Sun Life Financial Statistics
Total Valuation
SLF has a market cap or net worth of $45.91 billion. The enterprise value is $51.36 billion.
| Market Cap | 45.91B |
| Enterprise Value | 51.36B |
Important Dates
The next confirmed 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 | 557.35M |
| Shares Outstanding | 554.08M |
| Shares Change (YoY) | -2.89% |
| Shares Change (QoQ) | +0.54% |
| Owned by Insiders (%) | 0.22% |
| Owned by Institutions (%) | 49.12% |
| Float | 555.70M |
Valuation Ratios
The trailing PE ratio is 21.30 and the forward PE ratio is 14.45.
| PE Ratio | 21.30 |
| Forward PE | 14.45 |
| PS Ratio | 1.84 |
| Forward PS | n/a |
| PB Ratio | 2.47 |
| P/TBV Ratio | 7.35 |
| P/FCF Ratio | 12.40 |
| P/OCF Ratio | 12.09 |
| PEG Ratio | n/a |
Enterprise Valuation
The stock's EV/EBITDA ratio is 13.87, with an EV/FCF ratio of 13.88.
| EV / Earnings | 23.83 |
| EV / Sales | 2.05 |
| EV / EBITDA | 13.87 |
| EV / EBIT | 15.41 |
| EV / FCF | 13.88 |
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 | 2.72 |
| 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) | 7.75% |
| 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 +31.45% in the last 52 weeks. The beta is 0.82, so SLF's price volatility has been lower than the market average.
| Beta (5Y) | 0.82 |
| 52-Week Price Change | +31.45% |
| 50-Day Moving Average | 76.53 |
| 200-Day Moving Average | 66.76 |
| Relative Strength Index (RSI) | 67.97 |
| Average Volume (20 Days) | 459,844 |
Short Selling Information
The latest short interest is 2.31 million, so 0.42% of the outstanding shares have been sold short.
| Short Interest | 2.31M |
| Short Previous Month | 5.66M |
| Short % of Shares Out | 0.42% |
| Short % of Float | 0.42% |
| Short Ratio (days to cover) | 5.28 |
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 $3.80 billion and capital expenditures -$98.15 million, giving a free cash flow of $3.70 billion.
| Operating Cash Flow | 3.80B |
| Capital Expenditures | -98.15M |
| Depreciation & Amortization | n/a |
| Net Borrowing | 1.47B |
| Free Cash Flow | 3.70B |
| FCF Per Share | $6.68 |
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 | 14.96% |
Dividends & Yields
This stock pays an annual dividend of $2.66, which amounts to a dividend yield of 3.23%.
| Dividend Per Share | $2.66 |
| Dividend Yield | 3.23% |
| Dividend Growth (YoY) | 9.93% |
| Years of Dividend Growth | 10 |
| Payout Ratio | 69.02% |
| Buyback Yield | 2.89% |
| Shareholder Yield | 6.12% |
| Earnings Yield | 4.70% |
| FCF Yield | 8.06% |
Analyst Forecast
The average price target for SLF is $68.96, which is -16.16% lower than the current price. The consensus rating is "Buy".
| Price Target | $68.96 |
| Price Target Difference | -16.16% |
| Analyst Consensus | Buy |
| Analyst Count | 15 |
| Revenue Growth Forecast (3Y) | 10.70% |
| EPS Growth Forecast (3Y) | 7.17% |
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 |