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Manulife Financial Corporation (MFC) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Manulife Financial Corporation

MFCMarket cap $71BPrice $42.9

Country🇨🇦Canada

SectorFinancials

IndustryInsurance

Provides life insurance, retirement savings, and wealth management services to 34 million customers across Asia, Canada, and the US. Generates over half its revenue from fast-growing Asian markets, making it less dependent on North America than competitors.

In Bastion Portfolios?

52W Return+38%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+22%9

Revenue Forecast

Rev CAGR (1y)+3%3

Rev CAGR (3y)+5%4

Rev CAGR (5y)+8%6

Earnings Forecast

EPS Growth Y+1+61%10

EPS Growth Y+2+10%6

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin30%9

Net Income Margin20%8

Free Cash Flow Margin93%10

Debt

Net Debt/EBITDA-0.410

Efficiency

ROE13%6

ROA1%2

Earnings Stability55

GEAR+VERY STRONG94

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)127

P/E Ratio (Forward 3y)117

P/BV2.07

EV Multiples

EV/EBITDA Fwd07

EV/EBIT Fwd07

Yield

Free Cash Flow Yield0.0%7

Dividend Yield3.3%8

Momentum

Short term

1 month return-3%6

3 month return+5%7

YTD return+22%8

Mid term

Price vs 52wHigh95%10

1 year return+38%8

Long term

3 year return+167%9

5 year return+179%9

Risk Shield

Price Risk

Beta0.85

Volatility20%10

Free Cash Flow

Free Cash Flow Margin93%10

Free Cash Flow Yield0.0%7

Quality

ROCE1%2

Earnings Stability55

Net Debt/EBITDA-0.410

02Growth

Is it actually growing, and how fast?

MFCManulife Financial

Revenue FY25$32.4B

GROWTH RATING↗

AVERAGE49 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+22%9

Revenue, next 1Y+3%3

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+61%10

EPS growth, FY27E+10%6

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 22%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 49% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 22%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Over five years revenue is set to grow 8%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MFCManulife Financial

Total return Current317%

Price return Current187%

MOMENTUM RATING↗

VERY STRONG89 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return+5%7

YTD return+22%8

MID & LONG-TERM▾SCORE

% of 52-week high95%10

1-year return+38%8

3-year return+167%9

5-year return+179%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +167% over three years and +179% over five, ahead of 80% of the market.

It's up 38% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+5%) and so far this year (+22%).

WATCH

Returns sit at the market level over the past month (-3%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Manulife Financial Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

MFCManulife Financial

Revenue FY25$32.4B

GROWTH RATING↗

AVERAGE49 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+22%9

Revenue, next 1Y+3%3

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+61%10

EPS growth, FY27E+10%6

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 22%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Earnings are set to grow in step with sales (EPS about 10%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 49% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 22%/yr over the last 3 years; forecasts see it cooling to 5%/yr.

Over five years revenue is set to grow 8%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MFCManulife Financial

Total return Current317%

Price return Current187%

MOMENTUM RATING↗

VERY STRONG89 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-3%6

3-month return+5%7

YTD return+22%8

MID & LONG-TERM▾SCORE

% of 52-week high95%10

1-year return+38%8

3-year return+167%9

5-year return+179%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +167% over three years and +179% over five, ahead of 80% of the market.

It's up 38% over the past year, now sitting right at its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+5%) and so far this year (+22%).

WATCH

Returns sit at the market level over the past month (-3%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Manulife Financial Corporation. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community