SUN LIFE FINANCIAL INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 70.67 CAD | +0.76% |
|
+0.53% | +2.84% |
| Apr. 26 | National Bank Previews Lifecos' Q1, Cuts IAG Q1 Forecast by 5% | MT |
| Apr. 17 | TSX Closer: Market Manages To Finish Up 13 Points After MIdday Plunge | MT |
Valuation
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 34,801 | 33,113 | 41,261 | 36,854 | 40,155 | 41,163 | - | - |
| Enterprise Value (EV) 1 | 34,801 | 33,113 | 41,261 | 36,854 | 40,155 | 41,163 | 41,163 | 41,163 |
| P/E ratio | 13.5 x | 13.8 x | 10.5 x | 12.1 x | 13.1 x | 10.8 x | 9.96 x | 10.2 x |
| Yield | 3.55% | 3.89% | 3.28% | 4.39% | 4.37% | 4.57% | 4.8% | 4.82% |
| Capitalization / Revenue | 0.88 x | 0.76 x | 1.16 x | 1.58 x | 0.98 x | 0.91 x | 0.87 x | 0.83 x |
| EV / Revenue | 0.88 x | 0.76 x | 1.16 x | 1.58 x | 0.98 x | 0.91 x | 0.87 x | 0.83 x |
| EV / EBITDA | - | - | - | - | - | - | - | - |
| EV / FCF | - | - | - | - | - | - | - | - |
| FCF Yield | - | - | - | - | - | - | - | - |
| Price to Book | 1.65 x | 1.49 x | 1.71 x | 1.46 x | 1.88 x | 1.78 x | 1.64 x | 1.45 x |
| Nbr of stocks (in thousands) | 587,750 | 585,031 | 586,014 | 586,388 | 584,320 | 582,461 | - | - |
| Reference price 2 | 59.21 | 56.60 | 70.41 | 62.85 | 68.72 | 70.67 | 70.67 | 70.67 |
| Announcement Date | 2/12/20 | 2/10/21 | 2/9/22 | 2/8/23 | 2/7/24 | - | - | - |
1CAD in Million2CAD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 39,679 | 43,337 | 35,688 | 23,322 | 40,774 | 45,372 | 47,246 | 49,327 |
| EBITDA | - | - | - | - | - | - | - | - |
| EBIT | 3,566 | 3,642 | 5,424 | 4,368 | - | - | - | - |
| Operating Margin | 8.99% | 8.4% | 15.2% | 18.73% | - | - | - | - |
| Earnings before Tax (EBT) 1 | 3,233 | 3,287 | 5,097 | 3,923 | 3,930 | 5,056 | 5,209 | 5,386 |
| Net income 1 | 2,618 | 2,404 | 3,934 | 3,060 | 3,086 | 3,833 | 4,109 | 4,222 |
| Net margin | 6.6% | 5.55% | 11.02% | 13.12% | 7.57% | 8.45% | 8.7% | 8.56% |
| EPS 2 | 4.400 | 4.100 | 6.690 | 5.210 | 5.260 | 6.559 | 7.097 | 6.900 |
| Free Cash Flow | - | - | - | - | - | - | - | - |
| FCF margin | - | - | - | - | - | - | - | - |
| FCF Conversion (EBITDA) | - | - | - | - | - | - | - | - |
| FCF Conversion (Net income) | - | - | - | - | - | - | - | - |
| Dividend per Share 2 | 2.100 | 2.200 | 2.310 | 2.760 | 3.000 | 3.227 | 3.391 | 3.405 |
| Announcement Date | 2/12/20 | 2/10/21 | 2/9/22 | 2/8/23 | 2/7/24 | - | - | - |
1CAD in Million2CAD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2021 Q3 | 2021 Q4 | 2022 Q1 | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBIT | 1,345 | 1,357 | 1,258 | 1,131 | 788 | 1,191 | 1,230 | - | - | - | - | - | - | - | - |
| Operating Margin | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Earnings before Tax (EBT) 1 | 1,264 | 1,275 | 1,160 | 1,030 | 669 | 1,064 | 1,095 | 867 | - | - | 1,309 | 1,180 | 1,207 | 1,298 | 1,313 |
| Net income 1 | 1,019 | 1,078 | 858 | 785 | 466 | 951 | 806 | 660 | 871 | 749 | 957.9 | 823.5 | 852.5 | 914 | 938 |
| Net margin | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EPS 2 | 1.740 | 1.830 | 1.460 | 1.340 | 0.8000 | 1.620 | 1.370 | 1.120 | 1.480 | 1.280 | 1.631 | 1.535 | 1.620 | 1.680 | 1.770 |
| Dividend per Share 2 | 0.5500 | 0.6600 | 0.6600 | 0.6900 | 0.6900 | 0.7200 | 0.7200 | 0.7500 | 0.7500 | 0.7800 | 0.7950 | 0.8145 | 0.7995 | 0.8145 | - |
| Announcement Date | 11/3/21 | 2/9/22 | 5/11/22 | 8/3/22 | 11/2/22 | 2/8/23 | 5/11/23 | 8/8/23 | 11/13/23 | 2/7/24 | - | - | - | - | - |
1CAD in Million2CAD
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt | - | - | - | - | - | - | - | - |
| Net Cash position | - | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - | - | - |
| Free Cash Flow | - | - | - | - | - | - | - | - |
| ROE (net income / shareholders' equity) | 14.3% | 14.4% | 15.4% | 15.1% | 17.8% | 18.1% | 18.3% | - |
| ROA (Net income/ Total Assets) | 0.92% | 1.04% | 1.06% | 1.09% | 1.14% | 1.4% | 1.45% | 1.7% |
| Assets 1 | 284,503 | 232,024 | 372,115 | 281,638 | 271,870 | 273,813 | 283,402 | 248,348 |
| Book Value Per Share 2 | 36.00 | 38.00 | 41.10 | 43.00 | 36.50 | 39.70 | 43.10 | 48.70 |
| Cash Flow per Share | - | 12.40 | - | 7.320 | - | - | - | - |
| Capex | - | - | 81 | - | - | - | - | - |
| Capex / Sales | - | - | 0.23% | - | - | - | - | - |
| Announcement Date | 2/12/20 | 2/10/21 | 2/9/22 | 2/8/23 | 2/7/24 | - | - | - |
1CAD in Million2CAD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
14
Last Close Price
70.67
CAD
Average target price
75.69
CAD
Spread / Average Target
+7.11%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +2.84% | 30.07B | |
| +6.49% | 50.92B | |
| +1.35% | 48.11B | |
| +9.53% | 42.2B | |
| +6.55% | 39.71B | |
| +19.34% | 37.78B | |
| -7.77% | 27.56B | |
| -18.42% | 24.71B | |
| +6.89% | 21.99B | |
| +20.69% | 21.68B |
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- Financials Sun Life Financial Inc.
