Sun Life Financial Preferred Stock Performance
| SLF-PJ Preferred Stock | CAD 16.19 0.13 0.80% |
The entity has a beta of -0.19, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Sun Life are expected to decrease at a much lower rate. During the bear market, Sun Life is likely to outperform the market. At this point, Sun Life Financial has a negative expected return of -0.0617%. Please make sure to validate Sun Life's expected short fall, day median price, and the relationship between the potential upside and accumulation distribution , to decide if Sun Life Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Sun Life Financial has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong technical and fundamental indicators, Sun Life is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 9.4 B | |
| Price Earnings Ratio | 2.505 | |
| Free Cash Flow | 5.4 B |
Sun |
Sun Life Relative Risk vs. Return Landscape
If you would invest 1,686 in Sun Life Financial on August 30, 2024 and sell it today you would lose (67.00) from holding Sun Life Financial or give up 3.97% of portfolio value over 90 days. Sun Life Financial is generating negative expected returns and assumes 0.8665% volatility on return distribution over the 90 days horizon. Simply put, 7% 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 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 preferred 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 = -0.0712
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SLF-PJ |
Estimated Market Risk
| 0.87 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sun Life 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 Life by adding Sun Life to a well-diversified portfolio.
Sun Life Fundamentals Growth
Sun Preferred 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 Preferred Stock performance.
| 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 | ||||
| Price To Earning | 2.58 X | ||||
| Price To Sales | 1.19 X | ||||
| Revenue | 32.66 B | ||||
| EBITDA | 4.81 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 | ||||
| Earnings Per Share | 6.55 X | ||||
| Total Asset | 333.24 B | ||||
| Retained Earnings | 12.16 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 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 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. Preferred 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.| Sun Life Financial generated a negative expected return over the last 90 days |
- 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 preferred 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 Preferred 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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