Stock Scorecard
Stock Summary for Sun Life Financial Inc (SLF) - $76.70 as of 10/9/2026 7:40:56 PM EST
Total Score
14 out of 30
Safety Score
67 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for SLF
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for SLF
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for SLF
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for SLF
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for SLF (67 out of 100)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 8 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 8 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 4 |
| Analyst Strong Buy Ratings (Max of 5) | 4 |
| Dividend Yield Percentage (Max of 10) | 8 |
| Operating Margin (Max of 10) | 4 |
| Trading Volume (Max of 10) | 5 |
| Price to Earnings (Max of 10) | 8 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for SLF
Financial Details for SLF
Company Overview |
|
|---|---|
| Ticker | SLF |
| Company Name | Sun Life Financial Inc |
| Country | USA |
| Description | Sun Life Financial Inc., a financial services company, provides insurance, wealth and asset management solutions to individuals and corporate clients around the world. The company is headquartered in Toronto, Canada. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | INSURANCE - DIVERSIFIED |
| Most Recent Quarter | 6/30/2026 |
| Next Earnings Date | 11/4/2026 |
Stock Price History |
|
| Last Day Price | 76.70 |
| Price 4 Years Ago | 39.27 |
| Last Day Price Updated | 10/9/2026 7:40:56 PM EST |
| Last Day Volume | 447,496 |
| Average Daily Volume | 553,983 |
| 52-Week High | 83.66 |
| 52-Week Low | 55.25 |
| Last Price to 52 Week Low | 38.82% |
Valuation Measures |
|
| Trailing PE | 17.91 |
| Industry PE | 8.01 |
| Sector PE | 25.14 |
| 5-Year Average PE | 10.91 |
| Free Cash Flow Ratio | 4.79 |
| Industry Free Cash Flow Ratio | 4.10 |
| Sector Free Cash Flow Ratio | 76.03 |
| Current Ratio Most Recent Quarter | 27.38 |
| Total Cash Per Share | 16.00 |
| Book Value Per Share Most Recent Quarter | 31.54 |
| Price to Book Ratio | 2.58 |
| Industry Price to Book Ratio | 0.87 |
| Sector Price to Book Ratio | 2.20 |
| Price to Sales Ratio Twelve Trailing Months | 1.20 |
| Industry Price to Sales Ratio Twelve Trailing Months | 0.62 |
| Sector Price to Sales Ratio Twelve Trailing Months | 4.23 |
| Analyst Buy Ratings | 4 |
| Analyst Strong Buy Ratings | 2 |
Share Statistics |
|
| Total Shares Outstanding | 556,026,000 |
| Market Capitalization | 42,647,194,200 |
| Institutional Ownership | 55.30% |
Dividends |
|
| Ex-Dividend Date | 8/26/2026 |
| Previous Dividend Amount | 0.9600 |
| Current Dividend Amount | 0.9600 |
| Total Years Dividend Increasing |
|
| Trailing Annual Dividend Rate | 3.76 |
| Trailing Annual Dividend Yield | 4.90% |
| Forward Annual Dividend Rate | 3.84 |
| Forward Annual Dividend Yield | 5.01% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 5.80% |
| 5-Year Average Dividend Yield | 6.30% |
| 1-Year Dividend Growth Rate Percentage | 9.09% |
| 3-Year Dividend Growth Rate Percentage | 4.45% |
| 5-Year Dividend Growth Rate Percentage | 8.61% |
| All-Time Dividend Growth Rate Percentage | 10.67% |
| Dividend Payout Ratio | 87.85% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 43.20% |
| Annual Earnings Growth | 18.01% |
| Reported EPS 12 Trailing Months | 4.28 |
| Reported EPS Past Year | 3.35 |
| Reported EPS Prior Year | 6.42 |
| Net Income Twelve Trailing Months | 3,584,738,922 |
| Net Income Past Year | 3,741,948,072 |
| Net Income Prior Year | 3,171,000,000 |
| Quarterly Revenue Growth YOY | 7.50% |
| 5-Year Revenue Growth | -0.54% |
| Operating Margin Twelve Trailing Months | 15.80% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 8,895,000,000 |
| Total Cash Past Year | 9,685,000,000 |
| Total Cash Prior Year | 10,129,000,000 |
| Net Cash Position Most Recent Quarter | -225,000,000 |
| Net Cash Position Past Year | -6,349,000,000 |
| Long Term Debt Past Year | 16,034,000,000 |
| Long Term Debt Prior Year | 11,768,000,000 |
| Total Debt Most Recent Quarter | 9,120,000,000 |
| Equity to Debt Ratio Past Year | 0.61 |
| Equity to Debt Ratio Most Recent Quarter | 0.74 |
| Total Stockholder Equity Past Year | 25,228,000,000 |
| Total Stockholder Equity Prior Year | 26,053,000,000 |
| Total Stockholder Equity Most Recent Quarter | 26,561,000,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 10,624,282,573 |
| Free Cash Flow Per Share Twelve Trailing Months | 19.11 |
| Free Cash Flow Past Year | 13,601,906,000 |
| Free Cash Flow Prior Year | 2,389,000,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.00 |
| MACD Signal | 0.00 |
| 20-Day Bollinger Lower Band | 0.00 |
| 20-Day Bollinger Middle Band | 0.00 |
| 20-Day Bollinger Upper Band | 0.00 |
| Beta | 0.79 |
| RSI | 0.00 |
| 50-Day SMA | 0.00 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 0.00 |
System |
|
| Modified | 10/9/2026 9:10:34 AM EST |