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Home CompaniesSun Life Financial Inc.

Sun Life Financial Inc.

Financial Services Insurance - Diversified
PortfolioPortfolio WatchlistWatchlist
Company price
113.88 CAD 1.14 ( 1.01%)
Last update at 2026-11-04T16:34:00Z
VOLUME
340442
Market Cap
53290.52M
P/E
15.62

Momentum Score

…

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.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
112.70
Low
114.45
High
52 Week Price Range
74.92
Low
96.68
High

Momentum Score

…
Loading momentum score…

A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Sun Life Financial is a Canadian multinational insurer providing life and health insurance, group benefits, retirement solutions and asset management across Canada, the U.S. and Asia. Long-term growth may be supported by demographic ageing and rising retirement savings, fee-based wealth management expansion and deeper Asian distribution, which could increase recurring fee and premium income and may appeal to investors seeking diversified exposure to wealth and retirement trends.

Key risks are investment and underwriting volatility from market and interest-rate moves, regulatory and actuarial uncertainty, competition and currency exposure.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
112.74
Dividend Yield
3.66%
Revenue TTM
34879.00M
Revenue Per Share
61.95
Gross Profit TTM
14177.00M
Debt / Equity
0.74
ROE
13.90%
Net Debt
9107.00M
ROCE
1.25%
Diluted EPS TTM
6.16

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Income before tax 4798.00M 4339.00M 3930.00M 3923.00M 5097.00M
Minority interest -37.00M -128.00M -126.00M -56.00M 0.00M
Net income 3745.00M 3171.00M 3343.00M 3246.00M 4370.00M
Selling general administrative 6927.00M 6629.00M 6144.00M 5107.00M 5102.00M
Gross profit 5324.00M 4840.00M 4313.00M 23207.00M 35690.00M
Reconciled depreciation - - - 528.00M 438.00M
Ebit - 4339.00M 4482.00M 4312.00M 5424.00M
Ebitda 5324.00M 5003.00M 4482.00M 4840.00M 5862.00M
Depreciation and amortization - - 598.00M 528.00M 438.00M
Operating income 4798.00M 4339.00M 3930.00M 4312.00M 5424.00M
Other operating expenses 33649.00M 30144.00M 32424.00M 19284.00M 30593.00M
Interest expense 526.00M 664.00M 552.00M 445.00M 327.00M
Tax provision 1004.00M 1040.00M 461.00M 713.00M 727.00M
Interest income 3339.00M 4284.00M 4328.00M 18204.00M 5308.00M
Net interest income -526.00M -664.00M -552.00M -445.00M -327.00M
Extraordinary items -12.00M 0.00M 51.00M 92.00M -10.00M
Income tax expense 1016.00M 1040.00M 461.00M 621.00M 727.00M
Total revenue 38447.00M 34483.00M 36354.00M 23207.00M 35690.00M
Total operating expenses 526.00M 501.00M 383.00M 19285.00M 30658.00M
Cost of revenue 33123.00M 29643.00M 32041.00M - -
Total other income expense net - - -16923.00M -389.00M -327.00M
Net income from continuing ops 3782.00M 3299.00M 3469.00M 3302.00M 4370.00M
Net income applicable to common shares 3472.00M 3049.00M 3086.00M 3060.00M 3934.00M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Total assets 398455.00M 370721.00M 333241.00M 330906.00M 345370.00M
Intangible assets 5297.00M 5058.00M 5174.00M 4724.00M 3370.00M
Other current assets 931.00M - 19718.00M 7507.00M 5428.00M
Total liab 372963.00M 344592.00M 309041.00M 301529.00M 317297.00M
Total stockholder equity 25228.00M 26053.00M 23582.00M 27450.00M 26314.00M
Other current liab 10977.00M - -4823.00M -4984.00M -2440.00M
Common stock 7900.00M - 8327.00M 10640.00M 10615.00M
Capital stock 9152.00M 10431.00M 10566.00M 10550.00M 10544.00M
Retained earnings 12927.00M 12604.00M 12157.00M 16810.00M 15699.00M
Other liab - - - 275191.00M 296211.00M
Good will 9530.00M 9456.00M 8969.00M 8705.00M 6517.00M
Other assets 3803.00M - 192752.00M 216332.00M 217337.00M
Cash 9685.00M 10129.00M 11170.00M 11219.00M 12278.00M
Cash and equivalents 7187.00M - - 6310.00M 5529.00M
Total current liabilities 14951.00M - 4823.00M 4984.00M 2440.00M
Net debt 9107.00M 3940.00M 2107.00M 2173.00M -2071.00M
Short term debt 1834.00M - 2330.00M 2345.00M 574.00M
Short long term debt 1834.00M 2301.00M 2330.00M 2345.00M 574.00M
Short long term debt total 18792.00M - 13277.00M 13392.00M 10207.00M
Other stockholder equity 1764.00M - 94.00M -2890.00M -3225.00M
Property plant equipment 1444.00M - - 1360.00M 1307.00M
Total current assets 41571.00M - 29900.00M 14894.00M 14547.00M
Long term investments 119091.00M 108979.00M 94995.00M 84891.00M 102292.00M
Net tangible assets - - - 13619.00M 15888.00M
Short term investments 19780.00M 17593.00M 16316.00M 1841.00M 4452.00M
Net receivables 11175.00M 2750.00M 2414.00M 3675.00M 2269.00M
Long term debt 16034.00M 11768.00M 9958.00M 11927.00M 8783.00M
Inventory - - -19718.00M - -
Accounts payable 2140.00M 2559.00M 2493.00M 2639.00M 1866.00M
Accumulated other comprehensive income 1385.00M - 765.00M 651.00M 986.00M
Non currrent assets other 167100.00M - -3878.00M 1841.00M 4452.00M
Non current assets total 356884.00M - 110589.00M 99680.00M 113486.00M
Capital lease obligations 924.00M 946.00M 989.00M 952.00M 850.00M
Long term debt total 16958.00M - - 12879.00M 11317.00M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Investments - -337.00M -444.00M -2863.00M -29.00M
Change to liabilities - - - 0.00M 0.00M
Total cashflows from investing activities -320.00M -337.00M -559.00M -2863.00M -803.00M
Net borrowings 1531.00M -496.00M -610.00M 1862.00M 1338.00M
Total cash from financing activities -2636.00M -3882.00M -3086.00M -71.00M -260.00M
Change to operating activities - - - -12165.00M 2501.00M
Net income 4798.00M 4339.00M 3930.00M 3923.00M 5097.00M
Change in cash -355.00M -1216.00M 1798.00M 1679.00M -2955.00M
Begin period cash flow 9954.00M 11170.00M 9372.00M 7693.00M 10648.00M
End period cash flow 9599.00M 9954.00M 11170.00M 9372.00M 7693.00M
Total cash from operating activities 2799.00M 2532.00M 5612.00M 4311.00M -1857.00M
Issuance of capital stock - - - 0.00M 987.00M
Depreciation - - 598.00M 528.00M 438.00M
Other cashflows from investing activities -156.00M 29.00M -170.00M -2863.00M -281.00M
Dividends paid 2064.00M -1962.00M -1882.00M 1671.00M 1428.00M
Sale purchase of stock -1707.00M -855.00M -186.00M 6.00M -1025.00M
Other cashflows from financing activities -433.00M -569.00M -408.00M 2170.00M 2986.00M
Change to netincome - - - 12818.00M -8831.00M
Capital expenditures 145.00M 143.00M 172.00M 0.00M 81.00M
Change in working capital 3567.00M 2390.00M 7110.00M -12165.00M 2501.00M
Stock based compensation - - 800.00M - -
Other non cash items -5566.00M -4197.00M -6826.00M 12025.00M -9893.00M
Free cash flow 2654.00M 2389.00M 5440.00M 4311.00M -1938.00M

Peer Comparison*

Sector: Financial Services Industry: Insurance - Diversified

Stock Name
Change
(CAD)
Price
(CAD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
SLF
Sun Life Financial Inc.		 1.14
1.01%		 113.88 15.62 12.27 1.53 2.22 1.74
BRK
Berkshire Hathaway CDR (CAD Hedged)		 1.15
2.86%		 41.36 14.59 0.01 3.72 1.36 2.67
SLF-PH
Sun Lif Non Cum Rst Cl A 10R Prf		 0.20
0.82%		 24.70 2.94 - 1.46 - -
SLF-PJ
Sun Life Financial Inc		 -0.19
0.94%		 20.01 2.47 - 1.42 - -
SLF-PG
Sun Life Non Cum Rat 8R Cl A Prf		 -0.17
0.81%		 20.93 2.17 - 1.26 - -

Profile*

Sun Life Financial Inc.

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.

1 York Street, Toronto, ON, Canada, M5J 0B6

416 979 9966

https://www.sunlife.com

32151

Name Title Year Born
Mr. Kevin David Strain C.A., CPA Pres, CEO & Director 1966
Mr. Manjit Singh C.A., CPA Exec. VP & CFO NA
Mr. Stephen Clarkson Peacher CFA Pres of SLC Management 1964
Mr. Daniel Richard Fishbein Pres of Sun Life U.S. NA
Mr. Jacques Goulet Jr. Pres of Sun Life Canada 1966
Ms. Leigh Chalmers Sr. VP and Head of Corp. Fin. & Capital Management NA
Ms. Laura Ann Money Exec. VP, Chief Information & Technology Innovation Officer NA
Yaniv Bitton VP, Head of Investor Relations & Capital Markets NA
Ms. Melissa Jane Kennedy Exec. VP and Chief Legal Officer & Public Affairs 1963
Joe Hanlon Sr. MD & Chief Compliance Officer NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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