SLF vs BKR

Comparison between Sun Life Financial Inc (SLF, Company) and Baker Hughes Co - Class A (BKR, Company).

SLF is from the Financial Services sector, while BKR is from the Energy sector.

5-Year PerformanceBKR has outperformed SLF, delivering a return of +25.7% compared to +14.6%

SLF vs BKR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLF(COMPANY)	BKR(COMPANY)
Market Cap	$47B	$46B
Max Drawdown	80.09%	75.39%
Sharpe Ratio	1.45	1.15
5Y Beta	0.48	1.02
Industry	Insurance - Diversified	Oil & Gas Equipment & Services
P/E Ratio	19.43	18.47
Forward P/E	14.88	21.10
PEG Ratio	8.17	2.32
Dividend Yield	4.40%	1.64%
5Y Dividends CAGR	13.74%	9.82%
5Y EPS CAGR	-1.29%	N/A
Debt to Equity	32.51%	3.90%
Free Cash Flow Yield	17.60%	7.80%
P/S Ratio	1.29	2.04
P/B Ratio	2.66	2.97

Market Cap

Winner

SLF

$47B

BKR

$46B

Max Drawdown

SLF

80.09%

Winner

BKR

75.39%

Sharpe Ratio

Winner

SLF

1.45

BKR

1.15

5Y Beta

Winner

SLF

0.48

BKR

1.02

Industry

SLF

Insurance - Diversified

BKR

Oil & Gas Equipment & Services

P/E Ratio

SLF

19.43

Winner

BKR

18.47

Forward P/E

Winner

SLF

14.88

BKR

21.10

PEG Ratio

SLF

8.17

Winner

BKR

2.32

Dividend Yield

Winner

SLF

4.40%

BKR

1.64%

5Y Dividends CAGR

Winner

SLF

13.74%

BKR

9.82%

5Y EPS CAGR

SLF

-1.29%

BKR

N/A

Debt to Equity

SLF

32.51%

Winner

BKR

3.90%

Free Cash Flow Yield

Winner

SLF

17.60%

BKR

7.80%

P/S Ratio

Winner

SLF

1.29

BKR

2.04

P/B Ratio

Winner

SLF

2.66

BKR

2.97

SLF vs BKR - Historical Returns

Returns include dividend reinvestment.

Period	SLF	BKR
1 month	+4.41%	-4.68%
3 months	+16.25%	-6.11%
6 months	+32.28%	+5.97%
1 year	+37.99%	+43.97%
5 years(CAGR)	+14.60%	+25.71%
10 years(CAGR)	+14.04%	+7.52%
Max(CAGR)	+12.94%	+7.52%

Winner

SLF

+4.41%

BKR

-4.68%

Winner

SLF

+16.25%

BKR

-6.11%

Winner

SLF

+32.28%

BKR

+5.97%

SLF

+37.99%

Winner

BKR

+43.97%

5Y(CAGR)

SLF

+14.60%

Winner

BKR

+25.71%

10Y(CAGR)

Winner

SLF

+14.04%

BKR

+7.52%

Max(CAGR)

Winner

SLF

+12.94%

BKR

+7.52%

SLF vs BKR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SLF	BKR
2026	+31.42%	+20.47%
2025	+10.50%	+11.95%
2024	+20.82%	+23.99%
2023	+17.79%	+21.79%
2022	-13.00%	+20.97%
2021	+30.55%	+18.01%
2020	+0.83%	-15.06%
2019	+42.57%	+25.57%
2018	-16.04%	-31.69%
2017	+10.08%	-14.16%
2016	+31.50%	N/A
2015	-8.64%	N/A
2014	+8.41%	N/A
2013	+36.37%	N/A
2012	+46.51%	N/A
2011	-36.45%	N/A
2010	+5.55%	N/A
2009	+29.81%	N/A
2008	-55.92%	N/A
2007	+36.64%	N/A
2006	+5.41%	N/A
2005	+24.72%	N/A
2004	+35.43%	N/A
2003	+49.26%	N/A
2002	-16.04%	N/A
2001	-16.10%	N/A
2000	+186.37%	N/A

SLF vs BKR Drawdown Comparison

The maximum drawdown for SLF was -78.55%, occurring on Mar 9, 2009. Recovery took 2274 trading sessions.

The maximum drawdown for BKR was -73.51%, occurring on Mar 23, 2020. Recovery took 1173 trading sessions.

The current SLF drawdown is -0.99%. The current BKR drawdown is -18.80%.

Rank	SLF	BKR
#1	-78.55% Oct 31, 2007 - Nov 10, 2016	-73.51% Jul 7, 2017 - Mar 4, 2022
#2	-50.82% Feb 14, 2020 - Jan 20, 2021	-46.54% Mar 25, 2022 - Jul 26, 2024
#3	-42.49% Dec 29, 2000 - Oct 16, 2003	-28.00% Feb 5, 2025 - Sep 23, 2025
#4	-30.75% Feb 9, 2022 - Feb 9, 2024	-23.99% Apr 30, 2026 - Jul 2, 2026
#5	-24.79% Jan 22, 2018 - Jul 1, 2019	-16.86% Feb 27, 2026 - Apr 24, 2026
#6	-18.09% Feb 15, 2017 - Sep 26, 2017	-14.43% Jul 31, 2024 - Nov 5, 2024
#7	-16.46% Sep 6, 2000 - Nov 3, 2000	-12.13% Dec 4, 2025 - Jan 15, 2026
#8	-14.91% Jun 30, 2025 - Feb 4, 2026	-12.03% Sep 29, 2025 - Dec 3, 2025
#9	-14.35% Mar 3, 2006 - Nov 15, 2006	-11.32% Nov 21, 2024 - Jan 14, 2025
#10	-13.92% Dec 5, 2024 - May 9, 2025	-10.60% Mar 11, 2022 - Mar 24, 2022
#11	-13.65% Mar 13, 2024 - Aug 26, 2024	-8.44% Jan 21, 2025 - Feb 3, 2025
#12	-11.44% Feb 15, 2005 - Jun 24, 2005	-3.06% Feb 4, 2026 - Feb 9, 2026
#13	-10.77% Apr 5, 2004 - Jun 8, 2004	-2.84% Mar 8, 2022 - Mar 10, 2022
#14	-10.76% Nov 8, 2000 - Dec 6, 2000	-2.81% Nov 11, 2024 - Nov 20, 2024
#15	-10.08% Feb 13, 2026 - Apr 15, 2026	-2.12% Feb 12, 2026 - Feb 18, 2026

Correlation

Correlation between SLF and BKR is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2000 - 2026)

SLF vs BKR dividend yield comparison.

Year	SLF	BKR
2026	1.69%	0.82%
2025	4.03%	2.02%
2024	4.00%	2.05%
2023	4.98%	2.28%
2022	4.59%	2.47%
2021	3.32%	2.99%
2020	3.69%	3.45%
2019	3.47%	2.81%
2018	4.71%	3.35%
2017	3.17%	56.42%
2016	3.98%	0.00%
2015	4.64%	0.00%
2014	3.99%	0.00%
2013	4.08%	0.00%
2012	5.43%	0.00%
2011	7.78%	0.00%
2010	4.78%	0.00%
2009	5.01%	0.00%
2008	6.22%	0.00%
2007	2.36%	0.00%
2006	2.63%	0.00%
2005	2.35%	0.00%
2004	2.56%	0.00%
2003	2.72%	0.00%
2002	2.40%	0.00%
2001	2.59%	0.00%
2000	0.75%	0.00%