Sun Lif Non Preferred Stock Performance
| SLF-PH Preferred Stock | CAD 18.20 0.23 1.25% |
The entity has a beta of 0.21, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Sun Lif's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sun Lif is expected to be smaller as well. At this point, Sun Lif Non has a negative expected return of -0.19%. Please make sure to validate Sun Lif's accumulation distribution, and the relationship between the potential upside and day median price , to decide if Sun Lif Non performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sun Lif Non has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unfluctuating performance, the Preferred Stock's technical and fundamental indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
| Begin Period Cash Flow | 7.7 B |
Sun |
Sun Lif Relative Risk vs. Return Landscape
If you would invest 2,076 in Sun Lif Non on January 18, 2025 and sell it today you would lose (256.00) from holding Sun Lif Non or give up 12.33% of portfolio value over 90 days. Sun Lif Non is generating negative expected returns and assumes 1.7413% volatility on return distribution over the 90 days horizon. Simply put, 15% of preferred stocks are less volatile than Sun, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Sun Lif Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sun Lif's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Sun Lif Non, and traders can use it to determine the average amount a Sun Lif'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 = -0.1113
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| Negative Returns | SLF-PH |
Estimated Market Risk
| 1.74 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.19 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sun Lif is not performing at its full potential. However, 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 Lif by adding Sun Lif to a well-diversified portfolio.
Sun Lif Fundamentals Growth
Sun Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Sun Lif, and Sun Lif 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 Preferred Stock performance.
| Return On Equity | 0.11 | ||||
| Return On Asset | 0.0082 | ||||
| Profit Margin | 0.13 % | ||||
| Operating Margin | 0.19 % | ||||
| Current Valuation | (74.21 B) | ||||
| Shares Outstanding | 603.27 M | ||||
| Price To Earning | 3.96 X | ||||
| Price To Sales | 1.28 X | ||||
| Revenue | 23.21 B | ||||
| EBITDA | 4.86 B | ||||
| Cash And Equivalents | 96.56 B | ||||
| Cash Per Share | 165.13 X | ||||
| Total Debt | 10.1 B | ||||
| Debt To Equity | 0.20 % | ||||
| Book Value Per Share | 46.13 X | ||||
| Cash Flow From Operations | 4.31 B | ||||
| Earnings Per Share | 6.55 X | ||||
| Total Asset | 330.91 B | ||||
About Sun Lif Performance
By analyzing Sun Lif's fundamental ratios, stakeholders can gain valuable insights into Sun Lif's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sun Lif 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 Lif 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 in the United States, the United Kingdom, Canada, and internationally. The company was founded in 1871 and is headquartered in Toronto, Canada. SUN LIFE operates under InsuranceDiversified classification in Canada and is traded on Toronto Stock Exchange. It employs 22719 people.Things to note about Sun Lif Non performance evaluation
Checking the ongoing alerts about Sun Lif for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Sun Lif Non help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Sun Lif Non generated a negative expected return over the last 90 days |
- Analyzing Sun Lif'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 Lif's stock is overvalued or undervalued compared to its peers.
- Examining Sun Lif'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 Lif's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sun Lif's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sun Lif's preferred stock. These opinions can provide insight into Sun Lif's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Sun Preferred Stock analysis
When running Sun Lif's price analysis, check to measure Sun Lif'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 Lif is operating at the current time. Most of Sun Lif's value examination focuses on studying past and present price action to predict the probability of Sun Lif'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 Lif's price. Additionally, you may evaluate how the addition of Sun Lif to your portfolios can decrease your overall portfolio volatility.
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