SUN-LIFE HOLDING CO., LTD. AI Stock Analysis
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SUN-LIFE HOLDING CO., LTD. (7040) AI Stock Analysis
SUN-LIFE HOLDING CO., LTD.
(TSE/TYO:7040)
The overall score of 75 is strongly supported by the company's attractive valuation and exceptional debt-free balance sheet. Technical indicators add moderate bullish momentum. However, the score is restrained by operational challenges, specifically contracting profit margins and deteriorating cash flow conversion efficiency.
SUN-LIFE HOLDING CO., LTD. (7040) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 5.71B
- Dividend Yield
- 3.58%
- Average Volume (3M)
- 1,796
- Price to Earnings (P/E)
- 11.1
- Beta (1Y)
- 0.23
- Revenue Growth
- 0.57%
- EPS Growth
- -38.90%
- Country
- Japan
- Employees
- 478
- Sector
- General
- Sector Strength
- 55
- Industry
- Personal Products & Services
SUN-LIFE HOLDING CO., LTD. Business Overview & Revenue Model
Company Description
Sun-Life Holding Co.,Ltd. is a Japanese enterprise delivering a diverse array of services across Japan, primarily focusing on life events and elder care. The company operates a network of hotels and ceremonial venues, provides comprehensive funeral a...
How the Company Makes Money
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SUN-LIFE HOLDING CO., LTD. Financial Statement Overview
Summary
Scored a 70, reflecting a pristine, debt-free balance sheet and steady revenue growth, which are offset by recent headwinds in profit margins and declining free cash flow.
Income Statement
65PositiveBalance Sheet
90Very PositiveCash Flow
55Neutral| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 14.15B | 14.15B | 13.86B | 13.50B | 12.60B | 11.06B |
| Gross Profit | 3.31B | 3.27B | 3.54B | 3.41B | 3.01B | 2.50B |
| EBITDA | 1.81B | 1.78B | 2.03B | 1.94B | 1.57B | 1.11B |
| Net Income | 619.06M | 619.76M | 835.46M | 1.12B | 357.12M | 406.18M |
Balance Sheet | ||||||
| Total Assets | 35.98B | 35.98B | 36.16B | 35.83B | 35.15B | 35.29B |
| Cash, Cash Equivalents and Short-Term Investments | 9.58B | 9.58B | 10.72B | 10.63B | 9.55B | 9.55B |
| Total Debt | 0 | 0 | 0 | 0 | 0 | 0 |
| Total Liabilities | 29.07B | 29.07B | 29.55B | 29.83B | 30.07B | 30.39B |
| Stockholders Equity | 6.91B | 6.91B | 6.60B | 6.00B | 5.07B | 4.89B |
Cash Flow | ||||||
| Free Cash Flow | 0 | 191.62M | 835.12M | 1.09B | 136.60M | 372.18M |
| Operating Cash Flow | 0 | 1.21B | 1.36B | 1.66B | 728.10M | 928.81M |
| Investing Cash Flow | 0 | -7.65B | -1.07B | 204.37M | -515.63M | -945.24M |
| Financing Cash Flow | 0 | -204.34M | -198.27M | -490.23M | -207.12M | -45.12M |
SUN-LIFE HOLDING CO., LTD. Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7040, the sentiment is Negative. The current price of 933.00 is below the 20-day moving average (MA) of 941.80, below the 50-day MA of 949.64, and below the 200-day MA of 974.25, indicating a bearish trend. The MACD of -6.52 indicates Positive momentum. The RSI at 43.72 is Neutral, neither overbought nor oversold. The STOCH value of 42.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7040.
SUN-LIFE HOLDING CO., LTD. Peers Comparison
Overall Rating
JP:737279Outperform- JP:704075Outperform
JP:916062Neutral
JP:657159Neutral
JP:433150Neutral
JP:467941Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JP:7372 | 79Outperform | JPY 2.14B | 7.20 | ― | ― | 7.32% | 33.11% |
| JP:7040 | 75Outperform | JPY 5.70B | 11.10 | ― | 3.58% | 0.57% | -38.90% |
| JP:9160 | 62Neutral | JPY 12.61B | 6.40 | ― | ― | 72.35% | 29.58% |
| JP:6571 | 59Neutral | JPY 16.99B | 20.83 | ― | 3.18% | 6.31% | -22.50% |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
| JP:4331 | 50Neutral | JPY 12.02B | 63.56 | ― | 6.13% | ― | ― |
| JP:4679 | 41Neutral | JPY 1.94B | -8.40 | ― | ― | -5.68% | -15204.69% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:7040 | SUN-LIFE HOLDING CO., LTD. | 933.00 | 4.77 | 0.51% | |
| JP:4331 | Take and Give. Needs Co., Ltd. | 832.00 | 107.99 | 14.92% | |
| JP:4679 | TAYA Co.,Ltd. | 263.00 | 31.00 | 13.36% | |
| JP:6571 | QB Net Holdings Co., Ltd. | 1256.00 | -43.78 | -3.37% | |
| JP:7372 | Decollte Holdings Corporation | 401.00 | -47.00 | -10.49% | |
| JP:9160 | NOVARESE,Inc. | 330.00 | -1.00 | -0.30% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.
Date of analysis: Aug 17, 2026