Sun Life Financial Inc.

Dividend Per Share TTM ($)	2.19
Forward Annual Dividend Yield	4.43%
Ex Dividend Date (MM/DD/YYYY)	11/28/2023
Dividend Pay Date (MM/DD/YYYY)	6/30/2023
Dividend Yield (TTM)	4.41%
Forward Annual Dividend Rate ($)	2.24
Dividend Payout Ratio	-4.25
Dividend Per Share 5 Year CAGR	0.00%

Analyst Estimates

EPS Estimate Current Year ($)	4.7
EPS Estimate Next Year ($)	5.07
EPS Estimate Next Quarter ($)	1.2
EPS Estimate Current Quarter ($)	1.20
Current Target Price ($)	56.64
Next 5 Year Growth Rate (%)	8.0
1 week Ago Target Price ($)	56.64
2 week Ago Target Price ($)	56.64
3 week Ago Target Price ($)	56.64

Financial Health

Cash Flow Per Share TTM ($)	0.00
Current Ratio	0.00
Quick Ratio	0.00
Debt to Equity Ratio (Last Quarter)	0.30
Long term debt per share (Last Quarter)	11.72
F Score	4.0

Technicals

RSI (14 Day)	51.72
14 Day SMA ($)	49.49
14 Day EMA ($)	49.63
Money Flow Index	34.04
Average True Range	0.70
50 Day SMA ($)	50.12
200 Day SMA ($)	48.87
ADX	16.85
MACD	-0.70

Growth

Free Cash Flow QoQ Growth	0.00%
Free Cash Flow YoY Growth	0.00%
Revenue YoY Growth	0.00%
EPS QoQ Growth	0.00%
Revenue QoQ Growth	0.00%
EPS YoY Growth	0.00%

Profitability

Return on Assets TTM (%)	0.96
Profit Margin TTM (%)
Return on Equity TTM (%)	12.23
Return on Capital TTM (%)
Interest Coverage Ratio	0.00
Gross Margin TTM (%)

Peers

Stock	Dividend	Market Cap (B)	PE	Price ($)
AEG
GWO-CA
IFC-CA
MFC	0.0499	41 B	7.8	20.96
MFC-CA
PUK
VOYA	0.0115	8 B	4.5	69.69

Pull option chain for the stock and check the payoff of your option strategies here

Financials

Income Statement

Balance Sheet

Cash Flow

SLF Income Statement

Annual

	Dec-13	Dec-14	Dec-15	Dec-16	Dec-17	Dec-18	Dec-19	Dec-20	Dec-21	Dec-22
Amortization	59 M	72 M	83 M	109 M	112 M	119 M	137 M	156 M	193 M	287 M
Basic EPS from continuing operations	2.81	2.88	3.57	4.05	3.51	4.16	4.45	4.11	6.72	5.22
Basic EPS total	1.56	2.88	3.57	4.05	3.51	4.16	4.45	4.11	6.72	5.22
Basic weighted shares outstanding	604 M	611 M	612 M	613 M	613 M	606 M	588 M	585 M	586 M	586 M
BasicDiscontinuousOperations	-1.25
CededPremiums	-5,433 M	-5,503 M	-6,429 M	-4,379 M	-4,557 M	-2,339 M	-2,392 M	-2,452 M	-2,453 M	2,297 M
CommissionExpenses										-2,909 M
Depreciation	64 M	78 M	83 M	94 M	97 M	107 M	241 M	250 M	245 M	241 M
DepreciationAndAmortization	123 M	150 M	166 M	203 M	209 M	226 M	378 M	406 M	438 M	528 M
Diluted EPS total	1.55	2.86	3.55	4.03	3.49	4.14	4.45	4.1	6.69	5.21
Diluted normalized net income/share	2.78	2.86	3.55	4.03	3.49	4.14	4.45	4.1	6.69	5.21
Diluted weighted shares outstanding	614 M	619 M	618 M	619 M	618 M	611 M	588 M	589 M	590 M	589 M
DilutedDiscontinuousOperations	-1.25
Dividends paid per share	1.44	1.44	1.51	1.62	1.75	1.91	2.1	2.2	2.31	2.76
FeeRevenueAndOtherIncome	3,716 M	4,453 M	5,324 M	5,580 M	5,842 M	5,966 M	6,251 M	7,432 M	8,545 M	8,046 M
FeesAndCommissions	3,716 M	4,453 M	5,324 M	5,580 M	5,842 M	5,966 M	6,251 M	6,950 M	8,002 M	8,046 M
GeneralAndAdministrativeExpense	2,372 M	2,624 M	2,841 M	3,394 M	3,672 M	3,707 M	4,090 M	4,445 M	5,102 M	1,152 M
GrossPremiumsWritten	15,072 M	15,499 M	16,824 M	19,427 M	19,838 M	20,981 M	22,680 M	26,190 M	25,506 M	29,160 M
ImpairmentOfCapitalAssets		3 M	4 M				15 M	11 M	9 M	188 M
Income before tax	2,092 M	2,373 M	2,899 M	3,445 M	2,789 M	3,511 M	3,233 M	3,287 M	5,097 M	48,059 M
Income taxes	283 M	491 M	599 M	619 M	302 M	597 M	286 M	495 M	727 M	621 M
Interest expense	353 M	336 M	322 M	316 M	303 M	305 M	333 M	355 M	327 M	445 M
InterestIncome	4,594 M	4,941 M	5,288 M	5,489 M	5,413 M	5,641 M	5,855 M	5,465 M	5,308 M	5,619 M
MinorityInterests							4 M	11 M		-56 M
Net income from total operations	1,055 M	1,882 M	2,300 M	2,826 M	2,487 M	2,914 M	2,943 M	2,781 M	4,370 M	47,266 M
NetIncomeCommonStockholders	942 M	1,762 M	2,185 M	2,485 M	2,149 M	2,522 M	2,618 M	2,404 M	3,934 M	47,196 M
NetIncomeContinuousOperations	1,809 M	1,882 M	2,300 M	2,826 M	2,487 M	2,914 M	2,947 M	2,792 M	4,370 M	47,438 M
NetIncomeDiscontinuousOperations	-754 M
NetInvestmentIncome	-4,220 M	6,172 M	-1,961 M	2,233 M	2,603 M	-3,373 M	7,118 M	6,269 M	-944 M	23,138 M
NetPremiumsWritten	-9,639 M	-9,996 M	-10,395 M	-15,048 M	-15,281 M	-18,642 M	-20,288 M	-23,738 M	-23,053 M	-26,863 M
NetRealizedGainLossOnInvestments										20 M
Normalized income	1,548 M	1,747 M	2,135 M	2,532 M	2,050 M	2,581 M	2,391 M	2,427 M	3,755 M	34,362 M
Operating income										43,748 M
Other income net								551 M	543 M	-2,815 M
Other special charges										-1,149 M
OtherGandA	2,372 M	2,624 M	2,841 M	3,394 M	3,672 M	3,707 M	4,090 M	4,445 M	5,102 M	1,152 M
OtherunderPreferredStockDividend	118 M	111 M	100 M	96 M	93 M	94 M	95 M	94 M	101 M	70 M
PolicyholderBenefitsCeded	5,352 M	5,398 M	6,651 M	4,180 M	3,552 M	1,924 M	2,159 M	2,080 M	2,274 M	-2,067 M
PolicyholderDividends								1,828 M	1,378 M	1,632 M
PolicyholderInterest								154 M	1,666 M
PreferredStockDividends	118 M	111 M	100 M	96 M	93 M	94 M	95 M	94 M	101 M	70 M
SalariesAndWages	2,372 M	2,624 M	2,841 M	3,394 M	3,672 M	3,707 M	4,090 M	4,445 M	5,102 M	5,107 M
Selling Gen & administrative expense	2,372 M	2,624 M	2,841 M	3,394 M	3,672 M	3,707 M	4,090 M	4,445 M	5,102 M	-1,757 M
Special income/charges		-3 M	-4 M				-15 M	-11 M	-9 M	-961 M
Total common shares outstanding	607 M	612 M	611 M	613 M	611 M	603 M	588 M	585 M	586 M	586 M
Total net income	1,055 M	1,882 M	2,300 M	2,826 M	2,487 M	2,914 M	2,943 M	2,781 M	4,370 M	47,266 M
Total ordinary shares	587 M	587 M	587 M	587 M	587 M	587 M	587 M	587 M	587 M	587 M
TotalExpenses	-11,782 M	-23,391 M	-16,375 M	-25,128 M	-26,545 M	-23,486 M	-36,446 M	-40,119 M	-30,593 M	-14,979 M
TotalPremiumsEarned	9,639 M	9,996 M	10,395 M	15,048 M	15,281 M	18,642 M	20,288 M	23,738 M	23,053 M	26,863 M
TotalRevenue	13,874 M	25,764 M	19,274 M	28,573 M	29,334 M	26,997 M	39,679 M	43,406 M	35,690 M	58,727 M

<< PREVIOUS STOCK

NEXT STOCK>>

Call: 1-877-778-8358

Welcome! I'm Ankur, the founder/CEO of MarketXLS. With over six years of experience, I've helped 2500+ customers implement personalized investment research strategies and monitoring systems in Excel.

Implement “your own” investment strategies in Excel with thousands of MarketXLS functions and Templates.
Get started today

Sun Life Financial Inc.

Sector: Financial Services

Industry: Insurance - Diversified

Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS

🎉 Exciting news! 🎉You are invited to join our Discord Channel.Interact, learn, and grow with experts in the markets!

Valuation

Price per Sales TTM ($)

Price per Book TTM ($)

PE Ratio (TTM)

Book Value per Share ($)

5 Year PE Range

Returns

7 Day Return

1 Month Return

3 Month Return

1 Year Return

3 Year Return

5 Year Return

YTD Return

Risk

Custom Beta One Year

Custom Beta Three Years

Beneish M Score

Altman Z Score

Ranks

MarketXLS Value Score

MarketXLS Quality Score

MarketXLS Technical Score

MarketXLS Rank

Dividends

Dividend Per Share TTM ($)

Forward Annual Dividend Yield

Ex Dividend Date (MM/DD/YYYY)

Dividend Pay Date (MM/DD/YYYY)

Dividend Yield (TTM)

Forward Annual Dividend Rate ($)

Dividend Payout Ratio

Dividend Per Share 5 Year CAGR

Analyst Estimates

EPS Estimate Current Year ($)

EPS Estimate Next Year ($)

EPS Estimate Next Quarter ($)

EPS Estimate Current Quarter ($)

Current Target Price ($)

Next 5 Year Growth Rate (%)

1 week Ago Target Price ($)

2 week Ago Target Price ($)

3 week Ago Target Price ($)

Financial Health

Cash Flow Per Share TTM ($)

Current Ratio

Quick Ratio

Debt to Equity Ratio (Last Quarter)

Long term debt per share (Last Quarter)

F Score

Technicals

RSI (14 Day)

14 Day SMA ($)

14 Day EMA ($)

Money Flow Index

Average True Range

50 Day SMA ($)

200 Day SMA ($)

ADX

MACD

Growth

Free Cash Flow QoQ Growth

Free Cash Flow YoY Growth

Revenue YoY Growth

EPS QoQ Growth

Revenue QoQ Growth

EPS YoY Growth

Profitability

Return on Assets TTM (%)

Profit Margin TTM (%)

Return on Equity TTM (%)

Return on Capital TTM (%)

Interest Coverage Ratio

Gross Margin TTM (%)

Peers

🎉 Exciting news! 🎉

You are invited to join our Discord Channel.

Interact, learn, and grow with experts in the markets!