Company Valuation: Sun Life Financial Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Capitalization 1 41,261 36,854 40,155 49,104 47,608 52,031 - -
Change - -10.68% 8.95% 22.29% -3.05% 9.29% - -
Enterprise Value (EV) 41,261 36,854 40,155 49,104 47,608 52,031 52,031 52,031
Change - -10.68% 8.95% 22.29% -3.05% 9.29% 0% 0%
P/E ratio 10.5x 12.1x 13.1x 16.2x 13.9x 12.4x 11.3x 10.7x
PBR 1.71x 1.46x 1.88x 2.1x 2.13x 2.15x 1.95x 1.29x
PEG - -0.5x 13.65x - 0.8x 0.5x 1.15x 2.08x
Capitalization / Revenue 1.16x 1.58x 0.98x 1.27x 1.14x 1.23x 1.17x 1.12x
EV / Revenue 0x 0x 0x 0x 0x 1.23x 1.17x 1.12x
EV / EBITDA - - - - - - - -
EV / EBIT - - - - - - - -
EV / FCF - - - - - - - -
FCF Yield - - - - - - - -
Dividend per Share 2 2.31 2.76 3 3.24 3.52 3.844 4.054 4.094
Rate of return 3.28% 4.39% 4.37% 3.8% 4.11% 4.09% 4.32% 4.36%
EPS 2 6.69 5.21 5.26 5.26 6.15 7.57 8.313 8.74
Distribution rate 34.5% 53% 57% 61.6% 57.2% 50.8% 48.8% 46.8%
Net sales 1 35,688 23,322 40,774 38,633 41,900 42,426 44,389 46,589
EBITDA - - - - - - - -
EBIT 5,424 4,368 - - - - - -
Net income 1 3,934 3,060 3,086 3,049 3,472 4,088 4,413 4,447
Net Debt - - - - - - - -
Reference price 2 70.41 62.85 68.72 85.35 85.68 93.94 93.94 93.94
Nbr of stocks (in thousands) 586,014 586,388 584,320 575,329 555,652 553,873 - -
Announcement Date 09/02/22 08/02/23 07/02/24 12/02/25 11/02/26 - - -
1CAD in Million2CAD
Estimates

P/E ratio, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
12.41x - - 4.09% 38.2B
8.27x5.26x - 4.2% 168B
8.44x0.83x - 6.2% 89.1B
12.59x0.94x - 4.52% 62.06B
11.28x - - 3.85% 61.64B
19.62x2.98x - 2.02% 59.6B
8.07x0.96x - 2.79% 55.72B
13.4x - - 2.91% 50.66B
11.84x - - 4.26% 41B
12.24x - - 3.92% 36.82B
Average 11.82x 2.19x 3.87% 66.26B
Weighted average by Cap. 11.05x 2.87x 4.03%

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
  2. Equities
  3. SLF Stock
  4. Valuation Sun Life Financial Inc.