Sun Competitors

Stocks . Germany . 
Stock . Sun Life Financial
LIE Stock  EUR 58.50  0.50  0.85%   
Sun Life Financial competes with Pure Storage, Science Applications, SBA Communications, Public Storage, and Fidelity National; as well as few others. The company classifies itself under Financial Services sector and is part of Insurance - Diversified industry. Analyzing Sun Life competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Sun Life to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Sun Life Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Sun Life competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
57.4458.5059.56
Details
Intrinsic
Valuation
LowRealHigh
52.6566.3867.44
Details
Naive
Forecast
LowNextHigh
57.3958.4559.51
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
49.5555.1960.82
Details

Sun Life Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Sun Life and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Sun and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Sun Life Financial does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
ZGY
+ 0.61
85S
ZGY
+ 0.55
6PU
CQD
+ 0.48
ZGY
20Y
+ 0.44
PUP
PUP
+ 0.41
4SB
85S
+ 0.38
6PU
  
High negative correlations   
CQD
- 0.43
4SB
20Y
- 0.35
85S
20Y
- 0.28
4SB
PUP
- 0.13
6PU
20Y
- 0.1
ZGY
CQD
- 0.08
PUP

Risk-Adjusted Indicators

There is a big difference between Sun Stock performing well and Sun Life Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Sun Life's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
All Fundamental Data

Sun Life Competitive Analysis

The better you understand Sun Life competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Sun Life's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Sun Life's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
LIE 6PU 85S 4SB PUP ZGY CQD 20Y
 0.85 
 58.50 
Sun
 3.33 
 51.52 
Pure
 1.74 
 117.00 
Science
 0.84 
 216.10 
SBA
 2.52 
 329.20 
Public
 0.29 
 80.12 
Fidelity
 1.58 
 372.40 
Charter
 2.08 
 4.70 
Data3
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Slightly risky
Market Performance
(90 Days Performance)
Solid
Modest
Weak
Modest
OK
OK
OK
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Below Average
Low
Low
Low
Below Average
Low
Low
Current Valuation
(Equity Enterprise Value)
Under Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Strong Buy
Sell
Cautious Hold
Cautious Hold
Strong Hold
Hold
Buy
Cautious Hold
Current Ratio
483.92 X
3.35 X
N/A
N/A
1.03 X
N/A
N/A
1.05 X
Net Asset
330.91 B
3.14 B
5.75 B
10.59 B
17.55 B
63.28 B
144.52 B
770.89 M
Profit Margin
0.13 %
0.01 %
N/A
N/A
1.03 %
N/A
N/A
0.01 %
EBITDA
4.86 B
(15.25 M)
628 M
1.63 B
5.39 B
(12.21 B)
20.92 B
50.38 M
Operating Margin
0.19 %
0.02 %
N/A
N/A
0.52 %
N/A
N/A
0.02 %
Current Valuation
24.35 B
8.02 B
8.14 B
43.83 B
59.71 B
55.55 B
159.48 B
546.95 M
Price To Book
1.36 X
10.73 X
3.48 X
N/A
9.24 X
0.90 X
6.53 X
15.59 X
Five Year Return
3.10 %
N/A
N/A
N/A
3.08 %
N/A
N/A
N/A
Beta
0.97
1.23
N/A
N/A
0.43
N/A
N/A
0.69
Number Of Employees
29.17 K
4.9 K
N/A
N/A
5.9 K
N/A
N/A
1.38 K
Shares Outstanding
586.4 M
302.59 M
N/A
N/A
175.76 M
N/A
N/A
154.6 M
Cash Flow From Operations
4.31 B
410.13 M
518 M
1.29 B
3.12 B
3.94 B
14.93 B
(22.62 M)
Annual Yield
0.04 %
N/A
0.02 %
0.01 %
0.04 %
0.01 %
N/A
0.03 %
Total Debt
10.1 B
786.78 M
2.37 B
12.84 B
6.87 B
14.21 B
96.09 B
26.87 M
Return On Equity
0.11
0.0173
N/A
N/A
0.45
N/A
N/A
0.59
Z Score
1.2
6.0
1.6
1.2
4.2
1.8
0.6
18.2
Return On Asset
0.0082
0.01
N/A
N/A
0.0784
N/A
N/A
0.0887
Book Value Per Share
46.13 X
2.78 X
N/A
N/A
32.66 X
N/A
N/A
0.41 X
Total Asset
330.91 B
3.14 B
5.75 B
10.59 B
17.55 B
63.28 B
144.52 B
770.89 M
Debt To Equity
16.50 %
78.30 %
N/A
N/A
22.10 %
N/A
N/A
0.48 %
Last Dividend Paid
2.76
N/A
N/A
N/A
8.0
N/A
N/A
0.21
Target Price
N/A
29.78
N/A
N/A
333.43
N/A
N/A
N/A
Shares Owned By Institutions
53.73 %
90.65 %
N/A
N/A
81.79 %
N/A
N/A
15.01 %
Market Capitalization
26.93 B
8.09 B
4.17 B
34.57 B
49.64 B
56.35 B
96.98 B
726.57 M
Price To Earning
13.08 X
N/A
N/A
N/A
26.30 X
N/A
N/A
27.73 X
Price To Earnings To Growth
0.95 X
4.66 X
N/A
2.30 X
2.73 X
0.69 X
0.30 X
N/A
Price To Sales
1.06 X
3.07 X
0.81 X
12.63 X
11.90 X
2.89 X
1.34 X
0.31 X
Net Income
3.25 B
(143.26 M)
277 M
461.43 M
4.35 B
(16.72 B)
5.05 B
30.26 M
Earnings Per Share
3.65 X
0.05 X
N/A
N/A
22.15 X
N/A
N/A
0.14 X
Shares Owned By Insiders
0.09 %
5.91 %
N/A
N/A
13.48 %
N/A
N/A
12.03 %
Revenue
23.21 B
2.18 B
7.39 B
2.63 B
4.18 B
14.53 B
54.02 B
2.19 B
Cash And Equivalents
56.26 B
1.17 B
N/A
N/A
360.33 M
N/A
N/A
204.32 M
Cash Per Share
92.59 X
4.61 X
N/A
N/A
2.06 X
N/A
N/A
1.33 X
Gross Profit
14.48 B
1.47 B
N/A
N/A
3.19 B
N/A
N/A
65.22 M
Day Typical Price
58.5
51.38
116.0
215.73
328.9
80.21
371.97
4.7
Accumulation Distribution
N/A
0.008
0.0256
0.0051
0.0027
0.007
0.0181
N/A
Market Facilitation Index
N/A
0.41
3.0
1.1
0.9
0.56
6.8
N/A
Daily Balance Of Power
(9,223,372,036,855)
4.04878
0.6667
1.636364
9.0
0.4107
0.8529
(9,223,372,036,855)
Period Momentum Indicator
(0.50)
1.66
2.0
1.8
8.1
0.23
5.8
(0.10)
Rate Of Daily Change
0.99
1.03
1.02
1.01
1.03
1.0
1.02
0.98
Day Median Price
58.5
51.32
115.5
215.55
328.75
80.26
371.75
4.7
Price Action Indicator
(0.25)
1.04
2.5
1.45
4.5
(0.03)
3.55
(0.05)
Relative Strength Index
16.49
45.07
67.99
12.79
27.77
61.05
57.84
75.18
Coefficient Of Variation
345.24
(57,309)
3248.37
1472.71
947.14
628.75
1181.7
2240.16
Mean Deviation
0.6968
2.06
1.31
1.11
1.1
0.7772
1.91
1.53
Jensen Alpha
0.2089
(0.23)
(0.03)
0.082
0.0512
N/A
0.1902
0.0487
Total Risk Alpha
0.1296
(0.52)
(0.33)
(0.16)
(0.09)
(0.01)
(0.23)
(0.23)
Sortino Ratio
0.1224
N/A
(0.01)
(0.01)
0.0172
0.0371
0.0595
(0.02)
Downside Variance
2.06
N/A
17.74
2.59
1.93
1.58
4.43
4.6
Standard Deviation
1.06
3.19
2.53
1.64
1.46
1.11
3.02
1.99
Kurtosis
10.87
7.6
29.57
5.88
0.2683
2.22
9.02
0.7028
Potential Upside
1.77
4.08
2.61
2.05
3.09
1.88
5.22
3.18
Treynor Ratio
0.4096
(0.01)
0.0827
0.6252
0.1866
N/A
0.5335
0.3163
Maximum Drawdown
7.55
15.42
21.06
12.65
6.54
6.33
19.48
11.26
Variance
1.12
10.15
6.41
2.7
2.14
1.24
9.13
3.95
Market Risk Adjusted Performance
0.4196
0.0011
0.0927
0.6352
0.1966
N/A
0.5435
0.3263
Risk Adjusted Performance
0.2242
0.0063
0.0305
0.0573
0.0855
0.1247
0.0722
0.0403
Skewness
2.0
(1.82)
(4.46)
0.4665
0.4136
(0.40)
2.2
0.0567
Semi Deviation
0.1717
N/A
2.89
1.38
1.23
1.04
1.92
1.88
Information Ratio
0.1662
(0.04)
(0.02)
(0.01)
0.0163
0.0419
0.0415
(0.02)
Value At Risk
(1.21)
(6.25)
(2.13)
(1.82)
(2.18)
(1.99)
(3.12)
(2.75)
Expected Short fall
(1.25)
N/A
(1.68)
(1.22)
(1.16)
(0.79)
(2.28)
(1.66)
Downside Deviation
1.43
N/A
4.21
1.61
1.39
1.26
2.11
2.14
Semi Variance
0.0295
N/A
8.32
1.9
1.53
1.07
3.69
3.53

Sun Life Competition Performance Charts

Five steps to successful analysis of Sun Life Competition

Sun Life's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Sun Life Financial in relation to its competition. Sun Life's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Sun Life in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Sun Life's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Sun Life Financial, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Sun Life position

In addition to having Sun Life in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Absolute Returns ETFs Theme
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Additional Information and Resources on Investing in Sun Stock

When determining whether Sun Life Financial is a strong investment it is important to analyze Sun Life's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Sun Life's future performance. For an informed investment choice regarding Sun Stock, refer to the following important reports:
How To Invest In Sun
Details
Is Sun Stock a good investment?
Details
What is Sun Life's Net Worth?
Details
Largest Insurance - Diversified Companies
View
Largest Financial Services Companies
View
Check out Sun Life Correlation with its peers.
You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Altman
Z Score
Details
Intrinsic
Valuation
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Sun Life's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sun Life is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sun Life's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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