Last 47 quarters of trend data · Financial Services · Insurance - Diversified
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 18.03 | 10.83 | 19.07 | 12.09 | 7.62 | 13.18 | 8.84 | 36.18 | 6.23 | 11.03 | 9.82 | 10.13 | 8.24 | 11.63 | 8.52 | 7.16 | 11.43 | 8.42 | 9.30 | 6.73 | 7.39 |
| — | -17.8% | +115.8% | -66.6% | +22.4% | +19.5% | -10.0% | +257.2% | -24.5% | -5.2% | +15.2% | +41.4% | -27.9% | +38.2% | -8.4% | +6.5% | +54.6% | -0.0% | +17.1% | -11.7% | -7.1% | |
| P/S Ratio | 1.46 | 0.79 | 1.02 | 1.00 | 0.68 | 1.03 | 0.73 | 2.63 | 0.55 | 0.80 | 1.15 | 0.43 | 3.03 | 1.00 | 0.58 | 0.56 | 1.58 | — | — | 0.63 | 0.89 |
| — | -23.4% | +40.2% | -62.0% | +24.6% | +27.8% | -37.1% | +511.2% | -81.9% | -19.6% | +100.4% | -22.5% | +91.7% | — | — | -12.1% | +77.4% | — | — | +12.3% | +48.9% | |
| P/B Ratio | 2.49 | 1.64 | 1.38 | 1.40 | 1.30 | 1.50 | 1.26 | 1.32 | 1.30 | 1.16 | 1.30 | 1.25 | 1.21 | 1.33 | 1.18 | 1.19 | 0.81 | 0.97 | 1.19 | 1.17 | 1.10 |
| — | +9.1% | +9.2% | +6.2% | +0.2% | +29.6% | -2.7% | +5.4% | +7.5% | -12.6% | +10.5% | +4.8% | +48.7% | +36.8% | -1.2% | +2.1% | -25.9% | -12.9% | +2.8% | +15.4% | +18.5% | |
| P/FCF | 4.52 | 121.77 | 2.18 | 1.69 | 7.40 | 12.31 | — | 15.07 | 2.63 | 4.26 | 16.80 | 1.75 | 4.06 | 5.83 | 32.46 | 3.04 | 2.13 | 8.36 | — | 3.34 | 4.43 |
| — | +889.4% | — | -88.8% | +181.6% | +188.7% | — | +763.0% | -35.3% | -26.9% | -48.3% | -42.5% | +90.5% | -30.2% | — | -9.0% | -51.9% | +144.8% | — | +50.3% | +82.7% | |
| EV / EBITDA | 13.26 | 7.40 | 10.57 | 8.91 | 5.46 | 8.28 | 5.68 | 13.36 | 4.06 | 6.44 | 5.60 | 9.57 | 4.88 | 7.94 | 5.71 | 7.03 | 17.27 | 4.87 | 8.32 | 6.49 | 4.95 |
| — | -10.6% | +86.1% | -33.3% | +34.5% | +28.5% | +1.5% | +39.6% | -16.8% | -18.8% | -1.9% | +36.0% | -71.7% | +62.9% | -31.4% | +8.4% | +249.2% | -4.0% | +74.8% | +7.5% | +11.2% | |
| EV / EBIT | 14.71 | 7.40 | 10.57 | 8.91 | 5.15 | 8.28 | 5.68 | 13.36 | 4.06 | 6.44 | 5.60 | 9.57 | 4.88 | 7.94 | 5.71 | 7.03 | 17.27 | 4.87 | 8.32 | 6.49 | 4.95 |
| — | -10.6% | +86.1% | -33.3% | +26.7% | +28.5% | +1.5% | +39.6% | -16.8% | -18.8% | -1.9% | +36.0% | -71.7% | +62.9% | -31.4% | +8.4% | +249.2% | -4.0% | +74.8% | +7.5% | +11.2% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 100.0% | 10.7% | 40.2% | 100.0% | 12.7% | 12.0% | 12.9% | 24.8% | 12.6% | 12.9% | 18.5% | 5.1% | 58.6% | 12.8% | 9.7% | 82.7% | 9.4% | -45.7% | -22.0% | 23.7% | 20.2% |
| — | -11.0% | +212.9% | +303.3% | +0.8% | -6.8% | -30.5% | +383.6% | -78.5% | +0.6% | +90.8% | -93.8% | +522.6% | +128.0% | +144.0% | +248.1% | -53.4% | -443.3% | -118.9% | +2.8% | -39.4% | |
| Operating Margin | 11.4% | 9.8% | 9.5% | 12.6% | 11.7% | 10.6% | 11.0% | 18.0% | 10.7% | 10.2% | 17.3% | 4.5% | 49.8% | 11.3% | 9.2% | 11.4% | 6.2% | -42.5% | -19.9% | 9.8% | 14.9% |
| — | -8.1% | -13.7% | -29.9% | +9.2% | +3.7% | -36.2% | +302.1% | -78.5% | -9.3% | +88.4% | -60.8% | +702.1% | +126.5% | +146.0% | +16.3% | -58.2% | -540.6% | -122.6% | +24.2% | +50.7% | |
| Net Margin | 8.9% | 7.8% | 6.1% | 8.9% | 9.5% | 8.5% | 8.8% | 4.3% | 9.2% | 8.0% | 12.9% | 4.7% | 39.1% | 9.5% | 7.2% | 8.5% | 3.9% | -32.1% | -15.1% | 9.4% | 12.9% |
| — | -8.1% | -30.8% | +104.8% | +2.3% | +5.4% | -31.4% | -7.6% | -76.3% | -15.6% | +79.2% | -44.8% | +905.7% | +129.6% | +147.6% | -9.1% | -69.9% | -490.2% | -122.6% | +26.1% | +45.7% |
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 14.5% | 4.1% | 2.1% | 3.1% | 4.6% | 3.0% | 3.8% | 0.5% | 5.6% | 2.9% | 3.7% | 3.4% | 3.9% | 3.1% | 3.7% | 4.0% | 0.5% | 3.6% | 2.6% | 4.4% | 4.0% |
| — | +35.2% | -45.6% | +464.2% | -18.4% | +5.0% | +5.0% | -84.2% | +42.3% | -7.8% | -1.5% | -14.9% | +676.1% | -12.9% | +45.2% | -7.3% | -87.3% | -8.3% | -34.9% | +30.8% | +15.5% | |
| ROA | 1.0% | 0.3% | 0.1% | 0.2% | 0.3% | 0.2% | 0.3% | 0.0% | 0.4% | 0.2% | 0.3% | 0.3% | 0.3% | 0.2% | 0.3% | 0.3% | 0.0% | 0.3% | 0.2% | 0.4% | 0.3% |
| — | +26.5% | -49.9% | +414.7% | -24.5% | -0.4% | +1.5% | -84.8% | +37.8% | -6.9% | +1.3% | -21.2% | +547.1% | -27.6% | +24.1% | -9.8% | -86.4% | -4.0% | -33.4% | +32.3% | +16.3% | |
| ROIC | 10.7% | 3.9% | 2.1% | 2.9% | 4.5% | 3.0% | 3.3% | 1.6% | 5.5% | 3.0% | 3.5% | 2.4% | 3.9% | 2.7% | 3.1% | 3.6% | 0.6% | 3.4% | 2.4% | 3.5% | 4.0% |
| — | +28.5% | -36.0% | +76.7% | -18.4% | +1.9% | -6.5% | -32.2% | +41.2% | +10.3% | +12.7% | -33.8% | +553.0% | -21.7% | +31.2% | +2.2% | -85.2% | -13.4% | -44.8% | +14.8% | +12.7% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.74 | 0.34 | 0.32 | 0.74 | 0.28 | 0.25 | 0.24 | 0.65 | 0.25 | 0.29 | 0.26 | 0.64 | 0.27 | 0.42 | 0.41 | 0.68 | 0.35 | 0.30 | 0.30 | 0.36 | 0.17 |
| — | +34.5% | +31.7% | +14.2% | +15.4% | -12.2% | -5.4% | +1.5% | -8.3% | -31.8% | -36.6% | -6.4% | -23.5% | +40.6% | +35.3% | +86.9% | +108.7% | +66.4% | +41.1% | +6.8% | -4.1% | |
| Debt / EBITDA | 3.53 | 6.12 | 10.00 | 14.94 | 4.96 | 5.77 | 4.62 | 21.88 | 3.49 | 6.80 | 4.70 | 17.07 | 4.76 | 9.72 | 7.77 | 13.06 | 28.91 | 5.88 | 8.05 | 7.52 | 3.45 |
| — | +6.1% | +116.7% | -31.7% | +42.3% | -15.1% | -1.9% | +28.2% | -26.6% | -30.0% | -39.5% | +30.7% | -83.6% | +65.4% | -3.4% | +73.6% | +739.1% | +55.6% | +106.9% | -13.8% | -18.3% | |
| Current Ratio | 2.78 | 27.38 | 28.66 | 2.78 | 31.84 | 33.28 | 33.22 | — | — | — | — | — | — | — | — | — | — | — | — | 5.96 | 0.08 |
| — | -17.7% | -13.7% | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Quick Ratio | 2.78 | 27.38 | 28.66 | 2.78 | 31.84 | 33.28 | 33.22 | — | — | — | — | — | — | — | — | — | — | — | — | 5.96 | 0.08 |
| — | -17.7% | -13.7% | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | |
| Interest Coverage | 10.12 | 11.37 | 5.12 | 9.47 | 12.05 | 8.57 | 10.39 | 4.24 | 9.88 | 7.59 | 8.53 | 7.84 | 8.38 | 7.11 | 9.11 | 9.38 | 2.93 | 14.10 | 13.25 | 16.55 | 16.60 |
| — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
Includes 30+ ratios · 47 years · Updated daily
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Quick answers to the most common questions about buying SLF stock.
Sun Life Financial Inc.'s current P/E is 18.0x. The average P/E over the last 4 quarters is 12.4x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Sun Life Financial Inc.'s current operating margin is 11.4%. Margins have been compressing over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Sun Life Financial Inc.'s business trajectory between earnings reports.