Sun Life Financial Statistics
Total Valuation
SLF has a market cap or net worth of $40.96 billion. The enterprise value is $47.28 billion.
| Market Cap | 40.96B |
| Enterprise Value | 47.28B |
Important Dates
The last earnings date was Wednesday, November 4, 2026, after market close.
| Earnings Date | Nov 4, 2026 |
| Ex-Dividend Date | Nov 25, 2026 |
Share Statistics
SLF has 554.87 million shares outstanding. The number of shares has decreased by -1.88% in one year.
| Current Share Class | 554.87M |
| Shares Outstanding | 554.87M |
| Shares Change (YoY) | -1.88% |
| Shares Change (QoQ) | +0.36% |
| Owned by Insiders (%) | 0.03% |
| Owned by Institutions (%) | 49.01% |
| Float | 554.28M |
Valuation Ratios
The trailing PE ratio is 19.69 and the forward PE ratio is 12.39.
| PE Ratio | 19.69 |
| Forward PE | 12.39 |
| PS Ratio | 1.63 |
| Forward PS | n/a |
| PB Ratio | 2.15 |
| P/TBV Ratio | 6.29 |
| P/FCF Ratio | 14.65 |
| P/OCF Ratio | 14.22 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 12.73, with an EV/FCF ratio of 16.91.
| EV / Earnings | 22.53 |
| EV / Sales | 1.89 |
| EV / EBITDA | 12.73 |
| EV / EBIT | 13.97 |
| EV / FCF | 16.91 |
Financial Position
The company has a current ratio of 57.60, with a Debt / Equity ratio of 0.56.
| Current Ratio | 57.60 |
| Quick Ratio | 53.96 |
| Debt / Equity | 0.56 |
| Debt / EBITDA | 2.88 |
| Debt / FCF | 3.82 |
| Interest Coverage | 8.53 |
Financial Efficiency
Return on equity (ROE) is 11.55% and return on invested capital (ROIC) is 8.43%.
| Return on Equity (ROE) | 11.55% |
| Return on Assets (ROA) | 0.74% |
| Return on Invested Capital (ROIC) | 8.43% |
| Return on Capital Employed (ROCE) | 1.15% |
| Weighted Average Cost of Capital (WACC) | 7.26% |
| Revenue Per Employee | $779,832 |
| Profits Per Employee | $65,289 |
| Employee Count | 32,151 |
| Asset Turnover | 0.09 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SLF has paid $754.41 million in taxes.
| Income Tax | 754.41M |
| Effective Tax Rate | 25.91% |
Stock Price Statistics
The stock price has increased by +26.99% in the last 52 weeks. The beta is 0.76, so SLF's price volatility has been lower than the market average.
| Beta (5Y) | 0.76 |
| 52-Week Price Change | +26.99% |
| 50-Day Moving Average | 78.88 |
| 200-Day Moving Average | 73.93 |
| Relative Strength Index (RSI) | 37.31 |
| Average Volume (20 Days) | 396,928 |
Short Selling Information
The latest short interest is 4.03 million, so 0.73% of the outstanding shares have been sold short.
| Short Interest | 4.03M |
| Short Previous Month | 3.94M |
| Short % of Shares Out | 0.73% |
| Short % of Float | 0.73% |
| Short Ratio (days to cover) | 8.82 |
Income Statement
In the last 12 months, SLF had revenue of $25.07 billion and earned $2.10 billion in profits. Earnings per share was $3.75.
| Revenue | 25.07B |
| Gross Profit | 10.14B |
| Operating Income | 3.38B |
| Pretax Income | 2.91B |
| Net Income | 2.10B |
| EBITDA | 3.72B |
| EBIT | 3.38B |
| Earnings Per Share (EPS) | $3.75 |
Balance Sheet
The company has $82.03 billion in cash and $10.69 billion in debt, with a net cash position of -$4.66 billion or -$8.41 per share.
| Cash & Cash Equivalents | 82.03B |
| Total Debt | 10.69B |
| Net Cash | -4.66B |
| Net Cash Per Share | -$8.41 |
| Equity (Book Value) | 19.04B |
| Book Value Per Share | 31.25 |
| Working Capital | 86.20B |
Cash Flow
In the last 12 months, operating cash flow was $2.88 billion and capital expenditures -$83.82 million, giving a free cash flow of $2.80 billion.
| Operating Cash Flow | 2.88B |
| Capital Expenditures | -83.82M |
| Depreciation & Amortization | n/a |
| Net Borrowing | 1.25B |
| Free Cash Flow | 2.80B |
| FCF Per Share | $5.04 |
Margins
Gross margin is 40.43%, with operating and profit margins of 13.50% and 8.63%.
| Gross Margin | 40.43% |
| Operating Margin | 13.50% |
| Pretax Margin | 11.61% |
| Profit Margin | 8.63% |
| EBITDA Margin | 14.82% |
| EBIT Margin | 13.50% |
| FCF Margin | 11.20% |
Dividends & Yields
This stock pays an annual dividend of $2.77, which amounts to a dividend yield of 3.75%.
| Dividend Per Share | $2.77 |
| Dividend Yield | 3.75% |
| Dividend Growth (YoY) | 10.07% |
| Years of Dividend Growth | 10 |
| Payout Ratio | 73.66% |
| FCF Payout Ratio | 54.76% |
| Buyback Yield | 1.88% |
| Shareholder Yield | 5.64% |
| Earnings Yield | 5.08% |
| FCF Yield | 6.83% |
Analyst Forecast
The average price target for SLF is $81.87, which is 10.98% higher than the current price. The consensus rating is "Buy".
| Price Target | $81.87 |
| Price Target Difference | 10.98% |
| Analyst Consensus | Buy |
| Analyst Count | 11 |
| Revenue Growth Forecast (3Y) | -3.64% |
| EPS Growth Forecast (3Y) | 8.02% |
Fair 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 | |
| Graham Formula Value | |
| Graham Formula 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 | 5 |