Sun Life Financial Inc. SLF FINANCIAL
Company Overview
Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, and Bermuda. It offers various insurance products, such as term and permanent life; personal health, which includes prescription drugs, dental, and vision care; critical illness; long-term care; and disability. The company also provides investments products, such as mutual funds, segregated funds, annuities, and guaranteed investment products; financial planning services; and asset management products, including pooled funds, institutional portfolios and pension funds. The company was formerly known as Sun Life Financial Services of Canada Inc. and changed its name to Sun Life Financial Inc. in July 2003. Sun Life Financial Inc. was founded in 1871 and is headquartered in Toronto, Canada.
Why Investors Should Care
Revenue has grown at a 123.8% CAGR over the past five years.
Operating margin of 15.8% supports profitability.
Offers a dividend yield of 3.43%.
Recent Developments
- Dec 2025 Revenue of $38.45B (+11.5% YoY); net profit $3.75B.
- Trailing 12 Months Year-on-year growth — revenue +7.5%, earnings +43.2%.
- 5-Year Trend Long-term compounding — revenue CAGR 123.8%, profit CAGR 7.4%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 123.82% |
| 1 Year: | 7.50% |
Compounded Profit Growth
| 5 Years: | 7.39% |
| 1 Year: | 43.20% |
Stock Price Performance
| 1 Year: | +40.02% |
| 6 Months: | +27.53% |
| 3 Months: | +9.15% |
| 1 Month: | -2.03% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)50.01 · Neutral
P/E of 18.76 is above the sector median of 12.89 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Compounding revenue at 123.8% over 5 years.
- Attractive dividend yield of 3.43%.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SLF Sun Life Financial Inc. FINANCIAL | 79.55 | 18.76 | $44.23B | 3.43% | - | 13.09% | 123.82% | 7.39% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Revenue | - | 11.34B | 9.20B | 12.40B | 5.51B | 8.76B |
| Cost of Revenue | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - |
| Operating Income | - | 1.38B | 1.10B | 1.58B | 1.26B | 795.00M |
| EBITDA | - | - | - | - | - | - |
| Interest Expense | - | 133.00M | 129.00M | 131.00M | 133.00M | 163.00M |
| Pretax Income | - | 1.25B | 976.00M | 1.45B | 1.13B | 632.00M |
| Tax Provision | - | 242.00M | 198.00M | 260.00M | 316.00M | 103.00M |
| Net Income | - | 1.00B | 778.00M | 1.17B | 793.00M | 536.00M |
| Diluted EPS | - | 1.62 | 1.26 | 1.97 | - | 0.84 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 3.43B | 36.35B | 34.48B | 38.45B |
| Cost of Revenue | - | - | - | - | - |
| Gross Profit | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - |
| Operating Income | - | 4.07B | 4.48B | 5.00B | 5.32B |
| EBITDA | - | - | - | - | - |
| Interest Expense | - | 445.00M | 552.00M | 664.00M | 526.00M |
| Pretax Income | - | 3.63B | 3.93B | 4.34B | 4.80B |
| Tax Provision | - | 546.00M | 461.00M | 1.04B | 1.02B |
| Net Income | - | 3.02B | 3.34B | 3.17B | 3.75B |
| Diluted EPS | - | 5.21 | 5.26 | 5.26 | 6.15 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 323.61B | 333.24B | 370.72B | 398.45B |
| Current Assets | - | - | - | - | - |
| Cash & Equivalents | - | 9.38B | 11.17B | 10.13B | 9.69B |
| Inventory | - | - | - | - | - |
| Receivables | - | 2.40B | 2.41B | 2.75B | 3.86B |
| Total Liabilities | - | 300.72B | 309.04B | 344.59B | 372.96B |
| Current Liabilities | - | - | - | - | - |
| Long Term Debt | - | 12.25B | 12.08B | 13.62B | 16.03B |
| Total Debt | - | 15.55B | 15.40B | 16.87B | 18.79B |
| Total Equity | - | 22.80B | 24.04B | 26.05B | 25.23B |
| Shares Outstanding | - | 586.40M | 584.62M | 573.89M | 553.80M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 4.31B | 5.61B | 2.53B | 2.80B |
| Investing Cash Flow | - | -2.86B | -559.00M | -337.00M | -320.00M |
| Financing Cash Flow | - | -71.00M | -3.09B | -3.88B | -2.64B |
| Capital Expenditure | -81.00M | - | -172.00M | -143.00M | -145.00M |
| Free Cash Flow | - | 4.31B | 5.44B | 2.39B | 2.65B |
| Net Change in Cash | - | 1.38B | 1.97B | -1.69B | -157.00M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | 118.7% | 12.3% | 14.5% | 13.8% |
| Net Margin % | - | 88.2% | 9.2% | 9.2% | 9.7% |
| ROE % | - | 13.3% | 13.9% | 12.2% | 14.8% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Royal Bank of Canada | 7.47% | 41.55M | $3.38B |
| 2 | Vanguard Capital Management LLC | 2.89% | 16.05M | $1.30B |
| 3 | Bank of Montreal /CAN/ | 2.20% | 12.23M | $994.15M |
| 4 | TD Asset Management, Inc | 1.82% | 10.10M | $820.94M |
| 5 | CIBC World Market, Inc. | 1.45% | 8.08M | $656.34M |
| 6 | 1832 Asset Management L.P. | 1.43% | 7.97M | $647.33M |
| 7 | Bank of Nova Scotia | 1.25% | 6.93M | $563.20M |
| 8 | Geode Capital Management, LLC | 1.16% | 6.46M | $525.08M |
| 9 | NORGES BANK | 1.15% | 6.37M | $517.72M |
| 10 | Mackenzie Financial Corporation | 1.12% | 6.24M | $507.50M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for SLF
Sun Life Financial (TSX:SLF) Stock Looks Fairly Valued As 108% Run Ages - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMilgFBVV95cUxOX05fZjQ3a05hRWdfbEJoTl9oRlloN3VtRHJUUElTMmNiWkdWQkRkLTVrcFlaNGJvZ1BSdWpTTWtHTms2ODd6QU5DZHRXNndqVHRwMU9hYWRzVEd1bHZ4WjV6TWlsT3RtN3p1RWdmWjNuYnVtVzBJZEVEWnlYaXBTSHBYWXktTFBoNnpkMX…
Jacques Jr. Goulet Sells 36,805 Shares of Sun Life Financial (TSE:SLF) Stock - marketbeat.com
<a href="https://news.google.com/rss/articles/CBMizwFBVV95cUxQVzV2d3B5ZjdYWmNxOFVCSElmLVhJRjZRX2NZTFNXYkVDM2pJTEtMcE1wNEJIcXQ4Q1lQX1o3aFVtcmJ6anJxVVZtZ0t4RDg1dzVVS1d5b1ZkSWJXZnlPb3ZrUTFKQ0FRRV9WTzBnM0x1a2s1WmwyS3hzcmJLRERlQjNxSGUzTUlRazBZRW…
Sun Life (TSX:SLF) Stock Could Be Cheap On Value Yet Expensive On Earnings - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMikAFBVV95cUxPUXR1WTE1cFdqTTRkeC04RUlrT1ZBX29FSm0wTEZ5ejkyZlk4X1NlWWRQcDRtOHY2a1dkMkNuUW5VdnBxWjVuMEFyd1dnMUltZDdFdU8xMXhDaTZxX25vMDVUY0VPbXl1eVcyOHE3UklFQnFhaTlHYWlKNzFvejd6eF9lS19DcEFqcEctMk…
Sun Life Financial Inc. $SLF Shares Sold by Munich Reinsurance Co Stock Corp in Munich - marketbeat.com
<a href="https://news.google.com/rss/articles/CBMi3gFBVV95cUxNY0wtS2t6Vk1sM2FCV012ZTdzZTZVbjNhTmNGMi1qckZ6aWx6WjU2TGc5ek8xWFVVTFk2Q09XdDE3ZFV2OHozc3hKek1pelYzajdmanpzRDdaZjdVNFh2RkF1THJFa2dXclVHa212TG95UGNUb0Z2S1Bybi00ci0yS3BUN0gxNEp2MVA1OH…
Sun Life Financial (TSE:SLF) Director Sells 101,580 Shares of Stock - marketbeat.com
<a href="https://news.google.com/rss/articles/CBMixAFBVV95cUxPc01Ea0dUMkR1MnZSY3Q5U0lfOG1mVXVqZkQ1NW4tbnBrNFZiV2ItWEVUNnRfakNKVTN1YmtBRzdnblhoUXdYRHdCRGNpYUJYLUE0RHYtXzhJcklrQzBQWUlkOG1xbDhSN04ydUczejZfSGlWYWVoN2tYVzBCc01oMHN0SEwyTzRlR0U1VU…
Why Sun Life (SLF) is a Top Dividend Stock for Your Portfolio - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMijgFBVV95cUxNcnJubThtRXlVR0xkSF94cUZNS1FEZWZzYm5RQWFsNWZoNHhrVEk2eXdIU2RybXgzN1dMNjZJSlNCM0tDQ3dkWGl4U2hHVmZlZVk2ZFRhVUlmTEhtd2JPU0JzYlp3SHY4UzRlNjNBQndaOGluZ0k0UHhBUFhVUmthRUtEYzU3Q0FIdEdqOW…
SLF — Frequently Asked Questions
What is the current share price of Sun Life Financial Inc. (SLF)?
As of 2026-09-19 21:16 PDT, Sun Life Financial Inc. (SLF) trades at $79.55 on NYSE. Its 52-week range is $55.97 to $83.34.
What is the market capitalisation of SLF?
Sun Life Financial Inc. (SLF) has a market capitalisation of $44.23B on NYSE.
What is the P/E ratio of SLF?
SLF trades at a trailing price-to-earnings (P/E) ratio of 18.76. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 2.58.
Does SLF pay a dividend?
Sun Life Financial Inc. (SLF) currently offers a dividend yield of 3.43%.
What is the return on equity (ROE) of SLF?
SLF has a return on equity (ROE) of 13.09%.
Is SLF a good stock to buy?
This page provides a data-driven analysis of Sun Life Financial Inc. (SLF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.