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	Aug '26 Aug 3, 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	46,209	33,787	34,879	28,606	26,243	29,380
Market Cap Growth	32.95%	-3.13%	21.93%	9.00%	-10.68%	24.59%
Enterprise Value	51,685	34,471	35,286	29,046	26,498	30,632
PE Ratio	21.62	13.93	16.23	13.06	12.85	10.52
Forward PE	14.46	11.11	11.59	10.55	10.05	11.03
PEG Ratio	-	1.34	1.34	1.34	1.34	1.34
PS Ratio	1.85	1.36	1.47	1.31	1.33	1.16
PB Ratio	2.49	1.93	1.92	1.70	1.64	1.57
P/TBV Ratio	4.58	4.93	4.50	4.29	4.07	2.53
P/FCF Ratio	12.43	16.95	19.35	7.16	8.55	-
P/OCF Ratio	12.12	16.95	19.35	7.16	8.55	-
EV/Sales Ratio	2.07	1.39	1.49	1.33	1.35	1.21
EV/EBITDA Ratio	13.95	9.09	9.90	9.10	9.14	1.29
EV/EBIT Ratio	15.51	9.09	9.90	9.10	9.14	1.29
EV/FCF Ratio	13.91	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	4.66%	7.18%	6.16%	7.65%	7.78%	9.50%
FCF Yield	8.04%	5.90%	5.17%	13.97%	11.70%	-
Dividend Yield	3.19%	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	6.09%	2.75%	1.19%	0.00%	0.17%	-0.17%

SEC Filings: 10-K · 10-Q