Sun Life Financial Stock Analysis
| SLF Stock | USD 61.39 0.58 0.95% |
Sun Life Financial is fairly valued with Real Value of 62.43 and Target Price of 54.61. The main objective of Sun Life stock analysis is to determine its intrinsic value, which is an estimate of what Sun Life Financial is worth, separate from its market price. There are two main types of Sun Life's stock analysis: fundamental analysis and technical analysis.
The Sun Life stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Sun Life's ongoing operational relationships across important fundamental and technical indicators.
Sun |
Sun Stock Analysis Notes
About 57.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.93. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Sun Life Financial has Price/Earnings To Growth (PEG) ratio of 1.33. The entity last dividend was issued on the 27th of November 2024. 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 is traded on New York Stock Exchange in the United States. To find out more about Sun Life Financial contact Dean Connor at 416 979 9966 or learn more at https://www.sunlife.com.Sun Life Financial Investment Alerts
| About 57.0% of the company shares are owned by institutional investors | |
| On 27th of September 2024 Sun Life paid $ 0.5895 per share dividend to its current shareholders | |
| Latest headline from businesswire.com: Crescent European Specialty Lending Announces Financing for the Acquisition of Private Wealth, Corporate and Fund Administration Services Provider VG by Mayfair Equity Partners |
Sun Life Financial Upcoming and Recent Events
| 7th of February 2024 Upcoming Quarterly Report | View | |
| 9th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Sun Largest EPS Surprises
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 | |||
|---|---|---|---|---|---|---|---|
2013-11-06 | 2013-09-30 | 0.63 | 0.56 | -0.07 | 11 | ||
2012-02-15 | 2011-12-31 | -0.46 | -0.38 | 0.08 | 17 | ||
2009-05-07 | 2009-03-31 | -0.17 | -0.26 | -0.09 | 52 |
Sun Life Environmental, Social, and Governance (ESG) Scores
Sun Life's ESG score is a quantitative measure that evaluates Sun Life's performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Sun Life's operations that may have significant financial implications and affect Sun Life's stock price as well as guide investors towards more socially responsible investments.
Sun Life Thematic Classifications
In addition to having Sun Life stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Insurance ProvidersAll types of insurance and insurance brokerages | |
 | Diversified AssetsAll types of close end funds | |
 | Cash CowsCompanies that have the ability to maintain consistent cash flow over time |
Sun Stock Institutional Investors
Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | The Toronto-dominion Bank | 2024-06-30 | 7 M | Cibc Global Asset Management Inc | 2024-09-30 | 6.5 M | Norges Bank | 2024-06-30 | 6.4 M | Federation Des Caisses Desjardins Du Quebec | 2024-06-30 | 6.4 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 5.3 M | Fmr Inc | 2024-09-30 | 5.2 M | Connor Clark & Lunn Inv Mgmt Ltd | 2024-06-30 | 4.9 M | Legal & General Group Plc | 2024-06-30 | 4.9 M | Goldman Sachs Group Inc | 2024-06-30 | 3.9 M | Royal Bank Of Canada | 2024-06-30 | 40.4 M | Vanguard Group Inc | 2024-09-30 | 24 M |
Sun Market Capitalization
The company currently falls under 'Large-Cap' category with a total capitalization of 35.01 B.Sun Profitablity
The company has Net Profit Margin of 0.11 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.21 %, which entails that for every 100 dollars of revenue, it generated $0.21 of operating income.| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.14 | 0.07 |
Management Efficiency
The Sun Life's current Return On Capital Employed is estimated to increase to 0.02, while Return On Tangible Assets are projected to decrease to 0.01. At this time, Sun Life's Intangible Assets are most likely to increase significantly in the upcoming years. The Sun Life's current Asset Turnover is estimated to increase to 0.13, while Non Currrent Assets Other are forecasted to increase to (154.3 B). Sun Life's management efficiency ratios could be used to measure how well Sun Life manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 40.19 | 25.54 | |
| Tangible Book Value Per Share | 16.70 | 17.26 | |
| Enterprise Value Over EBITDA | 11.42 | 13.46 | |
| Price Book Value Ratio | 1.75 | 1.07 | |
| Enterprise Value Multiple | 11.42 | 13.46 | |
| Price Fair Value | 1.75 | 1.07 | |
| Enterprise Value | 39.1 B | 41.1 B |
The decision-making processes within Sun Life are key to its success in a competitive market. By evaluating these processes, we assess the stock's potential for future gains.
Dividend Yield 0.04 | Operating Margin 0.2068 | Profit Margin 0.1118 | Forward Dividend Yield 0.04 | Beta 0.939 |
Technical Drivers
As of the 21st of November, Sun Life has the Semi Deviation of 0.3017, risk adjusted performance of 0.2149, and Coefficient Of Variation of 352.92. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Sun Life Financial, as well as the relationship between them. Please validate Sun Life Financial variance, maximum drawdown, as well as the relationship between the Maximum Drawdown and semi variance to decide if Sun Life is priced more or less accurately, providing market reflects its prevalent price of 61.39 per share. Given that Sun Life Financial has jensen alpha of 0.1862, we advise you to double-check Sun Life Financial's current market performance to make sure the company can sustain itself at a future point.Sun Life Financial Price Movement Analysis
The output start index for this execution was twenty-three with a total number of output elements of thirty-eight. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Sun Life middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Sun Life Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.
Sun Life Outstanding Bonds
Sun Life issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sun Life Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sun bonds can be classified according to their maturity, which is the date when Sun Life Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Sun Life Predictive Daily Indicators
Sun Life intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Sun Life stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Sun Life Corporate Filings
6K | 13th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
13A | 12th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
6K | 5th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
| 24th of October 2024 Other Reports | ViewVerify | |
6K | 15th of October 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
6K | 11th of September 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
6K | 27th of August 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
6K | 13th of August 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
Sun Life Forecast Models
Sun Life's time-series forecasting models are one of many Sun Life's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Sun Life's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.About Sun Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how Sun Life prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Sun shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Sun Life. By using and applying Sun Stock analysis, traders can create a robust methodology for identifying Sun entry and exit points for their positions.
| Last Reported | Projected for Next Year | ||
| Pretax Profit Margin | 0.11 | 0.08 | |
| Operating Profit Margin | 0.17 | 0.18 | |
| Net Profit Margin | 0.10 | 0.06 |
Current Sun Analysis - Recommendations
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Sun analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Sun analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
| Target Price | Advice | # of Analysts | |
| 54.61 | Buy | 14 | Odds |
Most Sun analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Sun stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Sun Life Financial, talking to its executives and customers, or listening to Sun conference calls.
Sun Stock Analysis Indicators
Sun Life Financial stock analysis indicators help investors evaluate how Sun Life stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Sun Life shares will generate the highest return on investment. By understating and applying Sun Life stock analysis, traders can identify Sun Life position entry and exit signals to maximize returns.
| Begin Period Cash Flow | 9.4 B | |
| Total Stockholder Equity | 23.6 B | |
| Capital Lease Obligations | 989 M | |
| Property Plant And Equipment Net | 1.5 B | |
| Cash And Short Term Investments | 27.5 B | |
| Cash | 11.2 B | |
| 50 Day M A | 57.6778 | |
| Net Interest Income | -552 M | |
| Total Current Liabilities | 4.8 B | |
| Forward Price Earnings | 11.2613 | |
| Interest Expense | 552 M | |
| Stock Based Compensation | 800 M | |
| Long Term Debt | 10 B | |
| Common Stock Shares Outstanding | 589 M | |
| Tax Provision | 461 M | |
| Quarterly Earnings Growth Y O Y | 0.567 | |
| Accounts Payable | 2.5 B | |
| Net Debt | 2.1 B | |
| Other Operating Expenses | 28.7 B | |
| Non Current Assets Total | 468.8 B | |
| Liabilities And Stockholders Equity | 333.2 B | |
| Non Currrent Assets Other | -162.4 B |
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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