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Sun Life Financial Inc. (SLF $85.49)
- $85.49 P/E (TTM): 15.53X Cap: $48.29B
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Review of Sun Life Financial Inc.
APR 03, 2025 - There has been a transition in SLF’s business model from a pure insurance company into a dual asset manager insurance company. SLF has a strong financial profile and is a highly profitable business in terms of Return on Equity (ROE). SLF has a clear strategy to enhance operational efficiency, market leadership and shareholder value over time. The company recently raised dividends and repurchased shares at a more aggressive pace in years, which indicates management thinks the current valuation is attractive. SLF’s business model is highly durable and sustainable, and the company’s share price tends to hold up well amid a volatile market. We think SLF is executing well and the long-term thesis in SLF as a high-quality dividend grower across the economic cycle remains unchanged. We are maintaining our rating at “A-“.
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Apple Inc. (AAPL $211.27)
- $211.27 P/E (TTM): 33.34X Cap: $3.19T
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Regeneron Pharmaceuticals Inc. (REGN $558.15)
- $558.15 P/E (TTM): 14.2X Cap: $60.31B
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UnitedHealth Group Incorporated (DE) (UNH $261.07)
- $261.07 P/E (TTM): 11.81X Cap: $255.92B
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Canadian Natural Resources Limited (CNQ $44.39)
- $44.39 P/E (TTM): 12.29X Cap: $91.83B
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Sun Life Financial Inc. (SLF $85.49)
- $85.49 P/E (TTM): 15.53X Cap: $48.29B
- View SLF Profile
- View Questions on SLF
- View Reports on SLF
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $137.55)
- $137.55 P/E (TTM): 17.9X Cap: $30.77B
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TFI International Inc. (TFII $129.06)
- $129.06 P/E (TTM): 20.0X Cap: $10.42B
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Alimentation Couche-Tard Inc. (ATD $72.68)
- $72.68 P/E (TTM): 19.73X Cap: $69.67B
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AAON Inc. (AAON $81.21)
- $81.21 P/E (TTM): 43.5X Cap: $6.40B
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Tractor Supply Company (TSCO $58.59)
- $58.59 P/E (TTM): 28.87X Cap: $30.81B
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Texas Instruments Incorporated (TXN $191.38)
- $191.38 P/E (TTM): 35.84X Cap: $171.92B
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Toronto-Dominion Bank (The) (TD $101.31)
- $101.31 P/E (TTM): 10.42X Cap: $175.33B
- View TD Profile
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Canadian Natural Resources Limited (CNQ $44.39)
- $44.39 P/E (TTM): 12.29X Cap: $91.83B
- View CNQ Profile
- View Questions on CNQ
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Sun Life Financial Inc. (SLF $85.49)
- $85.49 P/E (TTM): 15.53X Cap: $48.29B
- View SLF Profile
- View Questions on SLF
- View Reports on SLF
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Fortis Inc. (FTS $67.22)
- $67.22 P/E (TTM): 20.07X Cap: $33.31B
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Southern Copper Corporation (SCCO $96.66)
- $96.66 P/E (TTM): 21.49X Cap: $77.31B
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I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.
What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.
Please feel free to deduct as many questions as you deem appropriate.
Thanks for the great help!
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Toronto-Dominion Bank (The) (TD $101.31)
- $101.31 P/E (TTM): 10.42X Cap: $175.33B
- View TD Profile
- View Questions on TD
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Sun Life Financial Inc. (SLF $85.49)
- $85.49 P/E (TTM): 15.53X Cap: $48.29B
- View SLF Profile
- View Questions on SLF
- View Reports on SLF
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TELUS Corporation (T $22.41)
- $22.41 P/E (TTM): 28.23X Cap: $33.76B
- View T Profile
- View Questions on T
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Fortis Inc. (FTS $67.22)
- $67.22 P/E (TTM): 20.07X Cap: $33.31B
- View FTS Profile
- View Questions on FTS
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Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $57.19)
- $57.19 Cap: $7.55B
- View BIPC Profile
- View Questions on BIPC
Thanks for the great service!