Dashboard
1
Strong Long Term Fundamental Strength with a -100.00% CAGR growth in Operating Profits
2
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 12.40%
3
The company declared negative results in Dec'24 after positive results in Sep'24
4
With ROE of 13.49%, it has a fair valuation with a 1.89 Price to Book Value
5
High Institutional Holdings at 48.73%
6
Underperformed the market in the last 1 year
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
105.93%
0%
105.93%
6 Months
159.35%
0%
159.35%
1 Year
79.03%
0%
79.03%
2 Years
115.45%
0%
115.45%
3 Years
104.21%
0%
104.21%
4 Years
141.84%
0%
141.84%
5 Years
136.51%
0%
136.51%
Sun Life Financial, Inc. for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
1.65%
EBIT Growth (5y)
-100.00%
EBIT to Interest (avg)
0.13
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
23.25%
Dividend Payout Ratio
61.53%
Pledged Shares
0
Institutional Holding
48.73%
ROCE (avg)
1.05%
ROE (avg)
12.40%
Valuation key factors
Factor
Value
P/E Ratio
15
Industry P/E
Price to Book Value
2.04
EV to EBIT
NA
EV to EBITDA
EV to Capital Employed
2.30
EV to Sales
1.02
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
ROE (Latest)
13.49%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Sideways
Moving Averages
Mildly Bullish (Daily)
KST
Bullish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
No Trend
No Trend
Shareholding Snapshot : Mar 2025
Shareholding Compare (%holding) 
Majority shareholders
Foreign Institutions
Domestic Funds
Held in 40 Schemes (12.58%)
Foreign Institutions
Held by 665 Foreign Institutions (13.7%)
Strategic Entities with highest holding
Highest Public shareholder
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ
Jun'25
Mar'25
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
0.00
0.00
Interest
129.00
133.00
-3.01%
Exceptional Items
0.00
0.00
Consolidate Net Profit
735.00
954.00
-22.96%
Operating Profit Margin (Excl OI)
120.10%
121.80%
-0.17%
USD in Million.
Net Sales
QoQ Growth in quarter ended Jun 2025 is 0.00% vs 0.00% in Mar 2025
Consolidated Net Profit
QoQ Growth in quarter ended Jun 2025 is -22.96% vs 187.35% in Mar 2025
Annual Results Snapshot (Consolidated) - Dec'24
Dec'24
Dec'23
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
940.00
598.00
57.19%
Interest
664.00
552.00
20.29%
Exceptional Items
-383.00
-486.00
21.19%
Consolidate Net Profit
3,257.00
3,291.00
-1.03%
Operating Profit Margin (Excl OI)
133.70%
123.10%
1.06%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023
Consolidated Net Profit
YoY Growth in year ended Dec 2024 is -1.03% vs 9.81% in Dec 2023
About Sun Life Financial, Inc. 
Sun Life Financial, Inc.
Insurance
Sun Life Financial Inc. is the holding company of Sun Life Assurance Company of Canada. The Company is an international financial services organization providing insurance, wealth and asset management solutions to individual and corporate clients. It has its operations in various markets including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. It operates through five business segments: Canada, United States (U.S.), Asset Management, Asia, and Corporate. The Canada business segment is a provider of protection, health, and wealth solutions, providing products and services. The U.S. segment is the benefits providers in the U.S. market. Asset Management business segment is comprised of MFS and SLC Management. Asia segment consists of two business units: Insurance and Wealth and International.
Company Coordinates 
Company Details
Sun Life Assurance Co Of Canada, One York Street TORONTO ON : M5J 0B6
Registrar Details






