Sun Life (Germany) Performance
| LIE Stock | EUR 58.50 0.50 0.85% |
On a scale of 0 to 100, Sun Life holds a performance score of 22. The entity has a beta of 0.72, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sun Life's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sun Life is expected to be smaller as well. Please check Sun Life's jensen alpha, sortino ratio, maximum drawdown, as well as the relationship between the total risk alpha and treynor ratio , to make a quick decision on whether Sun Life's existing price patterns will revert.
Risk-Adjusted Performance
22 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Sun Life Financial are ranked lower than 22 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Sun Life reported solid returns over the last few months and may actually be approaching a breakup point. ...more
| Begin Period Cash Flow | 7.7 B |
Sun |
Sun Life Relative Risk vs. Return Landscape
If you would invest 4,840 in Sun Life Financial on August 29, 2024 and sell it today you would earn a total of 1,010 from holding Sun Life Financial or generate 20.87% return on investment over 90 days. Sun Life Financial is currently producing 0.2975% returns and takes up 1.0624% volatility of returns over 90 trading days. Put another way, 9% of traded stocks are less volatile than Sun, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Sun Life Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sun Life's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sun Life Financial, and traders can use it to determine the average amount a Sun Life's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.28
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| Small Returns | LIE | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.06 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.3 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 22 78% of assets perform better |
Based on monthly moving average Sun Life is performing at about 22% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sun Life by adding it to a well-diversified portfolio.
Sun Life Fundamentals Growth
Sun Stock prices reflect investors' perceptions of the future prospects and financial health of Sun Life, and Sun Life fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sun Stock performance.
| Return On Equity | 0.11 | |||
| Return On Asset | 0.0082 | |||
| Profit Margin | 0.13 % | |||
| Operating Margin | 0.19 % | |||
| Current Valuation | 24.35 B | |||
| Shares Outstanding | 586.4 M | |||
| Price To Earning | 13.08 X | |||
| Price To Book | 1.36 X | |||
| Price To Sales | 1.06 X | |||
| Revenue | 23.21 B | |||
| EBITDA | 4.86 B | |||
| Cash And Equivalents | 56.26 B | |||
| Cash Per Share | 92.59 X | |||
| Total Debt | 10.1 B | |||
| Debt To Equity | 16.50 % | |||
| Book Value Per Share | 46.13 X | |||
| Cash Flow From Operations | 4.31 B | |||
| Earnings Per Share | 3.65 X | |||
| Total Asset | 330.91 B | |||
About Sun Life Performance
By analyzing Sun Life's fundamental ratios, stakeholders can gain valuable insights into Sun Life's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sun Life has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sun Life has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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 operates under Insurance - Diversified classification in Germany and is traded on Frankfurt Stock Exchange. It employs 22318 people.Things to note about Sun Life Financial performance evaluation
Checking the ongoing alerts about Sun Life for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sun Life Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Sun Life's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Sun Life's stock performance include:- Analyzing Sun Life's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sun Life's stock is overvalued or undervalued compared to its peers.
- Examining Sun Life's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sun Life's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sun Life's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sun Life's stock. These opinions can provide insight into Sun Life's potential for growth and whether the stock is currently undervalued or overvalued.
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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