Sun Life Financial Stock Performance
| SLF Stock | USD 62.20 0.06 0.1% |
Sun Life has a performance score of 13 on a scale of 0 to 100. The entity has a beta of 0.4, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Sun Life's returns are expected to increase less than the market. However, during the bear market, the loss of holding Sun Life is expected to be smaller as well. Sun Life Financial right now has a risk of 1.02%. Please validate Sun Life semi variance, and the relationship between the maximum drawdown and accumulation distribution , to decide if Sun Life will be following its existing price patterns.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Sun Life Financial are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite nearly inconsistent essential indicators, Sun Life may actually be approaching a critical reversion point that can send shares even higher in August 2025. ...more
Actual Historical Performance (%)
One Day Return (0.1) | Five Day Return 0.34 | Year To Date Return 5.55 | Ten Year Return 89.63 | All Time Return 563.11 |
Forward Dividend Yield 0.0384 | Payout Ratio | Forward Dividend Rate 2.55 | Dividend Date 2025-06-30 | Ex Dividend Date 2025-05-28 |
1 | Manulife Financial Co. Director Sells C116,106.00 in Stock | 05/14/2025 |
2 | iShares MSCI Singapore ETF Hits New 52-Week High Heres What Happened | 05/27/2025 |
3 | BHF Outperforms Industry, Trades at a Discount How to Play the Stock | 06/11/2025 |
4 | Sun Life Reports Results of Conversion Privilege of Class A Non-Cumulative Rate Reset Preferred ... | 06/20/2025 |
5 | Trinity Capital Provides K2view with 15 Million to Meet Surging Demand for Agentic AI Data Infrastructure | 06/23/2025 |
6 | From minutes to moments Sun Life equips advisors with GenAI-powered notes assistant tool | 06/26/2025 |
| Sun Life dividend paid on 30th of June 2025 | 06/30/2025 |
8 | Sun Life Financial just downgraded at Barclays, heres why SLF | 07/07/2025 |
9 | Staying the course Canadians continue saving for retirement amidst market volatility | 07/08/2025 |
10 | Sun Life U.S. and DentaQuest donate 50,000 to support Texas flooding relief efforts SLF ... | 07/10/2025 |
11 | DentaQuests Dr. Damien Cuffie Recognized in NDAs 40 Under 40 Awards SLF Stock News | 07/14/2025 |
12 | Barclays Downgrades Sun Life Financial Stock to Underweight | 07/15/2025 |
13 | FINANCIAL 15 SPLIT CORP. Monthly Dividend Declaration for Class A Preferred Share | 07/18/2025 |
| Begin Period Cash Flow | 11.2 B | |
| Total Cashflows From Investing Activities | -337 M |
Sun Life Relative Risk vs. Return Landscape
If you would invest 5,599 in Sun Life Financial on April 20, 2025 and sell it today you would earn a total of 621.00 from holding Sun Life Financial or generate 11.09% return on investment over 90 days. Sun Life Financial is generating 0.175% of daily returns assuming volatility of 1.024% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than Sun, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Sun Life Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sun Life's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sun Life Financial, and traders can use it to determine the average amount a Sun Life's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1709
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Estimated Market Risk
| 1.02 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Sun Life is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sun Life by adding it to a well-diversified portfolio.
Sun Life Fundamentals Growth
Sun Stock prices reflect investors' perceptions of the future prospects and financial health of Sun Life, and Sun Life fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sun Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.009 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 35.9 B | ||||
| Shares Outstanding | 563.16 M | ||||
| Price To Earning | 14.03 X | ||||
| Price To Book | 2.01 X | ||||
| Price To Sales | 1.04 X | ||||
| Revenue | 36.8 B | ||||
| Gross Profit | 13.77 B | ||||
| EBITDA | 5.67 B | ||||
| Net Income | 4.34 B | ||||
| Cash And Equivalents | 6.31 B | ||||
| Cash Per Share | 141.27 X | ||||
| Total Debt | 15.02 B | ||||
| Debt To Equity | 0.31 % | ||||
| Current Ratio | 811.07 X | ||||
| Book Value Per Share | 41.80 X | ||||
| Cash Flow From Operations | 2.53 B | ||||
| Earnings Per Share | 4.00 X | ||||
| Market Capitalization | 35.05 B | ||||
| Total Asset | 370.72 B | ||||
| Retained Earnings | 12.6 B | ||||
About Sun Life Performance
By analyzing Sun Life's fundamental ratios, stakeholders can gain valuable insights into Sun Life's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Sun Life has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Sun Life has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | (0.04) | (0.04) | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.12 | 0.07 |
Things to note about Sun Life Financial performance evaluation
Checking the ongoing alerts about Sun Life for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sun Life Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| About 56.0% of the company shares are owned by institutional investors | |
| On 30th of June 2025 Sun Life paid $ 0.6324 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: FINANCIAL 15 SPLIT CORP. Monthly Dividend Declaration for Class A Preferred Share |
- Analyzing Sun Life's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sun Life's stock is overvalued or undervalued compared to its peers.
- Examining Sun Life's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sun Life's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sun Life's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sun Life's stock. These opinions can provide insight into Sun Life's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Sun Stock analysis
When running Sun Life's price analysis, check to measure Sun Life's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sun Life is operating at the current time. Most of Sun Life's value examination focuses on studying past and present price action to predict the probability of Sun Life's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sun Life's price. Additionally, you may evaluate how the addition of Sun Life to your portfolios can decrease your overall portfolio volatility.
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