- Sun Life Financial’s underlying EPS for Q4 was C$1.68, missing the estimate of C$1.77.
- The company reported assets under management of C$1.54 trillion, exceeding the estimate of C$631.7 billion.
- The underlying return on equity (ROE) was 16.5%, slightly below the estimated 17.3%.
- Sun Life has C$479 million in cash and other assets.
- The company’s net income was negatively impacted by market conditions and an impairment in the Vietnam business.
- The U.S. division experienced challenges, particularly due to unfavourable morbidity in medical stop-loss, but saw improvements in the dental business.
- The stock is rated with 9 buy recommendations, 5 hold, and 1 sell.
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A look at Sun Life Financial Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.6 |
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
Looking at the Smartkarma Smart Scores for Sun Life Financial, the company seems to have a positive long-term outlook. With above-average scores in Dividend, Resilience, and Momentum, Sun Life Financial appears to be a solid choice for investors looking for stability and growth in the financial services sector. The company’s focus on providing diverse wealth accumulation and protection products and services positions it well to meet the needs of both individual and corporate customers globally.
Despite having average scores in Value and Growth, Sun Life Financial’s strong performance in Dividend, Resilience, and Momentum suggests that it is well-positioned to weather market fluctuations and continue to provide value to its shareholders. As an international financial services organization offering a wide range of financial products, Sun Life Financial’s strategic focus on customer service and innovation could drive its future growth and expansion in the competitive financial services industry.
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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