Sun Life Financial Inc.

Sun Life Financial Inc.

SLFIF
Sun Life Financial Inc.US flagOther OTC
15.75
USD
- -
- -
8.73BMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Basic EPS, GAAP
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Tangible Book Value per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Basic Weighted Avg Shares
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Sales/Revenue/Turnover
13,874
25,764
19,274
28,573
29,334
26,969
39,679
43,337
35,690
3,429
36,354
34,483
38,447
35,871
Operating Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
123
150
166
203
209
226
378
406
438
528
- -
- -
- -
- -
Net Income, GAAP
1,055
1,882
2,300
2,826
2,487
2,914
2,943
2,781
4,370
3,024
3,343
3,171
3,745
3,280
Effective Tax Rate (%)
13.53
20.69
20.66
17.97
10.83
17
8.85
15.06
14.26
15.06
11.73
23.97
21.18
20.98
Profit Margin (%)
7.6
7.3
11.93
9.89
8.48
10.8
7.42
6.42
12.24
88.19
9.2
9.2
9.74
9.14
Working Capital
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
LT Debt
7,470
7,387
8,412
8,584
8,223
8,045
8,942
8,458
6,625
13,205
13,066
14,568
16,958
8,372
Total Equity
17,354
18,872
21,418
22,368
22,971
24,570
24,508
25,862
22,206
22,887
24,200
26,129
25,492
25,949
Return on Invested Capital (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
5.71
8.72
9.71
9.99
8.43
10.51
10.63
9.82
14.74
9.79
9.98
9.28
10.26
12.12
Return on Common Equity (%)
6.69
12.04
13.89
15.86
12.99
14.62
14.5
13.38
20.09
14.07
16.11
14.9
17.53
15.43

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
- -
1,834
- -
LT Borrowings
7,376
16,034
8,372
LT Finance Leases
- -
924
- -
Preferred Equity and Hybrid Capital
2,239
1,252
2,239
Shares Outstanding
558
554
554
Market Capitalization
- -
- -
- -

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
26,485
27,931
26,212
Accounts Receivable, Net
- -
3,862
- -
Inventories
- -
- -
- -
Total Current Liabilities
- -
- -
- -
Payables & Accruals
- -
- -
- -
ST Debt
- -
1,834
- -
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
1.96%
0.04%
-2.44%
Free Cash Flow
-28.46%
-94.38%
10.55%
Net Income, GAAP
7.34%
9.97%
18.1%
Sales/Revenue/Turnover
95.77%
171.7%
11.5%
Total Cash Common Dividend
9.38%
9.59%
5.47%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
6,936
8,892
15,380
3,275
34,483
2025
11,338
9,197
12,399
5,513
38,447
2026
8,762
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
- -
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Company Description

APIChat
CEO
Timothy Deacon
Full Time Employees
31,768
Sector
Financial Services
Industry
Insurance - Diversified
Address
1 York Street Toronto ON Canada M5J 0B6
IPO Date
Jun 25, 2021
Business
Sun Life Financial Inc. Sun Life Financial Inc. is a leading international financial services company that provides a comprehensive range of life insurance, health insurance, wealth management, asset management, and retirement solutions to individual and corporate clients. Founded in 1865 and headquartered in Toronto, Ontario, Canada, the company operates through five primary segments—Asset Management, Canada, U.S., Asia, and Corporate—with geographic presence spanning Canada, the United States, the United Kingdom, Hong Kong, Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia, Bermuda, Ireland, and other markets worldwide. Its core products and services include term, permanent, universal, and whole life insurance; personal and group health coverage encompassing prescription drugs, dental, vision care, critical illness, long-term care, and disability insurance; investment products such as mutual funds, segregated funds, guaranteed investment certificates, annuities, and guaranteed investment funds; group benefits including life, supplemental health, absence management, stop-loss, and employee assistance programs; asset management offerings like pooled funds, institutional portfolios, pension funds, real estate services, private equity, mezzanine debt, direct lending, high-yield bonds, syndicated loans, fixed income, infrastructure, and alternative credit strategies; as well as financial planning, retirement advisory, reinsurance, and trust services. In recent developments, Sun Life formalized its asset management pillar under unified leadership in 2025 to integrate public and private capabilities, accelerate growth across insurance, wealth, and asset management businesses, and enhance synergies with insurance operations, surpassing $1.6 trillion in assets under management as Canada's largest asset manager; the company also announced a quarterly common share dividend increase to CA$0.92 per share in November 2025 and continues to pursue strategic partnerships, such as long-term asset management collaborations in North America for credit origination diversification.