Sun Life Financial Statistics
Total Valuation
SLF has a market cap or net worth of $44.91 billion. The enterprise value is $51.36 billion.
| Market Cap | 44.91B |
| Enterprise Value | 51.36B |
Important Dates
The next confirmed earnings date is Wednesday, November 4, 2026, after market close.
| Earnings Date | Nov 4, 2026 |
| Ex-Dividend Date | Aug 26, 2026 |
Share Statistics
SLF has 556.86 million shares outstanding. The number of shares has decreased by -2.52% in one year.
| Current Share Class | 556.86M |
| Shares Outstanding | 556.86M |
| Shares Change (YoY) | -2.52% |
| Shares Change (QoQ) | -0.18% |
| Owned by Insiders (%) | 0.03% |
| Owned by Institutions (%) | 49.38% |
| Float | 556.28M |
Valuation Ratios
The trailing PE ratio is 19.16 and the forward PE ratio is 13.74.
| PE Ratio | 19.16 |
| Forward PE | 13.74 |
| PS Ratio | 1.79 |
| Forward PS | n/a |
| PB Ratio | 2.38 |
| P/TBV Ratio | 6.75 |
| P/FCF Ratio | 13.84 |
| P/OCF Ratio | 13.45 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 13.26, with an EV/FCF ratio of 15.82.
| EV / Earnings | 22.07 |
| EV / Sales | 2.05 |
| EV / EBITDA | 13.26 |
| EV / EBIT | 14.49 |
| EV / FCF | 15.82 |
Financial Position
The company has a current ratio of 53.58, with a Debt / Equity ratio of 0.58.
| Current Ratio | 53.58 |
| Quick Ratio | 50.16 |
| Debt / Equity | 0.58 |
| Debt / EBITDA | 2.83 |
| Debt / FCF | 3.37 |
| Interest Coverage | 9.01 |
Financial Efficiency
Return on equity (ROE) is 13.09% and return on invested capital (ROIC) is 9.52%.
| Return on Equity (ROE) | 13.09% |
| Return on Assets (ROA) | 0.78% |
| Return on Invested Capital (ROIC) | 9.52% |
| Return on Capital Employed (ROCE) | 1.19% |
| Weighted Average Cost of Capital (WACC) | 7.47% |
| Revenue Per Employee | $857,690 |
| Profits Per Employee | $79,690 |
| Employee Count | 29,169 |
| Asset Turnover | 0.09 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SLF has paid $678.12 million in taxes.
| Income Tax | 678.12M |
| Effective Tax Rate | 22.08% |
Stock Price Statistics
The stock price has increased by +32.30% in the last 52 weeks. The beta is 0.79, so SLF's price volatility has been lower than the market average.
| Beta (5Y) | 0.79 |
| 52-Week Price Change | +32.30% |
| 50-Day Moving Average | 79.29 |
| 200-Day Moving Average | 72.86 |
| Relative Strength Index (RSI) | 60.69 |
| Average Volume (20 Days) | 351,920 |
Short Selling Information
The latest short interest is 4.34 million, so 0.78% of the outstanding shares have been sold short.
| Short Interest | 4.34M |
| Short Previous Month | 6.19M |
| Short % of Shares Out | 0.78% |
| Short % of Float | 0.78% |
| Short Ratio (days to cover) | 7.51 |
Income Statement
In the last 12 months, SLF had revenue of $25.02 billion and earned $2.32 billion in profits. Earnings per share was $4.22.
| Revenue | 25.02B |
| Gross Profit | 10.23B |
| Operating Income | 3.54B |
| Pretax Income | 3.07B |
| Net Income | 2.32B |
| EBITDA | 3.87B |
| EBIT | 3.54B |
| Earnings Per Share (EPS) | $4.22 |
Balance Sheet
The company has $83.00 billion in cash and $10.93 billion in debt, with a net cash position of -$4.67 billion or -$8.38 per share.
| Cash & Cash Equivalents | 83.00B |
| Total Debt | 10.93B |
| Net Cash | -4.67B |
| Net Cash Per Share | -$8.38 |
| Equity (Book Value) | 18.84B |
| Book Value Per Share | 30.93 |
| Working Capital | 87.23B |
Cash Flow
In the last 12 months, operating cash flow was $3.34 billion and capital expenditures -$92.25 million, giving a free cash flow of $3.24 billion.
| Operating Cash Flow | 3.34B |
| Capital Expenditures | -92.25M |
| Depreciation & Amortization | n/a |
| Net Borrowing | 1.90B |
| Free Cash Flow | 3.24B |
| FCF Per Share | $5.82 |
Margins
Gross margin is 40.88%, with operating and profit margins of 14.15% and 9.52%.
| Gross Margin | 40.88% |
| Operating Margin | 14.15% |
| Pretax Margin | 12.28% |
| Profit Margin | 9.52% |
| EBITDA Margin | 15.46% |
| EBIT Margin | 14.15% |
| FCF Margin | 12.78% |
Dividends & Yields
This stock pays an annual dividend of $2.71, which amounts to a dividend yield of 3.36%.
| Dividend Per Share | $2.71 |
| Dividend Yield | 3.36% |
| Dividend Growth (YoY) | 10.25% |
| Years of Dividend Growth | 10 |
| Payout Ratio | 64.44% |
| FCF Payout Ratio | 46.68% |
| Buyback Yield | 2.52% |
| Shareholder Yield | 5.88% |
| Earnings Yield | 5.22% |
| FCF Yield | 7.23% |
Analyst Forecast
The average price target for SLF is $84.67, which is 4.78% higher than the current price. The consensus rating is "Buy".
| Price Target | $84.67 |
| Price Target Difference | 4.78% |
| Analyst Consensus | Buy |
| Analyst Count | 11 |
| Revenue Growth Forecast (3Y) | -3.64% |
| EPS Growth Forecast (3Y) | 8.40% |
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 | 5 |