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Sun Life Financial Inc. (SLF) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Sun Life Financial Inc.

SLFMarket cap $43BPrice $77.7

Country🇨🇦Canada

SectorFinancials

IndustryInsurance

Provides life insurance, retirement savings, and investment services to 26 million customers across Canada, the US, and Asia. Controls over $1.3 trillion in assets under management, making it one of North America's largest insurers.

In Bastion Portfolios?

52W Return+31%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+7%6

Revenue Forecast

Rev CAGR (1y)+19%8

Rev CAGR (3y)+10%7

Rev CAGR (5y)+8%6

Earnings Forecast

EPS Growth Y+1+54%9

EPS Growth Y+2+6%6

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin14%6

Net Income Margin10%5

Free Cash Flow Margin13%7

Debt

Net Debt/EBITDA1.25

Efficiency

ROE14%6

ROA1%3

Earnings Stability55

GEAR+VERY STRONG88

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)137

P/E Ratio (Forward 3y)126

P/BV2.56

EV Multiples

EV/EBITDA Fwd57

EV/EBIT Fwd97

Yield

Free Cash Flow Yield0.0%6

Dividend Yield3.6%8

Momentum

Short term

1 month return-4%5

3 month return-2%6

YTD return+28%8

Mid term

Price vs 52wHigh93%9

1 year return+33%8

Long term

3 year return+82%7

5 year return+77%7

Risk Shield

Price Risk

Beta0.58

Volatility18%10

Free Cash Flow

Free Cash Flow Margin13%7

Free Cash Flow Yield0.0%6

Quality

ROCE1%3

Earnings Stability55

Net Debt/EBITDA1.25

02Growth

Is it actually growing, and how fast?

SLFSun Life Financial

Revenue FY25$24.2B

GROWTH RATING↗

AVERAGE65 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+10%7

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+54%9

EPS growth, FY27E+6%6

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 10%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 7%/yr over the last 3 years and is set to keep growing around 10%/yr.

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 10%/yr).

WATCH

A mid-pack grower, ahead of 65% of companies worldwide.

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

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

SLFSun Life Financial

Total return Current247%

Price return Current149%

MOMENTUM RATING↗

STRONG74 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-2%6

YTD return+28%8

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+33%8

3-year return+82%7

5-year return+77%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +82% over three years and +77% over five, ahead of 60% of the market.

It's up 33% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+28%).

WATCH

Returns sit at the market level over the past month (-4%) and over three months (-2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market.

04Value

Are you paying a fair price for it?

Stop guessing on Sun Life Financial Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SLFSun Life Financial

Revenue FY25$24.2B

GROWTH RATING↗

AVERAGE65 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y+19%8

Revenue, next 3Y, CAGR+10%7

Revenue, next 5Y, CAGR+8%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+54%9

EPS growth, FY27E+6%6

EPS growth, FY28E+7%6

GROWTH ASSESSMENT

STRENGTHS

Revenue is set to grow 10%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 7%/yr over the last 3 years and is set to keep growing around 10%/yr.

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 10%/yr).

WATCH

A mid-pack grower, ahead of 65% of companies worldwide.

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

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower.

03Price Momentum

Is the market behind it right now?

SLFSun Life Financial

Total return Current247%

Price return Current149%

MOMENTUM RATING↗

STRONG74 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%5

3-month return-2%6

YTD return+28%8

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+33%8

3-year return+82%7

5-year return+77%7

MOMENTUM ASSESSMENT

STRENGTHS

Strong long-term results. Long-term holders have seen +82% over three years and +77% over five, ahead of 60% of the market.

It's up 33% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming so far this year (+28%).

WATCH

Returns sit at the market level over the past month (-4%) and over three months (-2%).

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Compounder

Dependable multi-year returns and the stock sits near its highs. A reliable trend, if not the single hottest name in the market.

04Value

Are you paying a fair price for it?

Stop guessing on Sun Life Financial Inc.. 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