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Company Analysis

Sun Life Financial Inc. SLF

A comprehensive view of key metrics, scores, and financial health for Sun Life Financial Inc.

Overview of Sun Life Financial Inc.

SLF NYQ
Financial Services Insurance - Diversified Large Cap
Sun Life Financial Inc. (SLF), is a Large Cap company, in the Insurance - Diversified industry, last closed at $62.74, about 30.1% overvalued vs fair value, +11.0% 1Y return, ranked 761/1004 in sector.
$62.74
-0.19%
As of March 13, 2026
Previous close • Vol 90d: 20.0%
52-Week Range
Market Cap
$35.92B
Enterprise Value
$45.03B
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.sunlife.com
HQ Toronto, ON
Employees 32,151
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$24
$44
$82
Current: $62.74 -30% vs base

Engine Room Money Flow™

Large Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$-3.3B
22.1%%
Interest Expense
$526.0M
Net Interest Income
$-526.0M
20.8%%
Total Revenue
$38.4B
11.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
14.5%
Good

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$3.8B
108.6% of Net Income

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Sun Life Financial Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
31
/100
Developing
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Weak
14
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 80% Coverage
Trade-Off Triangle Visualization A ternary plot showing SLF's balance between Growth (43.5%), Profitability (20.6%), and Safety (35.9%). Growth 43% Safety 36% Profitability 21%

Click axes to expand details. Marker shows current allocation.

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Growth

72th percentile vs peers
72
Key Signals
Revenue CAGR 3Y 1.24 96p Rev Growth YoY 11.5% 73p EPS Growth YoY 22.0% 75p EPS CAGR 3Y 8.9% 50p TSR 11.4% 35p
Strengths
  • Revenue Cagr 3Y in top 20% of peers (1.24, 96th percentile)
  • D/E Ratio in top 20% of peers (74.5%, 96th percentile)
  • Growth above peer median with strong metric coverage (100%)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

34th percentile vs peers
34
Key Signals
Strengths
Risks
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Safety

59th percentile vs peers
60
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Sun Life Financial Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$43.85
- - -
-30.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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