SLF vs XYZ

Comparison between Sun Life Financial Inc (SLF, Company) and Block Inc - Class A (XYZ, Company).

SLF is from the Financial Services sector, while XYZ is from the Technology sector.

5-Year PerformanceSLF has outperformed XYZ, delivering a return of +14.8% compared to -21.9%

SLF vs XYZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLF(COMPANY)	XYZ(COMPANY)
Market Cap	$47B	$46B
Max Drawdown	80.09%	86.08%
Sharpe Ratio	1.56	0.13
5Y Beta	0.49	1.70
Industry	Insurance - Diversified	Software - Infrastructure
P/E Ratio	19.45	54.36
Forward P/E	14.68	20.92
PEG Ratio	8.18	27.19
Dividend Yield	4.46%	N/A
5Y Dividends CAGR	13.74%	N/A
5Y EPS CAGR	-1.29%	N/A
Debt to Equity	32.51%	33.58%
Free Cash Flow Yield	17.58%	7.04%

Market Cap

Winner

SLF

$47B

XYZ

$46B

Max Drawdown

Winner

SLF

80.09%

XYZ

86.08%

Sharpe Ratio

Winner

SLF

1.56

XYZ

0.13

5Y Beta

Winner

SLF

0.49

XYZ

1.70

Industry

SLF

Insurance - Diversified

XYZ

Software - Infrastructure

P/E Ratio

Winner

SLF

19.45

XYZ

54.36

Forward P/E

Winner

SLF

14.68

XYZ

20.92

PEG Ratio

Winner

SLF

8.18

XYZ

27.19

Dividend Yield

SLF

4.46%

XYZ

N/A

5Y Dividends CAGR

SLF

13.74%

XYZ

N/A

5Y EPS CAGR

SLF

-1.29%

XYZ

N/A

Debt to Equity

Winner

SLF

32.51%

XYZ

33.58%

Free Cash Flow Yield

Winner

SLF

17.58%

XYZ

7.04%

SLF vs XYZ - Historical Returns

Returns include dividend reinvestment.

Period	SLF	XYZ
1 month	+4.83%	+5.69%
3 months	+16.19%	+9.38%
6 months	+30.37%	+14.45%
1 year	+35.66%	-4.03%
5 years(CAGR)	+14.83%	-21.95%
10 years(CAGR)	+14.02%	+22.90%
Max(CAGR)	+12.96%	+18.00%

SLF

+4.83%

Winner

XYZ

+5.69%

Winner

SLF

+16.19%

XYZ

+9.38%

Winner

SLF

+30.37%

XYZ

+14.45%

Winner

SLF

+35.66%

XYZ

-4.03%

5Y(CAGR)

Winner

SLF

+14.83%

XYZ

-21.95%

10Y(CAGR)

SLF

+14.02%

Winner

XYZ

+22.90%

Max(CAGR)

SLF

+12.96%

Winner

XYZ

+18.00%

SLF vs XYZ - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SLF	XYZ
2026	+32.13%	+17.41%
2025	+10.50%	-24.97%
2024	+20.82%	+17.68%
2023	+17.79%	+19.66%
2022	-13.00%	-61.69%
2021	+30.55%	-26.97%
2020	+0.83%	+240.97%
2019	+42.57%	+9.37%
2018	-16.04%	+55.07%
2017	+10.08%	+151.05%
2016	+31.50%	+12.09%
2015	-8.64%	+0.15%
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 XYZ Drawdown Comparison

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

The maximum drawdown for XYZ was -86.08%, occurring on Oct 30, 2023. This drawdown has not yet recovered.

The current SLF drawdown is -0.45%. The current XYZ drawdown is -72.86%.

Rank	SLF	XYZ
#1	-78.55% Oct 31, 2007 - Nov 10, 2016	-86.08% Aug 5, 2021 - Oct 30, 2023
#2	-50.82% Feb 14, 2020 - Jan 20, 2021	-61.53% Sep 28, 2018 - Jun 22, 2020
#3	-42.49% Dec 29, 2000 - Oct 16, 2003	-44.32% Apr 12, 2016 - Feb 23, 2017
#4	-30.75% Feb 9, 2022 - Feb 9, 2024	-36.06% Dec 31, 2015 - Mar 21, 2016
#5	-24.79% Jan 22, 2018 - Jul 1, 2019	-29.04% Nov 24, 2017 - Mar 5, 2018
#6	-18.09% Feb 15, 2017 - Sep 26, 2017	-28.72% Feb 19, 2021 - Aug 5, 2021
#7	-16.46% Sep 6, 2000 - Nov 3, 2000	-22.43% Mar 20, 2018 - May 30, 2018
#8	-14.91% Jun 30, 2025 - Feb 4, 2026	-18.69% Oct 13, 2020 - Nov 6, 2020
#9	-14.35% Mar 3, 2006 - Nov 15, 2006	-17.53% Sep 1, 2020 - Oct 1, 2020
#10	-13.92% Dec 5, 2024 - May 9, 2025	-16.19% Dec 22, 2020 - Feb 8, 2021
#11	-13.65% Mar 13, 2024 - Aug 26, 2024	-13.17% Nov 6, 2020 - Nov 23, 2020
#12	-11.44% Feb 15, 2005 - Jun 24, 2005	-11.10% Jun 20, 2018 - Jul 17, 2018
#13	-10.77% Apr 5, 2004 - Jun 8, 2004	-11.02% Jul 8, 2020 - Aug 3, 2020
#14	-10.76% Nov 8, 2000 - Dec 6, 2000	-10.86% Jul 25, 2018 - Aug 2, 2018
#15	-10.08% Feb 13, 2026 - Apr 15, 2026	-10.44% Jul 26, 2017 - Sep 11, 2017