Sun Life Financial Statistics

Total Valuation

LON:0VJA has a market cap or net worth of GBP 28.95 billion. The enterprise value is 37.52 billion.

Market Cap	28.95B
Enterprise Value	37.52B

Important Dates

The next confirmed earnings date is Wednesday, May 6, 2026.

Earnings Date	May 6, 2026
Ex-Dividend Date	Feb 25, 2026

Share Statistics

Current Share Class	554.01M
Shares Outstanding	n/a
Shares Change (YoY)	-2.75%
Shares Change (QoQ)	-1.24%
Owned by Insiders (%)	0.22%
Owned by Institutions (%)	49.83%
Float	552.49M

Valuation Ratios

The trailing PE ratio is 15.38 and the forward PE ratio is 12.34.

PE Ratio	15.38
Forward PE	12.34
PS Ratio	1.53
PB Ratio	2.10
P/TBV Ratio	6.43
P/FCF Ratio	20.13
P/OCF Ratio	19.08
PEG Ratio	n/a

Enterprise Valuation

The stock's EV/EBITDA ratio is 12.04, with an EV/FCF ratio of 26.09.

EV / Earnings	19.94
EV / Sales	1.99
EV / EBITDA	12.04
EV / EBIT	13.22
EV / FCF	26.09

Financial Position

The company has a current ratio of 8.00, with a Debt / Equity ratio of 0.90.

Current Ratio	8.00
Quick Ratio	7.33
Debt / Equity	0.90
Debt / EBITDA	4.00
Debt / FCF	8.67
Interest Coverage	9.96

Financial Efficiency

Return on equity (ROE) is 13.90% and return on invested capital (ROIC) is 9.30%.

Return on Equity (ROE)	13.90%
Return on Assets (ROA)	0.85%
Return on Invested Capital (ROIC)	9.30%
Return on Capital Employed (ROCE)	1.36%
Weighted Average Cost of Capital (WACC)	7.23%
Revenue Per Employee	587,872
Profits Per Employee	58,519
Employee Count	32,151
Asset Turnover	0.09
Inventory Turnover	n/a

Taxes

In the past 12 months, LON:0VJA has paid 550.56 million in taxes.

Income Tax	550.56M
Effective Tax Rate	22.07%

Stock Price Statistics

The stock price has increased by +20.70% in the last 52 weeks. The beta is 0.97, so LON:0VJA's price volatility has been similar to the market average.

Beta (5Y)	0.97
52-Week Price Change	+20.70%
50-Day Moving Average	89.95
200-Day Moving Average	81.68
Relative Strength Index (RSI)	69.38
Average Volume (20 Days)	991

Short Selling Information

Short Interest	n/a
Short Previous Month	n/a
Short % of Shares Out	n/a
Short % of Float	n/a
Short Ratio (days to cover)	n/a

Income Statement

In the last 12 months, LON:0VJA had revenue of GBP 18.90 billion and earned 1.88 billion in profits. Earnings per share was 3.33.

Revenue	18.90B
Gross Profit	7.68B
Operating Income	2.84B
Pretax Income	2.49B
Net Income	1.88B
EBITDA	3.12B
EBIT	2.84B
Earnings Per Share (EPS)	3.33

Balance Sheet

The company has 54.09 billion in cash and 12.47 billion in debt, giving a net cash position of -7.22 billion.

Cash & Cash Equivalents	54.09B
Total Debt	12.47B
Net Cash	-7.22B
Net Cash Per Share	n/a
Equity (Book Value)	13.81B
Book Value Per Share	22.49
Working Capital	53.86B

Cash Flow

In the last 12 months, operating cash flow was 1.52 billion and capital expenditures -78.57 million, giving a free cash flow of 1.44 billion.

Operating Cash Flow	1.52B
Capital Expenditures	-78.57M
Depreciation & Amortization	n/a
Net Borrowing	827.66M
Free Cash Flow	1.44B
FCF Per Share	n/a

Margins

Gross margin is 40.65%, with operating and profit margins of 15.02% and 10.18%.

Gross Margin	40.65%
Operating Margin	15.02%
Pretax Margin	13.20%
Profit Margin	10.18%
EBITDA Margin	16.49%
EBIT Margin	15.02%
FCF Margin	7.61%

Dividends & Yields

This stock pays an annual dividend of 1.94, which amounts to a dividend yield of 2.00%.

Dividend Per Share	1.94
Dividend Yield	2.00%
Dividend Growth (YoY)	4.43%
Years of Dividend Growth	10
Payout Ratio	58.12%
Buyback Yield	2.75%
Shareholder Yield	4.74%
Earnings Yield	6.50%
FCF Yield	4.97%

Dividend Details

Stock Splits

This stock does not have any record of stock splits.

Last Split Date	n/a
Split Type	n/a
Split Ratio	n/a

Scores

Altman Z-Score	n/a
Piotroski F-Score	4