Sun Life Operating Margin vs. Net Income
| SLF Stock | USD 62.31 0.12 0.19% |
Sun Life Operating Profit Margin |
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| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.12 | 0.13 |
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| Operating Profit Margin | 0.1 | 0.11 |
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| Pretax Profit Margin | 0.1 | 0.11 |
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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.
Check out World Market Map. Is Life & Health Insurance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sun Life. If investors know Sun will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sun Life listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.15) | Dividend Share 3.44 | Earnings Share 3.81 | Revenue Per Share | Quarterly Revenue Growth 0.041 |
The market value of Sun Life Financial is measured differently than its book value, which is the value of Sun that is recorded on the company's balance sheet. Investors also form their own opinion of Sun Life's value that differs from its market value or its book value, called intrinsic value, which is Sun Life's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sun Life's market value can be influenced by many factors that don't directly affect Sun Life's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sun Life's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sun Life is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sun Life's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Sun Life Financial Net Income vs. Operating Margin 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 below average in operating margin category among its peers. It is rated third in net income category among its peers making up about 25,300,291,545 of Net Income per Operating Margin. At this time, Sun Life's Operating Profit Margin is most likely to increase slightly in the upcoming years. Comparative valuation analysis is a catch-all technique that is used if you cannot value Sun Life by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Sun Net Income vs. Operating Margin
Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Sun Life |
| = | 0.17 % |
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
Net income is the profit of a company for the reporting period, which is derived after taking revenues and gains and subtracting all expenses and losses. Net income is one of the most-watched numbers by money managers as well as individual investors.
Sun Life |
| = | 4.34 B |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
Sun Net Income Comparison
Sun Life is currently under evaluation in net income category among its peers.
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 | 2.8 B | 2.9 B | |
| Operating Income | 5 B | 5.2 B | |
| Income Before Tax | 5 B | 5.2 B | |
| Total Other Income Expense Net | -18.2 B | -17.3 B | |
| Net Income | 5 B | 5.2 B | |
| Income Tax Expense | 1.2 B | 1.3 B | |
| Net Income From Continuing Ops | 3.8 B | 4 B | |
| Net Income Applicable To Common Shares | 3.5 B | 2 B | |
| Interest Income | 4.9 B | 5 B | |
| Net Interest Income | -597.6 M | -627.5 M | |
| Change To Netincome | 11.5 B | 12.1 B | |
| Net Income Per Share | 4.93 | 2.55 | |
| Income Quality | 0.67 | 0.64 | |
| Net Income Per E B T | 0.84 | 1.14 |
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.
Sun Life Earnings Estimation Breakdown
The calculation of Sun Life's earning per share is based on the data from the past 12 consecutive months, used for reporting the company's financial figures. The next projected EPS of Sun Life is estimated to be 1.87 with the future projection ranging from a low of 1.80525 to a high of 1.85. Please be aware that this consensus of annual earnings estimates for Sun Life Financial is based on EPS before non-recurring items and includes expenses related to employee stock options.Last Reported EPS
1.81 Lowest | Expected EPS | 1.85 Highest |
Sun Life Earnings Projection Consensus
Suppose the current estimates of Sun Life's value are higher than the current market price of the Sun Life stock. In this case, investors may conclude that Sun Life is overpriced and will exhibit bullish sentiment. On the other hand, if the present value is lower than the stock price, analysts may conclude that the market undervalues the equity. These scenarios may suggest that the market is not as efficient as it should be at the estimation time, and Sun Life's stock will quickly adjusts to the new information provided by the consensus estimate.
| Number of Analysts | Historical Accuracy | Last Reported EPS | Estimated EPS for 31st of December 2025 | Current EPS (TTM) | |
| 15 | 94.9% | 1.86 | 1.87 | 3.81 |
Sun Life Earnings per Share Projection vs Actual
Actual Earning per Share of Sun Life refers to what the company shows during its earnings calls or quarterly reports. The Expected EPS is what analysts covering Sun Life Financial predict the company's earnings will be in the future. The higher the earnings per share of Sun Life, the better is its profitability. While calculating the Earning per Share, we use the weighted ratio, as the number of shares outstanding can change over time.Sun Life Estimated Months Earnings per Share
For an investor who is primarily interested in generating an income out of investing in entities such as Sun Life, the EPS ratio can tell if the company is intending to increase its current dividend. Although EPS is an essential tool for investors, it should not be used in isolation. EPS of Sun Life should always be considered in relation to other companies to make a more educated investment decision.Sun Quarterly Analyst Estimates and Surprise Metrics
Earnings surprises can significantly impact Sun Life's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2025-11-05 | 2025-09-30 | 1.83 | 1.86 | 0.03 | 1 | ||
2025-08-07 | 2025-06-30 | 1.77 | 1.79 | 0.02 | 1 | ||
2025-05-08 | 2025-03-31 | 1.43 | 1.62 | 0.19 | 13 | ||
2025-02-12 | 2024-12-31 | 1.78 | 1.68 | -0.1 | 5 | ||
2024-11-04 | 2024-09-30 | 1.59 | 2.33 | 0.74 | 46 | ||
2024-08-12 | 2024-06-30 | 1.58 | 1.72 | 0.14 | 8 | ||
2024-05-09 | 2024-03-31 | 1.65 | 1.5 | -0.15 | 9 | ||
2024-02-07 | 2023-12-31 | 1.58 | 1.68 | 0.1 | 6 | ||
2023-11-13 | 2023-09-30 | 1.58 | 1.59 | 0.01 | 0 | ||
2023-08-08 | 2023-06-30 | 1.53 | 1.57 | 0.04 | 2 | ||
2023-05-11 | 2023-03-31 | 1.51 | 1.52 | 0.01 | 0 | ||
2023-02-08 | 2022-12-31 | 1.53 | 1.69 | 0.16 | 10 | ||
2022-11-02 | 2022-09-30 | 1.46 | 1.62 | 0.16 | 10 | ||
2022-08-03 | 2022-06-30 | 1.38 | 1.52 | 0.14 | 10 | ||
2022-05-11 | 2022-03-31 | 1.41 | 1.44 | 0.03 | 2 | ||
2022-02-09 | 2021-12-31 | 1.52 | 1.53 | 0.01 | 0 | ||
2021-11-03 | 2021-09-30 | 1.52 | 1.54 | 0.02 | 1 | ||
2021-08-04 | 2021-06-30 | 1.47 | 1.5 | 0.03 | 2 | ||
2021-05-05 | 2021-03-31 | 1.46 | 1.45 | -0.01 | 0 | ||
2021-02-10 | 2020-12-31 | 1.38 | 1.47 | 0.09 | 6 | ||
2020-11-04 | 2020-09-30 | 1.28 | 1.44 | 0.16 | 12 | ||
2020-08-06 | 2020-06-30 | 1.1 | 1.26 | 0.16 | 14 | ||
2020-05-05 | 2020-03-31 | 1.12 | 1.31 | 0.19 | 16 | ||
2020-02-12 | 2019-12-31 | 1.33 | 1.34 | 0.01 | 0 | ||
2019-11-06 | 2019-09-30 | 1.27 | 1.37 | 0.1 | 7 | ||
2019-07-31 | 2019-06-30 | 1.24 | 1.24 | 0.0 | 0 | ||
2019-05-08 | 2019-03-31 | 1.21 | 1.2 | -0.01 | 0 | ||
2019-02-13 | 2018-12-31 | 1.16 | 1.19 | 0.03 | 2 | ||
2018-11-07 | 2018-09-30 | 1.18 | 1.2 | 0.02 | 1 | ||
2018-08-08 | 2018-06-30 | 1.15 | 1.2 | 0.05 | 4 | ||
2018-05-08 | 2018-03-31 | 1.12 | 1.26 | 0.14 | 12 | ||
2018-02-14 | 2017-12-31 | 1.03 | 1.05 | 0.02 | 1 | ||
2017-11-08 | 2017-09-30 | 1.01 | 1.05 | 0.04 | 3 | ||
2017-08-09 | 2017-06-30 | 0.98 | 1.12 | 0.14 | 14 | ||
2017-05-09 | 2017-03-31 | 0.99 | 0.93 | -0.06 | 6 | ||
2017-02-15 | 2016-12-31 | 0.97 | 0.91 | -0.06 | 6 | ||
2016-11-09 | 2016-09-30 | 0.93 | 1.04 | 0.11 | 11 | ||
2016-08-10 | 2016-06-30 | 0.92 | 0.9 | -0.02 | 2 | ||
2016-05-10 | 2016-03-31 | 0.9 | 0.95 | 0.05 | 5 | ||
2016-02-10 | 2015-12-31 | 0.87 | 1.05 | 0.18 | 20 | ||
2015-11-04 | 2015-09-30 | 0.88 | 0.86 | -0.02 | 2 | ||
2015-08-06 | 2015-06-30 | 0.83 | 1.0 | 0.17 | 20 | ||
2015-05-05 | 2015-03-31 | 0.78 | 0.73 | -0.05 | 6 | ||
2015-02-11 | 2014-12-31 | 0.78 | 0.83 | 0.05 | 6 | ||
2014-11-05 | 2014-09-30 | 0.74 | 0.84 | 0.1 | 13 | ||
2014-08-06 | 2014-06-30 | 0.72 | 0.8 | 0.08 | 11 | ||
2014-05-06 | 2014-03-31 | 0.66 | 0.74 | 0.08 | 12 | ||
2014-02-12 | 2013-12-31 | 0.69 | 1.05 | 0.36 | 52 | ||
2013-11-06 | 2013-09-30 | 0.66 | 0.75 | 0.09 | 13 | ||
2013-08-07 | 2013-06-30 | 0.66 | 0.79 | 0.13 | 19 | ||
2013-05-08 | 2013-03-31 | 0.66 | 0.94 | 0.28 | 42 | ||
2013-02-13 | 2012-12-31 | 0.59 | 0.76 | 0.17 | 28 | ||
2012-11-07 | 2012-09-30 | 0.48 | 0.68 | 0.2 | 41 | ||
2012-08-08 | 2012-06-30 | 0.27 | 0.1 | -0.17 | 62 | ||
2012-05-10 | 2012-03-31 | 0.68 | 1.22 | 0.54 | 79 | ||
2012-02-15 | 2011-12-31 | -0.58 | -0.38 | 0.2 | 34 | ||
2011-11-02 | 2011-09-30 | -0.99 | -0.99 | 0.0 | 0 | ||
2011-08-03 | 2011-06-30 | 0.55 | 0.73 | 0.18 | 32 | ||
2011-05-04 | 2011-03-31 | 0.68 | 0.79 | 0.11 | 16 | ||
2011-02-16 | 2010-12-31 | 0.79 | 0.63 | -0.16 | 20 | ||
2010-11-03 | 2010-09-30 | 0.64 | 0.79 | 0.15 | 23 | ||
2010-08-04 | 2010-06-30 | 0.46 | 0.37 | -0.09 | 19 | ||
2010-05-05 | 2010-03-31 | 0.56 | 0.72 | 0.16 | 28 | ||
2010-02-11 | 2009-12-31 | 0.65 | 0.52 | -0.13 | 20 | ||
2009-11-05 | 2009-09-30 | -0.02 | -0.25 | -0.23 | 1150 | ||
2009-08-06 | 2009-06-30 | 0.93 | 1.05 | 0.12 | 12 | ||
2009-05-07 | 2009-03-31 | -0.19 | -0.33 | -0.14 | 73 | ||
2009-02-12 | 2008-12-31 | 0.08 | -1.25 | -1.33 | 1662 | ||
2008-10-21 | 2008-09-30 | 0.92 | 1.0 | 0.08 | 8 | ||
2008-07-31 | 2008-06-30 | 0.99 | 0.91 | -0.08 | 8 | ||
2008-05-06 | 2008-03-31 | 1.01 | 0.93 | -0.08 | 7 | ||
2008-02-14 | 2007-12-31 | 1.01 | 0.98 | -0.03 | 2 | ||
2007-10-30 | 2007-09-30 | 0.98 | 1.01 | 0.03 | 3 | ||
2007-07-31 | 2007-06-30 | 0.96 | 1.03 | 0.07 | 7 | ||
2007-05-01 | 2007-03-31 | 0.96 | 0.96 | 0.0 | 0 | ||
2007-02-08 | 2006-12-31 | 0.93 | 0.94 | 0.01 | 1 | ||
2006-10-26 | 2006-09-30 | 0.88 | 0.93 | 0.05 | 5 | ||
2006-07-27 | 2006-06-30 | 0.87 | 0.88 | 0.01 | 1 | ||
2006-04-27 | 2006-03-31 | 0.86 | 0.84 | -0.02 | 2 | ||
2006-02-08 | 2005-12-31 | 0.83 | 0.84 | 0.01 | 1 | ||
2005-10-27 | 2005-09-30 | 0.81 | 0.82 | 0.01 | 1 | ||
2005-07-28 | 2005-06-30 | 0.79 | 0.81 | 0.02 | 2 | ||
2005-04-28 | 2005-03-31 | 0.76 | 0.77 | 0.01 | 1 | ||
2005-01-27 | 2004-12-31 | 0.75 | 0.74 | -0.01 | 1 | ||
2004-10-28 | 2004-09-30 | 0.73 | 0.73 | 0.0 | 0 | ||
2004-07-29 | 2004-06-30 | 0.71 | 0.73 | 0.02 | 2 | ||
2004-04-29 | 2004-03-31 | 0.69 | 0.71 | 0.02 | 2 | ||
2004-01-29 | 2003-12-31 | 0.67 | 0.69 | 0.02 | 2 | ||
2003-10-28 | 2003-09-30 | 0.64 | 0.65 | 0.01 | 1 | ||
2003-07-29 | 2003-06-30 | 0.61 | 0.6 | -0.01 | 1 | ||
2003-05-01 | 2003-03-31 | 0.6 | 0.56 | -0.04 | 6 | ||
2003-02-12 | 2002-12-31 | 0.57 | 0.58 | 0.01 | 1 | ||
2002-10-31 | 2002-09-30 | 0.58 | 0.57 | -0.01 | 1 | ||
2002-07-31 | 2002-06-30 | 0.58 | 0.59 | 0.01 | 1 | ||
2002-04-30 | 2002-03-31 | 0.55 | 0.59 | 0.04 | 7 | ||
2002-02-01 | 2001-12-31 | 0.51 | 0.54 | 0.03 | 5 | ||
2001-10-24 | 2001-09-30 | 0.5 | 0.51 | 0.01 | 2 | ||
2001-07-25 | 2001-06-30 | 0.5 | 0.5 | 0.0 | 0 | ||
2001-04-25 | 2001-03-31 | 0.5 | 0.48 | -0.02 | 4 | ||
2001-02-15 | 2000-12-31 | 0.47 | 0.5 | 0.03 | 6 | ||
2000-11-01 | 2000-09-30 | 0.47 | 0.48 | 0.01 | 2 | ||
2000-08-02 | 2000-06-30 | 0.44 | 0.47 | 0.03 | 6 |
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 Large Cap ETFs Thematic Idea Now
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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Large Cap ETFs theme has 888 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 Large Cap ETFs Theme or any other thematic opportunities.
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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.