SLF

Financial Services

Sun Life Financial Inc. · Insurance - Diversified · $40B

UQS Score — Balanced Preset
47.7
Below Average

Sun Life Financial Inc. scores 47.7/100 using the Balanced preset.

UQS vs Financial Services Sector
SLF
47.7
Sector avg
39.7
Quality
Neutral
Moat
Weak
Growth
Weak
Risk
Neutral
Valuation
Good

What is Sun Life Financial Inc.?

Sun Life Financial is a Canadian financial services company offering insurance, wealth management, and asset management solutions to individuals and corporate clients across multiple continents. Founded in 1871 and headquartered in Toronto, it ranks among the largest insurers in North America.

Sun Life generates revenue through life and health insurance premiums, asset management fees, and wealth solutions. Its product lineup spans term and permanent life insurance, dental and disability coverage, critical illness policies, and long-term care plans. On the wealth side, the company offers mutual funds, segregated funds, investment counselling, and trust services. Products reach clients through direct agents, broker-dealers, banks, and third-party marketing organizations worldwide.

Sun Life Financial was founded in 1871 and is headquartered in Toronto, Canada.

  • Term and permanent life insurance products
  • Health, dental, and disability insurance coverage
  • Mutual funds and segregated fund solutions
  • Investment counselling and portfolio management services
  • Reinsurance and merchant banking services

Is SLF a Good Stock to Buy?

UQS Score rates SLF as Below Average overall, reflecting a mixed profile across its five evaluation pillars.

The Risk pillar stands out as a relative bright spot, suggesting the company maintains a manageable financial risk profile compared to many peers. Valuation also registers as Good, meaning the stock does not appear significantly stretched relative to its fundamentals — a consideration for cost-conscious investors.

The Moat and Growth pillars both register as Weak, pointing to limited competitive differentiation and subdued near-term expansion prospects. The Quality pillar lands at Neutral, offering little additional support to the overall score.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does SLF pay dividends?

Yes — Sun Life Financial Inc. pays a dividend.

Sun Life Financial pays a regular dividend, consistent with the income-oriented tradition of large, established insurers. The company's long operating history and relatively stable cash flows from insurance premiums and asset management fees support ongoing dividend distributions. Income-focused investors often view dividend-paying insurers as a core holding, though payout sustainability depends on continued earnings stability.

When does SLF report earnings?

Sun Life Financial reports earnings on a quarterly cadence, typical for North American-listed financial services companies.

Results across recent quarters have reflected the broader dynamics of the insurance and asset management industries — including interest rate movements and market-driven fee income. The company's diversified revenue mix across insurance premiums and wealth management fees provides some buffer against single-segment volatility.

For the most recent quarter's results and guidance, visit Sun Life Financial's investor relations page directly.

SLF Price History

+60.0% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Sun Life Financial Inc.?

$
Today it would be worth
$16,765
That's a +67.7% total return, or +10.9% annualized.

Based on Sun Life Financial Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

SLF Long-term Outlook

Sun Life's Growth pillar rating of Weak suggests the company faces headwinds in expanding earnings at an above-average pace relative to the broader financial services sector. The Good Risk rating, however, indicates the balance sheet is not under acute stress, which may support dividend continuity even in slower-growth environments. Investors weighing long-term positioning should consider whether the current Valuation label offsets the muted growth trajectory.

Growth drivers

  • Expansion of asset management and wealth solutions in Asia-Pacific markets
  • Cross-selling insurance and wealth products to existing corporate clients
  • Fee income growth tied to rising assets under management

Key risks

  • Weak Moat rating signals limited pricing power versus global insurance peers
  • Interest rate sensitivity affecting insurance reserve valuations and investment income
  • Regulatory complexity across multiple international jurisdictions

SLF vs Peers

Sun Life competes with a range of large global and North American insurers, each with distinct business mix and geographic focus.

HIGSLF scores lower
The Hartford Financial Services Group, Inc.

The Hartford focuses primarily on US commercial lines and employee benefits, giving it a more concentrated North American footprint compared to Sun Life's multinational reach.

AIGSLF scores lower
American International Group, Inc.

AIG operates across global property-casualty and life insurance markets, competing with Sun Life particularly in international life and health segments.

ACGLSLF scores lower
Arch Capital Group Ltd.

Arch Capital emphasizes specialty insurance and reinsurance, carving out a narrower niche than Sun Life's broad insurance-plus-wealth-management model.

Frequently Asked Questions

What does Sun Life Financial do?

Sun Life Financial provides life and health insurance, wealth management, and asset management services to individuals and corporate clients worldwide. Its revenue comes from insurance premiums, investment management fees, and wealth solutions distributed through agents, banks, and broker-dealers across North America and Asia.

Does SLF pay dividends?

Yes, Sun Life Financial pays a regular dividend. The company's long history and diversified cash flows from insurance and asset management support ongoing distributions. Investors seeking income often consider established insurers like Sun Life as part of a dividend-oriented portfolio.

When does SLF report earnings?

Sun Life Financial reports on a quarterly cadence, consistent with North American financial services norms. For precise reporting dates and the most recent results, check Sun Life's official investor relations page.

Is SLF a good stock to buy?

UQS Score rates SLF as Below Average overall. The Risk and Valuation pillars are relatively constructive, but Moat and Growth both register as Weak. Whether that profile suits your investment goals depends on your priorities — the full pillar breakdown is available to Pro members.

Is SLF overvalued?

The UQS Valuation pillar for SLF is rated Good, suggesting the stock is not trading at a significant premium relative to its fundamentals. That said, valuation should be weighed alongside the Weak Growth and Moat ratings when forming a complete picture.

How does SLF compare to its competitors?

Sun Life's multinational insurance and wealth platform differentiates it from more narrowly focused peers like The Hartford or Arch Capital. Compared to AIG, Sun Life has a stronger emphasis on wealth and asset management alongside traditional insurance. The UQS competitor comparison tool shows relative pillar scores side by side.

What is SLF's market cap bracket?

Sun Life Financial is classified as a large-cap company, reflecting its scale as one of the major North American life and health insurers with operations spanning multiple continents.

Who founded Sun Life Financial?

Sun Life Financial was founded in 1871, making it one of the oldest financial institutions in Canada. Detailed founding history, including key figures, is widely available through the company's official corporate history resources.

Is SLF a long-term quality indicator?

From a UQS perspective, SLF's long-term quality profile is mixed. The Good Risk rating suggests financial stability, but the Weak Moat and Growth ratings indicate limited structural advantages and modest expansion prospects. Long-term investors should weigh dividend income potential against subdued growth signals.

What is the main competitive advantage of Sun Life Financial?

Sun Life's breadth — spanning insurance, wealth management, and asset management across North America and Asia — provides some diversification benefit. However, the UQS Moat pillar rates this competitive positioning as Weak, suggesting the company has not yet established a strongly differentiated edge over global peers.

What sector does SLF belong to?

Sun Life Financial belongs to the Financial Services sector, specifically within the life and health insurance and asset management industry. It is listed on both the Toronto Stock Exchange and the New York Stock Exchange under the ticker SLF.

Is SLF a growth stock or value stock?

Based on UQS pillar labels, SLF leans toward value characteristics — the Valuation pillar is rated Good while the Growth pillar is rated Weak. This profile is more consistent with an income or value-oriented holding than a high-growth opportunity.

Unlock Full SLF Analysis

Sign in to unlock the detailed analysis behind the UQS Score.

  • View the complete five-pillar UQS Score breakdown
  • Access detailed financial metrics behind each pillar
  • Compare SLF against sector peers side by side
  • Track score changes across quarterly earnings cycles
  • Screen for higher-rated alternatives in Financial Services
Analyze SLF in Detail →

Pro Analysis

SLF — Score History

45505560Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 15 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 7, 202650.952.936.038.875.963.50.0
May 4, 202650.952.936.038.875.963.7+0.1
May 3, 202650.852.936.038.375.963.6-0.1
May 1, 202650.952.936.038.375.963.9+0.1
Apr 26, 202650.852.936.038.375.963.8-0.1
Apr 21, 202650.952.936.038.275.964.0+0.1
Apr 19, 202650.852.936.037.975.963.9-0.2
Apr 18, 202651.052.936.037.975.965.5-0.2
Apr 14, 202651.252.936.037.975.966.7-3.5
Apr 13, 202654.752.550.037.975.967.2+3.4

SLF — Pillar Breakdown

Quality

57.6/100 (25%)

Sun Life Financial Inc. shows solid profitability with healthy returns on capital and reasonable margins.

Return on EquityModerate

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Cash GenerationStrong

Free cash flow relative to market value.

Growth

37.7/100 (20%)

Sun Life Financial Inc. shows steady but unspectacular growth, typical for mature companies.

Recent Revenue TrendModerate

Revenue trajectory over the last twelve months.

3Y Revenue CAGRStrong

Compound annual revenue growth rate over 3 years.

EPS GrowthModerate

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthWeak

Analyst consensus for future earnings growth.

Risk

48.4/100 (15%)

Sun Life Financial Inc. has some risk factors including moderate leverage or solvency concerns.

Debt/EquityStrong

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageModerate

Earnings capacity relative to interest payments.

Valuation

63.1/100 (15%)

Sun Life Financial Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

Price to Free Cash FlowStrong

How many years of FCF the market cap represents.

PEG RatioWeak

P/E relative to earnings growth — lower is more attractive.

EV/EBITDA vs SectorModerate

Enterprise value multiple relative to sector median.

Moat

36/100 (25%)

Sun Life Financial Inc. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for SLF.

Score Composition

Quality
57.6×25%14.4
Growth
37.7×20%7.5
Risk
48.4×15%7.3
Valuation
63.1×15%9.5
Moat
36.0×25%9.0
Total
47.7Below Average

Financial Data

More Stock Analysis

How is the SLF UQS Score Calculated?

The UQS (Unified Quality Score) for Sun Life Financial Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Sun Life Financial Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Sun Life Financial Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.