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Sun Life Financial Inc.NYSE:SLF Aktierapport

Marknadsvärde US$44.0b
Aktiekurs
n/a
1Y36.0%
7D-2.1%
1D0.9%
Portföljens värde
​
Utsikt

Sun Life Financial Inc.

NYSE:SLF Aktierapport

Börsvärde: US$44.0b

Sun Life Financial (SLF) Aktievy

Sun Life Financial Inc. är ett finansbolag som erbjuder kapitalförvaltning, förmögenhetsförvaltning, försäkringar och hälsolösningar till privatpersoner och institutioner i Kanada, USA, Storbritannien, Irland, Hongkong, Filippinerna, Japan, Indonesien, Indien, Kina, Australien, Singapore, Vietnam, Malaysia och Bermuda. Mer information

SLF fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt1/6
Tidigare resultat2/6
Finansiell hälsa4/6
Utdelningar5/6

Belöningar

Handlar till 50% under vår uppskattning av dess verkliga värde

Intäkterna förväntas växa med 10.64% per år

Ger en tillförlitlig utdelning på 3.53%

Riskanalys

Inga risker upptäckta för SLF från våra riskkontroller.

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Sun Life Financial Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Sun Life Financial
Historiska aktiekurser
Aktuell aktiekursCA$78.98
52 veckors högstaCA$84.38
52 veckors lägstaCA$57.22
Beta0.83
1 månads förändring-3.98%
3 månaders förändring8.18%
1 års förändring36.01%
3 års förändring65.54%
5 års förändring52.80%
Förändring sedan börsintroduktionen742.45%

Senaste nyheter och uppdateringar

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.

Aktieägarnas avkastning

SLFUS InsuranceUS Marknad
7D-2.1%0.6%-1.2%
1Y36.0%3.9%18.3%

Avkastning vs industri: SLF översteg US Insurance branschen som gav 3.9 % under det senaste året.

Avkastning vs Marknaden: SLF översteg US marknaden som gav 18.3 % under det senaste året.

Prisvolatilitet

Is SLF's price volatile compared to industry and market?
SLF volatility
SLF Average Weekly Movement2.3%
Insurance Industry Average Movement4.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stabil aktiekurs: SLF har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: SLF s veckovolatilitet ( 2% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
187132,151Kevin Strainwww.sunlife.com

Sun Life Financial Inc. är ett finansbolag som erbjuder kapitalförvaltning, förmögenhetsförvaltning, försäkringar och hälsolösningar till privatpersoner och institutioner i Kanada, USA, Storbritannien, Irland, Hongkong, Filippinerna, Japan, Indonesien, Indien, Kina, Australien, Singapore, Vietnam, Malaysia och Bermuda. Bolaget erbjuder olika försäkringsprodukter, t.ex. tidsbegränsad och permanent livförsäkring, personlig sjukförsäkring, som omfattar receptbelagda läkemedel, tandvård och synvård, kritisk sjukdom, långtidsvård och invaliditet. Bolaget erbjuder också investeringsprodukter, t.ex. fonder, segregerade fonder, livräntor och garanterade investeringsprodukter, tjänster inom finansiell planering samt kapitalförvaltningsprodukter, inklusive poolade fonder, institutionella portföljer och pensionsfonder.

Sun Life Financial Inc. Sammanfattning av grunderna

Hur förhåller sig Sun Life Financial:s resultat och omsättning till dess börsvärde?
SLF grundläggande statistik
BörsvärdeUS$44.00b
Vinst(TTM)US$2.40b
Intäkter(TTM)US$25.80b
18.4x
P/E-förhållande
1.7x
P/S-förhållande

Är SLF övervärderat?

Se Verkligt värde och värderingsanalys

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
SLF resultaträkning (TTM)
IntäkterCA$35.53b
Kostnad för intäkterCA$21.01b
BruttovinstCA$14.52b
Övriga kostnaderCA$11.22b
IntäkterCA$3.30b

Senast redovisade vinst

Jun 30, 2026

Nästa vinstdatum

Nov 04, 2026

Vinst per aktie (EPS)5.93
Bruttomarginal40.88%
Nettovinstmarginal9.29%
Skuld/egenkapitalförhållande58.0%

Hur har SLF utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

3.5%
Aktuell utdelningsavkastning
62%
Utbetalningskvot

Ger SLF en tillförlitlig utdelning?

Se SLF utdelningshistorik och jämförelsetal
När behöver man köpa SLF för att få en kommande utdelning?
Sun Life Financial datum för utdelning
Ex utdelningsdagAug 26 2026
Utbetalningsdag för utdelningSep 29 2026
Dagar till Ex-utdelning1 day
Dagar till utdelningsdag35 days

Ger SLF en tillförlitlig utdelning?

Se SLF utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/08/24 14:55
Aktiekurs vid dagens slut2026/08/21 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Sun Life Financial Inc. bevakas av 26 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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