Sun Life Financial Stock Performance
| SLF Stock | CAD 80.57 0.57 0.70% |
The entity has a beta of 0.35, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sun Life's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sun Life is expected to be smaller as well. At this point, Sun Life Financial has a negative expected return of -0.0638%. Please make sure to validate Sun Life's skewness, as well as the relationship between the rate of daily change and price action indicator , to decide if Sun Life Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Sun Life Financial has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy technical and fundamental indicators, Sun Life is not utilizing all of its potentials. The recent stock price disarray, may contribute to short-term losses for the investors. ...more
Forward Dividend Yield 0.0417 | Payout Ratio | Forward Dividend Rate 3.36 | Dividend Date 2025-03-31 | Ex Dividend Date 2025-02-26 |
| Sun Life dividend paid on 31st of December 2024 | 12/31/2024 |
1 | National Bank Financial Upgrades Sun Life Financial to Strong-Buy - MarketBeat | 01/16/2025 |
2 | Sun Life Financial Q4 Earnings Revenues Miss Estimates, Down YY - Nasdaq | 02/13/2025 |
3 | Zurcher Kantonalbank Zurich Cantonalbank Has 23.85 Million Position in Sun Life Financial Inc. - MarketBeat | 03/14/2025 |
4 | Northwest Ethical Investments L.P. Acquires 99,702 Shares of Sun Life Financial Inc. - MarketBeat | 03/21/2025 |
| Begin Period Cash Flow | 11.2 B |
Sun |
Sun Life Relative Risk vs. Return Landscape
If you would invest 8,427 in Sun Life Financial on December 23, 2024 and sell it today you would lose (370.00) from holding Sun Life Financial or give up 4.39% of portfolio value over 90 days. Sun Life Financial is producing return of less than zero assuming 1.3085% volatility of returns over the 90 days investment horizon. Simply put, 11% of all stocks have less volatile historical return distribution than Sun Life, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Sun Life Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sun Life's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sun Life Financial, and traders can use it to determine the average amount a Sun Life's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0487
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SLF |
Estimated Market Risk
| 1.31 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Sun Life is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sun Life by adding Sun Life to a well-diversified portfolio.
Sun Life Fundamentals Growth
Sun Stock prices reflect investors' perceptions of the future prospects and financial health of Sun Life, and Sun Life fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sun Stock performance.
| 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 | |||
| 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 | |||
| Earnings Per Share | 5.26 X | |||
| Market Capitalization | 45.99 B | |||
| Total Asset | 370.72 B | |||
| Retained Earnings | 12.6 B | |||
About Sun Life Performance
By examining Sun Life's fundamental ratios, stakeholders can obtain critical insights into Sun Life's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Sun Life is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.06 | 0.06 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.12 | 0.07 |
Things to note about Sun Life Financial performance evaluation
Checking the ongoing alerts about Sun Life for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sun Life Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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: Northwest Ethical Investments L.P. Acquires 99,702 Shares of Sun Life Financial Inc. - MarketBeat |
- Analyzing Sun Life's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sun Life's stock is overvalued or undervalued compared to its peers.
- Examining Sun Life's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sun Life's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sun Life's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sun Life's stock. These opinions can provide insight into Sun Life's potential for growth and whether the stock is currently undervalued or overvalued.
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 Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.