Sun Life Financial Inc
TSX:SLF
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Johnson & Johnson
NYSE:JNJ
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Berkshire Hathaway Inc
NYSE:BRK.A
|
US | |
Bank of America Corp
NYSE:BAC
|
US | |
Mastercard Inc
NYSE:MA
|
US | |
UnitedHealth Group Inc
NYSE:UNH
|
US | |
Exxon Mobil Corp
NYSE:XOM
|
US | |
Pfizer Inc
NYSE:PFE
|
US | |
Palantir Technologies Inc
NYSE:PLTR
|
US | |
Nike Inc
NYSE:NKE
|
US | |
Visa Inc
NYSE:V
|
US | |
Alibaba Group Holding Ltd
NYSE:BABA
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CN | |
3M Co
NYSE:MMM
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US | |
JPMorgan Chase & Co
NYSE:JPM
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US | |
Coca-Cola Co
NYSE:KO
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Walmart Inc
NYSE:WMT
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Verizon Communications Inc
NYSE:VZ
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Balance Sheet
Balance Sheet Decomposition
Sun Life Financial Inc
Cash & Short-Term Investments | 10.4B |
Long-Term Investments | 172.8B |
Other Assets | 178B |
Insurance Policy Liabilities | 302.8B |
Long Term Debt | 6.4B |
Other Liabilities | 26.2B |
Balance Sheet
Sun Life Financial Inc
Dec-2014 | Dec-2015 | Dec-2016 | Dec-2017 | Dec-2018 | Dec-2019 | Dec-2020 | Dec-2021 | Dec-2022 | Dec-2023 | ||
---|---|---|---|---|---|---|---|---|---|---|---|
Assets | |||||||||||
Cash & Cash Equivalents |
3 368
|
6 678
|
6 698
|
6 096
|
7 298
|
6 715
|
10 654
|
7 826
|
9 378
|
11 170
|
|
Cash |
1 283
|
1 856
|
1 841
|
1 504
|
2 089
|
1 656
|
2 498
|
2 297
|
3 068
|
2 001
|
|
Cash Equivalents |
2 085
|
4 822
|
4 857
|
4 592
|
5 209
|
5 059
|
8 156
|
5 529
|
6 310
|
9 169
|
|
Insurance Receivable |
1 734
|
0
|
2 802
|
2 101
|
2 018
|
1 956
|
1 812
|
2 269
|
0
|
2 414
|
|
Deferred Policy Acquisition Cost |
170
|
0
|
177
|
160
|
130
|
139
|
150
|
172
|
0
|
152
|
|
PP&E Net |
555
|
0
|
659
|
624
|
621
|
1 400
|
1 394
|
1 307
|
0
|
1 451
|
|
PP&E Gross |
555
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
|
Accumulated Depreciation |
468
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
0
|
|
Intangible Assets |
895
|
1 479
|
1 703
|
1 667
|
1 779
|
2 083
|
2 477
|
3 370
|
4 724
|
5 174
|
|
Goodwill |
4 117
|
4 646
|
5 317
|
5 183
|
5 412
|
5 832
|
6 072
|
6 517
|
8 705
|
8 969
|
|
Long-Term Investments |
119 944
|
129 419
|
134 044
|
138 565
|
143 316
|
153 356
|
165 098
|
175 113
|
157 391
|
161 159
|
|
Other Long-Term Assets |
1 230
|
1 372
|
1 448
|
1 295
|
1 209
|
1 455
|
1 634
|
1 848
|
3 466
|
3 878
|
|
Other Assets |
95 461
|
107 905
|
110 707
|
118 604
|
115 456
|
130 098
|
139 792
|
153 465
|
148 649
|
147 843
|
|
Total Assets |
223 357
N/A
|
246 853
+11%
|
258 238
+5%
|
269 112
+4%
|
271 827
+1%
|
297 202
+9%
|
323 011
+9%
|
345 370
+7%
|
323 608
-6%
|
333 241
+3%
|
|
Liabilities | |||||||||||
Insurance Policy Liabilities |
187 985
|
204 580
|
215 137
|
227 259
|
228 149
|
251 273
|
274 883
|
291 175
|
268 917
|
277 416
|
|
Accounts Payable |
2 118
|
0
|
2 739
|
1 972
|
2 045
|
1 903
|
2 438
|
1 866
|
0
|
2 493
|
|
Accrued Liabilities |
3 248
|
0
|
3 515
|
3 637
|
3 788
|
3 926
|
4 348
|
4 793
|
0
|
4 788
|
|
Short-Term Debt |
1 644
|
0
|
1 978
|
2 116
|
1 928
|
1 880
|
2 552
|
2 898
|
0
|
5 035
|
|
Current Portion of Long-Term Debt |
0
|
0
|
0
|
0
|
0
|
0
|
109
|
323
|
0
|
258
|
|
Total Current Liabilities |
7 010
|
0
|
8 232
|
7 725
|
7 761
|
7 709
|
9 447
|
9 880
|
0
|
12 574
|
|
Long-Term Debt |
6 777
|
4 740
|
8 584
|
8 223
|
8 045
|
8 942
|
8 349
|
11 317
|
6 876
|
12 808
|
|
Deferred Income Tax |
155
|
405
|
687
|
403
|
322
|
406
|
383
|
322
|
468
|
281
|
|
Minority Interest |
0
|
168
|
412
|
650
|
0
|
19
|
25
|
59
|
90
|
161
|
|
Other Liabilities |
2 558
|
15 710
|
3 230
|
2 531
|
2 980
|
4 364
|
4 087
|
4 603
|
24 460
|
5 962
|
|
Total Liabilities |
204 485
N/A
|
225 603
+10%
|
236 282
+5%
|
246 791
+4%
|
247 257
+0%
|
272 713
+10%
|
297 174
+9%
|
317 356
+7%
|
300 811
-5%
|
309 202
+3%
|
|
Equity | |||||||||||
Common Stock |
10 722
|
10 900
|
10 871
|
10 839
|
10 676
|
10 546
|
10 519
|
10 544
|
10 640
|
10 660
|
|
Retained Earnings |
6 897
|
10 350
|
9 360
|
10 305
|
11 267
|
11 318
|
12 289
|
14 713
|
11 889
|
12 922
|
|
Additional Paid In Capital |
83
|
0
|
72
|
72
|
73
|
73
|
72
|
71
|
0
|
0
|
|
Other Equity |
1 170
|
0
|
1 653
|
1 105
|
2 554
|
2 552
|
2 957
|
2 686
|
268
|
457
|
|
Total Equity |
18 872
N/A
|
21 250
+13%
|
21 956
+3%
|
22 321
+2%
|
24 570
+10%
|
24 489
0%
|
25 837
+6%
|
28 014
+8%
|
22 797
-19%
|
24 039
+5%
|
|
Total Liabilities & Equity |
223 357
N/A
|
246 853
+11%
|
258 238
+5%
|
269 112
+4%
|
271 827
+1%
|
297 202
+9%
|
323 011
+9%
|
345 370
+7%
|
323 608
-6%
|
333 241
+3%
|
|
Shares Outstanding | |||||||||||
Common Shares Outstanding |
613
|
612
|
614
|
611
|
599
|
588
|
585
|
586
|
586
|
585
|
|
Preferred Shares Outstanding |
92
|
92
|
92
|
92
|
92
|
92
|
92
|
52
|
52
|
52
|