Sun Life Current Valuation vs. Revenue
| SLF Stock | CAD 86.17 0.55 0.64% |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.85 | 0.95 |
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For Sun Life profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Sun Life to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Sun Life Financial utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Sun Life's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Sun Life Financial over time as well as its relative position and ranking within its peers.
Sun |
Sun Life Financial Revenue vs. Current Valuation Fundamental Analysis
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. Sun Life Financial is rated fourth in current valuation category among its peers. It is rated second in revenue category among its peers totaling about 0.68 of Revenue per Current Valuation. The ratio of Current Valuation to Revenue for Sun Life Financial is roughly 1.47 . At this time, Sun Life's Total Revenue is very stable compared to the past year. Comparative valuation analysis is a catch-all model that can be used if you cannot value Sun Life by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Sun Life's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Sun Current Valuation vs. Competition
Sun Life Financial is rated fourth in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is at this time estimated at about 124.07 Billion. Sun Life totals roughly 45.28 Billion in current valuation claiming about 37% of equities under Financials industry.
Sun Revenue vs. Current Valuation
Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Sun Life |
| = | 45.28 B |
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Sun Life |
| = | 30.85 B |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Sun Revenue vs Competition
Sun Life Financial is rated second in revenue category among its peers. Market size based on revenue of Financials industry is at this time estimated at about 166.56 Billion. Sun Life retains roughly 30.85 Billion in revenue claiming about 19% of equities under Financials industry.
Sun Life Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Sun Life, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Sun Life will eventually generate negative long term returns. The profitability progress is the general direction of Sun Life's change in net profit over the period of time. It can combine multiple indicators of Sun Life, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Accumulated Other Comprehensive Income | 765 M | 803.2 M | |
| Operating Income | 20.9 B | 21.9 B | |
| Income Before Tax | 3.9 B | 2.4 B | |
| Total Other Income Expense Net | -16.9 B | -16.1 B | |
| Net Income | 3.9 B | 2.3 B | |
| Income Tax Expense | 461 M | 337.1 M | |
| Net Income From Continuing Ops | 3.5 B | 3.1 B | |
| Net Income Applicable To Common Shares | 3.5 B | 2.6 B | |
| Interest Income | 4.3 B | 5 B | |
| Net Interest Income | -552 M | -579.6 M | |
| Change To Netincome | 14.7 B | 15.5 B | |
| Net Income Per Share | 5.40 | 5.67 | |
| Income Quality | 1.43 | 1.54 | |
| Net Income Per E B T | 0.81 | 0.80 |
Sun Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Sun Life. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Sun Life position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Sun Life's important profitability drivers and their relationship over time.
Use Sun Life in pair-trading
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.Sun Life Pair Trading
Sun Life Financial Pair Trading Analysis
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.Use Investing Themes to Complement your Sun Life position
In addition to having Sun Life in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Trading Thematic Idea Now
Trading
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Trading Theme or any other thematic opportunities.
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Check out World Market Map. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
To fully project Sun Life's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Sun Life Financial at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Sun Life's income statement, its balance sheet, and the statement of cash flows.