Sun Life Financial Stock Current Valuation
| SLF Stock | CAD 80.57 0.57 0.70% |
Valuation analysis of Sun Life Financial helps investors to measure Sun Life's intrinsic value by examining its available valuation indicators, including the cash flow records, the balance sheet account changes and income statement patterns. At this time, Sun Life's Enterprise Value Over EBITDA is very stable compared to the past year. As of the 23rd of March 2025, Enterprise Value Multiple is likely to grow to 14.53, while Enterprise Value is likely to drop about 9.2 B. Fundamental drivers impacting Sun Life's valuation include:
Fairly Valued
Today
Please note that Sun Life's price fluctuation is very steady at this time. Calculation of the real value of Sun Life Financial is based on 3 months time horizon. Increasing Sun Life's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
Since Sun Life is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Sun Stock. However, Sun Life's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 80.57 | Real 80.72 | Hype 80.57 | Naive 80.61 |
The intrinsic value of Sun Life's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Sun Life's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Sun Life Financial helps investors to forecast how Sun stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Sun Life more accurately as focusing exclusively on Sun Life's fundamentals will not take into account other important factors: Sun Life Financial Company Current Valuation Analysis
Sun Life's Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.
Current Sun Life Current Valuation | 57.06 B |
Most of Sun Life's fundamental indicators, such as Current Valuation, 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 Current Valuation 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 Current Valuation. 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
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
| Competition |
In accordance with the recently published financial statements, Sun Life Financial has a Current Valuation of 57.06 B. This is 73.86% higher than that of the Insurance sector and significantly higher than that of the Financials industry. The current valuation for all Canada stocks is significantly lower than that of the firm.
Sun Current Valuation 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 Current Valuation 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 current valuation 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 | 57.06 B | |||
| Shares Outstanding | 570.79 M | |||
| Shares Owned By Insiders | 0.04 % | |||
| Shares Owned By Institutions | 55.80 % | |||
| Number Of Shares Shorted | 14.23 M | |||
| Price To Earning | 14.03 X | |||
| Price To Book | 1.85 X | |||
| Price To Sales | 1.39 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 | 45.99 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.
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
Moving against Sun Stock
| 0.8 | JNJ | Johnson Johnson CDR | PairCorr |
| 0.65 | BRK | Berkshire Hathaway CDR | PairCorr |
| 0.62 | VISA | Visa Inc CDR | 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.