Sun Life Financial Stock Fundamentals
| SLF Stock | CAD 81.14 0.06 0.07% |
Sun Life Financial fundamentals help investors to digest information that contributes to Sun Life's financial success or failures. It also enables traders to predict the movement of Sun Stock. The fundamental analysis module provides a way to measure Sun Life's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Sun Life stock.
At this time, Sun Life's Extraordinary Items is very stable compared to the past year.
Sun | Select Account or Indicator |
Sun Life Financial Company Return On Equity Analysis
Sun Life's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Sun Life Return On Equity | 0.13 |
Most of Sun Life's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Sun Life Financial is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Sun Return On Equity Driver Correlations
Understanding the fundamental principles of building solid financial models for Sun Life is extremely important. It helps to project a fair market value of Sun Stock properly, considering its historical fundamentals such as Return On Equity. Since Sun Life's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Sun Life's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Sun Life's interrelated accounts and indicators.
Click cells to compare fundamentals
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
| Competition |
Sun Total Stockholder Equity
Total Stockholder Equity |
|
At this time, Sun Life's Total Stockholder Equity is very stable compared to the past year.
Based on the latest financial disclosure, Sun Life Financial has a Return On Equity of 0.1294. This is 91.08% lower than that of the Insurance sector and significantly higher than that of the Financials industry. The return on equity for all Canada stocks is 141.74% lower than that of the firm.
Sun Life Financial Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sun Life's current stock value. Our valuation model uses many indicators to compare Sun Life value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sun Life competition to find correlations between indicators driving Sun Life's intrinsic value. More Info.Sun Life Financial is rated fourth in return on equity category among its peers. It is currently regarded as top stock in return on asset category among its peers reporting about 0.07 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Sun Life Financial is roughly 14.70 . At this time, Sun Life's Return On Equity is very stable compared to the past year. Comparative valuation analysis is a catch-all model that can be used if you cannot value Sun Life by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Sun Life's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.Sun Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Sun Life's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Sun Life could also be used in its relative valuation, which is a method of valuing Sun Life by comparing valuation metrics of similar companies.Sun Life is currently under evaluation in return on equity category among its peers.
Sun Life ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Sun Life's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Sun Life's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Sun Fundamentals
| Return On Equity | 0.13 | |||
| Return On Asset | 0.0088 | |||
| Profit Margin | 0.09 % | |||
| Operating Margin | 0.12 % | |||
| Current Valuation | 57.42 B | |||
| Shares Outstanding | 570.79 M | |||
| Shares Owned By Insiders | 0.04 % | |||
| Shares Owned By Institutions | 55.80 % | |||
| Number Of Shares Shorted | 11.62 M | |||
| Price To Earning | 14.03 X | |||
| Price To Book | 1.87 X | |||
| Price To Sales | 1.40 X | |||
| Revenue | 36.8 B | |||
| Gross Profit | 13.51 B | |||
| EBITDA | 5.47 B | |||
| Net Income | 3.17 B | |||
| Cash And Equivalents | 6.31 B | |||
| Cash Per Share | 165.13 X | |||
| Total Debt | 2.3 B | |||
| Debt To Equity | 0.20 % | |||
| Book Value Per Share | 41.49 X | |||
| Cash Flow From Operations | 2.53 B | |||
| Short Ratio | 3.25 X | |||
| Earnings Per Share | 5.26 X | |||
| Price To Earnings To Growth | 1.29 X | |||
| Target Price | 88.0 | |||
| Number Of Employees | 31.77 K | |||
| Beta | 0.94 | |||
| Market Capitalization | 46.31 B | |||
| Total Asset | 370.72 B | |||
| Retained Earnings | 12.6 B | |||
| Annual Yield | 0.04 % | |||
| Five Year Return | 3.67 % | |||
| Net Asset | 370.72 B | |||
| Last Dividend Paid | 3.24 |
About Sun Life Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Sun Life Financial's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Sun Life using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Sun Life Financial based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Total Revenue | 36.8 B | 25.7 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 against Sun Stock
| 0.71 | XLY | Auxly Cannabis Group Earnings Call This Week | PairCorr |
| 0.63 | VCU | Vizsla Copper Corp | PairCorr |
| 0.57 | SMD | Strategic Metals | PairCorr |
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.Check out World Market Map to better understand how to build diversified portfolios, which includes a position in 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. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.