SLF

HoldHot AirFLAG

Sun Life Financial Inc. · Financial Services · Canada · $44.5B · Avg Vol: $74M/d

Hot Air: Rising on momentum alone: weak business, rich price.

61
StockRank
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Quality
48
Value
33
Momentum
74
P/E (TTM)
19.2x
peers 9.8x
ROE
13.1%
peers 13.3%
D/E
0.6x
peers 0.4x
Dividend %
2.5%
trailing yield
AI CONVICTION THESIS

Insufficient evidence for a screen-pass. Sun Life Financial Inc.: fails the quant gate on quality, value (Q49/V34/M76; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.

ABOUT SUN LIFE FINANCIAL INC.

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Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia,...

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue2.4B25.7B24.4B27.2B123.8%25.4B28.0B28.8B3.0%
EPS3.693.733.734.365.7%4.244.645.027.3%
Shares586.4M584.6M573.9M553.8M-5.6%556.0M———
Debt11.0B10.9B11.9B13.3B6.5%11.1B———
Equity16.1B17.0B18.4B17.8B3.4%————
Op CF3.0B4.0B1.8B2.0B-13.4%3.3B———
Inv CF-2.0B-395.3M-238.3M-226.3M—————
Fin CF-50.2M-2.2B-2.7B-1.9B—————
Loading 1Y...
PRICE (1Y)-1.8%
77.9978.8579.7280.5881.4413 Aug3 Sep24 Sep
SMA 50SMA 200

Close
$79.45
RSI (14)
41.8
52-Week Range-5.0% from high
Low $55.60High $83.65

SCORE BREAKDOWN

Quality
48
ROIC (ROA)
0.8%*30.6
ROE
13.1%65.5
GP/Assets
3.5%36.1
Op. Margin
15.8%32.6
FCF/Assets
n/mN/A
Piotroski
567.5
Int. Cover
9.2x49.9
D/E Ratio
0.58x40.2
Current Ratio
53.58x95.4
Value
33
P/E (TTM)
19.2x25.1
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
3.6x13.0
P/S
1.8x77.9
Div Yield
2.5%34.0
Momentum
74
52W High %
95%77.5
RS 6M
12%77.4
SMA 50/200
1.15x86.1
EPS Rev 4W
+0.0%55.6
EPS Rev 12W
—N/A
EPS Improve
+45%71.2
Q Growth
40%68.0

FUNDAMENTALS

Market Cap
$44.5B
P/E (Forward)
13.3x
Gross Margin
40.9%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of SLF are excluded.

TickerCompanyMkt CapStockRankSignal
SLFSun Life Financial Inc.(you)$44.5B61Hold
IAG.TOiA Financial Corporation Inc.$13.3B56Hold
BMO-PE.TOBank of Montreal$59.9B64Hold
GWO.TOGreat-West Lifeco Inc.$58.9B58Hold
POW.TOPower Corporation of Canada$41.4B53Hold
FFH.TOFairfax Financial Holdings Limited$32.7B65Buy
MFCManulife Financial Corporation$72.3B57Hold
BNS.TOThe Bank of Nova Scotia$112.4B60Hold
CM.TOCanadian Imperial Bank of Commerce$101.2B54Hold
NA.TONational Bank of Canada$57.3B40Hold

Peer medians: ROE 13.3% · P/E 9.8x · Gross margin 100.0%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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Sun Life Financial Inc. (SLF): Stock Score Summary

Sun Life Financial Inc. (SLF) has a MoatMap StockRank of 61/100 based on Quality (48/100), Value (33/100), and Momentum (74/100) factor scores. The current signal is HOLD. Insufficient evidence for a screen-pass. Sun Life Financial Inc.: fails the quant gate on quality, value (Q49/V34/M76; every leg must be >= 50). Absence of evidence is neutral; nothing adverse is known.

Sun Life Financial Inc., a financial services company, provides asset management, wealth, insurance and health solutions to individual and institutional customers in Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia,...

Key Financial Metrics

Price$79.45
Market Cap$44.5B
P/E (TTM)19.17
P/E (Forward)13.26
Price/Book3.61
Return on Equity13.1%
Debt/Equity0.58x
Gross Margin40.9%
Operating Margin15.8%
Revenue Growth7.5%
Dividend Yield2.5%
Free Cash Flow$3.4B

Sun Life Financial Inc. operates in the Insurance - Diversified industry, part of the Financial Services sector (Canada).

Frequently Asked Questions

What is Sun Life Financial Inc.’s (SLF) StockRank?
MoatMap’s StockRank for Sun Life Financial Inc. (SLF) is 61/100, with a Hold signal. It is a composite of Quality (48), Value (33), and Momentum (74) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Sun Life Financial Inc. have an economic moat?
Sun Life Financial Inc. (SLF) has a Quality factor score of 48/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Sun Life Financial Inc. a buy, hold, or sell?
MoatMap’s current signal for Sun Life Financial Inc. (SLF) is Hold, based on a StockRank of 61/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Sun Life Financial Inc. in?
Sun Life Financial Inc. (SLF) operates in the Financial Services sector, specifically the Insurance - Diversified industry (Canada).