Sun Life Financial Stock Buy Hold or Sell Recommendation
SLF Stock | USD 51.11 0.45 0.89% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Sun Life Financial is 'Strong Hold'. Macroaxis provides Sun Life buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Sun Life positions. The advice algorithm takes into account all of Sun Life's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Sun Life's buy or sell advice are summarized below:
Real Value 53.14 | Target Price 54.61 | Hype Value 50.66 | Market Value 51.11 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Sun Life Financial given historical horizon and risk tolerance towards Sun Life. When Macroaxis issues a 'buy' or 'sell' recommendation for Sun Life Financial, the advice is generated through an automated system that utilizes algorithms and statistical models.
Sun |
Execute Sun Life Buy or Sell Advice
The Sun recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sun Life Financial. Macroaxis does not own or have any residual interests in Sun Life Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sun Life's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Sun Life Trading Alerts and Improvement Suggestions
Sun Life Financial generated a negative expected return over the last 90 days | |
About 56.0% of the company shares are owned by institutional investors | |
On 28th of March 2024 Sun Life paid $ 0.5791 per share dividend to its current shareholders | |
Latest headline from finance.yahoo.com: Crescent Capital BDC, Inc. Schedules Earnings Release and Conference Call to Discuss its First Quarter Ended March 31, 2024 Financial Results |
Sun Life Returns Distribution Density
The distribution of Sun Life's historical returns is an attempt to chart the uncertainty of Sun Life's future price movements. The chart of the probability distribution of Sun Life daily returns describes the distribution of returns around its average expected value. We use Sun Life Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sun Life returns is essential to provide solid investment advice for Sun Life.
Mean Return | 0 | Value At Risk | -1.37 | Potential Upside | 1.49 | Standard Deviation | 0.87 |
Return Density |
Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sun Life historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Sun Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Sun Life is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sun Life Financial backward and forwards among themselves. Sun Life's institutional investor refers to the entity that pools money to purchase Sun Life's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares | Manufacturers Life Insurance Co | 2023-12-31 | 7.2 M | Norges Bank | 2023-12-31 | 6.5 M | Cibc Global Asset Management Inc | 2023-12-31 | 6.1 M | Legal & General Group Plc | 2023-12-31 | 5.1 M | The Toronto-dominion Bank | 2023-12-31 | 4.7 M | Fmr Inc | 2023-12-31 | 4.6 M | Connor Clark & Lunn Inv Mgmt Ltd | 2023-12-31 | 3.7 M | Goldman Sachs Group Inc | 2023-12-31 | 3.2 M | Scotia Capital Inc | 2023-12-31 | 3 M | Royal Bank Of Canada | 2023-12-31 | 41.4 M | Vanguard Group Inc | 2023-12-31 | 22.9 M |
Sun Life Cash Flow Accounts
2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
Change In Cash | (509M) | 4.0B | (3.0B) | 1.7B | 1.8B | 982.9M | |
Free Cash Flow | 2.4B | 7.1B | (1.9B) | 4.3B | 5.4B | 2.9B | |
Depreciation | 378M | 406M | 438M | 528M | 598M | 627.9M | |
Other Non Cash Items | (12.1B) | (11.2B) | (9.5B) | 12.0B | (6.0B) | (5.7B) | |
Capital Expenditures | 114M | 158M | 81M | 3.7B | 172M | 266.4M | |
Net Income | 3.2B | 3.3B | 5.1B | 3.9B | 3.9B | 2.3B | |
End Period Cash Flow | 6.7B | 10.6B | 7.7B | 9.4B | 11.2B | 6.6B | |
Investments | (430M) | (886M) | (29M) | (2.9B) | (559M) | (531.1M) | |
Net Borrowings | (223M) | (560M) | 1.3B | 1.9B | 2.1B | 2.2B | |
Dividends Paid | 1.3B | 1.4B | 1.4B | 1.7B | (1.9B) | (1.8B) | |
Change To Netincome | (12.0B) | (10.8B) | (8.8B) | 12.8B | 11.5B | 12.1B |
Sun Life Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sun Life or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sun Life's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sun stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.06 | |
β | Beta against NYSE Composite | 0.96 | |
σ | Overall volatility | 0.87 | |
Ir | Information ratio | -0.08 |
Sun Life Volatility Alert
Sun Life Financial has low volatility with Treynor Ratio of -0.01, Maximum Drawdown of 4.34 and kurtosis of 0.03. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sun Life's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sun Life's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Sun Life Fundamentals Vs Peers
Comparing Sun Life's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sun Life's direct or indirect competition across all of the common fundamentals between Sun Life and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sun Life or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Sun Life's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sun Life by comparing valuation metrics with those of similar companies.
Better Than Average | Worse Than Average | Compare Sun Life to competition |
Fundamentals | Sun Life | Peer Average |
Return On Equity | 0.14 | -0.31 |
Return On Asset | 0.0079 | -0.14 |
Profit Margin | 0.10 % | (1.27) % |
Operating Margin | 0.11 % | (5.51) % |
Current Valuation | (30.83 B) | 16.62 B |
Shares Outstanding | 582.46 M | 571.82 M |
Shares Owned By Insiders | 0.03 % | 10.09 % |
Shares Owned By Institutions | 55.86 % | 39.21 % |
Number Of Shares Shorted | 1.99 M | 4.71 M |
Price To Earning | 14.03 X | 28.72 X |
Price To Book | 1.90 X | 9.51 X |
Price To Sales | 0.97 X | 11.42 X |
Revenue | 32.66 B | 9.43 B |
Gross Profit | 14.48 B | 27.38 B |
EBITDA | 3.8 B | 3.9 B |
Net Income | 3.93 B | 570.98 M |
Cash And Equivalents | 6.31 B | 2.7 B |
Cash Per Share | 141.27 X | 5.01 X |
Total Debt | 13.28 B | 5.32 B |
Debt To Equity | 0.31 % | 48.70 % |
Current Ratio | 811.07 X | 2.16 X |
Book Value Per Share | 37.29 X | 1.93 K |
Cash Flow From Operations | 5.61 B | 971.22 M |
Short Ratio | 3.91 X | 4.00 X |
Earnings Per Share | 3.82 X | 3.12 X |
Price To Earnings To Growth | 1.16 X | 4.89 X |
Target Price | 55.72 | |
Number Of Employees | 30.94 K | 18.84 K |
Beta | 0.96 | -0.15 |
Market Capitalization | 29.51 B | 19.03 B |
Total Asset | 333.24 B | 29.47 B |
Retained Earnings | 12.16 B | 9.33 B |
Annual Yield | 0.05 % |
Sun Life Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sun . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
Accumulation Distribution | 3563.98 | |||
Daily Balance Of Power | 1.0 | |||
Rate Of Daily Change | 1.01 | |||
Day Median Price | 50.95 | |||
Day Typical Price | 51.0 | |||
Price Action Indicator | 0.39 | |||
Period Momentum Indicator | 0.45 |
About Sun Life Buy or Sell Advice
When is the right time to buy or sell Sun Life Financial? Buying financial instruments such as Sun Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 10.2B | 13.4B | 13.3B | 13.9B | Total Assets | 345.4B | 330.9B | 333.2B | 220.3B |
Use Investing Ideas to Build Portfolios
In addition to having Sun Life in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Farming Thematic Idea Now
Farming
Companies producing farming products and providing services for farmers. The Farming theme has 40 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Farming Theme or any other thematic opportunities.
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Check out Sun Life Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
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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Is Sun Life's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sun Life. If investors know Sun will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sun Life listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.35) | Dividend Share 3 | Earnings Share 3.82 | Revenue Per Share 52.645 | Return On Assets 0.0079 |
The market value of Sun Life Financial is measured differently than its book value, which is the value of Sun that is recorded on the company's balance sheet. Investors also form their own opinion of Sun Life's value that differs from its market value or its book value, called intrinsic value, which is Sun Life's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sun Life's market value can be influenced by many factors that don't directly affect Sun Life's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sun Life's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sun Life is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sun Life's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.