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	Mar 13, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Market Cap	34,729	47,450	48,982	40,174	36,855	41,260
Market Cap Growth	10.61%	-3.13%	21.93%	9.00%	-10.68%	24.59%
Enterprise Value	46,249	48,410	49,554	40,792	37,213	43,019
Last Close Price	62.74	85.68	85.35	68.72	62.85	70.41
PE Ratio	13.71	13.93	16.23	13.06	12.85	10.52
Forward PE	10.95	-	-	-	-	-
PS Ratio	1.37	1.36	1.47	1.31	1.33	1.16
PB Ratio	1.87	1.93	1.92	1.70	1.64	1.57
P/TBV Ratio	1.45	1.98	1.94	1.72	1.64	1.58
P/FCF Ratio	18.07	16.95	19.35	7.16	8.55	-22.22
P/OCF Ratio	17.01	16.95	19.35	7.16	8.55	-22.22
EV/Sales Ratio	1.82	1.39	1.49	1.33	1.35	1.21
EV/EBITDA Ratio	11.03	9.09	9.90	9.10	9.14	1.29
EV/EBIT Ratio	12.11	9.09	9.90	9.10	9.14	1.29
EV/FCF Ratio	24.07	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)	14.65%	14.65%	13.11%	14.73%	12.09%	16.20%
Return on Assets (ROA)	0.55%	0.55%	0.54%	0.60%	0.52%	4.28%
Return on Invested Capital (ROIC)	0.55%	0.55%	0.54%	0.60%	0.52%	4.28%
Return on Capital Employed (ROCE)	0.69%	0.69%	0.71%	0.68%	0.61%	4.99%
Earnings Yield	7.29%	7.18%	6.16%	7.65%	7.78%	9.50%
FCF Yield	5.53%	5.90%	5.17%	13.97%	11.70%	-4.50%
Dividend Yield	4.14%	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	3.52%	3.52%	1.66%	0.34%	-0.02%	-0.09%
Total Shareholder Return	7.66%	3.52%	1.66%	0.34%	-0.02%	-0.09%

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

SEC Filings: 10-K · 10-Q