SLF:NYE-Sun Life Financial Inc.

EQUITY | Insurance - Diversified | New York Stock Exchange

Last Closing

USD 42.14

Change

+0.20 (+0.48)%

Market Cap

USD 24.15B

Volume

0.47M

Analyst Target

USD 45.65
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Sun Life Financial Inc provides diversified financial services. It offers savings, life and health insurance, and retirement and pension products to individuals and groups through its operations in Canada, United States, United Kingdom and Asia.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-07-15 )

Largest Industry Peers for Insurance - Diversified

Symbol Name Price(Change) Market Cap
BRK-A Berkshire Hathaway Inc

-1,860.00 (-0.30%)

USD 877.97B
BRK-B Berkshire Hathaway Inc

-1.04 (-0.26%)

USD 877.97B
AIG American International Group I..

-0.34 (-0.45%)

USD 50.53B
EQH Axa Equitable Holdings Inc

-0.94 (-2.47%)

USD 12.00B
AEG Aegon NV ADR

+0.01 (+0.16%)

USD 10.90B
ORI Old Republic International Cor..

-0.28 (-0.92%)

USD 8.08B
ATH-PA Athene Holding Ltd

-0.24 (-1.02%)

USD 7.37B
FIHL Fidelis Insurance Holdings Lim..

+0.27 (+1.39%)

USD 1.50B
WDH Waterdrop Inc ADR

N/A

USD 0.47B
ATH-PB Athene Holding Ltd

-0.27 (-1.30%)

N/A

ETFs Containing SLF

FLI:CA CI U.S. & Canada Lifeco C.. 9.88 % 0.92 %

-0.10 (0.18%)

CAD 0.08B
HFIN:CA Hamilton Enhanced Canadia.. 9.78 % 0.00 %

-0.09 (0.18%)

CAD 0.12B
CEW:CA iShares Equal Weight Banc.. 9.71 % 0.60 %

-0.07 (0.18%)

CAD 0.19B
RQP:CA RBC Target 2027 Corporate.. 9.15 % 0.00 %

-0.03 (0.18%)

CAD 0.51B
HMAX:CA Hamilton Canadian Financi.. 5.11 % 0.00 %

-0.05 (0.18%)

CAD 0.73B
CDEF:CA Manulife Smart Defensive .. 2.56 % 0.00 %

N/A

CAD 1.24M
XCSR:CA iShares ESG Advanced MSCI.. 2.52 % 0.00 %

-0.15 (0.18%)

CAD 0.20B
PFAA:CA Picton Mahoney Fortified .. 1.77 % 0.00 %

+0.02 (+0.18%)

CAD 0.10B
FQC:CA 0.00 % 1.01 %

N/A

N/A
IDLV Invesco S&P International.. 0.00 % 0.25 %

-0.07 (0.18%)

USD 0.39B
RCD:CA RBC Quant Canadian Divide.. 0.00 % 0.43 %

-0.06 (0.18%)

CAD 0.14B
CIZ VictoryShares Developed E.. 0.00 % 0.45 %

-0.10 (0.18%)

USD 0.04B
ZCB:CA BMO Corporate Bond Index .. 0.00 % 0.17 %

-0.13 (0.18%)

CAD 0.03B
TPRF:CA TD Active Preferred Share.. 0.00 % 0.51 %

+0.03 (+0.18%)

CAD 0.31B
XESG:CA iShares ESG Aware MSCI Ca.. 0.00 % 0.00 %

N/A

CAD 0.37B
RQH:CA 0.00 % 0.28 %

N/A

N/A
TLV:CA Invesco S&P/TSX Composite.. 0.00 % 0.34 %

-0.04 (0.18%)

CAD 0.08B
XDV:CA iShares Canadian Select D.. 0.00 % 0.55 %

-0.10 (0.18%)

CAD 1.51B
XEN:CA iShares Jantzi Social Ind.. 0.00 % 0.55 %

+0.02 (+0.18%)

CAD 0.11B
XFN:CA iShares S&P/TSX Capped Fi.. 0.00 % 0.61 %

-0.14 (0.18%)

CAD 1.39B
ZST:CA BMO Ultra Short-Term Bond 0.00 % 0.17 %

+0.01 (+0.18%)

CAD 1.64B
BANK:CA Evolve Canadian Banks and.. 0.00 % 0.39 %

-0.06 (0.18%)

CAD 0.15B
BNC:CA 0.00 % 0.68 %

N/A

N/A
XDIV:CA iShares Core MSCI Canadia.. 0.00 % 0.11 %

-0.05 (0.18%)

CAD 1.04B
ESGA:CA BMO MSCI Canada ESG Leade.. 0.00 % 0.00 %

-0.08 (0.18%)

CAD 0.09B
PFAE:CA Picton Mahoney Fortified .. 0.00 % 0.00 %

-0.12 (0.18%)

CAD 0.09B
XCLR:CA 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance - Diversified) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.97% 62% D 82% B
Dividend Return 3.09% 78% C+ 79% B-
Total Return 30.05% 62% D 84% B
Trailing 12 Months  
Capital Gain 4.26% 69% C- 66% D+
Dividend Return 4.95% 78% C+ 77% C+
Total Return 9.20% 69% C- 71% C-
Trailing 5 Years  
Capital Gain 12.73% 40% F 62% D
Dividend Return 14.71% 63% D 55% F
Total Return 27.45% 40% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 3.39% 53% F 52% F
Dividend Return 6.38% 53% F 53% F
Total Return 2.99% 67% D+ 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 14.85% 42% F 75% C
Risk Adjusted Return 42.96% 47% F 67% D+
Market Capitalization 24.15B 76% C+ 91% A-

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance - Diversified) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 14.10 50% 58%
Price/Book Ratio 1.58 12% 51%
Price / Cash Flow Ratio 0.00 35% 51%
Price/Free Cash Flow Ratio 0.00 35% 42%
Management Effectiveness  
Return on Equity 10.71% 71% 62%
Return on Invested Capital N/A N/A N/A
Return on Assets 0.78% 47% 20%
Debt to Equity Ratio 38.03% 41% 72%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.