Sun Life Financial Inc. (SLF)

NYSE: SLF · IEX Real-Time Price · USD
54.58
+0.20 (0.37%)
Mar 28, 2024, 4:00 PM EDT - Market closed

Total Valuation

SLF has a market cap or net worth of $31.86 billion. The enterprise value is $28.04 billion.

Market Cap 31.86B
Enterprise Value 28.04B

Important Dates

The next estimated earnings date is Thursday, May 9, 2024, after market close.

Earnings Date May 9, 2024
Ex-Dividend Date Feb 27, 2024

Share Statistics

SLF has 584.62 million shares outstanding. The number of shares has increased by 0.15% in one year.

Shares Outstanding 584.62M
Shares Change (YoY) +0.15%
Shares Change (QoQ) n/a
Owned by Insiders (%) 0.03%
Owned by Institutions (%) 56.17%
Float 584.17M

Valuation Ratios

The trailing PE ratio is 14.06 and the forward PE ratio is 7.95. SLF's PEG ratio is 1.25.

PE Ratio 14.06
Forward PE 7.95
PS Ratio 1.37
Forward PS n/a
PB Ratio 1.83
P/FCF Ratio 7.94
PEG Ratio 1.25
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 9.10, with an EV/FCF ratio of 6.99.

EV / Earnings 12.09
EV / Sales 1.21
EV / EBITDA 9.10
EV / EBIT 9.10
EV / FCF 6.99

Financial Position

Current Ratio n/a
Quick Ratio n/a
Debt / Equity 0.34
Debt / EBITDA 1.92
Debt / FCF 1.47
Interest Coverage 7.57

Financial Efficiency

Return on equity (ROE) is 13.30% and return on invested capital (ROIC) is 11.92%.

Return on Equity (ROE) 13.30%
Return on Assets (ROA) 0.90%
Return on Capital (ROIC) 11.92%
Revenue Per Employee $794,617
Profits Per Employee $79,547
Employee Count 29,169
Asset Turnover 0.10
Inventory Turnover n/a

Taxes

In the past 12 months, SLF has paid $340.15 million in taxes.

Income Tax 340.15M
Effective Tax Rate 12.79%

Stock Price Statistics

The stock price has increased by +19.54% in the last 52 weeks. The beta is 0.97, so SLF's price volatility has been similar to the market average.

Beta (1Y) 0.97
52-Week Price Change +19.54%
50-Day Moving Average 53.31
200-Day Moving Average 50.74
Relative Strength Index (RSI) 54.90
Average Volume (30 Days) 629,065

Short Selling Information

The latest short interest is 4.04 million, so 0.69% of the outstanding shares have been sold short.

Short Interest 4.04M
Short Previous Month 8.83M
Short % of Shares Out 0.69%
Short % of Float 0.69%
Short Ratio (days to cover) 4.77

Income Statement

In the last 12 months, SLF had revenue of $23.18 billion and earned $2.32 billion in profits. Earnings per share was $3.88.

Revenue 23.18B
Gross Profit 9.08B
Operating Income 3.18B
Pretax Income 2.68B
Net Income 2.32B
EBITDA 3.08B
EBIT 3.08B
Earnings Per Share (EPS) $3.88
Full Income Statement

Balance Sheet

The company has $9.72 billion in cash and $5.90 billion in debt, giving a net cash position of $3.82 billion or $6.53 per share.

Cash & Cash Equivalents 9.72B
Total Debt 5.90B
Net Cash 3.82B
Net Cash Per Share $6.53
Equity / Book Value 17.40B
Book Value Per Share 29.76
Working Capital n/a
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $4.14 billion and capital expenditures -$126.91 million, giving a free cash flow of $4.01 billion.

Operating Cash Flow 4.14B
Capital Expenditures -126.91M
Free Cash Flow 4.01B
FCF Per Share $6.84
Full Cash Flow Statement

Margins

Gross margin is 39.18%, with operating and profit margins of 13.73% and 10.01%.

Gross Margin 39.18%
Operating Margin 13.73%
Pretax Margin 11.54%
Profit Margin 10.01%
EBITDA Margin 13.30%
EBIT Margin 13.30%
FCF Margin 17.32%

Dividends & Yields

This stock pays an annual dividend of $2.31, which amounts to a dividend yield of 4.23%.

Dividend Per Share $2.31
Dividend Yield 4.23%
Dividend Growth (YoY) 5.11%
Years of Dividend Growth 5
Payout Ratio 59.39%
Buyback Yield -0.15%
Shareholder Yield 4.07%
Earnings Yield 7.28%
FCF Yield 12.60%
Dividend Details

Analyst Forecast

The average price target for SLF is $77.00, which is 41.08% higher than the current price. The consensus rating is "Buy".

Price Target $77.00
Price Target Difference 41.08%
Analyst Consensus Buy
Analyst Count 1
Revenue Growth Forecast (5Y) 14.84%
EPS Growth Forecast (5Y) n/a
Stock Forecasts

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