Is Sun Life Financial Inc. (SLF) Overvalued?
We dive into why Sun Life Financial Inc. (SLF) could be considered overvalued on 2026-07-16, based on AAII’s Value Score and Grade.Rosalio Madrigal
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COMPANY SUMMARY
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, Singapore, Vietnam, Malaysia, and Bermuda. It offers various insurance products, such as term and permanent life; personal health, which includes prescription drugs, dental, and vision care; critical illness; long-term care; and disability. The company also provides investments products, such as mutual funds, segregated funds, annuities, and guaranteed investment products; financial planning services; and asset management products, including pooled funds, institutional portfolios and pension funds. The company was formerly known as Sun Life Financial Services of Canada Inc. and changed its name to Sun Life Financial Inc. in July 2003. Sun Life Financial Inc. was founded in 1871 and is headquartered in Toronto, Canada.
Commentary & Analysis
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Sun Life Financial Inc.'s fiscal Q2 earnings report was released on Wednesday, May 06. Let's dive in to see if (SLF) missed or beat analyst's expectations.Jenna Brashear
What You Need to Know About Sun Life Financial Inc.'s Q1 Earnings
Sun Life Financial Inc.'s fiscal Q1 earnings report was released on Wednesday, February 11. Let's dive in to see if (SLF) missed or beat analyst's expectations.Tudor Pop
Financial Summary
| Share Statistics | SLF | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $46,239.4 | $7,055.8 | 93% |
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| Shares Out (Mil) | 401.2 | 66.0 | 86% |
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| Institutional Ownership | 99.6% | 81.8% | 91% |
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| Float (Mil) | 555.7 | 67.4 | 86% |
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| Beta | 0.82 | 0.52 | 48% |
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| Avg Daily Volume (000s) | 509 | 186 | 59% |
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| Price Change (52-week) |
35.6% | 90.4% | 72% |
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| Growth | SLF | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | (5.6%) | 5.6% | 8% |
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| Net Income (5yr) | 5.7% | 14.5% | 48% |
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| EPS (5yr) | 6.9% | 15.6% | 41 |
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| Dividends (5yr) | 8.3% | 3.8% | 93% |
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| Cash Flow (5yr) | (15.9%) | (14.5%) | 46% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 13 | 14 | 15 | |
| Current EPS | $1.384 | $5.664 | $6.090 | |
| Month Ago EPS | $1.374 | $5.648 | $6.078 | |
| # Rev Up | 0 | 1 | 1 | |
| # Rev Down | 1 | 1 | 0 | |
| Three Months Ago EPS | $1.389 | $5.612 | $6.092 | |
| Year/Year Chg | 131.1% | 26.2% | 47.1% | |
| Financials | SLF | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $25,000 | $5,065 | 93% |
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| Net Income (TTM) (Mil) | $2,212 | $534 | 93% |
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| EPS (TTM) | $3.860 | $2.500 | 83% |
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| Operating Cash Flow (TTM) (Mil) | $3,837 | $499 | 93% |
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| Net Cash Flow (TTM) (Mil) | $609 | $3 | 92% |
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| Long-Term Debt (Q1) (Mil) | $10,000 | $844 | 91% |
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| Enterprise Value (Q1) (Mil) | $50,430 | $7,585 | 92% |
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| Valuation | SLF | Industry Median |
Percentile (All Stocks) |
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| P/B | 2.73 | 1.77 | 62% |
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| P/E | 21.6 | 12.9 | 54% |
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| Dividend Yield | 4.4% | 0.9% | 92% |
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| PEG (5yr hist) | 3.1 | 0.5 | 79% |
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| Ratios | SLF | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 40.1% | 33.4% | 50% |
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| Net Margin | 8.8% | 9.9% | 60% |
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| ROA | 0.8% | 2.7% | 44% |
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| ROE | 13.3% | 14.8% | 67% |
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| Liabilities to Assets | 93.5% | 76.7% | 91% |
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| F-Score | 4 | 6 | 34% |
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Sun Life Financial Inc. did not pass any screens on 7/31/2026.
