Sun Competitors

Stocks . USA . 
Stock . Sun Life Financial
SLF Stock  USD 65.21  0.36  0.56%   
Sun Life Financial competes with Ageas SA/NV, BB Seguridade, NN Group, Helvetia Holding, and Unipol Gruppo; as well as few others. The company runs under Insurance sector within Financials 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.

Sun Life vs Vienna Insurance Correlation

Very poor diversification

The correlation between Sun Life Financial and VNRFY is 0.83 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Sun Life Financial and VNRFY in the same portfolio, assuming nothing else is changed.

Moving together with Sun Stock

  0.88GL Globe LifePairCorr

Moving against Sun Stock

  0.63FG FG Annuities LifePairCorr
  0.38BRK-A Berkshire HathawayPairCorr
The current Return On Tangible Assets is estimated to decrease to 0.01. The current Return On Capital Employed is estimated to decrease to 0.01. At this time, Sun Life's Total Current Assets are most likely to decrease significantly in the upcoming years. The Sun Life's current Net Tangible Assets is estimated to increase to about 16.4 B, while Non Currrent Assets Other are forecasted to increase to (138.4 B).
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
64.3265.2166.10
Details
Intrinsic
Valuation
LowRealHigh
62.0262.9171.73
Details
13 Analysts
Consensus
LowTargetHigh
56.8762.5069.37
Details
Earnings
Estimates (0)
LowProjected EPSHigh
1.811.871.85
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.

High positive correlations

NNGRY
+ 0.95
AGESY
VNRFY
+ 0.89
HLVTY
VNRFY
+ 0.82
NNGRY
VNRFY
+ 0.77
AGESY
NNGRY
+ 0.76
BBSEY
HLVTY
+ 0.76
NNGRY
  

High negative correlations

VNRFY
- 0.21
MPFRY
MPFRY
- 0.21
UFGSY
MPFRY
- 0.19
HLVTY
MPFRY
- 0.01
BBSEY

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.

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
SLF AGESY BBSEY NNGRY HLVTY UFGSY MPFRY GJNSY VNRFY
 0.56 
 65.21 
Sun
 1.57 
 74.57 
Ageas
 2.67 
 7.31 
BBSEY
 2.26 
 40.64 
NNGRY
 0.00 
 6.40 
Helvetia
 1.85 
 11.58 
Unipol
 0.92 
 9.85 
Mapfre
 5.97 
 29.48 
Gjensidige
 0.00 
 16.04 
Vienna
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Somewhat reliable
Very steady
Not too volatile
Not too volatile
Somewhat reliable
Not too volatile
Somewhat reliable
Market Performance
(90 Days Performance)
Solid
Good
Fair
Solid
Fair
Mild
Soft
Soft
Good
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Small
Small
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Fairly Valued
Under Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Buy
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Buy
Strong Buy
Cautious Hold
Strong Buy
Hold
Sell
Strong Sell
Sell
Hold
Current Ratio
811.07
1.12
1.29
1.64
0.69
0.36
1.04
1.01
0.68
Net Asset
370.72 B
111.14 B
16.13 B
251.59 B
N/A
80.26 B
59.63 B
129.82 B
52.18 B
Profit Margin
0.0889
0.0986
0.81
0.22
0.0414
0.0462
0.031
0.14
0.0348
EBITDA
5 B
2.02 B
7.07 B
4.62 B
806.2 M
1.46 B
1.54 B
9.19 B
675.03 M
Operating Margin
0.17
0.16
0.94
0.13
0.059
0.0812
0.0675
0.19
0.0661
Current Valuation
36.57 B
10.84 B
12.11 B
19.85 B
7.5 B
6.37 B
7.86 B
9.8 B
2.13 B
Price To Book
2.1
0.84
6.64
0.53
N/A
0.49
0.77
4.07
0.65
Retained Earnings
12.6 B
118 M
3.42 B
N/A
N/A
N/A
N/A
21.05 B
1.94 B
Five Year Return
3.72
5.6
7.12
N/A
N/A
N/A
N/A
5.74
4.03
Current Asset
N/A
6.76 B
2.6 B
N/A
N/A
N/A
16.61 B
12.58 B
4.42 B
Beta
0.82
0.76
0.68
0.84
0.97
1.23
0.85
0.29
0.91
Number Of Employees
31.77 K
10.98 K
196
11.87 K
12.13 K
11.65 K
32.19 K
4.25 K
25 K
Shares Outstanding
553.8 M
183.44 M
2 B
565.1 M
51.99 M
1.43 B
1.53 B
499.96 M
640 M
Cash Flow From Operations
2.53 B
(1.06 B)
3.28 B
(2.59 B)
678.7 M
1.64 B
(485.9 M)
7.03 B
522.14 M
Annual Yield
0.0412
0.0958
0.0546
0.0611
N/A
0.22
0.0796
0.0451
0.0477
Total Debt
16.87 B
3.65 B
N/A
11.95 B
2.4 B
4.28 B
4.08 B
2.4 B
1.81 B
Return On Equity
0.12
0.1
0.81
0.0961
0.0774
0.0911
0.12
0.18
0.0846
Z Score
N/A
1.2
N/A
0.6
1.2
N/A
0.6
1.8
0.6
Return On Asset
0.0082
0.0091
0.3
0.0058
0.006
0.0095
0.0141
0.0291
0.0095
Number Of Shares Shorted
1.72 M
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Book Value Per Share
30.69
42.17
3.8
35.75
1.95
4.6
4.74
51.18
6.69
Current Liabilities
N/A
5.18 B
1.43 B
N/A
N/A
N/A
790 M
70.62 B
6.74 B
Total Asset
370.72 B
111.14 B
16.13 B
251.59 B
N/A
80.26 B
59.63 B
129.82 B
52.18 B
Debt To Equity
0.31
0.74
N/A
0.62
0.46
0.52
0.33
0.14
0.51
Short Ratio
4.12
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Target Price
62.5
49.78
7.3
25.99
N/A
N/A
3.24
N/A
N/A
Last Dividend Paid
3.44
N/A
2.88
2.56
5.5
0.3
N/A
8.25
N/A
Shares Owned By Institutions
56.1
0.03
0.04
0.3
N/A
N/A
N/A
N/A
N/A
Market Capitalization
36.32 B
8.75 B
14.24 B
12.15 B
6.6 B
3.18 B
6.22 B
9.3 B
3.57 B
Price To Earning
14.03
5.52
2.95
4.73
11.85
3.85
7.33
11.79
11.28
Price To Earnings To Growth
0.93
6.32
N/A
3.29
N/A
N/A
N/A
N/A
N/A
Price To Sales
1.05
0.82
1.8
0.71
0.47
0.22
0.3
0.29
0.26
Net Income
4.34 B
1.23 B
6.04 B
4.01 B
497.2 M
626.6 M
642.1 M
7.14 B
387.99 M
Earnings Per Share
3.86
5.79
0.58
4.66
0.24
0.45
0.45
1.11
0.66
Shares Owned By Insiders
0.04
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
34.48 B
13.04 B
4.64 B
20.5 B
11.06 B
14.38 B
21.56 B
31.91 B
10.73 B
Working Capital
N/A
1.58 B
1.17 B
N/A
N/A
N/A
15.82 B
(58.04 B)
(2.32 B)
Cash And Equivalents
7.83 B
2.22 B
4.02 B
6.86 B
1.79 B
1.94 B
7.7 B
42.81 B
3.07 B
Cash Per Share
141.27
12.09
2.02
11.31
0.84
1.36
5.05
85.62
4.8
Gross Profit
14 B
3.19 B
7.3 B
5.88 B
2.14 B
2.87 B
7.46 B
10.87 B
1.3 B
Day Typical Price
65.21
74.49
7.21
40.54
6.4
11.5
9.85
29.39
16.04
Accumulation Distribution
0.0137
0.0048
0.0397
0.0074
N/A
0.0216
N/A
0.0088
N/A
Market Facilitation Index
0.9
0.36
0.29
0.3
N/A
0.25
N/A
0.26
N/A
Daily Balance Of Power
0.4
3.194444
0.6552
3.0
0.0
0.84
9.2 T
6.384615
0.0
Period Momentum Indicator
0.36
1.15
0.19
0.9
N/A
0.21
0.09
1.66
N/A
Rate Of Daily Change
1.01
1.02
1.03
1.02
1.0
1.02
1.01
1.06
1.0
Day Median Price
65.21
74.45
7.16
40.49
6.4
11.46
9.85
29.35
16.04
Price Action Indicator
0.18
0.69
0.24
0.6
N/A
0.23
0.045
0.96
N/A
Coefficient Of Variation
847.31
543.67
836.05
389.6
872.08
2399.29
1611.72
1786.56
656.39
Mean Deviation
0.7525
0.9164
2.01
0.7974
0.2096
0.726
1.45
2.38
1.29
Jensen Alpha
0.0758
0.1906
0.276
0.1958
0.0652
0.0613
0.2115
0.1093
0.6974
Total Risk Alpha
0.0099
0.0876
0.0438
0.1474
0.0018
(0.11)
(0.13)
(0.14)
0.2274
Sortino Ratio
0.0264
0.1071
0.0829
0.1781
N/A
(0)
0.0196
0.0291
N/A
Downside Variance
1.54
1.28
7.07
0.8727
N/A
26.59
31.14
8.69
N/A
Standard Deviation
1.04
1.15
2.59
0.9974
0.7447
1.75
3.2
3.14
4.44
Kurtosis
3.69
0.1362
0.9839
0.3158
51.55
21.49
7.57
0.1706
60.57
Potential Upside
1.51
1.94
3.76
1.73
N/A
2.67
5.75
5.97
N/A
Treynor Ratio
0.2442
1.53
0.9861
0.3901
0.5913
2.85
(0.66)
0.2347
(1.72)
Maximum Drawdown
4.76
5.23
15.05
5.2
7.23
15.09
19.33
14.84
35.47
Variance
1.08
1.32
6.73
0.9949
0.5545
3.07
10.27
9.83
19.71
Market Risk Adjusted Performance
0.2542
1.54
0.9961
0.4001
0.6013
2.86
(0.65)
0.2447
(1.71)
Risk Adjusted Performance
0.0973
0.1512
0.1033
0.2087
0.0916
0.039
0.0575
0.0525
0.1309
Skewness
(1.28)
(0.09)
(0.29)
(0.23)
6.67
(3.16)
0.5265
0.5108
7.68
Semi Deviation
1.12
0.9463
2.35
0.6324
N/A
1.56
2.28
2.5
N/A
Information Ratio
0.0316
0.1058
0.085
0.1668
(0.01)
(0.01)
0.0341
0.0274
0.1322
Value At Risk
(1.76)
(1.54)
(4.08)
(1.30)
N/A
(1.63)
(5.19)
(4.62)
N/A
Expected Short fall
(0.78)
(1.00)
(2.19)
(0.90)
N/A
(2.07)
(3.88)
(2.98)
N/A
Downside Deviation
1.24
1.13
2.66
0.9342
N/A
5.16
5.58
2.95
N/A
Semi Variance
1.25
0.8955
5.51
0.3999
N/A
2.43
5.19
6.23
N/A

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

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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 Life & Health Insurance Companies
View
Largest Insurance - Diversified Companies
View
Check out Sun Life Correlation with its peers.
You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
Can Life & Health Insurance industry sustain growth momentum? Does Sun have expansion opportunities? Factors like these will boost the valuation of Sun Life. If investors know Sun will grow in the future, the company's valuation will be higher. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating Sun Life demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth
(0.15)
Dividend Share
3.44
Earnings Share
3.86
Revenue Per Share
60.743
Quarterly Revenue Growth
0.041
The market value of Sun Life Financial is measured differently than its book value, which is the value of Sun that is recorded on the company's balance sheet. Investors also form their own opinion of Sun Life's value that differs from its market value or its book value, called intrinsic value, which is Sun Life's true underlying value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Because Sun Life's market value can be influenced by many factors that don't directly affect Sun Life's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Earnings
Projections
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. Meanwhile, Sun Life's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
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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