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Sun Life Financial Inc.NYSE:SLF Rapporto sulle azioni

Cap. di mercato US$40.5b
Prezzo delle azioni
US$73.08
US$71.85
1.7% sopravvalutato sconto intrinseco
1Y14.9%
7D0.4%
1D
Valore del portafoglio
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Sun Life Financial Inc.

Report azionario NYSE:SLF

Capitalizzazione di mercato: US$40.5b

Sun Life Financial (SLF) Panoramica del titolo

Sun Life Financial Inc. è una società di servizi finanziari che offre soluzioni di gestione patrimoniale, assicurativa e sanitaria a clienti individuali e istituzionali in Canada, Stati Uniti, Regno Unito, Irlanda, Hong Kong, Filippine, Giappone, Indonesia, India, Cina, Australia, Singapore, Vietnam, Malesia e Bermuda. Maggiori dettagli

SLF analisi fondamentale
Punteggio fiocco di neve
Valutazione2/6
Crescita futura1/6
Prestazioni passate1/6
Salute finanziaria4/6
Dividendi5/6

Premi

Negoziato a 51.6% al di sotto della nostra stima del suo valore equo

Si prevede che gli utili cresceranno del 10.66% all'anno

Paga un dividendo affidabile di 3.64%

Analisi del rischio

Non sono stati rilevati rischi per SLF dai nostri controlli di rischio.

SLF Community Fair Values

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Concorrenti di Sun Life Financial Inc.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Sun Life Financial
Prezzi storici delle azioni
Prezzo attuale dell'azioneCA$73.08
Massimo di 52 settimaneCA$74.16
Minimo di 52 settimaneCA$56.22
Beta0.82
Variazione di 1 mese2.17%
Variazione a 3 mesi12.59%
Variazione di 1 anno14.85%
Variazione a 3 anni48.57%
Variazione a 5 anni35.69%
Variazione dall'IPO679.52%

Notizie e aggiornamenti recenti

Seeking Alpha • Apr 23

Sun Life Remains A Bright Spot In A Volatile Market, Despite Elevated Valuation

Summary Sun Life Financial is reaffirmed as a Buy, driven by robust macro tailwinds, organic growth, and strong global brand positioning. SLF has a compelling return on capital, resilient dividend growth, and competitive margins, though top line growth lags peers. Valuation appears elevated versus peers, with just a modest upside forecast, but technical chart patterns and earnings momentum remain bullish. Key risks include regulatory constraints and reliance on Asia market growth, but SLF's defensive profile and diversified revenue streams support the thesis. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Apr 23

Sun Life Remains A Bright Spot In A Volatile Market, Despite Elevated Valuation

Summary Sun Life Financial is reaffirmed as a Buy, driven by robust macro tailwinds, organic growth, and strong global brand positioning. SLF has a compelling return on capital, resilient dividend growth, and competitive margins, though top line growth lags peers. Valuation appears elevated versus peers, with just a modest upside forecast, but technical chart patterns and earnings momentum remain bullish. Key risks include regulatory constraints and reliance on Asia market growth, but SLF's defensive profile and diversified revenue streams support the thesis. Read the full article on Seeking Alpha
Seeking Alpha • Feb 15

Sun Life Financial: A Drama-Free Growth Story

Summary Sun Life Financial offers stable growth, strong dividends, and less volatility compared to peers, making it a reliable investment for long-term value. Despite a challenging Q4, Sun Life's strategic expansion in Asia, with significant gains in markets like Hong Kong and the Philippines, positions it for future growth. Trading at 10.59x forward earnings, SLF stock is reasonably valued, offering a balanced investment with proven operational stability and growth potential. I love exposing opportunuties to generate income through stocks and options trading. Read the full article on Seeking Alpha
Seeking Alpha • Nov 11

4% Dividend Yield Shines At Sun Life, While Growth Looks Bright (Ratings Upgrade)

Summary Sun Life Financial gets prior hold rating upgraded to a buy, as 4% dividend yield and dividend growth show sustainability & further growth potential, while shares are undervalued to peers. Q3 results show indicators of further top-line growth from insurance premiums and fees on client assets managed, while the firm's profit margin beats key peers. The firm's "A"-level credit ratings from multiple agencies and low debt-to-equity present a low risk profile for investors to consider. The firm is in a very competitive space with large financial and insurance giants to compete with, but is making growth strides in Asia, a key growth region. Read the full article on Seeking Alpha
Seeking Alpha • Aug 13

Sun Life Financial: The Asia Expansion Is Better Than I Thought

Summary Sun Life Financial reported strong Q2 earnings, with a record underlying net income of CA$1 billion, driven by wealth management success and expansion into Asia. Sun Life’s Asia business, supported by local partnerships and digitalization, has become a key growth driver, with net income contribution continuing to increase significantly. The growing Asian middle class presents a substantial opportunity for Sun Life’s expansion, particularly in markets like India, Indonesia, and the Philippines. The company's focus on localized products, partnerships, and digital transformation is expected to sustain long-term competitive advantages in Asia. Read the full article on Seeking Alpha
Seeking Alpha • Apr 21

Sun Life Financial: A Safe, Long-Term Dividend Grower

Summary Sun Life is a Canadian life insurer and asset manager with a strong presence in Canada, the U.S., and Asia. The company has been a reliable performer for long-term investors, with a total return above that of the TSX. Sun Life has experienced solid business growth and is well-positioned to continue creating value in the future. Read the full article on Seeking Alpha
Seeking Alpha • Jan 17

Sun Life Has Approached Its Fair Value, Still A Solid Income Pick

Summary Sun Life Financial reported a 3.32% YoY increase in revenues in Q3'23, with a net income increase of 86.17%. The company's stock has seen slower growth compared to the market, but its operational story deserves a premium over peers. Sun Life's solid financials, diversified income streams, and strategic growth strategies outpace its competitors. Read the full article on Seeking Alpha
Seeking Alpha • Nov 01

Sun Life Financial: Neutral Rating Maintained, A 5% Dividend Yield Quick Pick

Summary Sun Life Financial (SLF) hold/neutral rating from June reaffirmed. Positives are a 5% dividend yield and growth, top line revenue growth. Offsetting factors include declining profitability, overvaluation, and declining equity. A preview of upcoming Q3 earnings on Nov. 13th was discussed. Read the full article on Seeking Alpha
Seeking Alpha • Jul 24

A Sizzling 4% Dividend Yield At Sun Life, But Valuation Overheated

Summary Sun Life Financial gets a hold/neutral rating today. Positives: positive YoY net income growth, capital & liquidity strength, and dividend yield above 4% is higher than its sector average. Headwinds: P/E and P/B valuations are higher than the sector average, and the current share price is 10% above 200-day SMA which we think is overheated. I expect SLF to remain on the same trajectory of conservatively managing its portfolio and continuing to reduce exposure to office properties. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Sun Life Financial: Growth Consistent With My Original Thesis

Summary Since my last article, Sun Life has grown 22.43% versus the S&P 500, which has grown 10.01%. This comes on the back of significant QoQ margin expansion in addition to constant scale growth, with the company's AUM growing to a record $1.33tn, up from $1.26tn in September. In my previous article, I discussed how I expected Sun Life to derive growth both from geographic expansion as well as their accelerated advances into new verticals. Geographic growth from Asia-centric mutual funds and asset management has been supplemented by growth in American healthcare segments, with US net income rising from $85mn a year earlier to $110mn today. Due to these continued factors and Sun Life's undervaluation - albeit somewhat diminished - I rate the company a 'buy'. Sun Life Financial (SLF) is a Canadian life and medical insurer and mutual fund operator operating across North America and the APAC region. The company has recorded TTM revenues of $30.25bn alongside a pre-tax income of $2.89bn. Although they continue to execute operational success as I predicted in my previous article, Sun Life has undergone a correction, beating the S&P 500 by 12.42% since publishing. As such, due to a gradual reversion to fair value, I will downgrade the company to just a 'buy'. Introduction Sun Life divides itself into three verticals; Wealth & Asset Management, the plurality of its AUM; Group & Shorter Duration Insurance, which encompasses its dental and medical stop-loss business; and their Traditional Insurance products, chiefly including life insurance. Sun Life Q4 Financial Highlights (Sun Life Q4 Presentation) The insurer maintains a diversification-focused corporate strategy, hinging upon geographic variation, such as its presence in the Philippines, India, and Vietnam, as well as revenue stream versatility with mutual fund and healthcare products and services becoming increasingly important to Sun Life. 2021 Net Income (Blue) vs 2022 (Yellow) (Sun Life Q4 Presentation) Valuation & Financials General Overview In the past quarter, Sun Life has followed the general trend amongst competitors, with their share price appreciating 5.66%. Only Manulife Financial (MFC) beat out Sun Life. Sun Life (Dark Blue) vs Competitors (TradingView) Despite Manulife's relative overperformance, I believe that Sun Life is following the market trend, with Manulife's price rise likely a consequence of the re-opening of Chinese markets, wherein Manulife has a significant presence. Sun Life itself continues strong growth, correcting the previous overreaction by the market to potential macro sensitivity, sustaining core segments, and focusing on margin-expanding periphery segments. Comparable Companies Amongst major Canadian insurers, Sun Life faces competition in their core products from the following companies; Manulife is the largest Canadian life insurer by market cap, with less product diversity but differing geographic; the Power Corporation of Canada (POW:CA) is a conglomerate of finance-centric companies, ranging from Canada LifeCo to Wealthsimple; and Intact Financial (IFC:CA) is an insurer with interests spread across life, property, auto, and more. barchart.com When considering comparative financials, Sun Life outperforms all peers in 5-year earnings growth, likely a result of aggressive horizontal and vertical growth across all of Sun Life's platforms, while ensuring consistent margins. On a pure multiples' basis, however, Sun Life does not stand out in any particular way. Positively, they often perform second-best behind either Manulife or Intact Financial. The company's lack of exceptional performance relates to general margin compression caused by rate increases and enduring inflationary pressures. Valuation According to my DCF model, Sun Life, at its base case, is undervalued by ~12%, with its fair value being $54.59/share. The model operates on a net premium basis, assuming a discount rate of 8%- Sun Life's WACC- and a perpetuity rate of 2%, in line with the growth of the general economy. AlphaSpread Sun Life is similarly undervalued on a multiples-centric relative valuation. At its base case, AlphaSpread's relative valuation estimates that Sun Life is undervalued by 7%, being worth CAD71.33/share or, on the NYSE, $52.15/share. Thus, using a means-based approach, Sun Life should be valued at $53.37 or ~9.5% higher than current prices. Sun Life Continues to Follow My Predicted Trajectory Supported chiefly by its medium-term rally, my thesis on Sun Life originally surrounded its strength through its global presence and capitalization on broad trends including healthcare, digitalization, asset management, and alternative credit markets. Not only does Sun Life have noteworthy exposure to high-growth markets in the Philippines, India, and Vietnam, but become a market leader in their respective insurance and mutual fund industries. Furthermore, with the low penetration in these markets, Sun Life positions itself for superior returns. And within healthcare, Sun Life is driving synergetic growth with DentaQuest, PinnacleCare, and telehealth platforms. More recently, Sun Life has increased the accessibility of their insurance products across Asia with bancassurance partnerships with Hong Kong- a new market for Sun Life- bank, Dah Sing Bank, as well as being one of the fastest growing insurers in Vietnam through a similar bancassurance strategy. Asia Sales Breakdown (Sun Life Q4 Presentation) In health and benefits, primarily in the US, Sun Life has worked towards expanding DentaQuest's Advantage Dental+ care practices, with four new offices in Florida, expanded digital automation in healthcare processes, and increased the accuracy of healthcare diagnoses and opinions through the continued integration of PinnacleCare and its suite of technologies. Wall Street Consensus Analysts echo my positive opinion on Sun Life, forecasting an average share price increase of 11.81% to $54.50/share over the next year. This is in line with my base case DCF, which is estimated at $54.59/share. TradingView Even the maximum projected price decline of -5.50% is relatively tame to the regular volatility of the market, proving Sun Life's worth as a safe haven stock. Risks
Seeking Alpha • Feb 08

Sun Life Financial declares CAD 0.72 dividend

Sun Life Financial (NYSE:SLF) declares CAD 0.72/share quarterly dividend, in line with previous. Forward yield 4.28% Payable March 31; for shareholders of record March 1; ex-div Feb. 28. See SLF Dividend Scorecard, Yield Chart, & Dividend Growth.
Seeking Alpha • Jan 20

Sun Life unit to be exclusive insurance provider for Dah Sing Bank customers in Hong Kong

Sun Life Financial (NYSE:SLF) on Friday announced an exclusive 15-year bancassurance partnership between its Hong Kong unit and Dah Sing Bank. Sun Life Hong Kong will be the exclusive provider of life insurance solutions to Dah Sing Bank's 570K retail banking customers. The unit will pay HK$1.5B (~C$260M) for the exclusive arrangement, with potential variable payments to Dah Sing Bank based on the partnership's success. Distribution of Sun Life insurance products is expected to start in July. Sun Life Asia now has over 20 bancassurance partnerships in seven Asian markets. Read SA contributor Yannick Frey's bullish take on the insurer's stock.

Rendimenti per gli azionisti

SLFUS InsuranceUS Mercato
7D0.4%-0.3%1.1%
1Y14.9%-6.7%28.7%

Ritorno vs Industria: SLF ha superato il US Insurance che ha restituito -6.7 % nell'ultimo anno.

Rendimento vs Mercato: SLF ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.7 % nell'ultimo anno.

Volatilità dei prezzi

Is SLF's price volatile compared to industry and market?
SLF volatility
SLF Average Weekly Movement2.8%
Insurance Industry Average Movement4.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Prezzo delle azioni stabile: SLF non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale ( 3% ) di SLF è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
187132,151Kevin Strainwww.sunlife.com

Sun Life Financial Inc. è una società di servizi finanziari che fornisce soluzioni di gestione patrimoniale, assicurative e sanitarie a clienti individuali e istituzionali in Canada, Stati Uniti, Regno Unito, Irlanda, Hong Kong, Filippine, Giappone, Indonesia, India, Cina, Australia, Singapore, Vietnam, Malesia e Bermuda. L'azienda offre diversi prodotti assicurativi, come polizze vita a termine e permanenti, polizze sanitarie personali, che comprendono farmaci da prescrizione, cure dentistiche e oculistiche, polizze per malattie critiche, polizze di assistenza a lungo termine e polizze di invalidità. L'azienda offre anche prodotti di investimento, come fondi comuni, fondi segregati, rendite e prodotti di investimento garantiti; servizi di pianificazione finanziaria e prodotti di gestione patrimoniale, tra cui fondi comuni, portafogli istituzionali e fondi pensione.

Sun Life Financial Inc. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Sun Life Financial con la sua capitalizzazione di mercato?
SLF statistiche fondamentali
Capitalizzazione di mercatoUS$40.50b
Utili (TTM)US$2.18b
Ricavi(TTM)US$25.26b
18.6x
Rapporto P/E
1.6x
Rapporto P/S

SLF è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
SLF Conto economico (TTM)
RicaviCA$34.90b
Costo del fatturatoCA$20.89b
Profitto lordoCA$14.01b
Altre speseCA$11.00b
UtiliCA$3.01b

Ultimi utili riportati

Mar 31, 2026

Prossima data di guadagno

Aug 06, 2026

Utile per azione (EPS)5.43
Margine lordo40.14%
Margine di profitto netto8.62%
Rapporto debito/patrimonio netto54.1%

Come si è comportato SLF nel lungo periodo?

Vedi performance storica e confronto

Dividendi

3.6%
Rendimento attuale del dividendo
67%
Rapporto di remunerazione
Quando è necessario acquistare SLF per ricevere un dividendo imminente?
Sun Life Financial date dei dividendi
Data di stacco del dividendoMay 27 2026
Data di pagamento dei dividendiJun 30 2026
Giorni fino al dividendo Ex1 day
Giorni prima della data di pagamento dei dividendi35 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/25 19:46
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Sun Life Financial Inc. è coperta da 27 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
John EadeArgus Research Company
Jacob KilsteinArgus Research Company
Lemar PersaudATB Cormark Historical (Cormark Securities)