Sun Financial Statements From 2010 to 2025

SLF Stock  CAD 80.68  1.18  1.48%   
Sun Life financial statements provide useful quarterly and yearly information to potential Sun Life Financial investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Sun Life financial statements helps investors assess Sun Life's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Sun Life's valuation are summarized below:
Gross Profit
13.5 B
Profit Margin
0.0945
Market Capitalization
46.1 B
Enterprise Value Revenue
1.9684
Revenue
33.1 B
We have found one hundred twenty available fundamental trend indicators for Sun Life Financial, which can be analyzed and compared to other ratios and to its competition. Self-guided Investors are advised to double-check Sun Life's current fundamentals against the trend between 2010 and 2025 to make sure the company can sustain itself down the road. As of the 19th of March 2025, Market Cap is likely to drop to about 11.6 B. In addition to that, Enterprise Value is likely to drop to about 9.2 B

Sun Life Total Revenue

25.72 Billion

Check Sun Life financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Sun Life's main balance sheet or income statement drivers, such as Depreciation And Amortization of 722.1 M, Interest Expense of 346.8 M or Total Revenue of 25.7 B, as well as many indicators such as Price To Sales Ratio of 0.85, Dividend Yield of 0.0278 or PTB Ratio of 1.08. Sun financial statements analysis is a perfect complement when working with Sun Life Valuation or Volatility modules.
  
This module can also supplement various Sun Life Technical models . Check out the analysis of Sun Life Correlation against competitors.

Sun Life Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets227.2 B370.7 B264.6 B
Slightly volatile
Short and Long Term Debt Total16 B15.3 B9.3 B
Slightly volatile
Total Stockholder Equity19.9 B26.1 B21 B
Slightly volatile
Common Stock Shares Outstanding622.4 M573.9 M588.7 M
Slightly volatile
Liabilities And Stockholders Equity220.2 B383.2 B264.8 B
Slightly volatile
Non Current Liabilities Total292 B278.1 B59.5 B
Slightly volatile
Total Liabilities206.8 B344.6 B243.1 B
Slightly volatile
Non Current Assets Total371.6 B353.9 B133.3 B
Slightly volatile
Cash And Short Term Investments33.2 B31.6 B13.6 B
Slightly volatile
Short Term Investments18.5 B17.6 B6.4 B
Slightly volatile
Total Current Assets22.2 B34.4 B28.8 B
Pretty Stable
CashB10.1 B7.8 B
Slightly volatile
Good Will6.4 B9.5 B5.8 B
Slightly volatile
Intangible Assets5.3 B5.1 B2.4 B
Slightly volatile
Property Plant And Equipment Net1.1 B1.4 B1.1 B
Very volatile
Retained Earnings11.7 B12.6 B10.6 B
Slightly volatile
Property Plant And Equipment Gross1.1 B1.3 B1.1 B
Very volatile
Accounts Payable2.3 B2.6 B2.2 B
Slightly volatile
Other Current Assets23.8 B22.7 B7.4 B
Slightly volatile
Short Term Debt1.3 B2.1 B638.2 M
Slightly volatile
Total Current Liabilities11.2 B10.6 B4.9 B
Slightly volatile
Net Receivables2.3 B2.8 B2.1 B
Slightly volatile
Common Stock Total Equity9.1 B9.5 B8.4 B
Slightly volatile
Common Stock10.1 B9.6 B9.2 B
Slightly volatile
Other Liabilities259.4 B316.5 B232.3 B
Slightly volatile
Net Tangible Assets14.9 B15.7 B13.1 B
Slightly volatile
Long Term Debt9.3 B11.8 B8.4 B
Slightly volatile
Long Term Investments79.2 B109 B61.4 B
Slightly volatile
Short and Long Term Debt1.9 B2.3 B3.6 B
Slightly volatile
Property Plant EquipmentB1.6 B945.3 M
Slightly volatile
Deferred Long Term Liabilities346.5 M370.3 M277.8 M
Slightly volatile
Long Term Debt Total9.8 B14.8 B8.3 B
Slightly volatile
Capital Surpluse82.2 M103.5 M76.9 M
Slightly volatile
Cash And Equivalents6.2 B7.3 B5.5 B
Slightly volatile
Net Invested Capital35.1 B37.9 B30 B
Slightly volatile
Capital Stock8.4 B10.4 B10.5 B
Slightly volatile
Capital Lease ObligationsB946 M914.4 M
Slightly volatile

Sun Life Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Interest Expense346.8 M664 M366.6 M
Slightly volatile
Total Revenue25.7 B36.8 B26.7 B
Slightly volatile
Gross Profit25.2 B37.6 B26.8 B
Slightly volatile
Other Operating Expenses22 B11.5 B21.4 B
Pretty Stable
EBIT2.8 B5.2 B3.4 B
Slightly volatile
EBITDA6.1 B5.8 B3.8 B
Slightly volatile
Selling General Administrative3.3 B5.9 B3.6 B
Slightly volatile
Selling And Marketing Expenses1.3 B1.4 B1.5 B
Slightly volatile
Net Income From Continuing Ops3.2 B3.3 B2.7 B
Slightly volatile
Net Income Applicable To Common Shares2.6 B3.5 B2.3 B
Slightly volatile
Tax Provision642.8 MB592.6 M
Pretty Stable
Interest IncomeB4.3 B3.3 B
Slightly volatile
Reconciled Depreciation400.6 M607.2 M324 M
Slightly volatile

Sun Life Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Begin Period Cash Flow11.7 B11.2 B6.5 B
Slightly volatile
End Period Cash Flow6.8 B10 B6.6 B
Slightly volatile
Dividends PaidBB1.1 B
Slightly volatile
Stock Based Compensation518.5 M920 M537 M
Slightly volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Price To Sales Ratio0.851.34061.0753
Slightly volatile
Dividend Yield0.02780.03980.0377
Pretty Stable
PTB Ratio1.081.89351.3069
Slightly volatile
Days Sales Outstanding34.2927.276630.5837
Pretty Stable
Book Value Per Share25.9745.205935.9911
Slightly volatile
Stock Based Compensation To Revenue0.01380.02330.0191
Pretty Stable
Capex To Depreciation0.150.261.1011
Very volatile
PB Ratio1.081.89351.3069
Slightly volatile
EV To Sales0.91.47341.108
Pretty Stable
Sales General And Administrative To Revenue0.140.250.1454
Slightly volatile
Capex To Revenue0.00370.00390.0151
Pretty Stable
Cash Per Share50.3647.961924.694
Slightly volatile
Intangibles To Total Assets0.04050.03920.029
Slightly volatile
Current Ratio5.273.714.6537
Very volatile
Tangible Book Value Per Share17.2320.095223.3095
Pretty Stable
Receivables Turnover10.1413.381512.3568
Very volatile
Graham Number37.5974.591755.3538
Slightly volatile
Shareholders Equity Per Share25.2345.074435.0142
Slightly volatile
Debt To Equity0.610.57630.3726
Slightly volatile
Capex Per Share0.480.24740.6219
Pretty Stable
Revenue Per Share32.9663.666144.044
Slightly volatile
Interest Debt Per Share28.4827.126314.6361
Slightly volatile
Debt To Assets0.02290.04050.0276
Slightly volatile
Enterprise Value Over EBITDA14.539.599.3841
Slightly volatile
Operating Cycle34.2927.276630.5837
Pretty Stable
Price Book Value Ratio1.081.89351.3069
Slightly volatile
Ebt Per Ebit0.210.221.0425
Slightly volatile
Effective Tax Rate0.250.23970.2033
Slightly volatile
Company Equity Multiplier9.2814.229512.5974
Pretty Stable
Long Term Debt To Capitalization0.180.31110.2479
Very volatile
Total Debt To Capitalization0.380.36560.2642
Slightly volatile
Debt Equity Ratio0.610.57630.3726
Slightly volatile
Quick Ratio2.762.917.1755
Pretty Stable
Net Income Per E B T0.790.73080.7299
Slightly volatile
Cash Ratio1.031.092.7144
Very volatile
Cash Conversion Cycle25.9127.2766313
Slightly volatile
Days Of Sales Outstanding34.2927.276630.5837
Pretty Stable
Free Cash Flow Operating Cash Flow Ratio0.780.94350.9926
Pretty Stable
Price To Book Ratio1.081.89351.3069
Slightly volatile
Fixed Asset Turnover22.0626.266229.971
Pretty Stable
Enterprise Value Multiple14.539.599.3841
Slightly volatile
Debt Ratio0.02290.04050.0276
Slightly volatile
Price Sales Ratio0.851.34061.0753
Slightly volatile
Asset Turnover0.130.09930.1005
Slightly volatile
Gross Profit Margin0.850.951.0387
Slightly volatile
Price Fair Value1.081.89351.3069
Slightly volatile

Sun Life Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Market Cap11.6 B13.1 B14.3 B
Slightly volatile
Enterprise Value9.2 B11.2 B12 B
Slightly volatile

Sun Fundamental Market Drivers

Forward Price Earnings10.9051

About Sun Life Financial Statements

Sun Life investors utilize fundamental indicators, such as revenue or net income, to predict how Sun Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Last ReportedProjected for Next Year
Total Revenue36.8 B25.7 B
Cost Of Revenue-1.6 B-1.5 B
Stock Based Compensation To Revenue 0.02  0.01 
Sales General And Administrative To Revenue 0.25  0.14 
Revenue Per Share 63.67  32.96 
Ebit Per Revenue 0.61  0.64 

Pair Trading with Sun Life

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Sun Life position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Sun Life will appreciate offsetting losses from the drop in the long position's value.

Moving together with Sun Stock

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Moving against Sun Stock

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The ability to find closely correlated positions to Sun Life could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Sun Life when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Sun Life - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Sun Life Financial to buy it.
The correlation of Sun Life is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Sun Life moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Sun Life Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Sun Life can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
When determining whether Sun Life Financial is a strong investment it is important to analyze Sun Life's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Sun Life's future performance. For an informed investment choice regarding Sun Stock, refer to the following important reports:
Check out the analysis of Sun Life Correlation against competitors.
You can also try the Efficient Frontier module to plot and analyze your portfolio and positions against risk-return landscape of the market..
Please note, there is a significant difference between Sun Life's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sun Life is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sun Life's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.