%
EBITDA Margin 14.82%
EBIT Margin 13.33%
FCF Margin 14.96%

Dividends & Yields

This stock pays an annual dividend of 3.68, which amounts to a dividend yield of 3.79%.

Dividend Per Share 3.68
Dividend Yield 3.79%
Dividend Growth (YoY) 9.20%
Years of Dividend Growth 11
Payout Ratio 67.94%
Buyback Yield 2.89%
Shareholder Yield 6.70%
Earnings Yield 5.60%
FCF Yield 9.71%
Dividend Details

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 4