(SLF) Sun Life Financial - Ratings and Ratios
Exchange: NYSE • Country: Canada • Currency: USD • Type: Common Stock • ISIN: CA8667961053
SLF: Insurance, Investments, Annuities, Retirement, Savings, Pension
Sun Life Financial Inc. (NYSE:SLF) is a global financial services powerhouse with a diverse portfolio of savings, retirement, and pension products. Operating across five key segments—Asset Management, Canada, U.S., Asia, and Corporate—the company has built a robust presence in both developed and emerging markets. Its offerings span a wide range of insurance products, including term and permanent life insurance, personal health coverage (encompassing prescription drugs, dental, and vision care), critical illness, long-term care, and disability insurance. Additionally, the company provides reinsurance solutions, financial planning, and retirement planning services.
For investors, Sun Life’s financial health is underscored by its market capitalization of $31.58 billion, a price-to-earnings ratio of 12.88, and a forward P/E of 10.44. The company’s price-to-book ratio stands at 1.75, while its price-to-sales ratio is 0.97. These metrics highlight its valuation relative to peers in the life and health insurance sector. Sun Life also manages a substantial investment portfolio, offering mutual funds, segregated funds, and annuities, as well as institutional and pension fund management services.
Beyond traditional insurance and asset management, Sun Life has carved out a niche in alternative investments. It manages equity capital across private and listed funds, mezzanine debt, middle-market direct lending, high-yield bonds, and syndicated loans. The company is also a significant player in real estate investment management, infrastructure, and alternative credit. This diversification not only reduces risk but also positions Sun Life to capitalize on emerging opportunities in global markets.
Founded in 1871 and headquartered in Toronto, Canada, Sun Life Financial Inc. has a storied history that speaks to its resilience and adaptability. Formerly known as Sun Life Financial Services of Canada Inc., the company rebranded in 2003 to reflect its expanding global footprint. Today, it stands as one of the oldest and most established players in the financial services industry, with a reputation for stability and long-term value
Additional Sources for SLF Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
SLF Stock Overview
Market Cap in USD | 32,803m |
Sector | Financial Services |
Industry | Insurance - Diversified |
GiC Sub-Industry | Life & Health Insurance |
IPO / Inception | 2000-03-23 |
SLF Stock Ratings
Growth 5y | 78.5% |
Fundamental | 45.7% |
Dividend | 79.4% |
Rel. Strength | -8.12 |
Analysts | 3.79/5 |
Fair Price Momentum | 58.65 USD |
Fair Price DCF | 272.08 USD |
SLF Dividends
Dividend Yield 12m | 4.28% |
Yield on Cost 5y | 9.39% |
Annual Growth 5y | 7.57% |
Payout Consistency | 98.3% |
SLF Growth Ratios
Growth Correlation 3m | -63.9% |
Growth Correlation 12m | 73.8% |
Growth Correlation 5y | 78.3% |
CAGR 5y | 17.42% |
CAGR/Max DD 5y | 0.57 |
Sharpe Ratio 12m | 0.28 |
Alpha | 0.98 |
Beta | 0.943 |
Volatility | 19.30% |
Current Volume | 297.3k |
Average Volume 20d | 348.5k |
As of March 31, 2025, the stock is trading at USD 56.64 with a total of 297,300 shares traded.
Over the past week, the price has changed by -1.29%, over one month by +3.53%, over three months by -3.46% and over the past year by +9.61%.
Partly, yes. Based on ValueRay Fundamental Analyses, Sun Life Financial (NYSE:SLF) is currently (March 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 45.69 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SLF as of March 2025 is 58.65. This means that SLF is currently overvalued and has a potential downside of 3.55%.
Sun Life Financial has received a consensus analysts rating of 3.79. Therefor, it is recommend to hold SLF.
- Strong Buy: 4
- Buy: 4
- Hold: 5
- Sell: 1
- Strong Sell: 0
According to ValueRays Forecast Model, SLF Sun Life Financial will be worth about 64.1 in March 2026. The stock is currently trading at 56.64. This means that the stock has a potential upside of +13.24%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 50.7 | -10.6% |
Analysts Target Price | 47.2 | -16.6% |
ValueRay Target Price | 64.1 | 13.2% |