SLF vs RKT

Comparison between Sun Life Financial Inc (SLF, Company) and Rocket Companies Inc Class A (RKT, Company).

Both SLF and RKT are from the Financial Services sector.

5-Year PerformanceSLF has outperformed RKT, delivering a return of +9.9% compared to -0.2%

SLF vs RKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLF(COMPANY)	RKT(COMPANY)
Market Cap	$42B	$42B
Max Drawdown	80.09%	84.90%
Sharpe Ratio	0.87	0.75
5Y Beta	0.51	0.83
Industry	Insurance - Diversified	Mortgage Finance
P/E Ratio	15.49	-286.93
Forward P/E	12.69	17.95
PEG Ratio	0.86	0.48
Dividend Yield	5.18%	N/A
5Y Dividends CAGR	14.20%	N/A
5Y EPS CAGR	5.85%	N/A
Debt to Equity	89.92%	0.00%
Free Cash Flow Yield	11.83%	-9.78%
P/S Ratio	1.16	5.64
P/B Ratio	2.27	1.73

Market Cap

Winner

SLF

$42B

RKT

$42B

Max Drawdown

Winner

SLF

80.09%

RKT

84.90%

Sharpe Ratio

Winner

SLF

0.87

RKT

0.75

5Y Beta

Winner

SLF

0.51

RKT

0.83

Industry

SLF

Insurance - Diversified

RKT

Mortgage Finance

P/E Ratio

SLF

15.49

Winner

RKT

-286.93

Forward P/E

Winner

SLF

12.69

RKT

17.95

PEG Ratio

SLF

0.86

Winner

RKT

0.48

Dividend Yield

SLF

5.18%

RKT

N/A

5Y Dividends CAGR

SLF

14.20%

RKT

N/A

5Y EPS CAGR

SLF

5.85%

RKT

N/A

Debt to Equity

SLF

89.92%

Winner

RKT

0.00%

Free Cash Flow Yield

Winner

SLF

11.83%

RKT

-9.78%

P/S Ratio

Winner

SLF

1.16

RKT

5.64

P/B Ratio

SLF

2.27

Winner

RKT

1.73

SLF vs RKT - Historical Returns

Returns include dividend reinvestment.

Period	SLF	RKT
1 month	+6.25%	+3.16%
3 months	+9.77%	-20.04%
6 months	+22.25%	-2.97%
1 year	+21.92%	+34.59%
5 years(CAGR)	+9.86%	-0.20%
10 years(CAGR)	+12.52%	N/A
Max(CAGR)	+12.38%	-2.39%

Winner

SLF

+6.25%

RKT

+3.16%

Winner

SLF

+9.77%

RKT

-20.04%

Winner

SLF

+22.25%

RKT

-2.97%

SLF

+21.92%

Winner

RKT

+34.59%

5Y(CAGR)

Winner

SLF

+9.86%

RKT

-0.20%

10Y(CAGR)

SLF

+12.52%

RKT

N/A

Max(CAGR)

Winner

SLF

+12.38%

RKT

-2.39%

SLF vs RKT - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SLF	RKT
2026	+12.63%	-21.13%
2025	+10.50%	+88.39%
2024	+20.82%	-21.15%
2023	+17.79%	+104.23%
2022	-13.00%	-48.58%
2021	+30.55%	-26.86%
2020	+0.83%	-6.00%
2019	+42.57%	N/A
2018	-16.04%	N/A
2017	+10.08%	N/A
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 RKT Drawdown Comparison

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

The maximum drawdown for RKT was -82.93%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current SLF drawdown is -4.30%. The current RKT drawdown is -55.00%.

Rank	SLF	RKT
#1	-78.55% Oct 31, 2007 - Nov 10, 2016	-82.93% Mar 2, 2021 - Oct 20, 2022
#2	-50.82% Feb 14, 2020 - Jan 20, 2021	-41.78% Sep 2, 2020 - Mar 2, 2021
#3	-42.49% Dec 29, 2000 - Oct 16, 2003	-24.74% Aug 7, 2020 - Aug 21, 2020
#4	-30.75% Feb 9, 2022 - Feb 9, 2024	-6.90% Aug 24, 2020 - Sep 1, 2020
#5	-24.79% Jan 22, 2018 - Jul 1, 2019	N/A
#6	-18.09% Feb 15, 2017 - Sep 26, 2017	N/A
#7	-16.46% Sep 6, 2000 - Nov 3, 2000	N/A
#8	-14.91% Jun 30, 2025 - Feb 4, 2026	N/A
#9	-14.35% Mar 3, 2006 - Nov 15, 2006	N/A
#10	-13.92% Dec 5, 2024 - May 9, 2025	N/A
#11	-13.65% Mar 13, 2024 - Aug 26, 2024	N/A
#12	-11.44% Feb 15, 2005 - Jun 24, 2005	N/A
#13	-10.77% Apr 5, 2004 - Jun 8, 2004	N/A
#14	-10.76% Nov 8, 2000 - Dec 6, 2000	N/A
#15	-10.08% Feb 13, 2026 - Apr 15, 2026	N/A

Correlation

Correlation between SLF and RKT is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (2000 - 2026)

SLF vs RKT dividend yield comparison.

Year	SLF	RKT
2026	0.96%	0.00%
2025	4.03%	4.13%
2024	4.00%	0.00%
2023	4.98%	0.00%
2022	4.59%	14.43%
2021	3.32%	7.93%
2020	3.69%	0.00%
2019	3.47%	0.00%
2018	4.71%	0.00%
2017	3.17%	0.00%
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%