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 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Nov 22, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Market Capitalization	35,202	30,406	27,231	32,605	25,987	26,831
Market Cap Growth	16.54%	11.66%	-16.48%	25.47%	-3.15%	34.52%
Enterprise Value	38,293	30,275	29,480	32,432	23,969	27,335
PE Ratio	13.35	13.01	12.84	10.49	13.77	13.29
PS Ratio	1.39	1.30	1.33	1.16	0.76	0.88
PB Ratio	1.75	1.66	1.61	1.47	1.28	1.42
P/FCF Ratio	9.49	7.38	8.55	-	4.67	14.75
P/OCF Ratio	8.93	7.16	8.55	-	4.57	14.07
EV/Sales Ratio	1.59	1.30	1.44	1.15	0.70	0.89
EV/EBITDA Ratio	9.80	8.62	8.70	7.52	8.26	9.70
EV/EBIT Ratio	10.82	9.62	9.57	8.05	9.06	10.58
EV/FCF Ratio	10.33	7.35	9.26	-	4.30	15.02
Debt / Equity Ratio	0.48	0.78	0.85	0.53	0.44	0.47
Debt / EBITDA Ratio	2.35	4.09	4.25	2.74	3.07	3.12
Debt / FCF Ratio	2.38	3.49	4.52	-	1.60	4.84
Quick Ratio	51.54	6.10	6.13	11.27	11.37	12.66
Current Ratio	55.65	6.81	6.87	11.91	12.03	13.49
Asset Turnover	0.10	0.09	0.08	0.11	0.14	0.14
Return on Equity (ROE)	15.06%	13.98%	11.76%	14.96%	9.96%	11.07%
Return on Assets (ROA)	0.89%	0.79%	0.78%	0.95%	0.68%	0.74%
Return on Capital (ROIC)	8.73%	6.07%	6.11%	7.94%	5.76%	5.91%
Earnings Yield	7.49%	7.88%	7.98%	9.78%	7.54%	7.80%
FCF Yield	10.53%	13.55%	11.70%	-4.70%	21.43%	6.78%
Dividend Yield	3.95%	4.53%	4.75%	3.70%	4.55%	4.33%
Payout Ratio	53.49%	59.46%	56.82%	35.39%	54.44%	48.58%
Buyback Yield / Dilution	0.89%	-	0.17%	-0.17%	1.34%	2.29%
Total Shareholder Return	4.84%	4.53%	4.92%	3.53%	5.89%	6.62%

Source: S&P Capital IQ. Insurance template. Financial Sources.