SUN LIFE FINANCIAL INC

EDGAR

599 filing records in this dataset, filed from 2000-06-13 to 2026-10-08. Reported financial figures are available; chart coverage varies by period.

Watchlist

Latest fiscal year

Revenue

35.7 billion CAD

2021 · CAD

Exact inputs and evidence
  • Revenue: 35688000000 CAD Source

Net margin

11.31%

2021 · %

Exact inputs and evidence
  • Net Income: 4035000000 CAD Source
  • Revenue: 35688000000 CAD Source

Operating cash flow

-1.86 billion CAD

2021 · CAD

Exact inputs and evidence
  • Operating Cash Flow: -1857000000 CAD Source

Free cash flow

-1.94 billion CAD

2021 · CAD

Exact inputs and evidence
  • Operating Cash Flow: -1857000000 CAD Source
  • Capital Expenditure: 81000000 CAD Source
Cash and cash equivalents
7.69 billion CAD Source
Exact value

7693000000 CAD

Long-term debt including current maturities
Not available
Shares outstanding
Not available

Company performance

Up to ten complete financial years · consolidated figures

Includes later revisions to earlier periods. Annual charts exclude incomplete years.

Latest filing recorded: 2026-10-08.

Financial data available through: 2021-12-31.

Financial coverage is incomplete. Newer filings are recorded, but comparable financial figures for those periods are not available here yet.

Coverage by financial measure
  • Revenue: 6 of 11 periods available· newest 2021-12-31
  • operating income: No compatible figures in this window
  • Net income: 6 of 11 periods available· newest 2021-12-31
  • Operating cash flow: 6 of 11 periods available· newest 2021-12-31
  • Capital expenditure: 6 of 11 periods available· newest 2021-12-31
  • Total assets: 6 of 11 periods available· newest 2021-12-31
  • Total liabilities: 6 of 11 periods available· newest 2021-12-31
  • current assets: No compatible figures in this window
  • current liabilities: No compatible figures in this window
  • Cash and cash equivalents: 6 of 11 periods available· newest 2021-12-31
  • long term debt: No compatible figures in this window
  • shares outstanding: No compatible figures in this window

Coverage describes values retained in this snapshot. Missing values are not zero; loading limits are reported separately.

What changed year over year

Latest complete year compared with the corresponding period one year earlier. These are measured changes; they do not establish their business causes.

  • Revenue

    -17.7%

    Prior period

    CAD 43.34 billion

    –

    Current period

    CAD 35.69 billion

    –

    Exact inputs and evidence

    35688000000 − 43337000000 = -7649000000 CAD

    43337000000 CAD · 2020-01-01 – 2020-12-31

    Inspect prior input Prior source

    35688000000 CAD · 2021-01-01 – 2021-12-31

    Inspect current input Current source
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  • Net income

    +61.5%

    Prior period

    CAD 2.5 billion

    –

    Current period

    CAD 4.04 billion

    –

    Exact inputs and evidence

    4035000000 − 2498000000 = 1537000000 CAD

    2498000000 CAD · 2020-01-01 – 2020-12-31

    Inspect prior input Prior source

    4035000000 CAD · 2021-01-01 – 2021-12-31

    Inspect current input Current source
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  • Operating cash flow

    -125.6%

    Prior period

    CAD 7.25 billion

    –

    Current period

    −CAD 1.86 billion

    –

    Exact inputs and evidence

    -1857000000 − 7253000000 = -9110000000 CAD

    7253000000 CAD · 2020-01-01 – 2020-12-31

    Inspect prior input Prior source

    -1857000000 CAD · 2021-01-01 – 2021-12-31

    Inspect current input Current source
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  • Capital expenditure

    -48.7%

    Prior period

    CAD 158 million

    –

    Current period

    CAD 81 million

    –

    Exact inputs and evidence

    81000000 − 158000000 = -77000000 CAD

    158000000 CAD · 2020-01-01 – 2020-12-31

    Inspect prior input Prior source

    81000000 CAD · 2021-01-01 – 2021-12-31

    Inspect current input Current source
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Where revenue goes

How a period’s revenue divides into costs and what remains as profit. Items marked Derived are calculated by subtraction from reported figures.

2021 2021-01-01 – 2021-12-31

  • Revenue CAD 35.69 billion 100% of revenue
  • Operating costs Derived Unavailable An input is unavailable.
  • Operating income Unavailable An input is unavailable.
  • Tax, interest and other Derived Unavailable An input is unavailable.
  • Net income CAD 4.04 billion 11% of revenue

Cash

  • Operating cash flow −CAD 1.86 billion −5.2% of revenue
  • Capital expenditure CAD 81 million 0.2% of revenue
  • Free cash flow Derived −CAD 1.94 billion −5.4% of revenue

Share of revenue by period

  • Net income
  • Tax, interest and other
  • Operating costs
  • 2016 Not shown: operating income or net income is not reported.
  • 2017 Not shown: operating income or net income is not reported.
  • 2018 Not shown: operating income or net income is not reported.
  • 2019 Not shown: operating income or net income is not reported.
  • 2020 Not shown: operating income or net income is not reported.
  • 2021 Not shown: operating income or net income is not reported.
Values and sources
Revenue breakdown by annual reporting period
PeriodRevenueOperating costsOperating incomeTax, interest and otherNet incomeFree cash flowSource
2016 2016-01-01 – 2016-12-3128573000000 UnavailableUnavailableUnavailable2581000000 3537000000 Derived
Source
2017 2017-01-01 – 2017-12-3129334000000 UnavailableUnavailableUnavailable2242000000 1802000000 Derived
Source
2018 2018-01-01 – 2018-12-3126997000000 UnavailableUnavailableUnavailable2616000000 3749000000 Derived
Source
2019 2019-01-01 – 2019-12-3139679000000 UnavailableUnavailableUnavailable2713000000 2360000000 Derived
Source
2020 2020-01-01 – 2020-12-3143337000000 UnavailableUnavailableUnavailable2498000000 7095000000 Derived
Source
2021 2021-01-01 – 2021-12-3135688000000 UnavailableUnavailableUnavailable4035000000 -1938000000 Derived
Source

Amounts are exact, in CAD.

Growth

Sales over time and how quickly they are changing.

Revenue

Revenue reported for each complete financial period.

CAD 35.7B 2021
Revenue historyRevenue reported for each complete financial period. Values are shown by financial reporting period. Open Values and sources below for the exact observations and evidence.46.8B35.1B23.4B11.7B0.0201620192021
Values and sources
Revenue values and source evidence
PeriodSeriesValue(CAD)Source evidence
2016Revenue28573000000
2017Revenue29334000000
2018Revenue26997000000
2019Revenue39679000000
2020Revenue43337000000
2021Revenue35688000000

Revenue growth

Change in revenue from the same financial period one year earlier.

-17.7% 2021
Revenue growth historyChange in revenue from the same financial period one year earlier. Values are shown by financial reporting period. Open Values and sources below for the exact observations and evidence.52%33%15%-4%-23%201620192021
Values and sources
Revenue growth values and source evidence
PeriodSeriesValueSource evidence
2016Year over yearNo prior comparable period
2017Year over year2.7%
2018Year over year-8%
2019Year over year47%
2020Year over year9.2%
2021Year over year-17.7%

Profit and cash

How much revenue becomes profit, and how much cash operations generate.

Profit margins

Operating income, net income and free cash flow as a share of revenue.

Net margin 11.3% 2021
Free cash flow margin -5.4% 2021
Profit margins historyOperating income, net income and free cash flow as a share of revenue. Values are shown by financial reporting period. Open Values and sources below for the exact observations and evidence.18.1%11.8%5.5%-0.9%-7.2%2016-12-312019-12-312021-12-31
  • Operating margin
  • Net margin
  • Free cash flow margin
Values and sources
Profit margins values and source evidence
PeriodSeriesValueSource evidence
2016-12-31Operating marginNot reported
2017-12-31Operating marginNot reported
2018-12-31Operating marginNot reported
2019-12-31Operating marginNot reported
2020-12-31Operating marginNot reported
2021-12-31Operating marginNot reported
2016Net margin9%
2017Net margin7.6%
2018Net margin9.7%
2019Net margin6.8%
2020Net margin5.8%
2021Net margin11.3%
2016Free cash flow margin12.4%
2017Free cash flow margin6.1%
2018Free cash flow margin13.9%
2019Free cash flow margin5.9%
2020Free cash flow margin16.4%
2021Free cash flow margin-5.4%

Operating cash flow

Cash generated by the company’s normal business operations.

CAD -1.9B 2021
Operating cash flow historyCash generated by the company’s normal business operations. Values are shown by financial reporting period. Open Values and sources below for the exact observations and evidence.8.0B5.3B2.7B56.1M-2.6B201620192021
Values and sources
Operating cash flow values and source evidence
PeriodSeriesValue(CAD)Source evidence
2016Operating cash flow3668000000
2017Operating cash flow1984000000
2018Operating cash flow3834000000
2019Operating cash flow2474000000
2020Operating cash flow7253000000
2021Operating cash flow-1857000000

Free cash flow

Operating cash flow minus capital expenditure for the same period and unit.

CAD -1.9B 2021
Free cash flow historyOperating cash flow minus capital expenditure for the same period and unit. Values are shown by financial reporting period. Open Values and sources below for the exact observations and evidence.7.8B5.2B2.6B-41.1M-2.7B201620192021
Values and sources
Free cash flow values and source evidence
PeriodSeriesValue(CAD)Source evidence
2016Free cash flow3537000000
2017Free cash flow1802000000
2018Free cash flow3749000000
2019Free cash flow2360000000
2020Free cash flow7095000000
2021Free cash flow-1938000000

Balance sheet

Liabilities and short-term ability to meet obligations at each period end.

Liabilities to assets

Total liabilities as a share of total assets.

91.9% 2021
Liabilities to assets historyTotal liabilities as a share of total assets. Values are shown by financial reporting period. Open Values and sources below for the exact observations and evidence.99%75%50%25%0%201620192021
Values and sources
Liabilities to assets values and source evidence
PeriodSeriesValueSource evidence
2016Liabilities / assets91.3%
2017Liabilities / assets91.5%
2018Liabilities / assets91%
2019Liabilities / assets91.8%
2020Liabilities / assets92%
2021Liabilities / assets91.9%

Current assets to current liabilities

Current assets divided by current liabilities.

Not enough comparable data to show this history.
Values and sources
Current assets to current liabilities values and source evidence
PeriodSeriesValueSource evidence
2016-12-31Current assets / current liabilitiesNot reportedNo source recorded
2017-12-31Current assets / current liabilitiesNot reportedNo source recorded
2018-12-31Current assets / current liabilitiesNot reportedNo source recorded
2019-12-31Current assets / current liabilitiesNot reportedNo source recorded
2020-12-31Current assets / current liabilitiesNot reportedNo source recorded
2021-12-31Current assets / current liabilitiesNot reportedNo source recorded

Cash generation

Compare reported profit with operating cash and capital spending. Free cash flow is calculated as operating cash flow minus capital expenditure when both exact, consolidated amounts match the same period and unit.

Cash generation by annual reporting period
PeriodNet incomeOperating cash flowCapital expenditureFree cash flow
2016 2016-01-01 – 2016-12-31
CAD 2.58 billion
Exact value

Exact value: 2581000000 CAD

2016-01-01 – 2016-12-31: 2581000000 CAD Inspect Net Income Open source
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CAD 3.67 billion
Exact value

Exact value: 3668000000 CAD

2016-01-01 – 2016-12-31: 3668000000 CAD Inspect Operating Cash Flow Open source
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CAD 131 million
Exact value

Exact value: 131000000 CAD

2016-01-01 – 2016-12-31: 131000000 CAD Inspect Capital Expenditure Open source
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CAD 3.54 billion
Calculation and evidence

3668000000 − 131000000 CAD

Exact free cash flow: 3537000000 CAD

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2017 2017-01-01 – 2017-12-31
CAD 2.24 billion
Exact value

Exact value: 2242000000 CAD

2017-01-01 – 2017-12-31: 2242000000 CAD Inspect Net Income Open source
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CAD 1.98 billion
Exact value

Exact value: 1984000000 CAD

2017-01-01 – 2017-12-31: 1984000000 CAD Inspect Operating Cash Flow Open source
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CAD 182 million
Exact value

Exact value: 182000000 CAD

2017-01-01 – 2017-12-31: 182000000 CAD Inspect Capital Expenditure Open source
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CAD 1.8 billion
Calculation and evidence

1984000000 − 182000000 CAD

Exact free cash flow: 1802000000 CAD

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2018 2018-01-01 – 2018-12-31
CAD 2.62 billion
Exact value

Exact value: 2616000000 CAD

2018-01-01 – 2018-12-31: 2616000000 CAD Inspect Net Income Open source
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CAD 3.83 billion
Exact value

Exact value: 3834000000 CAD

2018-01-01 – 2018-12-31: 3834000000 CAD Inspect Operating Cash Flow Open source
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CAD 85 million
Exact value

Exact value: 85000000 CAD

2018-01-01 – 2018-12-31: 85000000 CAD Inspect Capital Expenditure Open source
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CAD 3.75 billion
Calculation and evidence

3834000000 − 85000000 CAD

Exact free cash flow: 3749000000 CAD

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2019 2019-01-01 – 2019-12-31
CAD 2.71 billion
Exact value

Exact value: 2713000000 CAD

2019-01-01 – 2019-12-31: 2713000000 CAD Inspect Net Income Open source
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CAD 2.47 billion
Exact value

Exact value: 2474000000 CAD

2019-01-01 – 2019-12-31: 2474000000 CAD Inspect Operating Cash Flow Open source
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CAD 114 million
Exact value

Exact value: 114000000 CAD

2019-01-01 – 2019-12-31: 114000000 CAD Inspect Capital Expenditure Open source
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CAD 2.36 billion
Calculation and evidence

2474000000 − 114000000 CAD

Exact free cash flow: 2360000000 CAD

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2020 2020-01-01 – 2020-12-31
CAD 2.5 billion
Exact value

Exact value: 2498000000 CAD

2020-01-01 – 2020-12-31: 2498000000 CAD Inspect Net Income Open source
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CAD 7.25 billion
Exact value

Exact value: 7253000000 CAD

2020-01-01 – 2020-12-31: 7253000000 CAD Inspect Operating Cash Flow Open source
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CAD 158 million
Exact value

Exact value: 158000000 CAD

2020-01-01 – 2020-12-31: 158000000 CAD Inspect Capital Expenditure Open source
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CAD 7.1 billion
Calculation and evidence

7253000000 − 158000000 CAD

Exact free cash flow: 7095000000 CAD

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2021 2021-01-01 – 2021-12-31
CAD 4.04 billion
Exact value

Exact value: 4035000000 CAD

2021-01-01 – 2021-12-31: 4035000000 CAD Inspect Net Income Open source
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−CAD 1.86 billion
Exact value

Exact value: -1857000000 CAD

2021-01-01 – 2021-12-31: -1857000000 CAD Inspect Operating Cash Flow Open source
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CAD 81 million
Exact value

Exact value: 81000000 CAD

2021-01-01 – 2021-12-31: 81000000 CAD Inspect Capital Expenditure Open source
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−CAD 1.94 billion
Calculation and evidence

-1857000000 − 81000000 CAD

Exact free cash flow: -1938000000 CAD

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Capital expenditure uses the canonical mapped positive-spending convention. A missing, ambiguous, incompatible, or negative-sign input is left blank. Values use the latest reported version.

Dataset coverage and company identifiers

Coverage reflects filings processed into this Fundies dataset; it does not imply every source filing is loaded.

599 filings · 375 latest values · 375 originally reported values

Dataset published . Source filing dates and reporting periods are shown separately.

Identifiers: 0001097362, 1097362, SLF, SLFIF, SLFQF, SUNFF, edgar:1097362

Also known as SUN LIFE FINANCIAL INC, SUN LIFE FINANCIAL SERVICES INC, SUN LIFE FINANCIAL SERVICES OF CANADA INC, Sun Life Financial Inc.