- Underlying EPS: C$1.72, exceeded the estimate of C$1.58.
- Assets under Management (AUM): Reached C$1.47 trillion, surpassing the estimate of C$632.26 billion.
- Underlying Return on Equity (ROE): Achieved 18.1%, above the 17% estimate.
- Cash and Other: Totalled C$939 million.
- Underlying Net Income: Hit a record $1 billion.
- Performance by Region:
- U.S.: Favourable experience in Group Benefits, with some challenges in Dental.
- Canada and Asia: Continued solid growth.
- Market Sentiment:
- 9 buy recommendations
- 6 hold recommendations
- 0 sell recommendations
A look at Sun Life Financial Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on Smartkarma Smart Scores, Sun Life Financial has a neutral to positive long-term outlook across various key factors. With a Value score of 3, Dividend score of 4, Growth score of 3, Resilience score of 3, and Momentum score of 3, the company appears to be positioned moderately well in terms of financial health and potential growth. Sun Life Financial Inc. offers a diverse range of wealth accumulation and protection products and services globally, catering to individual and corporate clients alike. While not excelling in any particular category, the company seems to maintain a stable standing across the board, indicating a steady trajectory for the future.
Sun Life Financial’s Smartkarma Smart Scores suggest a balanced outlook for the company, reflecting its solid performance in areas such as dividends and resilience. As an international financial services organization, Sun Life provides insurance, mutual funds, annuities, pensions, investment management, trust services, and banking services to a wide customer base. With its overall scores hovering around the middle range, Sun Life Financial appears to offer a reliable investment option with moderate growth potential and a consistent dividend payout record. Investors may find Sun Life Financial a stable choice for long-term investment strategies, given its diversified product offerings and global reach.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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