Sun Life Financial Inc.

Sun Life Financial Inc.

SLFIF
Sun Life Financial Inc.US flagOther OTC
15.75
USD
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8.73BMarket Cap
Sun Life Financial Inc.
SLFIF
(Other OTC)

Recent

price

15.75

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
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Revenue per Share
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Basic EPS, GAAP
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Free Cash Flow per Basic Share
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Dividend per Share
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Book Value per Share
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Tangible Book Value per Share
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Basic Weighted Avg Shares
24,801
19,830
17,559
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
Sales/Revenue/Turnover
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Operating Margin (%)
41
100
116
123
150
166
203
209
226
378
406
438
528
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Depreciation Expense
1,507
-254
1,681
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
Net Income, GAAP
18.87
- -
12.27
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
Effective Tax Rate (%)
6.08
-1.28
9.57
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
Profit Margin (%)
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Working Capital
6,277
7,320
7,302
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
LT Debt
16,071
15,644
16,546
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
Total Equity
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Return on Invested Capital (%)
10.42
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8.6
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 Capital (%)
16.17
-3.64
11.7
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
Return on Common Equity (%)

Capital Structure

FRC

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

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
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Cash, Cash Equivalents & STI
26,485
27,931
26,212
Accounts Receivable, Net
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3,862
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Inventories
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Total Current Liabilities
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Payables & Accruals
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7,289
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ST Debt
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1,834
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Deferred Revenue
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- -

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
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Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
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2025
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2026
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Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
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2025
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2026
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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.