Compare Sun Life Financial, Inc. with Similar Stocks
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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%
3
With ROE of 12.35%, it has a very attractive valuation with a 2.44 Price to Book Value
4
High Institutional Holdings at 50.96%
5
Market Beating Performance
Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
190.31%
0%
190.31%
6 Months
265.63%
0%
265.63%
1 Year
152.39%
0%
152.39%
2 Years
203.74%
0%
203.74%
3 Years
187.89%
0%
187.89%
4 Years
240.94%
0%
240.94%
5 Years
233.43%
0%
233.43%
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)
-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%
Valuation 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%
Technicals 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
Shareholding Snapshot : Jun 2026
Shareholding Compare (%holding) 
Majority shareholders
Foreign Institutions
Domestic Funds
Held in 38 Schemes (11.56%)
Foreign Institutions
Held by 733 Foreign Institutions (20.27%)
Strategic Entities with highest holding
Highest Public shareholder
Quarterly Results Snapshot (Consolidated) - Jun'26 - QoQ
Jun'26
Mar'26
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
0.00
0.00
Interest
131.00
163.00
-19.63%
Exceptional Items
0.00
0.00
Consolidate Net Profit
1,022.00
478.00
113.81%
Operating Profit Margin (Excl OI)
106.50%
89.80%
1.67%
USD in Million.
Net Sales
QoQ Growth in quarter ended Jun 2026 is 0.00% vs 0.00% in Mar 2026
Consolidated Net Profit
QoQ Growth in quarter ended Jun 2026 is 113.81% vs -37.02% in Mar 2026
Annual Results Snapshot (Consolidated) - Dec'25
Dec'25
Dec'24
Change(%)
Net Sales
0.00
0.00
Operating Profit (PBDIT) excl Other Income
774.00
940.00
-17.66%
Interest
526.00
664.00
-20.78%
Exceptional Items
-241.00
-383.00
37.08%
Consolidate Net Profit
3,588.00
3,257.00
10.16%
Operating Profit Margin (Excl OI)
133.80%
133.70%
0.01%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2025 is 0.00% vs 0.00% in Dec 2024
Consolidated Net Profit
YoY Growth in year ended Dec 2025 is 10.16% vs -1.03% in Dec 2024
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
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