Sun Life Financial Statistics
Total Valuation
SLF has a market cap or net worth of $43.04 billion. The enterprise value is $48.45 billion.
| Market Cap | 43.04B |
| Enterprise Value | 48.45B |
Important Dates
The next estimated earnings date is Thursday, August 6, 2026, after market close.
| Earnings Date | Aug 6, 2026 |
| Ex-Dividend Date | May 27, 2026 |
Share Statistics
SLF has 554.08 million shares outstanding. The number of shares has decreased by -2.89% in one year.
| Current Share Class | 554.08M |
| Shares Outstanding | 554.08M |
| Shares Change (YoY) | -2.89% |
| Shares Change (QoQ) | +0.54% |
| Owned by Insiders (%) | 0.13% |
| Owned by Institutions (%) | 49.94% |
| Float | 553.02M |
Valuation Ratios
The trailing PE ratio is 20.19 and the forward PE ratio is 13.71.
| PE Ratio | 20.19 |
| Forward PE | 13.71 |
| PS Ratio | 1.72 |
| Forward PS | n/a |
| PB Ratio | 2.32 |
| P/TBV Ratio | 6.89 |
| P/FCF Ratio | 11.72 |
| P/OCF Ratio | 11.22 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 13.08, with an EV/FCF ratio of 13.19.
| EV / Earnings | 22.48 |
| EV / Sales | 1.94 |
| EV / EBITDA | 13.08 |
| EV / EBIT | 14.53 |
| EV / FCF | 13.19 |
Financial Position
The company has a current ratio of 48.18, with a Debt / Equity ratio of 0.54.
| Current Ratio | 48.18 |
| Quick Ratio | 45.00 |
| Debt / Equity | 0.54 |
| Debt / EBITDA | 2.72 |
| Debt / FCF | 2.74 |
| Interest Coverage | 8.37 |
Financial Efficiency
Return on equity (ROE) is 11.97% and return on invested capital (ROIC) is 8.20%.
| Return on Equity (ROE) | 11.97% |
| Return on Assets (ROA) | 0.75% |
| Return on Invested Capital (ROIC) | 8.20% |
| Return on Capital Employed (ROCE) | 1.18% |
| Weighted Average Cost of Capital (WACC) | 7.73% |
| Revenue Per Employee | $857,087 |
| Profits Per Employee | $73,902 |
| Employee Count | 29,169 |
| Asset Turnover | 0.09 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SLF has paid $628.29 million in taxes.
| Income Tax | 628.29M |
| Effective Tax Rate | 21.99% |
Stock Price Statistics
The stock price has increased by +21.15% in the last 52 weeks. The beta is 0.83, so SLF's price volatility has been lower than the market average.
| Beta (5Y) | 0.83 |
| 52-Week Price Change | +21.15% |
| 50-Day Moving Average | 72.42 |
| 200-Day Moving Average | 64.52 |
| Relative Strength Index (RSI) | 67.68 |
| Average Volume (20 Days) | 794,687 |
Short Selling Information
The latest short interest is 6.21 million, so 1.12% of the outstanding shares have been sold short.
| Short Interest | 6.21M |
| Short Previous Month | 3.70M |
| Short % of Shares Out | 1.12% |
| Short % of Float | 1.12% |
| Short Ratio (days to cover) | 6.67 |
Income Statement
In the last 12 months, SLF had revenue of $25.00 billion and earned $2.16 billion in profits. Earnings per share was $3.85.
| Revenue | 25.00B |
| Gross Profit | 10.04B |
| Operating Income | 3.33B |
| Pretax Income | 2.86B |
| Net Income | 2.16B |
| EBITDA | 3.70B |
| EBIT | 3.33B |
| Earnings Per Share (EPS) | $3.85 |
Balance Sheet
The company has $78.11 billion in cash and $10.06 billion in debt, with a net cash position of -$3.76 billion or -$6.79 per share.
| Cash & Cash Equivalents | 78.11B |
| Total Debt | 10.06B |
| Net Cash | -3.76B |
| Net Cash Per Share | -$6.79 |
| Equity (Book Value) | 18.59B |
| Book Value Per Share | 30.41 |
| Working Capital | 82.06B |
Cash Flow
In the last 12 months, operating cash flow was $3.84 billion and capital expenditures -$98.15 million, giving a free cash flow of $3.67 billion.
| Operating Cash Flow | 3.84B |
| Capital Expenditures | -98.15M |
| Depreciation & Amortization | n/a |
| Net Borrowing | 1.45B |
| Free Cash Flow | 3.67B |
| FCF Per Share | $6.63 |
Margins
Gross margin is 40.14%, with operating and profit margins of 13.33% and 8.85%.
| Gross Margin | 40.14% |
| Operating Margin | 13.33% |
| Pretax Margin | 11.43% |
| Profit Margin | 8.85% |
| EBITDA Margin | 14.82% |
| EBIT Margin | 13.33% |
| FCF Margin | 14.69% |
Dividends & Yields
This stock pays an annual dividend of $2.66, which amounts to a dividend yield of 3.42%.
| Dividend Per Share | $2.66 |
| Dividend Yield | 3.42% |
| Dividend Growth (YoY) | 9.93% |
| Years of Dividend Growth | 10 |
| Payout Ratio | 69.02% |
| Buyback Yield | 2.89% |
| Shareholder Yield | 6.32% |
| Earnings Yield | 5.01% |
| FCF Yield | 8.53% |
Analyst Forecast
The average price target for SLF is $65.66, which is -15.45% lower than the current price. The consensus rating is "Buy".
| Price Target | $65.66 |
| Price Target Difference | -15.45% |
| Analyst Consensus | Buy |
| Analyst Count | 15 |
| Revenue Growth Forecast (3Y) | 10.70% |
| EPS Growth Forecast (3Y) | 6.93% |
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 |
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 | 4 |