XTSESLF
Market cap33bUSD
Dec 20, Last price
84.65CAD
1D
0.18%
1Q
10.26%
Jan 2017
64.21%
Name
Sun Life Financial Inc
Chart & Performance
Profile
Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance products; investment counselling and portfolio management services; mutual funds and segregated funds; trust and banking services; real estate property brokerage and appraisal services; and merchant banking services. It distributes its products through direct sales agents, managing and independent general agents, financial intermediaries, broker-dealers, banks, pension and benefits consultants, and other third-party marketing organizations. The company was founded in 1871 and is headquartered in Toronto, Canada.
Valuation
Title CAD in thousands, except ratios and share amounts | FY | FY | FY | FY | FY | FY | FY | FY | FY | FY |
---|---|---|---|---|---|---|---|---|---|---|
2023‑12 | 2022‑12 | 2021‑12 | 2020‑12 | 2019‑12 | 2018‑12 | 2017‑12 | 2016‑12 | 2015‑12 | 2014‑12 | |
Income | ||||||||||
Revenues | 30,850,000 32.93% | 23,207,000 -34.98% | 35,690,000 -17.65% | |||||||
Cost of revenue | (1,806,000) | 5,107,000 | 5,102,000 | |||||||
Unusual Expense (Income) | ||||||||||
NOPBT | 32,656,000 | 18,100,000 | 30,588,000 | |||||||
NOPBT Margin | 105.85% | 77.99% | 85.70% | |||||||
Operating Taxes | 461,000 | 621,000 | 727,000 | |||||||
Tax Rate | 1.41% | 3.43% | 2.38% | |||||||
NOPAT | 32,195,000 | 17,479,000 | 29,861,000 | |||||||
Net income | 3,165,000 4.66% | 3,024,000 -30.80% | 4,370,000 57.14% | |||||||
Dividends | (1,882,000) | (1,671,000) | (1,428,000) | |||||||
Dividend yield | 4.65% | 4.51% | 3.44% | |||||||
Proceeds from repurchase of equity | (186,000) | 1,942,000 | ||||||||
BB yield | 0.46% | -4.67% | ||||||||
Debt | ||||||||||
Debt current | 2,330,000 | 2,345,000 | 574,000 | |||||||
Long-term debt | 11,936,000 | 11,999,000 | 10,483,000 | |||||||
Deferred revenue | (630,000) | 9,311,000 | ||||||||
Other long-term liabilities | 297,813,000 | (6,063,000) | (9,633,000) | |||||||
Net debt | (108,215,000) | (79,925,000) | (99,061,000) | |||||||
Cash flow | ||||||||||
Cash from operating activities | 5,612,000 | 4,311,000 | (1,857,000) | |||||||
CAPEX | (172,000) | 3,687,000 | (81,000) | |||||||
Cash from investing activities | (559,000) | (2,863,000) | (803,000) | |||||||
Cash from financing activities | (3,086,000) | (71,000) | (260,000) | |||||||
FCF | 33,380,000 | 14,249,000 | 29,261,000 | |||||||
Balance | ||||||||||
Cash | 27,486,000 | 11,219,000 | 12,278,000 | |||||||
Long term investments | 94,995,000 | 83,050,000 | 97,840,000 | |||||||
Excess cash | 120,938,500 | 93,108,650 | 108,333,500 | |||||||
Stockholders' equity | 24,563,000 | 32,267,000 | 31,298,000 | |||||||
Invested Capital | 310,727,000 | 300,354,000 | 314,324,000 | |||||||
ROIC | 10.54% | 5.69% | 9.83% | |||||||
ROCE | 9.73% | 5.43% | 8.84% | |||||||
EV | ||||||||||
Common stock shares outstanding | 589,000 | 589,000 | 590,000 | |||||||
Price | 68.72 9.34% | 62.85 -10.74% | 70.41 24.40% | |||||||
Market cap | 40,476,080 9.34% | 37,018,650 -10.89% | 41,541,900 24.61% | |||||||
EV | (64,881,920) | (38,740,350) | (53,521,100) | |||||||
EBITDA | 33,254,000 | 18,628,000 | 31,026,000 | |||||||
EV/EBITDA | ||||||||||
Interest | 552,000 | 445,000 | 327,000 | |||||||
Interest/NOPBT | 1.69% | 2.46% | 1.07% |