Sun Life Financial, Inc.

  • Market Cap: Large Cap
  • Industry: Insurance
  • ISIN: CA8667961053
CAD
80.58
38.96 (93.61%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

3.18 M

Shareholding (Mar 2025)

FII

13.70%

Held by 665 FIIs

DII

73.72%

Held by 40 DIIs

Promoter

0.00%

iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

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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

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Insurance

stock-summary
Market cap

CAD 49,254 Million (Large Cap)

stock-summary
P/E

15.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.00%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

13.49%

stock-summary
Price to Book

2.01

Revenue and Profits:
Net Sales:
(Quarterly Results - Jun 2025)
Net Profit:
735 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
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 stock-summary
stock-summaryNews & Corporate Actions
News
Icon
No Recent News for the Company
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
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
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
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

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 0.00% vs 0.00% in Mar 2025",
        "dir": 0
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -22.96% vs 187.35% in Mar 2025",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Interest",
          "val1": "129.00",
          "val2": "133.00",
          "chgp": "-3.01%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "735.00",
          "val2": "954.00",
          "chgp": "-22.96%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "120.10%",
          "val2": "121.80%",
          "chgp": "-0.17%",
          "chgp_class": "negative"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 0.00% vs 0.00% in Dec 2023",
        "dir": 0
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is -1.03% vs 9.81% in Dec 2023",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "940.00",
          "val2": "598.00",
          "chgp": "57.19%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "664.00",
          "val2": "552.00",
          "chgp": "20.29%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "-383.00",
          "val2": "-486.00",
          "chgp": "21.19%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "3,257.00",
          "val2": "3,291.00",
          "chgp": "-1.03%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "133.70%",
          "val2": "123.10%",
          "chgp": "1.06%",
          "chgp_class": "positive"
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]
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
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

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is -22.96% vs 187.35% in Mar 2025

Annual Results Snapshot (Consolidated) - Dec'24stock-summary
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

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is -1.03% vs 9.81% in Dec 2023

stock-summaryCompany CV
About Sun Life Financial, Inc. stock-summary
stock-summary
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 stock-summary
Company Details
Sun Life Assurance Co Of Canada, One York Street TORONTO ON : M5J 0B6
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Tel: 1 416 9794800
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Registrar Details