XYZ vs SLF

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

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

5-Year PerformanceSLF has outperformed XYZ, delivering a return of +13.4% compared to -20.2%

XYZ vs SLF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XYZ(COMPANY)	SLF(COMPANY)
Market Cap	$45B	$44B
Max Drawdown	86.08%	80.09%
Sharpe Ratio	0.42	0.99
5Y Beta	1.73	0.49
Industry	Software - Infrastructure	Insurance - Diversified
P/E Ratio	53.11	18.48
Forward P/E	20.16	14.03
PEG Ratio	26.57	7.77
Dividend Yield	N/A	4.64%
5Y Dividends CAGR	N/A	13.74%
5Y EPS CAGR	N/A	-1.29%
Debt to Equity	33.58%	32.51%
Free Cash Flow Yield	7.20%	18.51%
P/S Ratio	1.84	1.23
P/B Ratio	2.07	2.58

Market Cap

Winner

XYZ

$45B

SLF

$44B

Max Drawdown

XYZ

86.08%

Winner

SLF

80.09%

Sharpe Ratio

XYZ

0.42

Winner

SLF

0.99

5Y Beta

XYZ

1.73

Winner

SLF

0.49

Industry

XYZ

Software - Infrastructure

SLF

Insurance - Diversified

P/E Ratio

XYZ

53.11

Winner

SLF

18.48

Forward P/E

XYZ

20.16

Winner

SLF

14.03

PEG Ratio

XYZ

26.57

Winner

SLF

7.77

Dividend Yield

XYZ

N/A

SLF

4.64%

5Y Dividends CAGR

XYZ

N/A

SLF

13.74%

5Y EPS CAGR

XYZ

N/A

SLF

-1.29%

Debt to Equity

XYZ

33.58%

Winner

SLF

32.51%

Free Cash Flow Yield

XYZ

7.20%

Winner

SLF

18.51%

P/S Ratio

XYZ

1.84

Winner

SLF

1.23

P/B Ratio

Winner

XYZ

2.07

SLF

2.58

XYZ vs SLF - Historical Returns

Returns include dividend reinvestment.

Period	XYZ	SLF
1 month	+12.51%	+7.71%
3 months	+31.08%	+25.76%
6 months	+17.43%	+26.84%
1 year	+19.52%	+24.12%
5 years(CAGR)	-20.16%	+13.38%
10 years(CAGR)	+24.62%	+14.36%
Max(CAGR)	+18.33%	+12.81%

Winner

XYZ

+12.51%

SLF

+7.71%

Winner

XYZ

+31.08%

SLF

+25.76%

XYZ

+17.43%

Winner

SLF

+26.84%

XYZ

+19.52%

Winner

SLF

+24.12%

5Y(CAGR)

XYZ

-20.16%

Winner

SLF

+13.38%

10Y(CAGR)

Winner

XYZ

+24.62%

SLF

+14.36%

Max(CAGR)

Winner

XYZ

+18.33%

SLF

+12.81%

XYZ vs SLF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	XYZ	SLF
2026	+19.45%	+26.42%
2025	-24.97%	+10.50%
2024	+17.68%	+20.82%
2023	+19.66%	+17.79%
2022	-61.69%	-13.00%
2021	-26.97%	+30.55%
2020	+240.97%	+0.83%
2019	+9.37%	+42.57%
2018	+55.07%	-16.04%
2017	+151.05%	+10.08%
2016	+12.09%	+31.50%
2015	+0.15%	-8.64%
2014	N/A	+8.41%
2013	N/A	+36.37%
2012	N/A	+46.51%
2011	N/A	-36.45%
2010	N/A	+5.55%
2009	N/A	+29.81%
2008	N/A	-55.92%
2007	N/A	+36.64%
2006	N/A	+5.41%
2005	N/A	+24.72%
2004	N/A	+35.43%
2003	N/A	+49.26%
2002	N/A	-16.04%
2001	N/A	-16.10%
2000	N/A	+186.37%

XYZ vs SLF Drawdown Comparison

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

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

The current XYZ drawdown is -72.39%. The current SLF drawdown is -1.34%.

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