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	Jul '26 Jul 13, 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 Cap	43,502	33,688	34,776	28,522	26,166	29,293
Market Cap Growth	17.05%	-3.13%	21.93%	9.00%	-10.68%	24.59%
Enterprise Value	48,936	34,369	35,182	28,961	26,420	30,542
PE Ratio	20.18	13.93	16.23	13.06	12.85	10.52
Forward PE	13.71	11.11	11.59	10.55	10.05	11.03
PEG Ratio	-	1.34	1.34	1.34	1.34	1.34
PS Ratio	1.74	1.36	1.47	1.31	1.33	1.16
PB Ratio	2.34	1.93	1.92	1.70	1.64	1.57
P/TBV Ratio	4.32	4.93	4.50	4.29	4.07	2.53
P/FCF Ratio	11.75	16.95	19.35	7.16	8.55	-
P/OCF Ratio	11.34	16.95	19.35	7.16	8.55	-
EV/Sales Ratio	1.96	1.39	1.49	1.33	1.35	1.21
EV/EBITDA Ratio	13.21	9.09	9.90	9.10	9.14	1.29
EV/EBIT Ratio	14.68	9.09	9.90	9.10	9.14	1.29
EV/FCF Ratio	13.21	17.30	19.57	7.27	8.63	-
Asset Turnover	0.09	0.09	0.09	0.09	0.08	0.11
Return on Equity (ROE)	12.85%	14.65%	13.11%	14.73%	12.09%	16.20%
Return on Assets (ROA)	0.94%	1.09%	1.08%	1.20%	1.03%	8.56%
Return on Invested Capital (ROIC)	14.55%	16.26%	15.12%	16.80%	13.57%	106.05%
Return on Capital Employed (ROCE)	1.19%	1.38%	1.42%	1.36%	1.22%	9.98%
Earnings Yield	4.96%	7.18%	6.16%	7.65%	7.78%	9.50%
FCF Yield	8.51%	5.90%	5.17%	13.97%	11.70%	-
Dividend Yield	3.38%	0.00%	0.00%	0.00%	0.00%	0.00%
Payout Ratio	69.02%	0.00%	0.00%	0.00%	0.00%	0.00%
Buyback Yield / Dilution	2.89%	2.75%	1.19%	0.00%	0.17%	-0.17%
Total Shareholder Return	6.28%	2.75%	1.19%	0.00%	0.17%	-0.17%

SEC Filings: 10-K · 10-Q