Sun Life Financials
| SLF Stock | USD 61.39 0.58 0.95% |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Debt Equity Ratio | 0.55 | 0.5211 |
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| Current Ratio | 2.56 | 2.69 |
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The essential information of the day-to-day investment outlook for Sun Life includes many different criteria found on its balance sheet. An individual investor should monitor Sun Life's cash flow, debt, and profitability to accurately make informed decisions on whether to invest in Sun Life.
Cash And Equivalents |
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Sun | Select Account or Indicator |
Understanding current and past Sun Life Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Sun Life's financial statements are interrelated, with each one affecting the others. For example, an increase in Sun Life's assets may result in an increase in income on the income statement.
Sun Life Stock Summary
Sun Life competes with Hartford Financial, Enstar Group, American International, Axa Equitable, and Arch Capital. Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. The company was founded in 1871 and is headquartered in Toronto, Canada. Sun Life is traded on New York Stock Exchange in the United States.| Foreign Associates | |
Specialization | Financial Services, Insurance - Diversified |
| Instrument | USA Stock View All |
| Exchange | New York Stock Exchange |
| ISIN | CA8667961053 |
| CUSIP | 866796105 |
| Location | Ontario; Canada |
| Business Address | 1 York Street, |
| Sector | Insurance |
| Industry | Financials |
| Benchmark | Dow Jones Industrial |
| Website | www.sunlife.com |
| Phone | 416 979 9966 |
| Currency | USD - US Dollar |
Sun Life Key Financial Ratios
| Return On Equity | 0.15 | |||
| Profit Margin | 0.11 % | |||
| Operating Margin | 0.21 % | |||
| Price To Sales | 1.08 X | |||
| Revenue | 32.66 B |
Sun Life Key Balance Sheet Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Total Assets | 297.2B | 323.0B | 345.4B | 330.9B | 333.2B | 220.3B | |
| Net Debt | (5.5B) | (6.6B) | (2.1B) | 2.2B | 2.1B | 2.2B | |
| Other Assets | 190.0B | 202.0B | 221.8B | 216.3B | (165.4B) | (157.1B) | |
| Total Liab | 272.7B | 297.1B | 317.3B | 301.5B | 309.0B | 200.1B | |
| Total Current Assets | 11.5B | 15.3B | 14.5B | 14.9B | 29.9B | 28.4B | |
| Other Current Liab | (1.9B) | (2.8B) | (2.4B) | (5.0B) | (4.8B) | (4.6B) | |
| Other Liab | 256.2B | 279.6B | 296.2B | 275.2B | 316.5B | 332.3B | |
| Net Tangible Assets | 14.3B | 15.0B | 15.9B | 13.6B | 15.7B | 16.4B | |
| Retained Earnings | 12.8B | 13.9B | 15.7B | 16.8B | 12.2B | 10.3B | |
| Accounts Payable | 1.9B | 2.4B | 1.9B | 2.6B | 2.5B | 2.2B | |
| Cash | 9.6B | 13.5B | 12.3B | 11.2B | 11.2B | 7.5B | |
| Long Term Debt | 8.0B | 5.3B | 8.8B | 11.9B | 10.0B | 6.8B | |
| Net Receivables | 2.0B | 1.8B | 2.3B | 3.7B | 2.4B | 1.4B | |
| Good Will | 5.8B | 6.1B | 6.5B | 8.7B | 9.0B | 5.8B | |
| Inventory | (17.0B) | (20.4B) | (19.6B) | (16.9B) | (19.7B) | (18.7B) | |
| Other Current Assets | 17.0B | 20.4B | 19.6B | 16.9B | 19.7B | 18.7B | |
| Short Long Term Debt | 30M | 344M | 574M | 2.3B | 2.3B | 2.4B | |
| Short Term Debt | 30M | 344M | 574M | 2.3B | 2.3B | 2.4B | |
| Intangible Assets | 2.1B | 2.5B | 3.4B | 4.7B | 5.2B | 5.4B | |
| Common Stock | 10.6B | 10.6B | 10.6B | 10.6B | 8.3B | 8.2B | |
| Long Term Debt Total | 8.9B | 8.7B | 11.3B | 12.9B | 14.8B | 9.8B |
Sun Life Key Income Statement Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Interest Expense | 333M | 355M | 327M | 445M | 552M | 315.1M | |
| Total Revenue | 39.7B | 43.3B | 35.7B | 23.2B | 32.7B | 25.2B | |
| Gross Profit | 39.7B | 43.3B | 35.7B | 23.2B | 32.7B | 25.2B | |
| Operating Income | 3.2B | 3.3B | 4.6B | 4.3B | 3.8B | 2.5B | |
| Ebit | 3.6B | 3.3B | 4.6B | 4.1B | 3.8B | 2.5B | |
| Ebitda | 3.6B | 3.7B | 5.0B | 4.8B | 3.8B | 2.5B | |
| Income Before Tax | 3.2B | 3.3B | 5.1B | 3.9B | 3.9B | 2.4B | |
| Net Income | 2.9B | 2.8B | 4.4B | 3.0B | 3.3B | 1.9B | |
| Income Tax Expense | 286M | 495M | 727M | 621M | 461M | 337.2M | |
| Extraordinary Items | (2M) | (1M) | (10M) | 92M | 105.8M | 111.1M | |
| Tax Provision | 284M | 495M | 727M | 713M | 461M | 587.2M | |
| Interest Income | 6.8B | 5.4B | 5.3B | 18.2B | 4.3B | 5.0B | |
| Net Interest Income | (333M) | (355M) | (327M) | (445M) | (552M) | (579.6M) |
Sun Life Key Cash Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (509M) | 4.0B | (3.0B) | 1.7B | 1.8B | 982.9M | |
| Free Cash Flow | 2.4B | 7.1B | (1.9B) | 4.3B | 5.4B | 2.9B | |
| Depreciation | 378M | 406M | 438M | 528M | 598M | 627.9M | |
| Other Non Cash Items | (12.1B) | (11.2B) | (9.5B) | 12.0B | (6.2B) | (5.9B) | |
| Capital Expenditures | 114M | 158M | 81M | 3.7B | 172M | 266.4M | |
| Net Income | 3.2B | 3.3B | 5.1B | 3.9B | 3.9B | 2.3B | |
| End Period Cash Flow | 6.7B | 10.6B | 7.7B | 9.4B | 11.2B | 6.6B | |
| Investments | (430M) | (886M) | (29M) | (2.9B) | (559M) | (531.1M) | |
| Net Borrowings | (223M) | (560M) | 1.3B | 1.9B | 2.1B | 2.2B | |
| Dividends Paid | 1.3B | 1.4B | 1.4B | 1.7B | 1.9B | 962.8M | |
| Change To Netincome | (12.0B) | (10.8B) | (8.8B) | 12.8B | 11.5B | 12.1B |
Sun Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sun Life's current stock value. Our valuation model uses many indicators to compare Sun Life value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sun Life competition to find correlations between indicators driving Sun Life's intrinsic value. More Info.Sun Life Financial is rated fifth in return on equity category among its peers. It also is rated fifth in return on asset category among its peers reporting about 0.06 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Sun Life Financial is roughly 16.92 . At this time, Sun Life's Return On Equity is most likely to increase slightly in the upcoming years. Comparative valuation analysis is a catch-all technique that is used if you cannot value Sun Life by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Sun Life Financial Systematic Risk
Sun Life's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sun Life volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Sun Life Financial correlated with the market. If Beta is less than 0 Sun Life generally moves in the opposite direction as compared to the market. If Sun Life Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sun Life Financial is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sun Life is generally in the same direction as the market. If Beta > 1 Sun Life moves generally in the same direction as, but more than the movement of the benchmark.
Sun Life Thematic Clasifications
Sun Life Financial is part of several thematic ideas from Insurance Providers to Diversified Assets. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic IdeasToday, most investors in Sun Life Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Sun Life's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Sun Life growth as a starting point in their analysis.
Price Earnings To Growth Ratio |
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Sun Life November 21, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sun Life help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sun Life Financial. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sun Life Financial based on widely used predictive technical indicators. In general, we focus on analyzing Sun Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sun Life's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6899 | |||
| Information Ratio | 0.1743 | |||
| Maximum Drawdown | 5.1 | |||
| Value At Risk | (0.93) | |||
| Potential Upside | 1.66 |
Complementary Tools for Sun Stock analysis
When running Sun Life's price analysis, check to measure Sun Life's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sun Life is operating at the current time. Most of Sun Life's value examination focuses on studying past and present price action to predict the probability of Sun Life's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sun Life's price. Additionally, you may evaluate how the addition of Sun Life to your portfolios can decrease your overall portfolio volatility.
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