Sun Life Financial Stock Buy Hold or Sell Recommendation
| SLF Stock | CAD 79.50 1.12 1.43% |
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding Sun Life Financial is 'Hold'. The recommendation algorithm takes into account all of Sun Life's available fundamental, technical, and predictive indicators you will find on this site.
Check out Sun Life Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Sun and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Sun Life Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
Sun |
Execute Sun Life Buy or Sell Advice
The Sun recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sun Life Financial. Macroaxis does not own or have any residual interests in Sun Life Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sun Life's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Inapplicable | Details |
Sun Life Trading Alerts and Improvement Suggestions
| Sun Life Financial generated a negative expected return over the last 90 days | |
| About 56.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Zurcher Kantonalbank Zurich Cantonalbank Has 23.85 Million Position in Sun Life Financial Inc. - MarketBeat |
Sun Life Returns Distribution Density
The distribution of Sun Life's historical returns is an attempt to chart the uncertainty of Sun Life's future price movements. The chart of the probability distribution of Sun Life daily returns describes the distribution of returns around its average expected value. We use Sun Life Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sun Life returns is essential to provide solid investment advice for Sun Life.
| Mean Return | -0.12 | Value At Risk | -1.78 | Potential Upside | 1.43 | Standard Deviation | 1.27 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sun Life historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Sun Life Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 4.0B | (3.0B) | 1.7B | 1.8B | (1.2B) | (1.2B) | |
| Free Cash Flow | 7.1B | (1.9B) | 8.0B | 5.4B | 2.4B | 3.0B | |
| Depreciation | 406M | 438M | 528M | 598M | 687.7M | 722.1M | |
| Other Non Cash Items | (11.6B) | (9.9B) | 12.0B | (6.8B) | (3.6B) | (3.4B) | |
| Capital Expenditures | 158M | 81M | 3.7B | 172M | 143M | 262.9M | |
| Net Income | 3.3B | 5.1B | 3.9B | 3.9B | 3.2B | 2.3B | |
| End Period Cash Flow | 10.6B | 7.7B | 9.4B | 11.2B | 10.0B | 6.8B | |
| Dividends Paid | 1.4B | 1.4B | 1.7B | 1.9B | 2.0B | 1.0B | |
| Investments | (886M) | (29M) | (2.9B) | (444M) | (337M) | (353.9M) | |
| Net Borrowings | (223M) | (560M) | 1.3B | 1.9B | 2.1B | 2.2B | |
| Change To Netincome | (12.0B) | (10.8B) | (8.8B) | 12.8B | 14.7B | 15.5B |
Sun Life Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sun Life or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sun Life's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sun stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.09 | |
β | Beta against Dow Jones | 0.33 | |
σ | Overall volatility | 1.31 | |
Ir | Information ratio | -0.02 |
Sun Life Volatility Alert
Sun Life Financial exhibits very low volatility with skewness of -2.71 and kurtosis of 14.75. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sun Life's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sun Life's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Sun Life Fundamentals Vs Peers
Comparing Sun Life's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sun Life's direct or indirect competition across all of the common fundamentals between Sun Life and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sun Life or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Sun Life's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sun Life by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Sun Life to competition |
| Fundamentals | Sun Life | Peer Average |
| Return On Equity | 0.13 | -0.31 |
| Return On Asset | 0.0088 | -0.14 |
| Profit Margin | 0.09 % | (1.27) % |
| Operating Margin | 0.12 % | (5.51) % |
| Current Valuation | 55.81 B | 16.62 B |
| Shares Outstanding | 570.79 M | 571.82 M |
| Shares Owned By Insiders | 0.04 % | 10.09 % |
| Shares Owned By Institutions | 55.82 % | 39.21 % |
| Number Of Shares Shorted | 11.62 M | 4.71 M |
| Price To Earning | 14.03 X | 28.72 X |
| Price To Book | 1.80 X | 9.51 X |
| Price To Sales | 1.37 X | 11.42 X |
| Revenue | 36.8 B | 9.43 B |
| Gross Profit | 13.51 B | 27.38 B |
| EBITDA | 5.47 B | 3.9 B |
| Net Income | 3.17 B | 570.98 M |
| Cash And Equivalents | 6.31 B | 2.7 B |
| Cash Per Share | 165.13 X | 5.01 X |
| Total Debt | 2.3 B | 5.32 B |
| Debt To Equity | 0.20 % | 48.70 % |
| Book Value Per Share | 41.49 X | 1.93 K |
| Cash Flow From Operations | 2.53 B | 971.22 M |
| Short Ratio | 3.25 X | 4.00 X |
| Earnings Per Share | 5.26 X | 3.12 X |
| Price To Earnings To Growth | 1.29 X | 4.89 X |
| Target Price | 88.0 | |
| Number Of Employees | 31.77 K | 18.84 K |
| Beta | 0.94 | -0.15 |
| Market Capitalization | 45.38 B | 19.03 B |
| Total Asset | 370.72 B | 29.47 B |
| Retained Earnings | 12.6 B | 9.33 B |
| Annual Yield | 0.04 % | |
| Five Year Return | 3.67 % |
Sun Life Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sun . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Sun Life Buy or Sell Advice
When is the right time to buy or sell Sun Life Financial? Buying financial instruments such as Sun Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Sun Life in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Conservative Funds Thematic Idea Now
Conservative Funds
Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 45 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Conservative Funds Theme or any other thematic opportunities.
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Check out Sun Life Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.