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Market Closed -
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5-day change | 1st Jan Change | ||
| 95.85 CAD | +1.12% |
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-2.46% | +11.87% |
| 05-08 | Canada research roundup-Aritzia, Knight Therapeutics, WSP Global | RE |
| 05-07 | Sun Life Financial Inc., Q1 2026 Earnings Call, May 07, 2026 |
Projected Income Statement: Sun Life Financial Inc.
| Fiscal Period: December | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 35,688 | 23,322 | 40,774 | 38,633 | 41,900 | 42,798 | 45,006 | 47,321 |
| Change | - | -34.65% | 74.83% | -5.25% | 8.46% | 2.14% | 5.16% | 5.14% |
| EBITDA | - | - | - | - | - | - | - | - |
| Change | - | - | - | - | - | - | - | - |
| EBIT | 5,424 | 4,368 | - | - | - | - | - | - |
| Change | - | -19.47% | - | - | - | - | - | - |
| Interest Paid 1 | -327 | -445 | - | - | -526 | -532 | -548 | -581 |
| Earnings before Tax (EBT) 1 | 5,097 | 3,923 | 3,930 | 4,339 | 4,798 | 5,269 | 5,918 | 6,404 |
| Change | - | -23.03% | 0.18% | 10.41% | 10.58% | 9.82% | 12.31% | 8.22% |
| Net income 1 | 3,934 | 3,060 | 3,086 | 3,049 | 3,472 | 3,487 | 4,174 | 4,426 |
| Change | - | -22.22% | 0.85% | -1.2% | 13.87% | 0.42% | 19.7% | 6.05% |
| Announcement Date | 2/9/22 | 2/8/23 | 2/7/24 | 2/12/25 | 2/11/26 | - | - | - |
Forecast Balance Sheet: Sun Life Financial Inc.
| Fiscal Period: December | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|---|---|---|---|
| Net Debt | - | - | - | - | - | - | - | - |
| Change | - | - | - | - | - | - | - | - |
| Announcement Date | 2/9/22 | 2/8/23 | 2/7/24 | 2/12/25 | 2/11/26 | - | - | - |
Cash Flow Forecast: Sun Life Financial Inc.
| Fiscal Period: December | 2021 | 2022 | 2026 | 2027 |
|---|---|---|---|---|
| CAPEX 1 | 81 | - | 318 | 407 |
| Change | - | - | - | 27.99% |
| Free Cash Flow (FCF) 1 | - | - | - | - |
| Change | - | - | - | - |
| Announcement Date | 2/9/22 | 2/8/23 | - | - |
Forecast Financial Ratios: Sun Life Financial Inc.
| Fiscal Period: December | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|---|---|---|---|---|
Profitability | |||||||||
| EBITDA Margin (%) | - | - | - | - | - | - | - | - | - |
| EBIT Margin (%) | - | 15.2% | 18.73% | - | - | - | - | - | - |
| EBT Margin (%) | - | 14.28% | 16.82% | 9.64% | 11.23% | 11.45% | 12.31% | 13.15% | 13.53% |
| Net margin (%) | - | 11.02% | 13.12% | 7.57% | 7.89% | 8.29% | 8.15% | 9.27% | 9.35% |
| FCF margin (%) | - | - | - | - | - | - | - | - | - |
| FCF / Net Income (%) | - | - | - | - | - | - | - | - | - |
Profitability | |||||||||
| ROA | - | 1.06% | 1.09% | 1.14% | 1.1% | 1.09% | 1.35% | 1.35% | 1.7% |
| ROE | - | 15.4% | 15.1% | 17.8% | 17.2% | 18.2% | 18.55% | 18.92% | 17.2% |
Financial Health | |||||||||
| Leverage (Debt/EBITDA) | 0.19x | 1.31x | 2.08x | 1.69x | 1.94x | 2.32x | - | - | - |
| Debt / Free cash flow | -0.08x | 2.54x | 0.65x | 3.37x | -1.34x | -3.15x | - | - | - |
Capital Intensity | |||||||||
| CAPEX / Current Assets (%) | - | 0.23% | - | - | - | - | 0.74% | 0.9% | - |
| CAPEX / EBITDA (%) | - | - | - | - | - | - | - | - | - |
| CAPEX / FCF (%) | - | - | - | - | - | - | - | - | - |
Items per share | |||||||||
| Cash flow per share 1 | - | - | 7.319 | - | - | - | - | - | - |
| Change | - | - | - | - | - | - | - | - | - |
| Dividend per Share 1 | - | 2.31 | 2.76 | 3 | 3.24 | 3.52 | 3.803 | 4.116 | 4.266 |
| Change | - | - | 19.48% | 8.7% | 8% | 8.64% | 8.05% | 8.23% | 3.63% |
| Book Value Per Share 1 | - | 41.08 | 42.99 | 36.51 | 40.63 | 40.25 | 42.83 | 47.94 | 62.4 |
| Change | - | - | 4.65% | -15.07% | 11.28% | -0.94% | 6.41% | 11.95% | 30.14% |
| EPS 1 | - | 6.69 | 5.21 | 5.26 | 5.26 | 6.15 | 6.47 | 7.933 | 8.35 |
| Change | - | - | -22.12% | 0.96% | 0% | 16.92% | 5.2% | 22.62% | 5.25% |
| Nbr of stocks (in thousands) | - | 586,014 | 586,388 | 584,320 | 575,329 | 555,652 | 554,084 | 554,084 | 554,084 |
| Announcement Date | - | 2/9/22 | 2/8/23 | 2/7/24 | 2/12/25 | 2/11/26 | - | - | - |
| 2026 * | 2027 * | |
|---|---|---|
| P/E ratio | 14.8x | 12.1x |
| PBR | 2.24x | 2x |
| EV / Sales | 1.24x | 1.18x |
| Yield | 3.97% | 4.29% |
EPS & Dividend
Y-o-Y evolution of P/E
Year-on-year evolution of the Yield
Trader
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Annual profits - Rate of surprise
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- Financials Sun Life Financial Inc.
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