Sun Life Financial Preferred Stock Five Year Return
| SLF-PJ Preferred Stock | CAD 16.39 0.11 0.67% |
Sun Life Financial fundamentals help investors to digest information that contributes to Sun Life's financial success or failures. It also enables traders to predict the movement of Sun Preferred Stock. The fundamental analysis module provides a way to measure Sun Life's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sun Life preferred stock.
Sun |
Sun Life Financial Company Five Year Return Analysis
Sun Life's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Sun Life Five Year Return | 4.21 % |
Most of Sun Life's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sun Life Financial is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Sun Life Financial has a Five Year Return of 4.21%. This is much higher than that of the Insurance sector and significantly higher than that of the Financials industry. The five year return for all Canada preferred stocks is notably lower than that of the firm.
Sun Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sun Life's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the preferred stocks which would be a good addition to a portfolio. Peer analysis of Sun Life could also be used in its relative valuation, which is a method of valuing Sun Life by comparing valuation metrics of similar companies.Sun Life is currently under evaluation in five year return category among its peers.
Sun Fundamentals
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0081 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.12 % | ||||
| Current Valuation | (63.93 B) | ||||
| Shares Outstanding | 603.27 M | ||||
| Shares Owned By Institutions | 12.77 % | ||||
| Number Of Shares Shorted | 2.14 K | ||||
| Price To Earning | 2.58 X | ||||
| Price To Sales | 1.19 X | ||||
| Revenue | 32.66 B | ||||
| Gross Profit | 14.48 B | ||||
| EBITDA | 4.81 B | ||||
| Net Income | 3.17 B | ||||
| Cash And Equivalents | 96.56 B | ||||
| Cash Per Share | 165.13 X | ||||
| Total Debt | 2.33 B | ||||
| Debt To Equity | 0.20 % | ||||
| Book Value Per Share | 38.68 X | ||||
| Cash Flow From Operations | 5.61 B | ||||
| Short Ratio | 1.31 X | ||||
| Earnings Per Share | 6.55 X | ||||
| Number Of Employees | 30.94 K | ||||
| Beta | 0.94 | ||||
| Market Capitalization | 38.03 B | ||||
| Total Asset | 333.24 B | ||||
| Retained Earnings | 12.16 B | ||||
| Annual Yield | 0.1 % | ||||
| Five Year Return | 4.21 % | ||||
| Net Asset | 333.24 B | ||||
| Last Dividend Paid | 3.12 |
About Sun Life Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Sun Life Financial's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sun Life using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sun Life Financial based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Sun Life
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Sun Life position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Sun Life will appreciate offsetting losses from the drop in the long position's value.Moving against Sun Preferred Stock
| 0.68 | DFN | Dividend 15 Split | PairCorr |
| 0.68 | DGS | Dividend Growth Split | PairCorr |
| 0.67 | FFN | North American Financial | PairCorr |
| 0.56 | WINS | Winshear Gold Corp Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to Sun Life could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sun Life when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Sun Life - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Sun Life Financial to buy it.
The correlation of Sun Life is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Sun Life moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sun Life Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Sun Life can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Other Information on Investing in Sun Preferred Stock
Sun Life financial ratios help investors to determine whether Sun Preferred Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Sun with respect to the benefits of owning Sun Life security.