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
CA8667961053
866796105
Mar 23, 2000
Highlights
$35.61B
$3.92
16.05
1.02
$44.98B
$35.88B
$2.88B
$44.97 - $63.39
$50.91
0.97%
6.95
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Sun Life Financial Inc. (SLF) returned 7.65% year-to-date (YTD) and 27.65% over the past 12 months. Over the past 10 years, SLF had an annualized return of 11.02%, slightly ahead of the S&P 500 benchmark at 10.86%.
SLF
7.65%
12.00%
6.39%
27.65%
14.63%
18.18%
11.02%
^GSPC (Benchmark)
1.39%
12.89%
1.19%
12.45%
15.19%
14.95%
10.86%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -2.85% | -2.61% | 3.08% | 4.00% | 6.13% | 7.65% | |||||||
| 2024 | 0.00% | 3.52% | 2.75% | -6.49% | -0.62% | -2.27% | 1.27% | 11.12% | 6.42% | -4.48% | 11.86% | -3.34% | 19.48% |
| 2023 | 8.21% | -2.79% | -3.31% | 5.10% | -0.26% | 7.71% | 0.94% | -6.19% | 0.04% | -6.41% | 11.83% | 2.69% | 16.90% |
| 2022 | 1.63% | -7.14% | 7.28% | -10.89% | -0.78% | -6.15% | 1.38% | -4.01% | -9.78% | 6.77% | 12.97% | -2.07% | -12.87% |
| 2021 | 4.05% | 4.81% | 5.18% | 6.71% | 0.70% | -4.31% | 0.95% | -0.30% | 0.02% | 10.73% | -6.08% | 4.92% | 29.54% |
| 2020 | 3.18% | -7.18% | -25.79% | 7.04% | 1.28% | 6.83% | 6.04% | 8.23% | -2.49% | -2.23% | 12.77% | -0.07% | 1.50% |
| 2019 | 8.74% | 5.77% | 1.61% | 8.12% | -5.49% | 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% | -16.54% |
| 2017 | 2.73% | -7.75% | 1.29% | -3.37% | -6.38% | 9.19% | 7.22% | 1.06% | 3.72% | -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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 89, SLF is among the top 11% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Sun Life Financial Inc. provided a 3.77% dividend yield over the last twelve months, with an annual payout of $2.38 per share. The company has been increasing its dividends for 9 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.38 | $2.37 | $2.21 | $2.13 | $1.77 | $1.64 | $1.58 | $1.46 | $1.34 | $1.22 | $1.18 | $1.30 |
Dividend yield | 3.77% | 3.99% | 4.26% | 4.59% | 3.19% | 3.70% | 3.46% | 4.41% | 3.25% | 3.18% | 3.77% | 3.61% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.59 | $0.00 | $0.00 | $0.00 | $0.59 | |||||||
| 2024 | $0.00 | $0.58 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.60 | $0.00 | $2.37 |
| 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 | $0.53 | $0.00 | $2.13 |
| 2021 | $0.00 | $0.44 | $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 | $0.42 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $1.64 |
| 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 | $0.37 | $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 | $1.18 |
| 2014 | $0.32 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.32 | $0.00 | $1.30 |
Dividend Yield & Payout
Dividend Yield
Sun Life Financial Inc. has a dividend yield of 3.77%, which is quite average when compared to the overall market.
Payout Ratio
Sun Life Financial Inc. has a payout ratio of 34.65%, which is quite average when compared to the overall market. This suggests that Sun Life Financial Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
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.
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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 1937 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.78% | Nov 1, 2007 | 339 | Mar 9, 2009 | 1937 | Nov 14, 2016 | 2276 |
| -50.83% | Feb 18, 2020 | 25 | Mar 23, 2020 | 209 | Jan 20, 2021 | 234 |
| -43.11% | Jan 2, 2001 | 441 | Oct 7, 2002 | 293 | Dec 3, 2003 | 734 |
| -30.76% | 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 chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Sun Life Financial Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Sun Life Financial Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 7.1% positive surprise.
Valuation
The Valuation section provides an overview of how Sun Life Financial Inc. is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SLF, comparing it with other companies in the Insurance - Diversified industry. Currently, SLF has a P/E ratio of 16.1. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SLF compared to other companies in the Insurance - Diversified industry. SLF currently has a PEG ratio of 1.0. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SLF relative to other companies in the Insurance - Diversified industry. Currently, SLF has a P/S ratio of 1.1. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SLF in comparison with other companies in the Insurance - Diversified industry. Currently, SLF has a P/B value of 2.1. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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