Sun Life Financial Inc.

Sun Life Financial Inc.

SUNFF
Sun Life Financial Inc.US flagOther OTC
11.82
USD
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6.55BMarket Cap
Sun Life Financial Inc.
SUNFF
(Other OTC)

Recent

price

11.82

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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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. provides a diverse range of financial services, including life insurance, health insurance, investments, asset management, wealth management, pensions, annuities, mutual funds, trust services and banking services; it offers permanent, term and universal life insurance, as well as health, dental, critical illness and long-term care insurance. Headquartered in Toronto, Ontario, Canada, the company was founded in 1865 and operates internationally in Canada, the United States, Asia (including China, Hong Kong, India, Indonesia, Malaysia, Philippines, Singapore and Vietnam) and other markets, managing over CAD$1.3 trillion in assets as of 2024. Through subsidiaries such as MFS Investment Management for individual and institutional investors, SLC Management for pension plans, insurance companies and institutional clients (encompassing fixed-income units like Prime Advisors and Ryan Labs, and real estate via BentallGreenOak), and joint ventures including Aditya Birla Sun Life in India and Sun Life Everbright in China, Sun Life serves individuals, corporate customers and institutional investors worldwide. Recent developments include a hiring push in its asset management division to strengthen partnerships with insurers, reinsurers, banks, sovereign funds and global wealth managers as of November 2025, alongside an announcement of subordinated unsecured debentures offering in late November 2025 for general corporate purposes, and sustained asset growth reflected in third-quarter 2025 results with improved fee income from higher assets under management.