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    Financial Services

  3. •

    Insurance - Diversified
Sundance Strategies, Inc.

Sundance Strategies, Inc.

SUND
Sundance Strategies, Inc.US flagOther OTC
0.20
USD
- -
- -
8.61MMarket 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
- -
0.01
0.06
0.09
0.13
- -
- -
- -
- -
- -
- -
- -
- -
- -
Basic EPS, GAAP
- -
- -
- -
- -
0.05
-0.6
-0.05
-0.03
-0.04
-0.07
-0.07
-0.04
-0.04
-0.04
Free Cash Flow per Basic Share
- -
-0.25
-0.05
-0.07
-0.01
0.14
-0.04
-0.02
-0.02
-0.02
-0.01
-0.02
-0.02
-0.01
Dividend per Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Book Value per Share
- -
-0.01
-0.01
-0.01
0.04
-0.56
-0.63
-0.74
-0.76
-0.78
-0.85
-0.88
-0.9
-0.92
Tangible Book Value per Share
- -
0.36
0.54
0.55
0.59
- -
-0.06
-0.1
-0.12
-0.12
-0.15
-0.14
-0.15
-0.16
Basic Weighted Avg Shares
- -
43
43
44
44
44
42
38
39
41
41
42
43
43
Sales/Revenue/Turnover
- -
1
2
4
6
- -
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
- -
-348.06
4.73
7.97
56.71
- -
- -
- -
- -
- -
- -
- -
- -
- -
Depreciation Expense
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Net Income, GAAP
- -
- -
- -
- -
2
-26
-2
-1
-2
-3
-3
-2
-2
-2
Effective Tax Rate (%)
- -
- -
- -
- -
27.39
- -
- -
- -
- -
- -
- -
- -
- -
- -
Profit Margin (%)
- -
-40.55
-5.98
2.14
34.98
- -
- -
- -
- -
- -
- -
- -
- -
- -
Working Capital
-3
- -
-3
-1
-1
1
-1
-1
-2
-2
-3
-1
-3
-2
LT Debt
- -
1
- -
5
6
1
2
2
2
2
2
3
2
3
Total Equity
4
15
23
24
26
- -
-3
-4
-5
-5
-6
-6
-6
-7
Return on Invested Capital (%)
- -
- -
- -
1.14
7.8
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Capital (%)
- -
- -
- -
9.6
38.95
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Common Equity (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -

Capital Structure

FRC

•

in mil. unless spec.
Jun'26
Sep'26
Dec'26
ST Debt
1
1
- -
LT Borrowings
3
2
3
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
43
43
43
Market Capitalization
23
15
11

Working Capital

FRC

•

in mil. unless spec.
Jun'26
Sep'26
Dec'26
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
- -
- -
- -
Accounts Receivable, Net
- -
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
3
3
2
Payables & Accruals
2
2
1
ST Debt
1
1
- -
Deferred Revenue
- -
- -
- -

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
125.04%
11.55%
6.11%
Free Cash Flow
-133.54%
9.48%
37.44%
Net Income, GAAP
66.73%
14.51%
-12.62%
Sales/Revenue/Turnover
- -
- -
- -
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

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

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
-0.01
- -
-0.01
- -
-0.04
2025
-0.01
-0.01
-0.01
- -
-0.04
2026
-0.01
- -
-0.01
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

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

Company Description

APIChat
CEO
Randall F. Pearson
Full Time Employees
1
Sector
Financial Services
Industry
Insurance - Diversified
Address
4626 North 300 West Provo UT United States of America 84604
IPO Date
Sep 25, 2012
CIK
0001171838
Website
sundancestrategies.com
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Business
Sundance Strategies, Inc. (SUND) is a specialty financial services company that provides professional services to specialty structured finance groups, bond issuers, and life settlement aggregators; it advises on the acquisition and selection of life insurance policy portfolios tailored to client needs, applies structured finance techniques and proprietary analytics to structure bond issuances including principal protected bonds, and manages portfolios through outsourced industry-leading life settlement servicing companies and life expectancy firms. The company purchases and services life insurance policies to provide liquidity to policyholders and create long-term value for investors in a non-correlated asset class; its offerings include net insurance benefit contracts, residual interests in financial products tied to life insurance policies such as notes and open accounts receivable, and related insurance contracts. Founded in 2013 and headquartered in Provo, Utah, Sundance Strategies operates primarily in the United States life settlements market, targeting bond investors, structured finance product issuers, and institutional clients seeking alternative investments. In recent developments, the company announced an agreement with Tradability to launch fully compliant and secure NFTs backed by life settlements, initiating a pre-marketing campaign for this innovative product; it also reported earnings for periods through September 30, 2025, reflecting ongoing operations amid a net loss position, and maintains a lean structure with one employee as of the latest data.

Company News

APIChat

  • globenewswire.com

    ClearUnited and Sundance Strategies, Inc. Announce Agreement for Blockchain Issuance of $250 Million LIFE Bonds

  • globenewswire.com

    Sundance Strategies Acting as Lead Advisor in US Capital Global Securities' Launch of $500 Million Rated Life Insurance-Linked Bond Offering