ScoreWhy is Sun Life Financial, Inc. ?
1
Strong Long Term Fundamental Strength with a 14.87% CAGR growth in Operating Profits
2
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 12.40%
- OPERATING CASH FLOW(Y) Highest at CAD 17,430 MM
- DIVIDEND PER SHARE(HY) Highest at CAD 0
- RAW MATERIAL COST(Y) Fallen by 0% (YoY)
3
With ROE of 12.35%, it has a very attractive valuation with a 2.44 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 43.15%, its profits have fallen by -4.7%
4
High Institutional Holdings at 50.96%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
- Their stake has increased by 2.83% over the previous quarter.
5
Market Beating Performance
- The stock has generated a return of 43.15% in the last 1 year, much higher than market (S&P/TSX 60) returns of 30.16%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Sun Life Financial, Inc. should be less than 10%
- Overall Portfolio exposure to Insurance should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Sun Life Financial, Inc. for you?
Low Risk, High Return
Absolute
Risk Adjusted
Volatility
Sun Life Financial, Inc.
37.25%
8.22
18.19%
S&P/TSX 60
20.36%
2.51
12.02%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
-0.42%
EBIT Growth (5y)
14.87%
EBIT to Interest (avg)
0.71
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
21.10%
Dividend Payout Ratio
57.08%
Pledged Shares
0
Institutional Holding
50.96%
ROCE (avg)
2.02%
ROE (avg)
12.40%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
20
Industry P/E
Price to Book Value
2.44
EV to EBIT
NA
EV to EBITDA
EV to Capital Employed
2.78
EV to Sales
1.42
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
ROE (Latest)
12.35%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bearish
Dow Theory
No Trend
Bullish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend8What is working for the Company
OPERATING CASH FLOW(Y)
Highest at CAD 17,430 MM
DIVIDEND PER SHARE(HY)
Highest at CAD 0
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
NET SALES(Q)
Highest at CAD 13,976 MM
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Sun Life Financial, Inc.
Operating Cash Flow
Highest at CAD 17,430 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (CAD MM)
Dividend per share
Highest at CAD 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (CAD)
Net Sales
Highest at CAD 13,976 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (CAD MM)
Net Sales
At CAD 13,976 MM has Grown at 41.87%
over average net sales of the previous four periods of CAD 9,851.25 MMMOJO Watch
Near term sales trend is positive
Net Sales (CAD MM)
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
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