SLF:CA:TSX-Sun Life Financial Inc.

EQUITY | Insurance | Toronto Stock Exchange

Last Closing

CAD 51.71

Change

+0.43 (+0.84)%

Market Cap

CAD 32.49B

Volume

1.91M

Analyst Target

CAD 54.67
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)

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Relative Returns (From:    To: 2019-03-18 )

Largest Industry Peers for Insurance

ETFs Containing SLF:CA

RQP:CA RBC Target 2027 Corporate.. 9.15 % 0.00 %

+0.03 (+0.17%)

CAD 0.47B
RQK:CA 6.38 % 0.29 %

N/A

N/A
NSCB:CA NBI Sustainable Canadian .. 3.61 % 0.00 %

+0.05 (+0.17%)

CAD 2.33B
ZQB:CA BMO High Quality Corporat.. 1.40 % 0.00 %

-0.23 (0.17%)

CAD 0.02B
ESGB:CA BMO ESG Corporate Bond In.. 1.25 % 0.00 %

-0.13 (0.17%)

CAD 0.06B
CEW WisdomTree Emerging Curre.. 0.00 % 1.44 %

+0.04 (+0.17%)

USD 7.08M
CRQ.A:CA 0.00 % 1.55 %

N/A

N/A
FIE.A:CA 0.00 % 1.78 %

N/A

N/A
HEF.A:CA 0.00 % 1.61 %

N/A

N/A
HEX.A:CA 0.00 % 1.60 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Insurance) Market Performance vs. Exchange (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.18% 92% A 80% B-
Dividend Return 1.10% 31% F 53% F
Total Return 15.28% 92% A 81% B-
Trailing 12 Months  
Capital Gain -6.56% 46% F 43% F
Dividend Return 3.52% 31% F 46% F
Total Return -3.04% 46% F 44% F
Trailing 5 Years  
Capital Gain 34.84% 100% F 79% B-
Dividend Return 20.61% 45% F 61% D-
Total Return 55.45% 100% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 6.72% 92% A 77% C+
Dividend Return 10.24% 92% A 80% B-
Total Return 3.52% 31% F 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 9.54% 54% F 62% D
Risk Adjusted Return 107.38% 100% F 92% A
Market Capitalization 32.49B 100% F 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Insurance) Ratio vs. Market (Toronto Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 14.10 8% 30%
Price/Book Ratio 1.50 8% 34%
Price / Cash Flow Ratio 2.24 17% 29%
Price/Free Cash Flow Ratio 8.34 15% 33%
Management Effectiveness  
Return on Equity 15.09% 100% 81%
Return on Invested Capital N/A N/A N/A
Return on Assets 1.29% 100% 53%
Debt to Equity Ratio 18.25% 85% 74%

Annual Financials (CAD)

Quarterly Financials (CAD)

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

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

Superior return on equity

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

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

Superior Revenue Growth

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

What to not like:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.