Sun Life Financial Inc.

SLF | NYSE

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$80.93

-$0.88 (-1.08%)

At close: Oct 30, 2026, 3:59 PM ET

$80.91

-$0.02 (-0.02%)

After-hours: Oct 30, 2026, 5:26 PM ET

Overview Rating Statistics Financials Earnings Analysts Ownership Dividends Profile

Market Data

Market Cap $45B

Enterprise Value $43.33B

Beta 0.79

Average Volume 648.15K

Shares Outstanding (Diluted) 559M

Shares Change YoY -1.76%

Institutional Ownership 45.77%

Exchange NYSE

ISIN CA8667961053

Price Performance

Price Change 1M 3.8%

Price Change 3M -2.4%

Price Change 6M 11.9%

Price Change YTD 29.7%

Price Change 1Y 33.0%

Price Change 3Y 77.2%

Price Change 5Y 42.1%

1M CAGR (ann.) -0.4%

1Y CAGR (ann.) 36.4%

5Y CAGR (ann.) 11.9%

All-Time CAGR 7.7%

Valuation

PE Ratio 18.98

Forward PE 17.78

PEG Ratio 3.71

Forward PEG 2.06

PS Ratio 1.41

Forward PS 5.80

PB Ratio 2.40

P/FCF Ratio 5.85

P/Adj. FCF Ratio 5.85

P/OCF Ratio 9.36

EV/Sales 0.98

EV/EBIT 8.40

EV/EBITDA 8.33

EV/FCF 4.08

Earnings Yield 5.2%

FCF Yield 16.9%

Adj. FCF Yield 16.9%

Financial Health

Net Cash C$20.54B

Total Debt C$9.12B

Cash & Short-Term Investments C$29.66B

Total Assets C$425.33B

Current Ratio 27.38

Quick Ratio 27.38

Debt / Equity Ratio 0.34

Debt / EBITDA 1.75

Debt / FCF 0.86

OCF / Debt 1.18

Interest Coverage 8.18

Altman Z-Score 0.49

Piotroski F-Score 5

Margins & Profitability

Gross Profit Margin 36.6%

Operating Profit Margin 10.8%

EBITDA Margin 12.7%

Net Profit Margin 8.8%

FCF Margin 24.1%

Adj. FCF Margin 24.1%

SBC / Revenue 0.0%

SBC Impact (per share) N/A

Returns

Return on Assets 0.8%

Return on Equity 13.9%

Return on Invested Capital 0.8%

Return on Capital Employed 1.1%

Return on Tangible Assets 0.9%

Historical Growth (CAGR)

Revenue CAGR 3Y 7.3%

Revenue CAGR 5Y 4.2%

Revenue CAGR 10Y 4.4%

EPS CAGR 3Y 11.1%

EPS CAGR 5Y 0.1%

EPS CAGR 10Y 5.9%

FCF CAGR 3Y 17.6%

FCF CAGR 5Y 8.6%

FCF CAGR 10Y 8.9%

Analyst Forecasts

Analyst Rating Hold

Analyst Count 2

EPS Growth Next 3Y N/A

Revenue Growth Next 3Y N/A

Earnings Date Nov 4, 2026

EPS Estimate (next Q) $1.04

EPS Growth Est (next Q) 7.4%

Revenue Est (next Q) $707.1M

Revenue Growth Est (next Q) -88.9%

Fair Value Estimates

Graham Number $56.36

Graham Upside -30.4%

Lynch Fair Value $21.32

Lynch Upside -73.7%

Price Target $88.00

Price Target Upside 8.7%

Cash Flow

Operating Cash Flow C$10.76B

Free Cash Flow C$10.62B

Adj. Free Cash Flow C$10.62B

FCF Per Share $11.71

OCF Per Share $11.95

OCF/S Ratio 16.3%

Income Statement

Revenue C$44.05B

Gross Profit C$15.53B

Operating Income C$4.77B

EBITDA C$5.2B

Net Income C$3.58B

EPS (Diluted) $5.89

Revenue / Employee $1.37M

Profit / Employee $111.5K

Employees 32,151

Dividends

Annual Dividend $2.71

Dividend Yield 3.35%

Payout Ratio 46.1%

FCF Payout Ratio 20.1%

Adj. FCF Payout Ratio 20.1%

Dividend Growth (YoY) 10.4%

Pay Frequency Quarterly

Ex-Dividend Date Aug 26, 2026