Sun Life Financial Inc. (SLF)
Sun Life Financial Inc., a financial services company, provides savings, retirement, and pension products worldwide. It offers term and permanent life, personal health, dental, critical illness, long-term care, and disability insurance products. The company provides financial advice, asset management, and investment-related products. It is also involved in mutual fund and investment management businesses. Sun Life Financial Inc. was founded in 1871 and is headquartered in Toronto, Canada.
Company Info
| ISIN | CA8667961053 |
|---|---|
| CUSIP | 866796105 |
| Sector | Financial Services |
| Industry | Insurance - Diversified |
Highlights
| Market Cap | $32.37B |
|---|---|
| EPS (TTM) | $3.88 |
| PE Ratio | 14.45 |
| PEG Ratio | 1.20 |
| Total Revenue (TTM) | $34.94B |
| Gross Profit (TTM) | $34.94B |
| EBITDA (TTM) | $1.80B |
| Year Range | $42.62 - $56.15 |
| Target Price | $56.42 |
| Short % | 0.97% |
| Short Ratio | 14.07 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: SLF vs. SPY, SLF vs. MA, SLF vs. BRO, SLF vs. FXAIX, SLF vs. VTWAX, SLF vs. VOO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Sun Life Financial Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Sun Life Financial Inc. had a return of 11.81% year-to-date (YTD) and 16.50% in the last 12 months. Over the past 10 years, Sun Life Financial Inc. had an annualized return of 8.08%, while the S&P 500 had an annualized return of 10.92%, indicating that Sun Life Financial Inc. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.81% | 17.95% |
| 1 month | 11.25% | 3.13% |
| 6 months | 5.02% | 9.95% |
| 1 year | 16.50% | 24.88% |
| 5 years (annualized) | 9.35% | 13.37% |
| 10 years (annualized) | 8.08% | 10.92% |
Monthly Returns
The table below presents the monthly returns of SLF, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.00% | 3.52% | 2.75% | -6.49% | -0.62% | -2.27% | 1.27% | 11.12% | 11.81% | ||||
| 2023 | 8.21% | -2.79% | -3.31% | 5.10% | -0.27% | 7.71% | 0.94% | -6.19% | 0.04% | -6.41% | 11.83% | 2.69% | 16.89% |
| 2022 | 1.63% | -7.14% | 7.28% | -10.89% | -0.78% | -6.15% | 1.38% | -4.00% | -9.78% | 6.77% | 12.98% | -2.07% | -12.85% |
| 2021 | 4.05% | 4.80% | 5.18% | 6.71% | 0.70% | -4.31% | 0.95% | -0.30% | 0.02% | 10.73% | -6.08% | 4.92% | 29.52% |
| 2020 | 3.18% | -7.19% | -25.79% | 7.04% | 1.30% | 6.83% | 6.04% | 8.23% | -2.49% | -2.23% | 12.78% | -0.07% | 1.51% |
| 2019 | 8.74% | 5.77% | 1.61% | 8.12% | -5.50% | 6.43% | 0.07% | 0.06% | 9.27% | 0.16% | 2.68% | -0.22% | 42.71% |
| 2018 | 5.11% | -4.27% | -0.12% | 0.39% | 1.02% | -2.88% | 1.87% | -1.93% | 0.05% | -7.95% | 1.56% | -9.79% | -16.55% |
| 2017 | 2.73% | -7.75% | 1.29% | -3.37% | -6.38% | 9.19% | 7.22% | 1.06% | 3.73% | -2.24% | 2.49% | 4.35% | 11.42% |
| 2016 | -8.65% | 5.47% | 8.40% | 5.67% | 2.05% | -4.81% | 0.46% | -3.46% | 3.20% | 2.89% | 15.61% | 0.03% | 27.65% |
| 2015 | -15.22% | 1.74% | 0.00% | 3.93% | 0.71% | 4.51% | -2.34% | -1.39% | 1.22% | 4.49% | -1.24% | -5.45% | -10.27% |
| 2014 | -6.74% | 6.13% | -0.06% | -2.28% | 1.01% | 8.45% | 3.87% | -1.61% | -2.47% | -1.85% | 5.80% | -3.43% | 5.85% |
| 2013 | 9.84% | -3.10% | -2.15% | 3.30% | 5.07% | 1.20% | 9.55% | -5.21% | 5.06% | 5.29% | 4.91% | 1.00% | 39.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SLF is 75, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Sun Life Financial Inc. (SLF) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Sun Life Financial Inc. granted a 4.18% dividend yield in the last twelve months. The annual payout for that period amounted to $2.34 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.34 | $2.21 | $2.14 | $1.77 | $1.65 | $1.58 | $1.46 | $1.34 | $1.22 | $1.17 | $1.30 | $1.38 |
Dividend yield | 4.18% | 4.26% | 4.60% | 3.17% | 3.70% | 3.46% | 4.41% | 3.25% | 3.18% | 3.76% | 3.61% | 3.91% |
Monthly Dividends
The table displays the monthly dividend distributions for Sun Life Financial Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.58 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.60 | $0.00 | $1.77 | |||
| 2023 | $0.00 | $0.53 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.57 | $0.00 | $2.21 |
| 2022 | $0.00 | $0.00 | $0.52 | $0.00 | $0.55 | $0.00 | $0.00 | $0.53 | $0.00 | $0.00 | $0.54 | $0.00 | $2.14 |
| 2021 | $0.00 | $0.43 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $1.77 |
| 2020 | $0.00 | $0.41 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $1.65 |
| 2019 | $0.00 | $0.38 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.41 | $0.00 | $1.58 |
| 2018 | $0.00 | $0.36 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.38 | $0.00 | $1.46 |
| 2017 | $0.00 | $0.00 | $0.31 | $0.00 | $0.32 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.36 | $0.00 | $1.34 |
| 2016 | $0.00 | $0.29 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $1.22 |
| 2015 | $0.00 | $0.29 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $1.17 |
| 2014 | $0.00 | $0.32 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.32 | $0.00 | $1.30 |
| 2013 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.34 | $0.00 | $1.38 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Sun Life Financial Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Sun Life Financial Inc. was 78.78%, occurring on Mar 9, 2009. Recovery took 1942 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.78% | Nov 1, 2007 | 339 | Mar 9, 2009 | 1942 | Nov 21, 2016 | 2281 |
| -50.84% | Feb 18, 2020 | 25 | Mar 23, 2020 | 209 | Jan 20, 2021 | 234 |
| -43.1% | Jan 2, 2001 | 441 | Oct 7, 2002 | 293 | Dec 3, 2003 | 734 |
| -30.75% | Feb 10, 2022 | 169 | Oct 12, 2022 | 337 | Feb 15, 2024 | 506 |
| -24.99% | Jan 23, 2018 | 233 | Dec 24, 2018 | 129 | Jul 1, 2019 | 362 |
Volatility
Volatility Chart
The current Sun Life Financial Inc. volatility is 3.46%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Sun Life Financial Inc. compared to its peers in the Insurance - Diversified industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for SLF in comparison to other companies of the Insurance - Diversified industry. Currently, SLF has a PE value of 14.5. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for SLF in comparison to other companies of the Insurance - Diversified industry. Currently, SLF has a PEG value of 1.2. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Sun Life Financial Inc..
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Income Statement
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