Company Valuation: Sun Life Financial Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 41,261 36,854 40,155 49,104 47,608 65,322 - -
Change - -10.68% 8.95% 22.29% -3.05% 37.21% - -
Enterprise Value (EV) 41,261 36,854 40,155 49,104 47,608 65,322 65,322 65,322
Change - -10.68% 8.95% 22.29% -3.05% 37.21% 0% 0%
P/E 10.5x 12.1x 13.1x 16.2x 13.9x 17.3x 14.3x 13.2x
PBR 1.71x 1.46x 1.88x 2.1x 2.13x 2.64x 2.4x 2.15x
PEG - -0.5x 13.65x - 0.8x 1.7x 0.7x 1.56x
Capitalization / Revenue 1.16x 1.58x 0.98x 1.27x 1.14x 1.53x 1.45x 1.38x
EV / Revenue 0x 0x 0x 0x 0x 1.53x 1.45x 1.38x
EV / EBITDA - - - - - - - -
EV / EBIT - - - - - - - -
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 2.31 2.76 3 3.24 3.52 3.824 4.132 4.445
Rate of return 3.28% 4.39% 4.37% 3.8% 4.11% 3.26% 3.53% 3.79%
EPS 2 6.69 5.21 5.26 5.26 6.15 6.774 8.18 8.872
Distribution rate 34.5% 53% 57% 61.6% 57.2% 56.5% 50.5% 50.1%
Net sales 1 35,688 23,322 40,774 38,633 41,900 42,798 45,006 47,321
EBITDA - - - - - - - -
EBIT 5,424 4,368 - - - - - -
Net income 1 3,934 3,060 3,086 3,049 3,472 3,729 4,412 4,776
Net Debt - - - - - - - -
Reference price 2 70.41 62.85 68.72 85.35 85.68 117.20 117.20 117.20
Nbr of stocks (in thousands) 586,014 586,388 584,320 575,329 555,652 557,353 - -
Announcement Date 9/2/22 8/2/23 7/2/24 12/2/25 11/2/26 - - -
1CAD in Million2CAD
Estimates

P/E, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
6.62x4.96x - 5.39% 138B
10.86x0.91x - 5.52% 106B
13.59x - - 2.72% 103B
13.96x1.03x - 4.15% 74.16B
14.96x - - 3.12% 73.55B
17.6x3.46x - 1.93% 64.42B
11.28x - - 2.47% 61.25B
17.34x - - 2.94% 58.47B
11.83x - - 4.65% 44.69B
Average 13.12x 2.59x 3.65% 80.29B
Weighted average by Cap. 12.40x 2.82x 3.87%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

  1. Stock Market
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  3. SLF Stock
  4. 0VJA Stock
  5. Valuation Sun Life Financial Inc.