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Sun Life Financial Inc.NYSE:SLF Voorraadrapport

Marktkapitalisatie US$45.4b
Prijs aandeel
n/a
1Y31.5%
7D2.3%
1D0.2%
Portefeuillewaarde
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Sun Life Financial Inc.

NYSE:SLF Voorraadrapport

Marktkapitalisatie: US$45.4b

Sun Life Financial (SLF) Aandelenoverzicht

Sun Life Financial Inc., een financiële dienstverlener, biedt oplossingen op het gebied van vermogensbeheer, vermogen, verzekeringen en gezondheid aan individuele en institutionele klanten in Canada, de Verenigde Staten, het Verenigd Koninkrijk, Ierland, Hongkong, de Filippijnen, Japan, Indonesië, India, China, Australië, Singapore, Vietnam, Maleisië en Bermuda. Meer informatie

Beloningen

Verhandeld tegen 46.3% onder onze schatting van de reële waarde

De winst zal naar verwachting met 11.42% per jaar groeien

Betaalt een betrouwbaar dividend van 3.21%

Risicoanalyse

Geen risico's gedetecteerd voor SLF uit onze risicocontroles.

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Sun Life Financial Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Sun Life Financial
Historische aandelenkoersen
Huidige aandelenkoersCA$81.78
52 Week HoogtepuntCA$82.25
52 Week LaagCA$56.22
Bèta0.82
1 maand verandering4.93%
3 maanden verandering16.36%
1 Jaar Verandering31.48%
3 jaar verandering55.53%
5 jaar verandering60.89%
Verandering sinds IPO772.32%

Recent nieuws en updates

Seeking Alpha • Jun 30

Sun Life Financial: Quality Is Priced In After The Rally

Summary Sun Life Financial delivers robust Q1 results with strong ROE, capital position, and continued dividend and buyback activity. SLF's Asia segment drives impressive growth, with sales up 49% year over year and momentum across key markets. Valuation is fair but not cheap, trading at 13–14x forward earnings; growth expectations do not justify a Buy rating at current levels. SLF remains a solid Hold for long-term investors, but new positions should await a better entry or clearer growth catalysts in Asia and SLC. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Jun 30

Sun Life Financial: Quality Is Priced In After The Rally

Summary Sun Life Financial delivers robust Q1 results with strong ROE, capital position, and continued dividend and buyback activity. SLF's Asia segment drives impressive growth, with sales up 49% year over year and momentum across key markets. Valuation is fair but not cheap, trading at 13–14x forward earnings; growth expectations do not justify a Buy rating at current levels. SLF remains a solid Hold for long-term investors, but new positions should await a better entry or clearer growth catalysts in Asia and SLC. 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.

Rendement voor aandeelhouders

SLFUS InsuranceUS Markt
7D2.3%0.7%-2.0%
1Y31.5%5.7%17.2%

Rendement versus industrie: SLF overtrof de US Insurance industrie, die het afgelopen jaar een rendement 5.7 % opleverde.

Rendement versus markt: SLF overtrof de US markt, die het afgelopen jaar een rendement opleverde van 17.2 %.

Prijsvolatiliteit

Is SLF's price volatile compared to industry and market?
SLF volatility
SLF Average Weekly Movement2.6%
Insurance Industry Average Movement4.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.2%

Stabiele aandelenkoers: SLF heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van SLF is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
187132,151Kevin Strainwww.sunlife.com

Sun Life Financial Inc., een financiële dienstverlener, biedt oplossingen op het gebied van vermogensbeheer, vermogen, verzekeringen en gezondheid aan individuele en institutionele klanten in Canada, de Verenigde Staten, het Verenigd Koninkrijk, Ierland, Hongkong, de Filippijnen, Japan, Indonesië, India, China, Australië, Singapore, Vietnam, Maleisië en Bermuda. Het bedrijf biedt verschillende verzekeringsproducten aan, zoals levensverzekeringen en levensverzekeringen voor onbepaalde tijd, persoonlijke gezondheidszorg, waaronder geneesmiddelen op recept, tandheelkundige zorg en zichtzorg, kritieke ziekten, langdurige zorg en arbeidsongeschiktheid. Het bedrijf biedt ook beleggingsproducten, zoals beleggingsfondsen, gesegregeerde fondsen, lijfrentes en gegarandeerde beleggingsproducten; financiële planningsdiensten; en vermogensbeheerproducten, waaronder gepoolde fondsen, institutionele portefeuilles en pensioenfondsen.

Sun Life Financial Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Sun Life Financial zich tot de beurswaarde?
SLF fundamentele statistieken
MarktkapitalisatieUS$45.35b
Inkomsten(TTM)US$2.15b
Inkomsten(TTM)US$24.91b
21.1x
Koers/Winstverhouding
1.8x
P/S-verhouding

Is SLF overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
SLF resultatenrekening (TTM)
InkomstenCA$34.90b
Kosten van inkomstenCA$20.89b
BrutowinstCA$14.01b
Overige uitgavenCA$11.00b
InkomstenCA$3.01b

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

Aug 06, 2026

Winst per aandeel (EPS)5.43
Brutomarge40.14%
Nettowinstmarge8.62%
Schuld/Eigen Vermogen Verhouding54.1%

Hoe presteerde SLF op de lange termijn?

Bekijk historische prestaties en vergelijking

Dividenden

3.2%
Huidig dividendrendement
67%
Uitbetalingsratio

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/17 11:45
Aandelenkoers aan het einde van de dag2026/07/17 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Sun Life Financial Inc. wordt gevolgd door 26 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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