Sun Life Financial Statistics
Total Valuation
SLF has a market cap or net worth of $28.80 billion. The enterprise value is $26.36 billion.
| Market Cap | 28.80B |
| Enterprise Value | 26.36B |
Important Dates
The next estimated earnings date is Tuesday, August 6, 2024, after market close.
| Earnings Date | Aug 6, 2024 |
| Ex-Dividend Date | May 29, 2024 |
Share Statistics
SLF has 581.25 million shares outstanding. The number of shares has decreased by -0.30% in one year.
| Shares Outstanding | 581.25M |
| Shares Change (YoY) | -0.30% |
| Shares Change (QoQ) | -0.40% |
| Owned by Insiders (%) | 0.03% |
| Owned by Institutions (%) | 57.46% |
| Float | n/a |
Valuation Ratios
The trailing PE ratio is 12.87 and the forward PE ratio is 7.31. SLF's PEG ratio is 1.16.
| PE Ratio | 12.87 |
| Forward PE | 7.31 |
| PS Ratio | 1.25 |
| Forward PS | n/a |
| PB Ratio | 1.65 |
| P/FCF Ratio | 13.38 |
| PEG Ratio | 1.16 |
Enterprise Valuation
| EV / Earnings | 11.57 |
| EV / Sales | 1.14 |
| EV / EBITDA | n/a |
| EV / EBIT | 8.43 |
| EV / FCF | 12.25 |
Financial Position
| Current Ratio | n/a |
| Quick Ratio | n/a |
| Debt / Equity | 0.33 |
| Debt / EBITDA | n/a |
| Debt / FCF | 2.68 |
| Interest Coverage | 7.46 |
Financial Efficiency
Return on equity (ROE) is 13.20% and return on invested capital (ROIC) is 11.70%.
| Return on Equity (ROE) | 13.20% |
| Return on Assets (ROA) | 0.90% |
| Return on Capital (ROIC) | 11.70% |
| Revenue Per Employee | $791,130 |
| Profits Per Employee | $78,095 |
| Employee Count | 29,169 |
| Asset Turnover | 0.10 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SLF has paid $396.55 million in taxes.
| Income Tax | 396.55M |
| Effective Tax Rate | 14.83% |
Stock Price Statistics
The stock price has decreased by -4.71% in the last 52 weeks. The beta is 0.95, so SLF's price volatility has been similar to the market average.
| Beta (5Y) | 0.95 |
| 52-Week Price Change | -4.71% |
| 50-Day Moving Average | 49.77 |
| 200-Day Moving Average | 50.86 |
| Relative Strength Index (RSI) | 48.86 |
| Average Volume (20 Days) | 479,002 |
Short Selling Information
The latest short interest is 2.63 million, so 0.45% of the outstanding shares have been sold short.
| Short Interest | 2.63M |
| Short Previous Month | 11.93M |
| Short % of Shares Out | 0.45% |
| Short % of Float | n/a |
| Short Ratio (days to cover) | 6.21 |
Income Statement
In the last 12 months, SLF had revenue of $23.08 billion and earned $2.28 billion in profits. Earnings per share was $3.85.
| Revenue | 23.08B |
| Gross Profit | 9.23B |
| Operating Income | 3.19B |
| Pretax Income | 2.71B |
| Net Income | 2.28B |
| EBITDA | n/a |
| EBIT | 3.13B |
| Earnings Per Share (EPS) | $3.85 |
Balance Sheet
The company has $8.20 billion in cash and $5.76 billion in debt, giving a net cash position of $2.44 billion or $4.19 per share.
| Cash & Cash Equivalents | 8.20B |
| Total Debt | 5.76B |
| Net Cash | 2.44B |
| Net Cash Per Share | $4.19 |
| Equity (Book Value) | 17.48B |
| Book Value Per Share | 30.08 |
| Working Capital | n/a |
Cash Flow
In the last 12 months, operating cash flow was $2.26 billion and capital expenditures -$107.69 million, giving a free cash flow of $2.15 billion.
| Operating Cash Flow | 2.26B |
| Capital Expenditures | -107.69M |
| Free Cash Flow | 2.15B |
| FCF Per Share | $3.68 |
Margins
Gross margin is 39.98%, with operating and profit margins of 13.81% and 9.87%.
| Gross Margin | 39.98% |
| Operating Margin | 13.81% |
| Pretax Margin | 11.74% |
| Profit Margin | 9.87% |
| EBITDA Margin | n/a |
| EBIT Margin | 13.55% |
| FCF Margin | 9.32% |
Dividends & Yields
This stock pays an annual dividend of $2.36, which amounts to a dividend yield of 4.77%.
| Dividend Per Share | $2.36 |
| Dividend Yield | 4.77% |
| Dividend Growth (YoY) | 6.66% |
| Years of Dividend Growth | 8 |
| Payout Ratio | 61.44% |
| Buyback Yield | 0.30% |
| Shareholder Yield | 5.08% |
| Earnings Yield | 7.91% |
| FCF Yield | 7.47% |
Analyst Forecast
The average price target for SLF is $77.00, which is 55.43% higher than the current price. The consensus rating is "Buy".
| Price Target | $77.00 |
| Price Target Difference | 55.43% |
| Analyst Consensus | Buy |
| Analyst Count | 1 |
| Revenue Growth Forecast (5Y) | 12.02% |
| EPS Growth Forecast (5Y) | n/a |
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 | 5 |