BNT vs. SLF: Brookfield Wealth vs. Sun Life Financial Stock Comparison

Company Profile

Brookfield Wealth (BNT) and Sun Life Financial (SLF) are both classified in the Life & Health Insurance sub-industry within the broader Insurance industry, placing them in the closest GICS peer bucket.

Sun Life Financial (SLF) has more than two decades of public-market history since March 23, 2000, whereas Brookfield Wealth (BNT) listed on June 28, 2021 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Sun Life Financial (SLF) at 11.55% is around its peer norm for ROE, while Brookfield Wealth (BNT) at 1.05% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

Sun Life Financial (SLF) at 8.63% keeps about the industry-typical share of revenue as profit, while Brookfield Wealth (BNT) at 1.06% retains only a bottom-quartile share.

Neither side reports a meaningful operating margin: for Brookfield Wealth (BNT) in Insurance and Sun Life Financial (SLF) in Insurance, funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Sun Life Financial (SLF) at 11.50% is around its peer norm for revenue growth, while Brookfield Wealth (BNT) at -20.37% drops into the bottom quartile, signaling weaker demand or pricing momentum.

Sun Life Financial (SLF) at 16.92% is around its peer norm for EPS growth, while Brookfield Wealth (BNT) at -53.90% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Brookfield Wealth (BNT) in Insurance and Sun Life Financial (SLF) in Insurance both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: Brookfield Wealth (BNT) in Insurance and Sun Life Financial (SLF) in Insurance run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Sun Life Financial (SLF) at 5.12% delivers top-quartile income for its industry, while Brookfield Wealth (BNT) at 0.62% pays a more typical yield — both are credible income propositions, SLF the richer one.

Brookfield Wealth (BNT) at 30.95% pays out a band-typical share of earnings, while Sun Life Financial (SLF) at 70.41% distributes more than its industry norm — less retained, thinner cover.

Dividend Metrics

Valuation

Sun Life Financial (SLF) at 18.58 is near its industry’s usual P/E ratio, while Brookfield Wealth (BNT) at 49.19 sits above its peer range — an unusually expensive price for BNT’s trailing earnings.

On P/S ratio, both Brookfield Wealth (BNT) at 0.96 and Sun Life Financial (SLF) at 1.12 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

Brookfield Wealth (BNT) at 0.84 sits in the lower P/B ratio quartile against book while Sun Life Financial (SLF) at 2.26 is valued near its industry’s middle — BNT is cheaper on assets, though weigh it against ROE and asset quality.

Valuation Metrics