Sun Life Financial Statistics
Total Valuation
SLF has a market cap or net worth of $36.80 billion. The enterprise value is $41.10 billion.
Important Dates
The last earnings date was Thursday, May 8, 2025, after market close.
| Earnings Date | May 8, 2025 |
| Ex-Dividend Date | May 28, 2025 |
Share Statistics
SLF has 563.61 million shares outstanding. The number of shares has decreased by -1.57% in one year.
| Current Share Class | 563.61M |
| Shares Outstanding | 563.61M |
| Shares Change (YoY) | -1.57% |
| Shares Change (QoQ) | -8.27% |
| Owned by Insiders (%) | n/a |
| Owned by Institutions (%) | n/a |
| Float | 563.17M |
Valuation Ratios
The trailing PE ratio is 16.75 and the forward PE ratio is 11.89.
| PE Ratio | 16.75 |
| Forward PE | 11.89 |
| PS Ratio | 1.57 |
| Forward PS | n/a |
| PB Ratio | 2.03 |
| P/TBV Ratio | 6.04 |
| P/FCF Ratio | 11.18 |
| P/OCF Ratio | 11.41 |
| PEG Ratio | n/a |
Financial Ratio HistoryEnterprise Valuation
The stock's EV/EBITDA ratio is 10.42, with an EV/FCF ratio of 12.49.
| EV / Earnings | 18.70 |
| EV / Sales | 1.75 |
| EV / EBITDA | 10.42 |
| EV / EBIT | 11.49 |
| EV / FCF | 12.49 |
Financial Position
The company has a current ratio of 58.07, with a Debt / Equity ratio of 0.44.
| Current Ratio | 58.07 |
| Quick Ratio | 53.61 |
| Debt / Equity | 0.44 |
| Debt / EBITDA | 2.02 |
| Debt / FCF | 2.42 |
| Interest Coverage | 8.05 |
Financial Efficiency
Return on equity (ROE) is 13.14% and return on invested capital (ROIC) is 8.90%.
| Return on Equity (ROE) | 13.14% |
| Return on Assets (ROA) | 0.90% |
| Return on Invested Capital (ROIC) | 8.90% |
| Return on Capital Employed (ROCE) | 1.38% |
| Revenue Per Employee | $803,414 |
| Profits Per Employee | $75,347 |
| Employee Count | 29,169 |
| Asset Turnover | 0.09 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SLF has paid $710.33 million in taxes.
| Income Tax | 710.33M |
| Effective Tax Rate | 23.47% |
Stock Price Statistics
The stock price has increased by +31.90% in the last 52 weeks. The beta is 0.86, so SLF's price volatility has been lower than the market average.
| Beta (5Y) | 0.86 |
| 52-Week Price Change | +31.90% |
| 50-Day Moving Average | 59.99 |
| 200-Day Moving Average | 58.18 |
| Relative Strength Index (RSI) | 73.66 |
| Average Volume (20 Days) | 957,030 |
Short Selling Information
The latest short interest is 3.48 million, so 0.62% of the outstanding shares have been sold short.
| Short Interest | 3.48M |
| Short Previous Month | 2.34M |
| Short % of Shares Out | 0.62% |
| Short % of Float | 0.62% |
| Short Ratio (days to cover) | 25.83 |
Income Statement
In the last 12 months, SLF had revenue of $23.43 billion and earned $2.20 billion in profits. Earnings per share was $3.81.
| Revenue | 23.43B |
| Gross Profit | 9.58B |
| Operating Income | 3.58B |
| Pretax Income | 2.71B |
| Net Income | 2.20B |
| EBITDA | 3.94B |
| EBIT | 3.58B |
| Earnings Per Share (EPS) | $3.81 |
Full Income StatementBalance Sheet
The company has $69.03 billion in cash and $7.97 billion in debt, giving a net cash position of -$2.48 billion or -$4.40 per share.
| Cash & Cash Equivalents | 69.03B |
| Total Debt | 7.97B |
| Net Cash | -2.48B |
| Net Cash Per Share | -$4.40 |
| Equity (Book Value) | 18.12B |
| Book Value Per Share | 29.08 |
| Working Capital | 73.69B |
Full Balance SheetCash Flow
In the last 12 months, operating cash flow was $3.23 billion and capital expenditures -$90.44 million, giving a free cash flow of $3.29 billion.
| Operating Cash Flow | 3.23B |
| Capital Expenditures | -90.44M |
| Free Cash Flow | 3.29B |
| FCF Per Share | $5.84 |
Full Cash Flow StatementMargins
Gross margin is 40.88%, with operating and profit margins of 15.26% and 9.62%.
| Gross Margin | 40.88% |
| Operating Margin | 15.26% |
| Pretax Margin | 12.92% |
| Profit Margin | 9.62% |
| EBITDA Margin | 16.83% |
| EBIT Margin | 15.26% |
| FCF Margin | 14.04% |
Dividends & Yields
This stock pays an annual dividend of $2.42, which amounts to a dividend yield of 3.70%.
| Dividend Per Share | $2.42 |
| Dividend Yield | 3.70% |
| Dividend Growth (YoY) | 5.31% |
| Years of Dividend Growth | 10 |
| Payout Ratio | 63.48% |
| Buyback Yield | 1.57% |
| Shareholder Yield | 5.27% |
| Earnings Yield | 5.97% |
| FCF Yield | 8.94% |
Dividend DetailsAnalyst Forecast
The average price target for SLF is $88.00, which is 34.78% higher than the current price. The consensus rating is "Buy".
| Price Target | $88.00 |
| Price Target Difference | 34.78% |
| Analyst Consensus | Buy |
| Analyst Count | 1 |
| Revenue Growth Forecast (5Y) | 11.06% |
| EPS Growth Forecast (5Y) | 10.23% |
Stock ForecastsFair Value
There are several formulas that can be used to estimate the intrinsic value of a stock.
| Lynch Fair Value | |
| Lynch Upside | |
| Graham Number | |
| Graham Upside | |
Stock Splits
This stock does not have any record of stock splits.
| Last Split Date | n/a |
| Split Type | n/a |
| Split Ratio | n/a |
Scores
| Altman Z-Score | n/a |
| Piotroski F-Score | 6 |