Head to Head Survey: Sun Life Financial (SLF) versus Its Rivals

Sun Life Financial (NYSE: SLF) is one of 31 public companies in the “Life & Health Insurance” industry, but how does it weigh in compared to its competitors? We will compare Sun Life Financial to related businesses based on the strength of its dividends, institutional ownership, profitability, earnings, risk, valuation and analyst recommendations.

Profitability

This table compares Sun Life Financial and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Sun Life Financial 12.48% 13.29% 1.03%
Sun Life Financial Competitors 4.00% 1.18% 1.80%

Volatility & Risk

Sun Life Financial has a beta of 0.86, meaning that its stock price is 14% less volatile than the S&P 500. Comparatively, Sun Life Financial’s competitors have a beta of 1.28, meaning that their average stock price is 28% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current ratings and recommmendations for Sun Life Financial and its competitors, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Sun Life Financial 0 8 2 0 2.20
Sun Life Financial Competitors 348 1376 1887 80 2.46

Sun Life Financial presently has a consensus price target of $47.25, suggesting a potential upside of 22.41%. As a group, “Life & Health Insurance” companies have a potential upside of 10.80%. Given Sun Life Financial’s higher possible upside, equities research analysts plainly believe Sun Life Financial is more favorable than its competitors.

Dividends

Sun Life Financial pays an annual dividend of $1.39 per share and has a dividend yield of 3.6%. Sun Life Financial pays out 43.8% of its earnings in the form of a dividend. As a group, “Life & Health Insurance” companies pay a dividend yield of 2.3% and pay out 35.9% of their earnings in the form of a dividend.

Earnings & Valuation

This table compares Sun Life Financial and its competitors gross revenue, earnings per share and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
Sun Life Financial $20.29 billion $2.98 billion 12.18
Sun Life Financial Competitors $28.39 billion $2.33 billion 49.31

Sun Life Financial’s competitors have higher revenue, but lower earnings than Sun Life Financial. Sun Life Financial is trading at a lower price-to-earnings ratio than its competitors, indicating that it is currently more affordable than other companies in its industry.

Insider and Institutional Ownership

40.9% of Sun Life Financial shares are held by institutional investors. Comparatively, 68.4% of shares of all “Life & Health Insurance” companies are held by institutional investors. 9.5% of shares of all “Life & Health Insurance” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Sun Life Financial competitors beat Sun Life Financial on 10 of the 15 factors compared.

Sun Life Financial Company Profile

Sun Life Financial Inc. is the holding company of Sun Life Assurance Company of Canada. The Company is a financial services company providing a range of insurance, wealth and asset management solutions to individuals and corporate Clients. It operates through five segments. The Sun Life Financial Canada segment provides retail insurance and investment advice, products and services to people across Canada. The SLF U.S. segment has three business units: Group Benefits, International and In-force Management. Its Sun Life Financial Asset Management segment consists of MFS Investment Management and Sun Life Investment Management. The SLF Asia segment operates through subsidiaries in the Philippines, Hong Kong, Indonesia and Vietnam, as well as through joint ventures and associates with local partners in the Philippines, India, China and Malaysia. Its Corporate segment includes SLF U.K. and Corporate Support. Corporate Support operations consist of its Run-off reinsurance business.

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