Sun Life Financial Inc. (SLF)
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 |
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 |
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 |
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 |
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% |
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 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 |