Sun Life Competitors

Preferred Stocks Canada . 
Preferred Stock . Sun Life Financial
SLF-PD Preferred Stock  CAD 20.87  -0.31  -1.46%   
The company operates in the Insurance - Diversified industry (Financial Services sector). Sun Life Financial shares competitive overlap with Diamond Estates, Atrium Mortgage, and Highwood Asset and similar firms. Revenue per employee for Sun Life versus peers measures operational efficiency at a basic level.

Sun Life vs Highwood Asset Correlation Snapshot

Good diversification
Sun Life currently posts a 0.14 correlation with Highwood Asset, indicating a Good diversification relationship for the active sample. This chart helps evaluate whether adding Highwood Asset genuinely reduces risk relative to holding Sun Life alone.

Moving together with Sun Preferred Stock

  0.82SLF-PC Sun Life FinancialPairCorr

Moving against Sun Preferred Stock

  0.5MPCT-UN Dream Impact TrustPairCorr
  0.38WPRT Westport Fuel Systems Earnings Call This WeekPairCorr
  0.36MASS Masivo Silver CorpPairCorr
Specify up to 10 symbols:
Mean reversion is the tendency of Sun Life's price to return to its historical average after periods of extreme deviation. Some analysts monitor this tendency by comparing Sun Life's price extremes to fundamental value.
Hype
Prediction
LowEstimatedHigh
20.4321.0121.59
Details
Intrinsic
Valuation
LowRealHigh
20.5821.1621.74
Details
Naive
Forecast
LowNextHigh
20.2620.8421.42
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
20.9521.3621.76
Details
Competitive analysis for Sun Life compares its financial performance and valuation against sector peers. This relative perspective often changes investment conclusions drawn from standalone analysis.

Sun Life Competition Correlation Matrix

Competition correlation for Sun Life Financial matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. Used correctly, correlation analysis helps separate broad industry exposure from company-specific behavior before additional capital is allocated across the peer group.

High positive correlations

TGS
+ 1.0
DEAL
AI
+ 0.61
DWS
AI
+ 0.37
PVF-PR-U
BRN-PA
+ 0.24
PVF-PR-U
HAM
+ 0.19
PVF-PR-U
PVF-PR-U
+ 0.16
DWS
  

High negative correlations

KUAI-P
- 0.69
PVF-PR-U
KUAI-P
- 0.43
AI
HAM
- 0.35
KUAI-P
KUAI-P
- 0.25
DWS
HAM
- 0.14
BRN-PA
HAM
- 0.13
DWS

Risk-Adjusted Indicators

Sun Life Company may look attractive on headline returns alone, but deeper analysis often tells a different story. A thorough review of Sun Life's risk-adjusted indicators provides a clearer picture of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Sun Life Competitive Analysis

To gauge Sun Life's financial strength, comparing it with Playgon Games, Diamond Estates, and Atrium Mortgage offers useful context. Sun Life is valued at 30.99 B and generates 23.21 B in revenue. A 11.09% return on equity and 13.42% net margin underscore Sun Life's earnings capacity. Top-line revenue favors Sun Life by a wide margin: 23.21 B to 604,580. Sun Life commands the larger valuation at 30.99 B versus 11.5 M. Net profitability gives Atrium Mortgage an edge at 80.94% versus Sun Life at 13.42%.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
SLF-PD DEAL DWS PVF-PR-U AI BRN-PA TGS KUAI-P HAM
 1.46 
20.87
Sun
 0.00 
0.01
Playgon
 0.00 
0.17
Diamond
 0.00 
23.55
Partners
 1.41 
11.50
Atrium
 0.71 
25.02
Brookfield
 0.00 
0.06
TGS
 0.00 
0.04
Kua
 1.26 
4.71
Highwood
Market Volatility
(90 Days Market Risk)
Very Low
Very Low
Stable
Very Low
Very Low
Very Low
Very Low
Stable
Slightly Elevated
Market Performance
(90 Days Performance)
Weak
Weak
Weak
Moderate
Weak
Contained
Weak
Weak
Balanced
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
High
Strong
Fair
Tiny
Fair
Risky
Small
Small
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Over Valued
Buy or Sell Analysis
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Strong Sell
Strong Sell
Sell
Strong Hold
Cautious Hold
Strong Sell
Strong Sell
Cautious Hold
Current Ratio
483.92
1.76
0.95
N/A
93.94
N/A
N/A
N/A
N/A
Net Asset
330.91 B
1.22 M
51.22 M
N/A
893.63 M
N/A
2.27 M
88.2 K
322.03 M
Profit Margin
0.13
N/A
-0.0309
N/A
0.81
N/A
N/A
N/A
0.26
EBITDA
4.86 B
-9.75 M
1.67 M
N/A
69.59 M
N/A
-14.05 M
N/A
64.33 M
Operating Margin
0.19
-347.13
-0.0213
N/A
0.79
N/A
-2.17
N/A
0.53
Current Valuation
-73.08 B
32.7 M
28.85 M
N/A
804.19 M
N/A
9.88 M
180.08 K
168.98 M
Price To Book
N/A
12.38
0.47
N/A
1.03
N/A
N/A
10.54
0.44
Five Year Return
5.15
N/A
N/A
N/A
7.02
N/A
N/A
N/A
N/A
Retained Earnings
N/A
-96.39 M
-35.2 M
N/A
-3.32 M
N/A
-20.23 M
-324 K
87 M
Beta
0.97
-0.52
0.8
N/A
0.88
N/A
-0.73
1.32
-0.9
Number Of Employees
29.17 K
N/A
N/A
N/A
N/A
N/A
N/A
N/A
17
Shares Outstanding
603.27 M
486.19 M
67.82 M
N/A
47.81 M
N/A
151.44 M
6.25 M
14.26 M
Cash Flow From Operations
4.31 B
-9.07 M
-1.05 M
N/A
59.4 M
N/A
-3.37 M
-61.6 K
56.4 M
Annual Yield
0.0548
N/A
N/A
N/A
0.082
N/A
N/A
N/A
N/A
Total Debt
10.1 B
26.67 M
20.42 M
N/A
355.39 M
N/A
493.94 K
15.85 K
167.97 M
Return On Equity
0.11
-8.64
-0.038
N/A
0.0942
N/A
-5.15
-1.16
0.15
Z Score
1.8
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
0.0082
-2.34
0.0017
N/A
0.0558
N/A
-0.35
-0.52
0.0792
Number Of Shares Shorted
119.62 K
1.25 K
1.42 K
N/A
684.21 K
N/A
2.17 K
370
357
Book Value Per Share
46.13
-0.08
0.36
N/A
10.96
N/A
-0.014
0.01
10.15
Total Asset
330.91 B
1.22 M
51.22 M
N/A
893.63 M
N/A
2.27 M
88.2 K
322.03 M
Debt To Equity
16.5
0.15
1.03
N/A
74.7
N/A
0.31
N/A
N/A
Short Ratio
14.65
0.15
0.01
N/A
3.29
N/A
0.03
0.3
0.2
Last Dividend Paid
2.76
N/A
N/A
N/A
0.93
N/A
N/A
N/A
N/A
Target Price
N/A
N/A
0.3
N/A
13.06
N/A
N/A
N/A
6.67
Shares Owned By Institutions
21.57
N/A
N/A
N/A
2.11
N/A
N/A
N/A
13.98
Market Capitalization
30.99 B
2.43 M
11.53 M
N/A
542.19 M
1.26 B
8.33 M
218.75 K
68.78 M
Price To Earning
5.31
N/A
N/A
N/A
14.37
N/A
N/A
N/A
N/A
Price To Sales
1.15
34.62
0.38
N/A
8.94
N/A
11.17
N/A
0.83
Net Income
3.25 B
-18.19 M
-2.46 M
N/A
49.06 M
N/A
-14.4 M
-70.9 K
21.71 M
Earnings Per Share
6.55
-0.03
-0.01
N/A
1.03
N/A
-0.13
-0.01
1.46
Shares Owned By Insiders
N/A
25.62
62.28
N/A
4.95
N/A
17.45
3.0
53.65
Revenue
23.21 B
604.58 K
24.51 M
N/A
85.14 M
N/A
283.1 K
N/A
103.56 M
Working Capital
N/A
-33.01 M
6.04 K
N/A
N/A
N/A
-485.38 K
72.35 K
-1.74 M
Cash And Equivalents
8.19 B
5.27 M
615.59 K
N/A
N/A
N/A
1.27 M
N/A
N/A
Cash Per Share
13.76
0.03
N/A
N/A
N/A
N/A
0.01
N/A
N/A
Gross Profit
14.48 B
-3.39 M
17.87 M
N/A
51.83 M
N/A
90.78 K
N/A
55.09 M
Day Typical Price
20.9
0.01
0.17
23.55
11.43
25.06
0.055
0.035
4.72
Accumulation Distribution
0.0086
N/A
N/A
N/A
1677.45
6.2
N/A
N/A
9.7
Market Facilitation Index
0.18
N/A
N/A
N/A
0.0
1.0E-4
N/A
N/A
0.0
Daily Balance Of Power
-1.72
0.0
0.0
0.0
0.64
-1.38
0.0
0.0
-1.50
Period Momentum Indicator
-0.31
N/A
N/A
N/A
0.16
-0.18
N/A
N/A
-0.06
Rate Of Daily Change
0.99
1.0
1.0
1.0
1.01
0.99
1.0
1.0
0.99
Day Median Price
20.91
0.01
0.17
23.55
11.4
25.09
0.055
0.035
4.72
Price Action Indicator
-0.19
N/A
N/A
N/A
0.19
-0.15
N/A
N/A
-0.04
Relative Strength Index
38.35
N/A
41.83
100.0
47.94
46.35
N/A
N/A
58.44
Coefficient Of Variation
-1,346
N/A
5878.58
812.4
10911.95
10572.23
N/A
-812.40
1136.76
Mean Deviation
0.409
N/A
1.72
0.0359
0.4998
0.4569
N/A
0.373
1.84
Jensen Alpha
-0.04
N/A
-0.01
0.0079
0.0335
0.0051
N/A
-0.21
0.1651
Total Risk Alpha
0.0186
N/A
0.4783
0.0264
0.0826
0.0838
N/A
-0.01
0.5044
Sortino Ratio
N/A
N/A
0.0229
N/A
0.1431
0.0849
N/A
N/A
0.1404
Downside Variance
N/A
N/A
41.78
N/A
0.4388
1.25
N/A
N/A
4.66
Standard Deviation
0.5926
N/A
3.5
0.1481
0.7029
0.7108
N/A
1.54
2.44
Kurtosis
3.61
N/A
3.57
66.0
1.65
6.43
N/A
66.0
0.2022
Potential Upside
0.7069
N/A
5.88
N/A
1.4
0.5986
N/A
N/A
4.86
Treynor Ratio
-0.32
N/A
-0.09
-2.66
-0.01
-0.04
N/A
2.54
-0.51
Maximum Drawdown
3.34
N/A
22.5
1.2
3.87
3.78
N/A
12.5
10.15
Variance
0.3512
N/A
12.24
0.0219
0.494
0.5052
N/A
2.37
5.97
Market Risk Adjusted Performance
-0.31
N/A
-0.08
-2.65
5.0E-4
-0.03
N/A
2.55
-0.50
Risk Adjusted Performance
-0.06
N/A
0.0214
0.0546
0.0059
0.0063
N/A
-0.09
0.0773
Skewness
0.4705
N/A
0.6714
8.12
0.468
-1.78
N/A
-8.12
0.4856
Semi Deviation
N/A
N/A
2.41
N/A
0.6024
0.7874
N/A
N/A
1.73
Information Ratio
0.0748
N/A
0.0423
0.7196
0.1349
0.1337
N/A
-0.07
0.1241
Value At Risk
-1.10
N/A
-5.56
N/A
-1.13
-1.26
N/A
N/A
-2.68
Expected Short fall
N/A
N/A
-7.14
N/A
-0.62
-0.53
N/A
N/A
-2.86
Downside Deviation
N/A
N/A
6.46
N/A
0.6624
1.12
N/A
N/A
2.16
Semi Variance
N/A
N/A
5.8
N/A
0.3629
0.62
N/A
N/A
3.0

Sun Life Competition Peer Performance Charts

How to Analyze Sun Life Against Peers

Sun Life's peer analysis compares Sun Life with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:
  • Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
  • Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
  • Check valuation dispersion: Review whether Sun Life trades at a premium or discount versus peers and why.
  • Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
  • Document the thesis: Record where Sun Life leads or lags and what catalysts could close or widen the gap.
Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Sun Life trades at a lower forward P/E than peers despite similar earnings growth, which may reflect differences in perceived risk or growth durability. Comparing large-cap peers can help separate structural strengths from temporary momentum. For peer comparison, Sun Life has a market cap of 30.99 B, P/E of 5.31, profit margin of 13.42%.

This section for Sun Life Financial is built from periodic company reporting and market reference feeds, with harmonization applied to align reporting definitions. Values may update on different source schedules.

This content is curated and reviewed by:

Ellen Johnson - Member of Macroaxis Editorial Board
Last reviewed on March 10th, 2026
Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions
 
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