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	Jun '26 Jun 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	39,996	34,152	35,255	28,915	26,526	29,697
Market Cap Growth	11.91%	-3.13%	21.93%	9.00%	-10.68%	24.59%
Enterprise Value	45,529	34,842	35,666	29,360	26,784	30,963
PE Ratio	18.75	13.93	16.23	13.06	12.85	10.52
Forward PE	12.47	11.11	11.59	10.55	10.05	11.03
PEG Ratio	-	1.34	1.34	1.34	1.34	1.34
PS Ratio	1.60	1.36	1.47	1.31	1.33	1.16
PB Ratio	2.15	1.93	1.92	1.70	1.64	1.57
P/TBV Ratio	1.62	1.98	1.94	1.72	1.64	1.58
P/FCF Ratio	10.65	16.95	19.35	7.16	8.55	-
P/OCF Ratio	10.42	16.95	19.35	7.16	8.55	-
EV/Sales Ratio	1.82	1.39	1.49	1.33	1.35	1.21
EV/EBITDA Ratio	12.29	9.09	9.90	9.10	9.14	1.29
EV/EBIT Ratio	13.66	9.09	9.90	9.10	9.14	1.29
EV/FCF Ratio	12.12	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)	17.70%	14.65%	13.11%	14.73%	12.09%	16.20%
Return on Assets (ROA)	2.05%	1.09%	1.08%	1.20%	1.03%	8.56%
Return on Invested Capital (ROIC)	2.05%	1.09%	1.08%	1.20%	1.03%	8.56%
Return on Capital Employed (ROCE)	1.88%	1.38%	1.42%	1.36%	1.22%	9.98%
Earnings Yield	5.39%	7.18%	6.16%	7.65%	7.78%	9.50%
FCF Yield	9.39%	5.90%	5.17%	13.97%	11.70%	-
Dividend Yield	3.68%	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	6.58%	2.75%	1.19%	0.00%	0.17%	-0.17%

SEC Filings: 10-K · 10-Q