Sun Life Financial Inc. (SLF)

Price$73.72

Value ScoreD

Growth ScoreD

Momentum ScoreA

Favorite Metrics

Price vs S&P 500 (26W)12.72%

Price vs S&P 500 (4W)3.76%

VGM Score48.67

Market Capitalization$40.39B

P/E Ratio (Annual)15.01x

Indicated Dividend Yield (Annual)3.79%

All Metrics

P/CF (Annual)20.08x

Book Value / Share (Quarterly)$33.41

P/TBV (Annual)2.38x

Indicated Dividend (Annual)$2.76

Revenue Growth (3Y)8.11%

Cash Flow / Share (Quarterly)$6.77

Payout Ratio (TTM)63.96%

Price vs S&P 500 (YTD)9.92%

Net Profit Margin (TTM)9.35%

EPS (TTM)$4.20

10-Day Avg Trading Volume2.62M

EPS Excl Extra (TTM)$4.20

Revenue Growth (5Y)-0.77%

EPS (Annual)$4.76

Dividend / Share (Annual)$2.63

ROI (Annual)7.99%

Net Profit Margin (5Y Avg)10.68%

Cash / Share (Quarterly)$10.99

P/E Basic Excl Extra (TTM)17.13x

Revenue Growth QoQ (YoY)-0.22%

EPS Growth (5Y)6.98%

P/E Normalized (Annual)15.01x

ROA (Last FY)0.94%

Revenue Growth TTM (YoY)2.77%

EBITD / Share (TTM)$5.36

ROE (5Y Avg)14.78%

Operating Margin (TTM)11.92%

Cash Flow / Share (Annual)$3.44

P/B Ratio2.18x

P/B Ratio (Quarterly)1.87x

Net Income / Employee (Annual)$83,729

EV / Revenue (TTM)1.59x

Net Interest Coverage (TTM)3.41x

ROA (TTM)0.84%

EPS Growth QoQ (YoY)-44.43%

EV / EBITDA (TTM)13.34x

EPS Incl Extra (Annual)$4.76

Current Ratio (Annual)0.02x

3-Month Avg Trading Volume2.26M

52-Week Price Return15.38%

EV / Free Cash Flow (Annual)21.01x

P/E Incl Extra (TTM)17.13x

Revenue / Employee (TTM)$783,966

Tangible BV / Share (Quarterly)$26.68

P/S Ratio (Annual)1.60x

Asset Turnover (Annual)0.09x

52-Week High$103.21

Operating Margin (5Y Avg)14.30%

EPS Excl Extra (Annual)$4.76

CapEx CAGR (5Y)-1.70%

Tangible BV CAGR (5Y)-2.99%

26-Week Price Return24.11%

Quick Ratio (Annual)0.00x

13-Week Price Return14.81%

Total Debt / Equity (Annual)0.86x

Enterprise Value$40.08B

Revenue / Share Growth (5Y)0.02%

Asset Turnover (TTM)0.09x

Book Value / Share Growth (5Y)0.62%

Revenue / Employee (Annual)$784,398

Pretax Margin (Annual)13.67%

Cash / Share (Annual)$11.49

3-Month Return Std Dev18.95%

Net Income / Employee (TTM)$73,308

EBITDA CAGR (5Y)46.71%

EBITDA Interim CAGR (5Y)-40.34%

ROE (Last FY)14.84%

Net Interest Coverage (Annual)1.32x

EPS Basic Excl Extra (Annual)$4.76

P/FCF (TTM)10.77x

EV / Free Cash Flow (TTM)10.69x

Total Debt / Equity (Quarterly)0.33x

EPS Incl Extra (TTM)$4.20

ROI (TTM)9.92%

Dividend Growth Rate (5Y)9.56%

P/S Ratio (TTM)1.60x

Pretax Margin (5Y Avg)13.17%

Revenue / Share (Annual)$44.55

Tangible BV / Share (Annual)$26.05

Forward P/E12.14x

Free OCF CAGR (5Y)-17.85%

Price vs S&P 500 (52W)-11.67%

P/E Ratio (TTM)17.13x

EPS Growth TTM (YoY)3.17%

Year-to-Date Return19.98%

5-Day Price Return4.58%

EPS Normalized (Annual)$4.76

ROA (5Y Avg)1.00%

Net Profit Margin (Annual)10.67%

Month-to-Date Return3.75%

EBITD / Share (Annual)$7.08

EPS Growth (3Y)8.82%

Operating Margin (Annual)13.67%

LT Debt / Equity (Annual)0.64x

P/CF (TTM)10.49x

ROI (5Y Avg)9.65%

P/E Excl Extra (TTM)17.13x

LT Debt / Equity (Quarterly)0.33x

EPS Basic Excl Extra (TTM)$4.20

P/TBV (Quarterly)2.35x

Payout Ratio (Annual)55.11%

P/B Ratio (Annual)1.90x

Dividend / Share (TTM)$2.69

Pretax Margin (TTM)11.92%

Book Value / Share (Annual)$32.74

Price vs S&P 500 (13W)4.31%

Net Margin Growth (5Y)6.97%

Dividend Yield (TTM)3.73%

Beta0.33x

P/FCF (Annual)21.17x

Revenue / Share (TTM)$45.50

ROE (TTM)12.89%

52-Week Low$77.38

vGradeD

gGradeD

mGradeA

vgmGradeC

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Analyst Recommendations

Mar 2026

Apr 2026

May 2026

Jun 2026

3.68

3.74

Industry Peers — Life Insurance(32)

Symbol	Value Score	Growth Score	Momentum Score	Price
SLFSun Life Financial Inc.	D	D	A	$73.72
MFCManulife Financial Corp.	C	C	B	$38.71
METMetLife, Inc.	C	D	B	$84.49
PFHPrudential Financial, Inc. 4.125% Junior Subordinated Notes due 2060	B	C	B	$16.25
PRHPrudential Financial, Inc. 5.950% Junior Subordinated Notes due 2062	B	C	B	$22.63
PRSPrudential Financial, Inc. 5.625% Junior Subordinated Notes due 2058	B	C	B	$21.96
PRUPrudential Financial, Inc.	B	C	B	$104.62
PUKPRUDENTIAL PLC ADS (REP 2 ORD SHARES)	D	C	D	$25.49
RGAReinsurance Group of America, Incorporated	B	B	C	$204.96
RZBReinsurance Group of America, Incorporated 5.75% Fixed-To-Floating Rate Subordinated Debentures due 2056	B	B	C	$25.32
RZCReinsurance Group of America, Incorporated 7.125% Fixed-Rate Reset Subordinated Debentures due 2052	B	B	C	$25.44

About

Sun Life Financial is one of Canada's Big Three life insurers with a diversified global and asset management presence. The company provides health, life, annuity, and wealth products across Canada (35% of adjusted earnings), the US (17%), and Asia (18%), with particular strength in Hong Kong and the Philippines. Its asset management business manages approximately CAD 1.2 trillion in assets, contributing 30% of overall earnings.