Sun Life Financial Ratios and Metrics

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

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	Current	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Feb '26 Feb 20, 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	36,744	34,722	34,128	30,406	27,231	32,605
Market Cap Growth	10.15%	1.74%	12.24%	11.66%	-16.48%	25.47%
Enterprise Value	48,304	39,871	37,132	30,275	29,480	32,432
PE Ratio	14.51	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	1.98	1.87	1.88	1.66	1.61	1.47
P/FCF Ratio	18.95	17.94	20.55	7.38	8.55	-
P/OCF Ratio	18.00	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	11.52	9.51	9.77	8.61	8.70	7.52
EV/EBIT Ratio	12.64	10.44	10.79	9.60	9.57	8.05
EV/FCF Ratio	24.91	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	6.89%	7.46%	6.37%	7.88%	7.98%	9.78%
FCF Yield	5.28%	5.58%	4.87%	13.55%	11.70%	-4.70%
Dividend Yield	3.79%	4.11%	3.96%	4.77%	5.01%	3.90%
Payout Ratio	56.05%	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	6.54%	6.86%	5.15%	4.77%	5.17%	3.73%

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

SEC Filings: 10-K · 10-Q