Sun Life Financial Inc. (SLF)
Growth
Revenue 5Y5.57%
Revenue 3Y11.12%
EPS 5Y10.13%
EPS 3Y15.82%
Dividend 5Y6.86%
Dividend 3Y6.43%
Capital Efficiency
ROIC-
ROE12.98%
ROA1.06%
ROTA1.08%
Capital Structure
Market Cap29.36B
EV27.23B
Cash9.40B
Current Ratio-
Debt/Equity0.91
Net Debt/EBITDA-0.47
SLF
Income Statement
Select a metric from the list below to chart it
Dec '98
Dec '03
Dec '08
Dec '13
Dec '18
| Income Statement | Dec '13 | Dec '14 | Dec '15 | Dec '16 | Dec '17 | Dec '18 | Dec '19 | Dec '20 | Dec '21 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 10,419.6 | 19,349.2 | 14,475.1 | 21,458.8 | 22,030.3 | 20,275.2 | 29,799.6 | 32,546.8 | 26,852.6 | 18,059.7 | |
| Revenue % Chg. | -21.0% | 85.7% | -25.2% | 48.2% | 2.7% | -8.0% | 47.0% | 9.2% | -17.5% | -29.9% | |
| Selling, General, & Admin Expenses | 1,781.4 | 1,970.7 | 2,133.6 | 2,548.9 | 2,757.7 | 2,784.0 | 3,071.7 | 3,338.3 | 3,831.7 | - | |
| Selling, General, & Admin Expenses % Chg. | 24.3% | 10.6% | 8.3% | 19.5% | 8.2% | 1.0% | 10.3% | 8.7% | 14.8% | - | |
| Total Other Income/Expenses Net | - | - | - | - | - | - | - | - | 407.8 | - | |
| Income Before Tax | 1,571.1 | 1,782.2 | 2,177.2 | 2,587.2 | 2,094.6 | 2,636.8 | 2,428.0 | 2,468.6 | 3,827.9 | 3,104.7 | |
| Income Before Tax % Chg. | 22.3% | 13.4% | 22.2% | 18.8% | -19.0% | 25.9% | -7.9% | 1.7% | 55.1% | -12.8% | |
| Income Before Tax Margin | 15.1% | 9.2% | 15.0% | 12.1% | 9.5% | 13.0% | 8.1% | 7.6% | 14.3% | 17.2% | |
| Income Before Tax Margin % Chg. | 54.7% | -38.9% | 63.3% | -19.8% | -21.1% | 36.8% | -37.3% | -6.9% | 87.9% | 24.4% | |
| Income Tax Expense | 212.5 | 368.7 | 449.9 | 464.9 | 226.8 | 448.4 | 214.8 | 371.8 | 546.0 | 515.2 | |
| Income Tax Expense % Chg. | 34.8% | 73.5% | 22.0% | 3.3% | -51.2% | 97.7% | -52.1% | 73.1% | 46.9% | -5.5% | |
| Net Income | 792.3 | 1,413.4 | 1,727.3 | 2,122.4 | 1,867.8 | 2,188.5 | 2,210.2 | 2,088.6 | 3,281.9 | 2,565.5 | |
| Net Income % Chg. | -37.2% | 78.4% | 22.2% | 22.9% | -12.0% | 17.2% | 1.0% | -5.5% | 57.1% | -15.0% | |
| Net Income Margin | 7.6% | 7.3% | 11.9% | 9.9% | 8.5% | 10.8% | 7.4% | 6.4% | 12.2% | 14.2% | |
| Net Income Margin % Chg. | -20.6% | -3.9% | 63.4% | -17.1% | -14.3% | 27.3% | -31.3% | -13.5% | 90.5% | 21.4% | |
| Weighted Avg. Shares Out | 604.0 | 611.0 | 612.0 | 613.0 | 613.0 | 606.0 | 592.0 | 585.0 | 585.0 | 586.0 | |
| Weighted Avg. Shares Out % Chg. | 1.9% | 1.2% | 0.2% | 0.2% | - | -1.1% | -2.3% | -1.2% | - | 0.1% | |
| EPS | 1.2 | 2.2 | 2.7 | 3.0 | 2.6 | 3.1 | 3.3 | 3.1 | 5.6 | 4.3 | |
| EPS % Chg. | -40.5% | 84.6% | 24.0% | 13.4% | -13.3% | 18.5% | 6.2% | -7.0% | 81.8% | -10.7% | |
| Weighted Avg. Shares Out Dil | 614.0 | 619.0 | 615.5 | 619.0 | 615.8 | 611.0 | 595.0 | 589.0 | 585.0 | 588.5 | |
| Weighted Avg. Shares Out Dil % Chg. | 1.7% | 0.8% | -0.6% | 0.6% | -0.5% | -0.8% | -2.6% | -1.0% | -0.7% | - | |
| EPS Diluted | 1.2 | 2.1 | 2.7 | 3.0 | 2.6 | 3.1 | 3.3 | 3.1 | 5.6 | 4.3 | |
| EPS Diluted % Chg. | -40.2% | 84.5% | 24.1% | 13.5% | -13.4% | 18.6% | 6.3% | -6.8% | 82.2% | -10.4% | |
| Interest Income | 3,701.8 | 3,710.8 | 3,971.4 | 4,122.3 | 4,065.2 | 4,236.5 | 4,397.2 | 4,060.7 | 3,986.4 | 4,094.5 | |
| Interest Income % Chg. | 11.3% | 0.2% | 7.0% | 3.8% | -1.4% | 4.2% | 3.8% | -7.7% | -1.8% | -6.3% | |
| Interest Expense | 265.1 | 252.3 | 241.8 | 237.3 | 227.6 | 229.1 | 250.1 | 266.6 | 245.6 | 300.4 | |
| Interest Expense % Chg. | -3.8% | -4.8% | -4.2% | -1.9% | -4.1% | 0.7% | 9.2% | 6.6% | -7.9% | 19.8% | |
| EBIT | 5,007.8 | 5,240.6 | 5,906.7 | 6,472.3 | 5,932.3 | 6,644.2 | 6,575.1 | 6,262.7 | 7,568.7 | 6,898.8 | |
| EBIT % Chg. | 15.5% | 4.6% | 12.7% | 9.6% | -8.3% | 12.0% | -1.0% | -4.8% | 20.9% | -10.2% | |
| EBIT Margin | 48.1% | 27.1% | 40.8% | 30.2% | 26.9% | 32.8% | 22.1% | 19.2% | 28.2% | 38.2% | |
| EBIT Margin % Chg. | 46.2% | -43.6% | 50.7% | -26.1% | -10.7% | 21.7% | -32.7% | -12.8% | 46.5% | 28.2% | |
| Depreciation & Amortization | 92.4 | 112.7 | 124.7 | 152.5 | 157.0 | 169.7 | 283.9 | 304.9 | 328.9 | - | |
| Depreciation & Amortization % Chg. | 6.0% | 22.0% | 10.7% | 22.3% | 3.0% | 8.1% | 67.3% | 7.4% | 7.9% | - | |
| EBITDA | 5,100.1 | 5,353.2 | 6,031.4 | 6,624.7 | 6,089.2 | 6,814.0 | 6,859.0 | 6,567.6 | 7,897.7 | 6,898.8 | |
| EBITDA % Chg. | 15.3% | 5.0% | 12.7% | 9.8% | -8.1% | 11.9% | 0.7% | -4.2% | 20.3% | -10.2% | |
| EBITDA Margin | 48.9% | 27.7% | 41.7% | 30.9% | 27.6% | 33.6% | 23.0% | 20.2% | 29.4% | 38.2% | |
| EBITDA Margin % Chg. | 45.9% | -43.5% | 50.6% | -25.9% | -10.5% | 21.6% | -31.5% | -12.3% | 45.8% | 28.2% |