Sun Life Financial (DB:LIE) - Stock Price, News & Analysis

LIE Stock Overview

A financial services company, provides savings, retirement, and pension products worldwide. More details

LIE fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	2/6
Past Performance	2/6
Financial Health	4/6
Dividends	5/6

Rewards

Trading at 61.6% below our estimate of its fair value

Earnings are forecast to grow 6.82% per year

Earnings have grown 5.4% per year over the past 5 years

Pays a reliable dividend of 3.95%

Risk Analysis

Significant insider selling over the past 3 months

Sun Life Financial Inc. Competitors

Hannover Rück

XTRA:HNR1

€28.9b

Talanx

XTRA:TLX

€20.0b

Münchener Rückversicherungs-Gesellschaft in München

XTRA:MUV2

€62.6b

Allianz

XTRA:ALV

€110.1b

Price History & Performance

Summary of all time highs, changes and price drops for Sun Life Financial
Historical stock prices
Current Share Price	CA$57.50
52 Week High	CA$58.00
52 Week Low	CA$42.80
Beta	0.94
11 Month Change	9.52%
3 Month Change	18.80%
1 Year Change	23.92%
33 Year Change	17.83%
5 Year Change	38.22%
Change since IPO	518.28%

Recent updates

Shareholder Returns

	LIE	DE Insurance	DE Market
7D	-0.9%	0.9%	-0.4%
1Y	23.9%	20.6%	7.1%

Return vs Industry: LIE exceeded the German Insurance industry which returned 20.6% over the past year.

Return vs Market: LIE exceeded the German Market which returned 7.1% over the past year.

Price Volatility

Is LIE's price volatile compared to industry and market?
LIE volatility
LIE Average Weekly Movement	2.5%
Insurance Industry Average Movement	2.6%
Market Average Movement	4.8%
10% most volatile stocks in DE Market	11.0%
10% least volatile stocks in DE Market	2.4%

Stable Share Price: LIE has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: LIE's weekly volatility (2%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1871	30,941	Kevin Strain	www.sunlife.com

Sun Life Financial Inc., a financial services company, provides savings, retirement, and pension products worldwide. The company operates in five segments: Asset Management, Canada, U.S., Asia, and Corporate. It offers various insurance products, such as term and permanent life; personal health, which includes prescription drugs, dental, and vision care; critical illness; long-term care; and disability, as well as reinsurance.

Sun Life Financial Inc. Fundamentals Summary

How do Sun Life Financial's earnings and revenue compare to its market cap?
LIE fundamental statistics
Market cap	€33.23b
Earnings (TTM)	€2.42b
Revenue (TTM)	€22.10b

13.7x

P/E Ratio

1.5x

P/S Ratio

Is LIE overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
LIE income statement (TTM)
Revenue	CA$32.56b
Cost of Revenue	CA$17.50b
Gross Profit	CA$15.06b
Other Expenses	CA$11.50b
Earnings	CA$3.56b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

Feb 12, 2025

Earnings per share (EPS)	6.19
Gross Margin	46.25%
Net Profit Margin	10.94%
Debt/Equity Ratio	47.8%

How did LIE perform over the long term?

See historical performance and comparison

Dividends

4.0%

Current Dividend Yield

52%

Payout Ratio

Does LIE pay a reliable dividends?

See LIE dividend history and benchmarks

When do you need to buy LIE by to receive an upcoming dividend?
Sun Life Financial dividend dates
Ex Dividend Date	Nov 27 2024
Dividend Pay Date	Dec 31 2024
Days until Ex dividend	5 days
Days until Dividend pay date	39 days

Does LIE pay a reliable dividends?

See LIE dividend history and benchmarks

LIE Stock Overview

Rewards

Risk Analysis

Sun Life Financial Inc. Competitors

XTRA:HNR1

€28.9b

XTRA:TLX

€20.0b

XTRA:MUV2

€62.6b

XTRA:ALV

€110.1b

Price History & Performance

Recent News & Updates

Sun Life Financial Inc. Declares Dividend on Common Shares, Payable December 31, 2024

Sun Life U.S. Appoints Maya Beri as Chief Information Officer

Sun Life Announces Leadership Changes for Sun Life Canada

Sun Life Appoints Niall Grady as Chief Risk Officer for Asia, Effective September 16, 2024

Sun Life U.S. Announces Management Changes

Sun Life Financial Inc. to Report Q4, 2024 Results on Feb 12, 2025

Recent updates

Sun Life Financial Inc. Declares Dividend on Common Shares, Payable December 31, 2024

Sun Life U.S. Appoints Maya Beri as Chief Information Officer

Sun Life Announces Leadership Changes for Sun Life Canada

Sun Life Appoints Niall Grady as Chief Risk Officer for Asia, Effective September 16, 2024

Sun Life U.S. Announces Management Changes

Sun Life Financial Inc. to Report Q4, 2024 Results on Feb 12, 2025

Sun Life Declares Dividend on Common Shares Payable on September 27, 2024

Sun Life Financial Inc. Appoints Patrick Cronin and Stacey Madge to Board of Directors

Sun Life Financial Inc. Announces Retirement of Barbara G. Stymiest as Director

Sun Life Financial Inc. Announces the Appointment of Timothy (Tim) Deacon as Executive Vice-President, Effective April 8, 2024

Sun Life Financial Inc. to Report Q2, 2024 Results on Aug 12, 2024

Sun Life Financial Inc. Announces Dividend for the Quarter Ended December 31, 2023, Payable on March 28, 2024

Sun Life Financial Inc. Appoints Manjit Singh as New President of Sun Life Asia Effective March 18, 2024

Sun Life Financial Inc. Appoints Ingrid G. Johnson as Vice Chair, Strategic Partnerships

Sun Life Financial Inc. Announces Title Change of Executive Officer Melissa J. Kennedy

Sun Life Financial Inc. to Report Q4, 2023 Results on Feb 07, 2024

Sun Life Financial Inc. Declares Dividend on Common Shares, Payable on September 29, 2023

Sun Life Financial Inc. (TSX:SLF) entered into an agreement to acquire a 74.8% stake in Dialogue Health Technologies Inc. (TSX:CARE) from a group of shareholders for approximately CAD 270 million.

Sun Life Financial Inc. (TSX:SLF) entered into an agreement to acquire a 74.8% stake in Dialogue Health Technologies Inc. (TSX:CARE) from a group of shareholders for approximately CAD 270 million.

Sun Life Financial Inc. Appoints David Garg as Senior Vice-President, Corporate Development and Investor Relations

Sun Life Financial Inc. Announces Executive Changes

Upcoming dividend of CA$0.75 per share at 4.5% yield

First quarter 2023 earnings released

Sun Life Financial Inc. Increases Common Share Dividend, Payable on June 30, 2023

Upcoming dividend of CA$0.72 per share at 4.2% yield

Full year 2022 earnings released: EPS: CA$5.22 (vs CA$6.71 in FY 2021)

Sun Life Financial Inc., Sun Life Assurance Company of Canada, Annual General Meeting, May 11, 2023

Sun Life Financial Inc. Appoints Joseph Natale to Board of Directors, Effective February 7, 2023

Sun Life Financial Inc. (TSX:SLF) completed the acquisition of a 51% stake in Advisors Asset Management, Inc.

Sun Life Financial Inc. Appoints Laurie Hylton to Board of Directors

Sun Life Financial Inc. Appoints Laurie Hylton to Board of Directors, Effective December 31, 2022

Independent Corporate Director recently bought €54k worth of stock

High number of new directors

Sun Life Financial Inc. Announces Executive Changes, Effective December 1, 2022

Third quarter 2022 earnings released: EPS: CA$0.80 (vs CA$1.74 in 3Q 2021)

Sun Life Financial Inc. Increases Common Share Dividend, Payable December 30, 2022

Sun Life Financial Inc. to Report Q1, 2023 Results on May 11, 2023

Sun Life Financial Inc. (TSX:SLF) announced intent to acquire a 51% stake in Advisors Asset Management, Inc. for approximately $210 million.

President recently bought €352k worth of stock

Sun Life Financial Inc. Announces Executive Changes

Upcoming dividend of CA$0.69 per share

Phoenix Group Holdings plc (LSE:PHNX) entered into an agreement to acquire SLF of Canada UK Limited from Sun Life Financial Inc. (TSX:SLF) for approximately £250 million.

Second quarter 2022 earnings released: EPS: CA$1.34 (vs CA$1.54 in 2Q 2021)

Sun Life Financial Inc. Appoints Chris Wei as Executive Vice-President and Chief Client and Innovation Officer

Sun Life Financial Inc. Announces Management Changes