Stock Scorecard



Stock Summary for Sun Life Financial Inc (SLF) - $59.08 as of 12/9/2025 9:20:54 PM EST

Total Score

14 out of 30

Safety Score

70 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 (70 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) 1
Analyst Buy Ratings (Max of 5) 5
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) 9
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for SLF

Arrowstreet Capital Limited Partnership Raises Stock Position in Sun Life Financial Inc. $SLF 12/9/2025 8:09:00 AM
Tammi Wortham, SVP of HR at Sun Life U.S., receives Icon Award from Boston Business Journal 12/8/2025 11:30:00 AM
Sun Life U.S. named a Top Place to Work by the Boston Globe for eighth consecutive year 12/5/2025 4:09:00 PM
Sun Life Financial Inc. $SLF Shares Acquired by American Century Companies Inc. 12/5/2025 4:42:00 AM
Sun Life U.S. named a Top Place to Work by the Boston Globe for eighth consecutive year 12/4/2025 12:50:00 PM
ID: Sun Life Global Investments' Oricia Smith Celebrated Among Canada's Top 50 Trailblazing Women in Wealth 12/2/2025 8:00:00 AM
Sun Life Financial Inc. $SLF Shares Sold by Allianz Asset Management GmbH - MarketBeat 10/19/2025 8:47:00 AM
Sun Life Financial (TSE:SLF) Upgraded to Hold at UBS Group - MarketBeat 10/18/2025 11:47:00 AM
Sun Life Global Investments Announces October 2025 Cash Distributions for ETF Series - MarketScreener 10/17/2025 7:01:00 PM
Sun Life Global Investments Announces October 2025 Cash Distributions for ETF Series - PR Newswire Canada 10/17/2025 7:00:00 PM

Financial Details for SLF

Company Overview

Ticker SLF
Company Name Sun Life Financial Inc
Country USA
Description Sun Life Financial Inc. (Ticker: SLF) is a leading Canadian financial services company headquartered in Toronto, specializing in insurance, wealth management, and asset management across global markets. The firm is committed to delivering innovative solutions that drive long-term growth and value for its individual and corporate clients. With a strong emphasis on sustainability and responsible investing, Sun Life appeals to institutional investors who prioritize socially conscious investment strategies. Backed by a solid financial foundation and a robust international presence, Sun Life is well-positioned to capitalize on emerging opportunities in the evolving financial landscape.
Sector Name FINANCIAL SERVICES
Industry Name INSURANCE - DIVERSIFIED
Most Recent Quarter 9/30/2025
Next Earnings Date 2/11/2026

Stock Price History

Last Day Price 59.08
Price 4 Years Ago 46.38
Last Day Price Updated 12/9/2025 9:20:54 PM EST
Last Day Volume 263,401
Average Daily Volume 500,352
52-Week High 65.36
52-Week Low 50.80
Last Price to 52 Week Low 16.30%

Valuation Measures

Trailing PE 15.47
Industry PE 8.95
Sector PE 24.18
5-Year Average PE 8.29
Free Cash Flow Ratio 3.76
Industry Free Cash Flow Ratio 10.63
Sector Free Cash Flow Ratio 39.35
Current Ratio Most Recent Quarter 156.83
Total Cash Per Share 15.71
Book Value Per Share Most Recent Quarter 42.02
Price to Book Ratio 1.94
Industry Price to Book Ratio 0.99
Sector Price to Book Ratio 1.92
Price to Sales Ratio Twelve Trailing Months 0.95
Industry Price to Sales Ratio Twelve Trailing Months 1.00
Sector Price to Sales Ratio Twelve Trailing Months 3.88
Analyst Buy Ratings 6
Analyst Strong Buy Ratings 2

Share Statistics

Total Shares Outstanding 557,090,000
Market Capitalization 32,912,877,200
Institutional Ownership 56.02%

Dividends

Ex-Dividend Date 11/26/2025
Previous Dividend Amount 0.8800
Current Dividend Amount 0.9200
Total Years Dividend Increasing Dividend Contender - Increasing for 10 Years
Trailing Annual Dividend Rate 3.52
Trailing Annual Dividend Yield 6.01%
Forward Annual Dividend Rate 3.68
Forward Annual Dividend Yield 6.28%
5-Year Dividend Payments Count 20
3-Year Average Dividend Yield 6.00%
5-Year Average Dividend Yield 5.96%
1-Year Dividend Growth Rate Percentage 8.64%
3-Year Dividend Growth Rate Percentage 8.32%
5-Year Dividend Growth Rate Percentage 11.10%
All-Time Dividend Growth Rate Percentage 10.67%
Dividend Payout Ratio 93.12%

Income Statement

Quarterly Earnings Growth YOY -15.40%
Annual Earnings Growth -5.15%
Reported EPS 12 Trailing Months 3.78
Reported EPS Past Year 5.27
Reported EPS Prior Year 6.66
Net Income Twelve Trailing Months 3,094,000,000
Net Income Past Year 3,171,000,000
Net Income Prior Year 3,343,000,000
Quarterly Revenue Growth YOY 4.10%
5-Year Revenue Growth -2.77%
Operating Margin Twelve Trailing Months 17.20%

Balance Sheet

Total Cash Most Recent Quarter 8,753,000,000
Total Cash Past Year 10,129,000,000
Total Cash Prior Year 11,170,000,000
Net Cash Position Most Recent Quarter 1,377,000,000
Net Cash Position Past Year -1,639,000,000
Long Term Debt Past Year 11,768,000,000
Long Term Debt Prior Year 9,958,000,000
Total Debt Most Recent Quarter 7,376,000,000
Equity to Debt Ratio Past Year 0.69
Equity to Debt Ratio Most Recent Quarter 0.78
Total Stockholder Equity Past Year 26,053,000,000
Total Stockholder Equity Prior Year 24,039,000,000
Total Stockholder Equity Most Recent Quarter 25,700,000,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 2,071,000,000
Free Cash Flow Per Share Twelve Trailing Months 3.72
Free Cash Flow Past Year 2,389,000,000
Free Cash Flow Prior Year 7,687,600,499

Options

Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD -0.39
MACD Signal -0.36
20-Day Bollinger Lower Band 55.85
20-Day Bollinger Middle Band 58.74
20-Day Bollinger Upper Band 61.63
Beta 0.81
RSI 42.18
50-Day SMA 58.03
150-Day SMA 50.70
200-Day SMA 48.19

System

Modified 12/9/2025 9:24:51 AM EST