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Sun Life Financial Inc.OTCPK:SLFI.F Stock Report

Market Cap US$33.8b
Share Price
US$15.45
My Fair Value
US$16.15
4.4% undervalued intrinsic discount
1Y2.5%
7D0%
Portfolio Value
View

Sun Life Financial Inc.

OTCPK:SLFI.F Stock Report

Market Cap: US$33.8b

Sun Life Financial (SLFI.F) Stock Overview

A financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, and Bermuda. More details

SLFI.F fundamental analysis
Snowflake Score
Valuation3/6
Future Growth1/6
Past Performance3/6
Financial Health4/6
Dividends5/6

SLFI.F Community Fair Values

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Sun Life Financial Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Sun Life Financial
Historical stock prices
Current Share PriceCA$15.45
52 Week HighCA$15.46
52 Week LowCA$13.95
Beta0.83
1 Month Change0%
3 Month Changen/a
1 Year Change2.47%
3 Year Change-13.30%
5 Year Changen/a
Change since IPO-38.20%

Recent News & Updates

Recent updates

Shareholder Returns

SLFI.FUS InsuranceUS Market
7D0%1.4%1.1%
1Y2.5%4.3%18.9%

Return vs Industry: SLFI.F underperformed the US Insurance industry which returned 4.1% over the past year.

Return vs Market: SLFI.F underperformed the US Market which returned 18.4% over the past year.

Price Volatility

Is SLFI.F's price volatile compared to industry and market?
SLFI.F volatility
SLFI.F Average Weekly Movementn/a
Insurance Industry Average Movement4.2%
Market Average Movement6.4%
10% most volatile stocks in US Market17.3%
10% least volatile stocks in US Market3.0%

Stable Share Price: SLFI.F's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: Insufficient data to determine SLFI.F's volatility change over the past year.

About the Company

FoundedEmployeesCEOWebsite
187131,768Kevin Strainwww.sunlife.com

Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, and Bermuda. 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. The company also provides investments products, such as mutual funds, segregated funds, annuities, and guaranteed investment products; financial planning and retirement planning services; and asset management products, including pooled funds, institutional portfolios and pension funds.

Sun Life Financial Inc. Fundamentals Summary

How do Sun Life Financial's earnings and revenue compare to its market cap?
SLFI.F fundamental statistics
Market capUS$33.81b
Earnings (TTM)US$2.31b
Revenue (TTM)US$24.47b
14.6x
P/E Ratio
1.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SLFI.F income statement (TTM)
RevenueCA$34.14b
Cost of RevenueCA$20.28b
Gross ProfitCA$13.86b
Other ExpensesCA$10.63b
EarningsCA$3.23b

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Nov 05, 2025

Earnings per share (EPS)5.76
Gross Margin40.59%
Net Profit Margin9.46%
Debt/Equity Ratio52.8%

How did SLFI.F perform over the long term?

See historical performance and comparison

Dividends

4.2%
Current Dividend Yield
60%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/06 04:09
End of Day Share Price 2025/08/11 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sun Life Financial Inc. is covered by 33 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John EadeArgus Research Company
Jacob KilsteinArgus Research Company
Ishan MajumdarBaptista Research