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	Apr 23, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Market Cap	39,226	34,682	35,802	29,364	26,938	30,158
Market Cap Growth	27.12%	-3.13%	21.93%	9.00%	-10.68%	24.59%
Enterprise Value	50,795	35,384	36,221	29,816	27,200	31,444
PE Ratio	15.77	13.93	16.23	13.06	12.85	10.52
Forward PE	12.29	11.11	11.59	10.55	10.05	11.03
PEG Ratio	-	1.34	1.34	1.34	1.34	1.34
PS Ratio	1.54	1.36	1.47	1.31	1.33	1.16
PB Ratio	2.11	1.93	1.92	1.70	1.64	1.57
P/TBV Ratio	1.63	1.98	1.94	1.72	1.64	1.58
P/FCF Ratio	20.22	16.95	19.35	7.16	8.55	-22.22
P/OCF Ratio	19.22	16.95	19.35	7.16	8.55	-22.22
EV/Sales Ratio	2.00	1.39	1.49	1.33	1.35	1.21
EV/EBITDA Ratio	12.11	9.09	9.90	9.10	9.14	1.29
EV/EBIT Ratio	13.30	9.09	9.90	9.10	9.14	1.29
EV/FCF Ratio	26.19	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)	17.32%	14.65%	13.11%	14.73%	12.09%	16.20%
Return on Assets (ROA)	0.98%	0.55%	0.54%	0.60%	0.52%	4.28%
Return on Invested Capital (ROIC)	0.98%	0.55%	0.54%	0.60%	0.52%	4.28%
Return on Capital Employed (ROCE)	1.05%	0.69%	0.71%	0.68%	0.61%	4.99%
Earnings Yield	6.46%	7.18%	6.16%	7.65%	7.78%	9.50%
FCF Yield	4.95%	5.90%	5.17%	13.97%	11.70%	-4.50%
Dividend Yield	3.67%	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	2.75%	2.75%	1.19%	0.00%	0.17%	-0.17%
Total Shareholder Return	6.42%	2.75%	1.19%	0.00%	0.17%	-0.17%

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

SEC Filings: 10-K · 10-Q