Sun Life Financial Inc. (SLF)

NYSE: SLF · USD

$80.9

+0.81 (+1.0%)· Recorded snapshot

Market cap	45B
Revenue (ttm)	25B
Net income (ttm)	2.3B
EPS (ttm)	$4.21
Shares out	556.9M
P/E (trailing)	19.2x
P/E (forward)	13.8x
Dividend	$2.71 (3.35%)
Volume	236,356
Beta	0.79

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 25B
Net income (ttm): 2.3B
EPS (ttm): $4.21
P/E (trailing): 19.2x
P/E (forward): 13.8x
Market cap: 45B

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	ซื้อมาก
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	ซื้อมาก
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	ถือ

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E13.8

P25 n/aP50 n/aP75 n/a

Trailing P/E19.2

P25 n/aP50 n/aP75 n/a

ROE13.1

P25 n/aP50 n/aP75 n/a

ROIC9.5

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All SLF indicators

Market & fundamental data

Available fields

256

Groups with data

Currency

CAD

Showing 256 of 256 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001097362
Company name	Sun Life Financial Inc.
Country	Canada
Country code	US
CUSIP number	866796105
Earnings date	2026-11-04
Earnings time	amc
Employees	29,169
Employees change	4,580
Employees growth	18.63%
Enterprise value	$51.5B
Exchange	NYSE
Financial currency	CAD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1871
Industry	Insurance - Diversified
Is primary listing	No
Is SPAC	No
ISIN number	CA8667961053
Last earnings date	2026-08-06
Last refreshed	2026-10-28
Last stock split type	Never
Market cap	$45B
Market cap category	Large-Cap
Next earnings date	2026-11-04
Options	Yes
Price	$80.86
Price currency	USD
Sector	Financials
SIC code	6311
Stock price date	2026-10-28
Symbol	SLF
Website	https://www.sunlife.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	14.68x
Average P/E ratio (10Y)	13.03x
Average P/E ratio (3Y)	14.52x
Average P/E ratio (5Y)	13.37x
Earnings yield	5.21%
EV/Earnings	21.95x
EV/EBIT	14.41x
EV/EBITDA	13.2x
EV/FCF	15.77x
EV/Sales	2.04x
FCF / EV yield	6.34%
FCF yield	7.26%
Forward P/E	13.8x
Graham number	56.9122
Graham upside	-29.57%
Industry forward P/E	20.48x
Industry P/E	13.23x
Lynch fair value	$21.07
Lynch upside	-73.93%
P/B ratio	2.37x
P/E ratio	19.21x
P/FCF ratio	13.78x
P/OCF ratio	13.39x
P/S ratio	1.78x
Price / tangible book value	6.71x
Price/EBITDA ratio	11.53x
Sector forward P/E	13.63x
Sector P/E	15.65x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	14.15%
EBITDA margin	15.46%
Effective tax rate	22.08%
FCF margin	12.78%
Gross margin	40.88%
Operating margin	14.15%
Pretax margin	12.28%
Profit margin	9.52%
Profit per employee	$79,690
Profitable quarters	51
Profitable years	14
Revenue per employee	$857,690
ROA	0.78%
ROA (5Y)	0.85%
ROCE	1.19%
ROE	13.09%
ROE (5Y)	13.51%
ROIC	9.52%
ROIC (5Y)	8.89%
Tax / revenue	2.71%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	4.87%
EPS growth (Q)	43.19%
EPS growth (QoQ)	116.2%
EPS growth 10Y	5.96%
EPS growth 3Y	8.16%
EPS growth 5Y	0.8%
EPS growth quarters	1
EPS growth years	1
FCF growth	9.85%
FCF growth (Q)	-88.28%
FCF growth (QoQ)	-95.82%
FCF growth 3Y	14.84%
FCF growth 5Y	5.64%
Net income growth	2.27%
Net income growth (Q)	40.14%
Net income growth (QoQ)	116.77%
Net income growth 3Y	6.38%
Net income growth 5Y	-0.18%
Net income growth quarters	1
Net income growth years	1
OCF growth	9.42%
OCF growth (Q)	-85.5%
OCF growth (QoQ)	-94.67%
OCF growth 10Y	0.04%
OCF growth 3Y	14.55%
OCF growth 5Y	5.51%
Revenue growth	4.08%
Revenue growth (Q)	7.45%
Revenue growth (QoQ)	3.85%
Revenue growth 10Y	2.2%
Revenue growth 3Y	6.16%
Revenue growth 5Y	-0.19%
Revenue growth quarters	10
Revenue growth years	3

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-92.2M
EBIT	$3.5B
EBITDA	$3.9B
EPS	$4.21
FCF per share	$5.81
Financing cash flow	$-2.2B
Free cash flow	$3.2B
Gross profit	$10.2B
Income taxes	$678.1M
Investing cash flow	$-243.6M
Net borrowing	$1.9B
Net cash flow	$964M
Net income	$2.3B
Operating income	$3.5B
Revenue	$25B

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Book value per share	$30.93
Debt / EBITDA	2.83
Debt / equity	0.58
Debt / FCF	3.38
Goodwill	$6.9B
Interest coverage	9.01
Net cash (debt)	$-4.7B
Net cash / market cap	-10.47%
Net debt / EBITDA	1.21
Net debt / equity	0.25
Net debt / FCF	1.44
Piotroski F-Score	5
Shareholders' equity	$18.8B
Tangible book value	$6.6B
Tangible book value per share	$12.00
Total assets	$299.5B
Total cash	$83B
Total debt	$10.9B
Total liabilities	$280.7B
WACC	7.46%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.09
Current ratio	53.58
Net working capital	$81B
Quick ratio	50.16
Working capital	$87.2B

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	2.52%
Dividend growth	10.25%
Dividend growth (10Y)	8.46%
Dividend growth (3Y)	7.76%
Dividend growth (5Y)	9.18%
Dividend growth years	10
Dividend payment date	2026-09-29
Dividend payment years	27
Dividend payout frequency	Quarterly
Dividend per share	$2.71
Dividend yield	3.36%
Ex-dividend date	2026-08-26
FCF payout ratio	46.67%
Last dividend	$0.69
Payout ratio	64.43%
Shareholder yield	5.88%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	140.58%
10Y return CAGR	13.61%
10Y total return	258.3%
150-day SMA	$76.20
15Y price change	210.42%
15Y return CAGR	12.43%
15Y total return	479.37%
1D price change	1.01%
1M price change	1.04%
1M total return	1.04%
1W price change	1.36%
1W total return	1.36%
1Y price change	29.64%
1Y return CAGR	34.91%
1Y total return	34.88%
20-day SMA	$78.62
200-day SMA	$73.20
20Y price change	95.35%
20Y return CAGR	7.83%
20Y total return	351.59%
3M price change	-2.64%
3M total return	-1.79%
3Y price change	80.47%
3Y return CAGR	26.94%
3Y total return	104.6%
50-day SMA	$79.21
50-day SMA vs 200-day SMA	50over200
52-week high	$84.38
52-week high date	2026-07-28
52-week low	$57.22
52-week low date	2025-12-02
5Y price change	40.54%
5Y return CAGR	11.7%
5Y total return	73.86%
6M price change	14.2%
6M total return	16.31%
All-time high	$84.38
All-time high date	2026-07-28
All-time low	$8.69
All-time low date	2000-03-23
Average true range (ATR)	$1.18
Average volume	338.4K
Beta (5Y)	0.79
Change from 52-week high	-4.17%
Change from 52-week low	41.31%
Change from all-time high	-4.31%
Change from all-time low	829.43%
Change from open	0.22%
Day's gap	0.79%
Dollar volume	$19.1M
High price	$80.87
Low price	$80.40
Monthly RSI	68.47
Open price	$80.68
Position in 52-week range	97.87%
Previous close	$80.05
Price vs 150-day SMA	5.96%
Price vs 20-day SMA	2.7%
Price vs 200-day SMA	10.3%
Price vs 50-day SMA	1.93%
Relative volume	0.7
RSI	58.44
Sharpe ratio	1.5
Sharpe ratio (3Y)	1.11
Sharpe ratio (5Y)	0.48
Sortino ratio	2.54
Sortino ratio (3Y)	1.85
Sortino ratio (5Y)	0.95
Volume	236.4K
Weekly RSI	60.82
YTD price change	29.39%
YTD total return	33.16%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	556.3M
Float percentage	99.89%
Shares change (QoQ)	-0.18%
Shares change (YoY)	-2.52%
Shares held by insiders	0.03%
Shares held by institutions	49.39%
Shares outstanding	556.9M
Short % of float	0.78%
Short % of shares	0.78%
Short ratio	7.5 days

Deeper analysis on SLF

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

→

Risks

Kill scenarios, soft-pass flags, and downside catalysts.

→

Earnings

Next earnings setup and beat / inline / miss thresholds.

→

Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

→

Moat

Economic-profit evidence and competitive advantage risk.

→

Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this SLF report

Is a complete SLF research report available?

No complete published report is available for Sun Life Financial Inc. (SLF) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Sun Life Financial Inc. (SLF)

Price

Financial snapshot

Fair-value bridge

Latest news · SLF

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All SLF indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on SLF

Frequently asked questions