Sun Life Financial Inc. (SLF)

Sun Life Financial Ratios and Metrics

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

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Apr 2, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Market Cap	35,235	34,089	35,190	28,861	26,477	29,642
Market Cap Growth	8.26%	-3.13%	21.93%	9.00%	-10.68%	24.59%
Enterprise Value	46,611	34,778	35,601	29,305	26,735	30,906
PE Ratio	13.91	13.93	16.23	13.06	12.85	10.52
Forward PE	11.27	11.11	11.59	10.55	10.05	11.03
PEG Ratio	-	1.34	1.34	1.34	1.34	1.34
PS Ratio	1.39	1.36	1.47	1.31	1.33	1.16
PB Ratio	1.90	1.93	1.92	1.70	1.64	1.57
P/TBV Ratio	1.47	1.98	1.94	1.72	1.64	1.58
P/FCF Ratio	18.48	16.95	19.35	7.16	8.55	-22.22
P/OCF Ratio	17.26	16.95	19.35	7.16	8.55	-22.22
EV/Sales Ratio	1.83	1.39	1.49	1.33	1.35	1.21
EV/EBITDA Ratio	11.11	9.09	9.90	9.10	9.14	1.29
EV/EBIT Ratio	12.20	9.09	9.90	9.10	9.14	1.29
EV/FCF Ratio	24.45	17.30	19.57	7.27	8.63	-23.17
Asset Turnover	0.05	0.05	0.05	0.05	0.04	0.05
Return on Equity (ROE)	17.32%	14.65%	13.11%	14.73%	12.09%	16.20%
Return on Assets (ROA)	0.98%	0.55%	0.54%	0.60%	0.52%	4.28%
Return on Invested Capital (ROIC)	0.98%	0.55%	0.54%	0.60%	0.52%	4.28%
Return on Capital Employed (ROCE)	1.05%	0.69%	0.71%	0.68%	0.61%	4.99%
Earnings Yield	7.19%	7.18%	6.16%	7.65%	7.78%	9.50%
FCF Yield	5.41%	5.90%	5.17%	13.97%	11.70%	-4.50%
Dividend Yield	4.08%	0.00%	0.00%	0.00%	0.00%	0.00%
Payout Ratio	57.93%	0.00%	0.00%	0.00%	0.00%	0.00%
Buyback Yield / Dilution	2.75%	2.75%	1.19%	0.00%	0.17%	-0.17%
Total Shareholder Return	6.83%	2.75%	1.19%	0.00%	0.17%	-0.17%

Updated Dec 31, 2025. Data Source: Fiscal.ai. Insurance template. Financial Sources.

SEC Filings: 10-K · 10-Q