Sun Life Financial Stock Performance
| SLF Stock | USD 50.74 0.21 0.41% |
Sun Life has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 0.95, which indicates possible diversification benefits within a given portfolio. Sun Life returns are very sensitive to returns on the market. As the market goes up or down, Sun Life is expected to follow. Sun Life Financial right now has a risk of 0.86%. Please validate Sun Life skewness, as well as the relationship between the rate of daily change and price action indicator , to decide if Sun Life will be following its existing price patterns.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Sun Life Financial are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable essential indicators, Sun Life is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Actual Historical Performance (%)
One Day Return (0.41) | Five Day Return (3.41) | Year To Date Return (1.09) | Ten Year Return 53.99 | All Time Return 440.94 |
Forward Dividend Yield 0.0453 | Payout Ratio 0.3822 | Forward Dividend Rate 2.3 | Dividend Date 2024-03-28 | Ex Dividend Date 2024-02-27 |
1 | Why Sun Life is a Top Value Stock for the Long-Term | 02/13/2024 |
2 | Why Sun Life is a Top Momentum Stock for the Long-Term | 02/21/2024 |
3 | More than 1 million seniors approved for the Canadian Dental Care Plan | 03/06/2024 |
4 | American Equity Up 1 percent Since Last Earnings Report Can It Continue | 03/15/2024 |
5 | Sun Life is a Top-Ranked Value Stock Should You Buy | 03/18/2024 |
6 | Sun Life U.S. now offers Family Leave Insurance in Florida to help more workers access paid leave benefits to care for loved ones | 03/19/2024 |
7 | Sun Life Expands Family Leave Insurance Product in Florida | 03/20/2024 |
8 | Canadas Sun Life names Timothy Deacon as CFO | 03/25/2024 |
| Sun Life dividend paid on 28th of March 2024 | 03/28/2024 |
9 | Reinsurance Group Up 43.3 percent in a Year More Room to Run | 04/01/2024 |
10 | Sun Life Financial Top Holdings and 13F Report | 04/05/2024 |
11 | Mackenzie Financial Corp Lowers Position in Sun Life Financial Inc. - MarketBeat | 04/15/2024 |
| Begin Period Cash Flow | 9.4 B |
Sun |
Sun Life Relative Risk vs. Return Landscape
If you would invest 5,002 in Sun Life Financial on January 17, 2024 and sell it today you would earn a total of 72.00 from holding Sun Life Financial or generate 1.44% return on investment over 90 days. Sun Life Financial is generating 0.0263% of daily returns assuming volatility of 0.8625% on return distribution over 90 days investment horizon. In other words, 7% of stocks are less volatile than Sun, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Sun Life Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Sun Life's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Sun Life Financial, and traders can use it to determine the average amount a Sun Life's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0305
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SLF |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Sun Life is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Sun Life by adding it to a well-diversified portfolio.
Sun Life Fundamentals Growth
Sun Stock prices reflect investors' perceptions of the future prospects and financial health of Sun Life, and Sun Life fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Sun Stock performance.
| Return On Equity | 0.14 | ||||
| Return On Asset | 0.0079 | ||||
| Profit Margin | 0.10 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | (30.79 B) | ||||
| Shares Outstanding | 582.46 M | ||||
| Price To Earning | 14.03 X | ||||
| Price To Book | 1.90 X | ||||
| Price To Sales | 0.97 X | ||||
| Revenue | 32.66 B | ||||
| Gross Profit | 14.48 B | ||||
| EBITDA | 3.8 B | ||||
| Net Income | 3.93 B | ||||
| Cash And Equivalents | 6.31 B | ||||
| Cash Per Share | 141.27 X | ||||
| Total Debt | 13.28 B | ||||
| Debt To Equity | 0.31 % | ||||
| Current Ratio | 811.07 X | ||||
| Book Value Per Share | 37.29 X | ||||
| Cash Flow From Operations | 5.61 B | ||||
| Earnings Per Share | 3.82 X | ||||
| Market Capitalization | 29.61 B | ||||
| Total Asset | 333.24 B | ||||
| Retained Earnings | 12.16 B | ||||
About Sun Life Performance
To evaluate Sun Life Financial Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Sun Life generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Sun Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Sun Life Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Sun's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00 | 0.00 | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.01 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.14 | 0.07 |
Things to note about Sun Life Financial performance evaluation
Checking the ongoing alerts about Sun Life for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Sun Life Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 news.google.com: Mackenzie Financial Corp Lowers Position in Sun Life Financial Inc. - MarketBeat |
- Analyzing Sun Life's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Sun Life's stock is overvalued or undervalued compared to its peers.
- Examining Sun Life's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Sun Life's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Sun Life's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Sun Life's stock. These opinions can provide insight into Sun Life's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sun Life Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
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.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Money Managers Screen money managers from public funds and ETFs managed around the world | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |
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.