Total Valuation
Sun Life Financial has a market cap or net worth of $44.74B. The enterprise value is $74.60K.
Market Cap$44.74B
Enterprise Value$74.60K
Share Statistics
Sun Life Financial has 556,864,800 shares outstanding. The number of shares has decreased by -2.65% in one year.
Shares Outstanding556,864,800
Owned by Insiders0.26%
Owned by Institutions10.60%
Financial Efficiency
Sun Life Financial’s return on equity (ROE) is 0.15 and return on invested capital (ROIC) is 0.98%.
Return on Equity (ROE)0.15
Return on Assets (ROA)<0.01
Return on Invested Capital (ROIC)0.98%
Return on Capital Employed (ROCE)0.01
Revenue Per Employee1.20M
Profits Per Employee149.23K
Employee Count32,151
Asset Turnover0.10
Inventory Turnover0.00
Valuation Ratios
The current PE Ratio of Sun Life Financial is 19.0. Sun Life Financial’s PEG ratio is 0.83.
PE Ratio19.0
PS Ratio1.25
PB Ratio1.91
Price to Fair Value1.91
Price to FCF18.18
Price to Operating Cash Flow9.45
PEG Ratio0.83
Income Statement
In the last 12 months, Sun Life Financial had revenue of 38.45B and earned 3.75B in profits. Earnings per share was 6.17.
Revenue38.45B
Gross Profit5.32B
Operating Income4.80B
Pretax Income4.80B
Net Income3.75B
EBITDA5.32B
Earnings Per Share (EPS)6.17
Cash Flow
In the last 12 months, operating cash flow was 6.62B and capital expenditures -131.00M, giving a free cash flow of 6.49B billion.
Operating Cash Flow6.62B
Free Cash Flow6.49B
Free Cash Flow per Share11.65
Dividends & Yields
Sun Life Financial pays an annual dividend of $0.689, resulting in a dividend yield of 3.29%
Dividend Per Share$0.689
Dividend Yield3.29%
Payout Ratio49.86%
Free Cash Flow Yield―
Earnings Yield―
Stock Price Statistics
Beta0.43
52-Week Price Change46.10%
50-Day Moving Average79.31
200-Day Moving Average67.44
Relative Strength Index (RSI)49.65
Average Volume (3m)535.82K
Important Dates
Sun Life Financial upcoming earnings date is Nov 4, 2026, After Close (Confirmed).
Last Earnings DateAug 6, 2026
Next Earnings DateNov 4, 2026
Ex-Dividend Date―
Financial Position
Sun Life Financial as a current ratio of 2.78, with Debt / Equity ratio of 34.34%
Current Ratio2.78
Quick Ratio2.78
Debt to Market Cap0.37
Net Debt to EBITDA1.71
Interest Coverage Ratio9.12
Taxes
In the past 12 months, Sun Life Financial has paid 1.02B in taxes.
Income Tax1.02B
Effective Tax Rate0.21
Enterprise Valuation
Sun Life Financial EV to EBITDA ratio is 10.77, with an EV/FCF ratio of 21.61.
EV to Sales1.49
EV to EBITDA10.77
EV to Free Cash Flow21.61
EV to Operating Cash Flow20.49
Balance Sheet
Sun Life Financial has $29.66B in cash and marketable securities with $9.12B in debt, giving a net cash position of $20.54B billion.
Cash & Marketable Securities$29.66B
Total Debt$9.12B
Net Cash$20.54B
Net Cash Per Share$36.89
Tangible Book Value Per Share$18.94
Margins
Gross margin is 36.56%, with operating margin of 12.48%, and net profit margin of 9.74%.
Gross Margin36.56%
Operating Margin12.48%
Pretax Margin12.48%
Net Profit Margin9.74%
EBITDA Margin13.85%
EBIT Margin13.85%
Analyst Forecast
The average price target for Sun Life Financial is $84.94, which is 11.43% higher than the current price. The consensus rating is Moderate Buy
Price Target$84.94
Price Target Upside3.27% Upside
Analyst ConsensusModerate Buy
Analyst Count9
Revenue Growth Forecast0.18%
EPS Growth Forecast5.88%