Sun Historical Balance Sheet

SLF Stock

CAD 80.46 1.47 1.86%

Trend analysis of Sun Life Financial balance sheet accounts such as Non Currrent Assets Other of 175.4 B, Common Stock Shares Outstanding of 622.4 M, Liabilities And Stockholders Equity of 220.2 B or Non Current Liabilities Total of 292 B provides information on Sun Life's total assets, liabilities, and equity, which is the actual value of Sun Life Financial to its prevalent stockholders. By breaking down trends over time using Sun Life balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.

Cash Flow Balance Sheet Income Statement

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Financial Statement Analysis is much more than just reviewing and examining Sun Life Financial latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Sun Life Financial is a good buy for the upcoming year.

Sun Life Inventory

(18.63 Billion)

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.

About Sun Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Sun Life Financial at a specified time, usually calculated after every quarter, six months, or one year. Sun Life Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Sun Life and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Sun currently owns. An asset can also be divided into two categories, current and non-current.

Sun Life Balance Sheet Chart

At this time, Sun Life's Cash And Short Term Investments are very stable compared to the past year. As of the 1st of March 2025, Short Term Investments is likely to grow to about 18.5 B, while Total Assets are likely to drop about 227.2 B.

Total Assets Short Long Term Debt Total Total Stockholder Equity

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Total Assets

Total assets refers to the total amount of Sun Life assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Sun Life Financial books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.

Most accounts from Sun Life's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into Sun Life Financial current financial condition. On the other hand, looking into the entire matrix of balance sheet accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. 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.

	2022	2023	2024	2025 (projected)
Short and Long Term Debt Total	15.2B	13.3B	15.3B	16.0B
Total Assets	330.9B	333.2B	370.7B	227.2B

Short Long Term Debt Total Total Assets

Sun Life balance sheet Correlations

	Total Assets	Short Long Term Debt Total	Total Stockholder Equity	Net Debt	Non Currrent Assets Other	Other Assets	Common Stock Shares Outstanding	Non Current Liabilities Total	Other Stockholder Equity	Total Liab	Non Current Assets Total	Cash And Short Term Investments	Short Term Investments	Total Current Assets	Cash	Good Will	Intangible Assets	Property Plant And Equipment Net	Retained Earnings	Property Plant And Equipment Gross	Other Current Liab	Accounts Payable	Other Current Assets	Short Term Debt	Total Current Liabilities	Net Receivables
Total Assets		0.74	0.95	-0.26	0.32	0.07	0.48	0.32	-0.65	1.0	0.44	0.34	0.01	0.15	0.8	0.73	0.66	-0.22	0.7	-0.23	-0.58	0.49	0.47	0.52	0.35	0.49
Short Long Term Debt Total	0.74		0.73	0.24	0.68	-0.3	0.43	0.67	-0.36	0.73	0.77	0.69	0.42	0.07	0.58	0.79	0.92	-0.11	0.61	-0.13	-0.81	0.46	0.82	0.76	0.66	0.65
Total Stockholder Equity	0.95	0.73		-0.28	0.24	0.24	0.64	0.21	-0.67	0.94	0.35	0.22	-0.15	0.26	0.74	0.62	0.6	-0.37	0.7	-0.38	-0.52	0.48	0.41	0.42	0.34	0.54
Net Debt	-0.26	0.24	-0.28		0.41	-0.47	0.02	0.39	0.64	-0.25	0.32	0.28	0.43	0.03	-0.57	0.05	0.14	-0.12	-0.44	-0.14	-0.23	-0.06	0.35	0.31	0.36	0.14
Non Currrent Assets Other	0.32	0.68	0.24	0.41		-0.68	0.03	0.9	0.26	0.33	0.9	0.9	0.83	0.1	0.33	0.7	0.82	0.18	0.33	0.15	-0.76	0.44	0.87	0.77	0.83	0.51
Other Assets	0.07	-0.3	0.24	-0.47	-0.68		0.22	-0.82	-0.33	0.05	-0.73	-0.77	-0.89	0.46	0.02	-0.35	-0.47	-0.31	0.13	-0.27	0.44	-0.1	-0.65	-0.53	-0.38	0.02
Common Stock Shares Outstanding	0.48	0.43	0.64	0.02	0.03	0.22		0.07	-0.44	0.46	0.19	-0.05	-0.32	0.24	0.1	-0.03	0.15	-0.91	0.0	-0.9	-0.14	0.24	0.19	-0.08	0.16	0.03
Non Current Liabilities Total	0.32	0.67	0.21	0.39	0.9	-0.82	0.07		0.14	0.34	0.97	0.96	0.9	0.0	0.29	0.67	0.79	0.15	0.21	0.1	-0.72	0.37	0.94	0.73	0.8	0.29
Other Stockholder Equity	-0.65	-0.36	-0.67	0.64	0.26	-0.33	-0.44	0.14		-0.65	0.0	0.08	0.37	0.15	-0.64	-0.22	-0.22	0.2	-0.52	0.19	0.09	-0.15	-0.03	0.01	0.2	-0.08
Total Liab	1.0	0.73	0.94	-0.25	0.33	0.05	0.46	0.34	-0.65		0.45	0.35	0.03	0.14	0.79	0.74	0.66	-0.2	0.69	-0.22	-0.58	0.49	0.47	0.53	0.35	0.48
Non Current Assets Total	0.44	0.77	0.35	0.32	0.9	-0.73	0.19	0.97	0.0	0.45		0.97	0.84	0.03	0.39	0.7	0.85	0.06	0.32	0.02	-0.74	0.42	0.97	0.72	0.82	0.35
Cash And Short Term Investments	0.34	0.69	0.22	0.28	0.9	-0.77	-0.05	0.96	0.08	0.35	0.97		0.92	-0.03	0.42	0.72	0.84	0.3	0.36	0.26	-0.72	0.38	0.94	0.74	0.79	0.35
Short Term Investments	0.01	0.42	-0.15	0.43	0.83	-0.89	-0.32	0.9	0.37	0.03	0.84	0.92		-0.13	0.13	0.53	0.63	0.47	0.11	0.43	-0.53	0.15	0.8	0.63	0.66	0.18
Total Current Assets	0.15	0.07	0.26	0.03	0.1	0.46	0.24	0.0	0.15	0.14	0.03	-0.03	-0.13		-0.02	0.07	0.0	-0.27	0.07	-0.28	-0.02	0.21	0.12	-0.07	0.55	0.26
Cash	0.8	0.58	0.74	-0.57	0.33	0.02	0.1	0.29	-0.64	0.79	0.39	0.42	0.13	-0.02		0.74	0.7	0.23	0.91	0.23	-0.59	0.48	0.4	0.54	0.27	0.5
Good Will	0.73	0.79	0.62	0.05	0.7	-0.35	-0.03	0.67	-0.22	0.74	0.7	0.72	0.53	0.07	0.74		0.91	0.33	0.76	0.3	-0.87	0.54	0.75	0.93	0.64	0.77
Intangible Assets	0.66	0.92	0.6	0.14	0.82	-0.47	0.15	0.79	-0.22	0.66	0.85	0.84	0.63	0.0	0.7	0.91		0.19	0.71	0.17	-0.91	0.52	0.87	0.9	0.72	0.69
Property Plant And Equipment Net	-0.22	-0.11	-0.37	-0.12	0.18	-0.31	-0.91	0.15	0.2	-0.2	0.06	0.3	0.47	-0.27	0.23	0.33	0.19		0.33	1.0	-0.12	-0.11	0.09	0.32	0.02	0.2
Retained Earnings	0.7	0.61	0.7	-0.44	0.33	0.13	0.0	0.21	-0.52	0.69	0.32	0.36	0.11	0.07	0.91	0.76	0.71	0.33		0.35	-0.58	0.38	0.38	0.58	0.31	0.69
Property Plant And Equipment Gross	-0.23	-0.13	-0.38	-0.14	0.15	-0.27	-0.9	0.1	0.19	-0.22	0.02	0.26	0.43	-0.28	0.23	0.3	0.17	1.0	0.35		-0.1	-0.13	0.05	0.3	-0.02	0.2
Other Current Liab	-0.58	-0.81	-0.52	-0.23	-0.76	0.44	-0.14	-0.72	0.09	-0.58	-0.74	-0.72	-0.53	-0.02	-0.59	-0.87	-0.91	-0.12	-0.58	-0.1		-0.76	-0.75	-0.94	-0.69	-0.74
Accounts Payable	0.49	0.46	0.48	-0.06	0.44	-0.1	0.24	0.37	-0.15	0.49	0.42	0.38	0.15	0.21	0.48	0.54	0.52	-0.11	0.38	-0.13	-0.76		0.39	0.53	0.52	0.54
Other Current Assets	0.47	0.82	0.41	0.35	0.87	-0.65	0.19	0.94	-0.03	0.47	0.97	0.94	0.8	0.12	0.4	0.75	0.87	0.09	0.38	0.05	-0.75	0.39		0.74	0.85	0.47
Short Term Debt	0.52	0.76	0.42	0.31	0.77	-0.53	-0.08	0.73	0.01	0.53	0.72	0.74	0.63	-0.07	0.54	0.93	0.9	0.32	0.58	0.3	-0.94	0.53	0.74		0.63	0.74
Total Current Liabilities	0.35	0.66	0.34	0.36	0.83	-0.38	0.16	0.8	0.2	0.35	0.82	0.79	0.66	0.55	0.27	0.64	0.72	0.02	0.31	-0.02	-0.69	0.52	0.85	0.63		0.53
Net Receivables	0.49	0.65	0.54	0.14	0.51	0.02	0.03	0.29	-0.08	0.48	0.35	0.35	0.18	0.26	0.5	0.77	0.69	0.2	0.69	0.2	-0.74	0.54	0.47	0.74	0.53

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Sun Life Account Relationship Matchups

Sun Life balance sheet Accounts

	2020	2021	2022	2023	2024	2025 (projected)
Total Assets	323.0B	345.4B	330.9B	333.2B	370.7B	227.2B
Short Long Term Debt Total	9.0B	11.9B	15.2B	13.3B	15.3B	16.0B
Total Stockholder Equity	24.5B	26.3B	27.5B	23.6B	26.1B	19.9B
Net Debt	(6.6B)	(2.1B)	2.2B	2.1B	3.9B	4.1B
Non Currrent Assets Other	(105.7B)	4.5B	1.8B	145.3B	167.1B	175.4B
Other Assets	202.0B	217.3B	216.3B	(4.4B)	(5.0B)	(4.8B)
Common Stock Shares Outstanding	611M	587.8M	589M	590M	573.9M	622.4M
Liabilities And Stockholders Equity	323.0B	345.4B	330.9B	333.2B	383.2B	220.2B
Non Current Liabilities Total	6.5B	2.4B	5.0B	309.0B	278.1B	292.0B
Other Stockholder Equity	(7.7B)	(3.2B)	(2.9B)	94M	84.6M	80.4M
Total Liab	297.1B	317.3B	301.5B	309.0B	344.6B	206.8B
Non Current Assets Total	105.7B	113.5B	99.7B	307.7B	353.9B	371.6B
Cash And Short Term Investments	13.5B	12.3B	11.2B	27.5B	31.6B	33.2B
Short Term Investments	2.9B	4.5B	1.8B	16.3B	17.6B	18.5B
Total Current Assets	15.3B	14.5B	14.9B	29.9B	34.4B	22.2B
Cash	13.5B	12.3B	11.2B	11.2B	10.1B	8.0B
Good Will	6.1B	6.5B	8.7B	9.0B	9.5B	6.4B
Intangible Assets	2.5B	3.4B	4.7B	5.2B	5.1B	5.3B
Property Plant And Equipment Net	1.4B	1.3B	1.4B	1.5B	1.4B	1.1B
Retained Earnings	13.9B	15.7B	16.8B	12.2B	12.6B	11.7B
Accumulated Other Comprehensive Income	1.6B	986M	651M	765M	879.8M	923.7M
Other Current Liab	(2.8B)	(2.4B)	(5.0B)	(4.8B)	(4.3B)	(4.1B)
Accounts Payable	2.4B	1.9B	2.6B	2.5B	2.6B	2.3B
Other Current Assets	5.7B	5.4B	7.5B	19.7B	22.7B	23.8B
Short Term Debt	344M	574M	2.3B	2.3B	2.1B	1.3B
Total Current Liabilities	2.8B	2.4B	5.0B	9.3B	10.6B	11.2B
Net Receivables	1.8B	2.3B	3.7B	2.4B	2.8B	2.3B
Common Stock	10.6B	10.6B	10.6B	8.3B	9.6B	10.1B
Other Liab	256.2B	279.6B	296.2B	275.2B	316.5B	259.4B
Net Tangible Assets	14.3B	15.0B	15.9B	13.6B	15.7B	14.9B
Long Term Debt	5.3B	8.8B	11.9B	10.0B	11.8B	9.3B
Long Term Investments	98.6B	102.3B	84.9B	95.0B	109.0B	79.2B
Short Long Term Debt	344M	574M	2.3B	2.3B	2.3B	1.9B
Property Plant Equipment	1.4B	1.4B	1.3B	1.4B	1.6B	1.0B
Long Term Debt Total	8.9B	8.7B	11.3B	12.9B	14.8B	9.8B
Inventory	(20.4B)	(19.6B)	(16.9B)	(19.7B)	(17.7B)	(18.6B)

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

0.56	CVS	CVS HEALTH CDR	Pair Corr
0.52	COST	Costco Wholesale Corp	Pair Corr
0.46	WMT	Walmart Inc CDR	Pair Corr
0.43	BRK	Berkshire Hathaway CDR	Pair Corr

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 Correlation Correlation 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:

How To Invest In Sun

Details

Is Sun Stock a good investment?

Details

What is Sun Life's Net Worth?

Details

Largest Life & Health Insurance Companies

View

Largest Insurance - Diversified Companies

View

You can also try the Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

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Sun Historical Balance Sheet

Sun Life Inventory

(18.63 Billion)

About Sun Balance Sheet Analysis

Sun Life Balance Sheet Chart

Total Assets

Total Stockholder Equity

Sun Life balance sheet Correlations

Sun Life Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Sun Life balance sheet Accounts

Pair Trading with Sun Life

Moving against Sun Stock

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Total Liab	+ 1.0	Total Assets
Property Plant And Equipment Gross	+ 1.0	Property Plant And Equipment Net
Non Current Assets Total	+ 0.97	Non Current Liabilities Total
Cash And Short Term Investments	+ 0.97	Non Current Assets Total
Other Current Assets	+ 0.97	Non Current Assets Total
Cash And Short Term Investments	+ 0.96	Non Current Liabilities Total

Short Term Debt	- 0.94	Other Current Liab
Other Current Liab	- 0.91	Intangible Assets
Property Plant And Equipment Net	- 0.91	Common Stock Shares Outstanding
Property Plant And Equipment Gross	- 0.9	Common Stock Shares Outstanding
Short Term Investments	- 0.89	Other Assets
Other Current Liab	- 0.87	Good Will