Sun Life Financial Statistics
Total Valuation
SLF has a market cap or net worth of $39.44 billion. The enterprise value is $51.01 billion.
Important Dates
The next confirmed earnings date is Wednesday, May 6, 2026, after market close.
| Earnings Date | May 6, 2026 |
| Ex-Dividend Date | Feb 25, 2026 |
Share Statistics
SLF has 553.87 million shares outstanding. The number of shares has decreased by -2.75% in one year.
| Current Share Class | 554.01M |
| Shares Outstanding | 553.87M |
| 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 15.87 and the forward PE ratio is 12.37.
| PE Ratio | 15.87 |
| Forward PE | 12.37 |
| PS Ratio | 1.55 |
| Forward PS | n/a |
| PB Ratio | 2.12 |
| P/TBV Ratio | 6.51 |
| P/FCF Ratio | 20.33 |
| P/OCF Ratio | 19.32 |
| PEG Ratio | n/a |
Financial Ratio History Enterprise Valuation
The stock's EV/EBITDA ratio is 12.16, with an EV/FCF ratio of 26.30.
| EV / Earnings | 20.15 |
| EV / Sales | 2.01 |
| EV / EBITDA | 12.16 |
| EV / EBIT | 13.35 |
| EV / FCF | 26.30 |
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 | 8.65 |
| 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) | 6.55% |
| Revenue Per Employee | $872,101 |
| Profits Per Employee | $86,813 |
| Employee Count | 29,169 |
| Asset Turnover | 0.09 |
| Inventory Turnover | n/a |
Taxes
In the past 12 months, SLF has paid $741.00 million in taxes.
| Income Tax | 741.00M |
| Effective Tax Rate | 22.07% |
Stock Price Statistics
The stock price has increased by +22.03% in the last 52 weeks. The beta is 0.79, so SLF's price volatility has been lower than the market average.
| Beta (5Y) | 0.79 |
| 52-Week Price Change | +22.03% |
| 50-Day Moving Average | 65.48 |
| 200-Day Moving Average | 61.98 |
| Relative Strength Index (RSI) | 73.11 |
| Average Volume (20 Days) | 566,974 |
Short Selling Information
The latest short interest is 2.33 million, so 0.42% of the outstanding shares have been sold short.
| Short Interest | 2.33M |
| Short Previous Month | 2.21M |
| Short % of Shares Out | 0.42% |
| Short % of Float | 0.42% |
| Short Ratio (days to cover) | 4.81 |
Income Statement
In the last 12 months, SLF had revenue of $25.44 billion and earned $2.53 billion in profits. Earnings per share was $4.49.
| Revenue | 25.44B |
| Gross Profit | 10.34B |
| Operating Income | 3.82B |
| Pretax Income | 3.36B |
| Net Income | 2.53B |
| EBITDA | 4.19B |
| EBIT | 3.82B |
| Earnings Per Share (EPS) | $4.49 |
Full Income Statement Balance Sheet
The company has $72.81 billion in cash and $16.78 billion in debt, giving a net cash position of -$9.72 billion or -$17.55 per share.
| Cash & Cash Equivalents | 72.81B |
| Total Debt | 16.78B |
| Net Cash | -9.72B |
| Net Cash Per Share | -$17.55 |
| Equity (Book Value) | 18.59B |
| Book Value Per Share | 30.28 |
| Working Capital | 72.49B |
Full Balance Sheet Cash Flow
In the last 12 months, operating cash flow was $2.04 billion and capital expenditures -$105.75 million, giving a free cash flow of $1.94 billion.
| Operating Cash Flow | 2.04B |
| Capital Expenditures | -105.75M |
| Depreciation & Amortization | n/a |
| Net Borrowing | 1.12B |
| Free Cash Flow | 1.94B |
| FCF Per Share | $3.50 |
Full Cash Flow Statement 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 | 7.63% |