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Quantitative analysis updated February 24, 2026. Data-driven, not AI-generated.
Based on our 6-factor quantitative model, SUN LIFE FINANCIAL INC receives a Buy rating with a composite score of 68/100, ranking #143 out of 7,333 stocks in our coverage universe.
The stock scores particularly well on Value (95th percentile). However, its weakest factor is Short Interest at just the 27th percentile, which investors should monitor.
Valuation multiples should be considered alongside the company's growth trajectory and competitive positioning within the Finance, Insurance, And Real Estate sector.
Our composite score is built from six academically-proven factors, each measured as a percentile rank across our entire coverage universe of 7,333 stocks. Higher percentile scores indicate stronger relative performance on that dimension.
SUN LIFE FINANCIAL INC demonstrates exceptional profitability and financial health. Return on equity, gross margins, and operating margins all rank in the upper tier of the market, indicating a durable competitive advantage and strong management execution.
ROE: 12.6% · Gross Margin: 32.0% · Op. Margin: 31.3% · Net Margin: 7.9%
SUN LIFE FINANCIAL INC trades at a significant discount to intrinsic value based on multiple valuation frameworks. Price-to-earnings, price-to-book, and EV/EBITDA ratios all suggest the market is underpricing the company's fundamentals.
Valuation data pending
SUN LIFE FINANCIAL INC shows positive price trends that exceed the market average. Recent performance has been favorable, though not in the top tier of momentum-driven stocks.
Momentum percentile rank indicates price trend strength across 3, 6, and 12 month horizons.
SUN LIFE FINANCIAL INC invests at a pace roughly in line with the market average. Capital deployment is neither overly aggressive nor conservative, maintaining a neutral posture on the investment factor.
Revenue Growth: -12.9% · D/E: 24.0%
SUN LIFE FINANCIAL INC shows below-average volatility relative to the market. The stock's return profile is relatively stable, offering a smoother ride for risk-conscious investors.
Beta: 0.45
SUN LIFE FINANCIAL INC faces elevated short interest, meaning a meaningful percentage of shares are being sold short by institutional investors. This can indicate bearish sentiment, though it also creates potential for a short squeeze.
Short interest as a percentage of float, relative to the market universe.
SUN LIFE FINANCIAL INC Insufficient valuation data is available to make a definitive comparison to the sector average at this time.
| Metric | SLF | Finance, Insurance, And Real Estate Median | vs. Sector |
|---|---|---|---|
| P/E Ratio | N/A | 11.9x | N/A |
| P/B Ratio | N/A | 1.2x | N/A |
| P/S Ratio | N/A | 2.9x | N/A |
| EV/EBITDA | N/A | 7.8x | N/A |
This stock exhibits below-average risk characteristics including low volatility, manageable debt, and stable return patterns. It may serve as a defensive holding in a diversified portfolio.
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Comprehensive fundamental data for SUN LIFE FINANCIAL INC compared against Finance, Insurance, And Real Estate sector medians. All data sourced from SEC filings and updated daily.
| Metric | SLF | Finance, Insurance, And Real Estate Median |
|---|---|---|
| Market Cap | $37.79B | -- |
| P/E Ratio | N/A | 11.9x |
| P/B Ratio | N/A | 1.2x |
| P/S Ratio | N/A | 2.9x |
| EV/EBITDA | N/A | 7.8x |
| Return on Equity | 12.6% | 8.9% |
| Return on Assets | 0.9% | 1.2% |
| Gross Margin | 32.0% | 76.5% |
| Operating Margin | 31.3% | 17.0% |
| Net Margin | 7.9% | 21.5% |
| Revenue Growth | -12.9% | 10.8% |
| Debt / Equity | 24.0% | 0.5% |
| Dividend Yield | 4.3% | 1.9% |
| Beta | 0.45 | -- |
SUN LIFE FINANCIAL INC earns a Buy rating from our quantitative model, supported by strong factor scores that place it in the top tier of our coverage universe. The combination of solid quality metrics, favorable valuation, and positive momentum creates a compelling investment case. Investors seeking exposure to the Finance, Insurance, And Real Estate sector should consider SLF as a high-conviction opportunity, while maintaining appropriate position sizing and portfolio diversification.
Disclaimer: This analysis is based on quantitative factor models and does not constitute personalized investment advice. Past performance is not indicative of future results. Always consult a qualified financial advisor before making investment decisions.