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STOCK COMPARISON

Berkshire Hathaway vs Sun Life Financial: Fair Value & Quality

Both stocks run through our valuation models. Here is how Berkshire Hathaway (BRK-B) and Sun Life Financial (SLF) compare, as of Sep 5, 2026.

As of Sep 5, 2026, Fair Value Calculator sees Berkshire Hathaway as the less overvalued of the two: Berkshire Hathaway trades at $508 versus a fair value of $396 (-22%), while Sun Life Financial trades at $80.79 versus $45.11 (-44%).
Berkshire Hathaway
BRK-B · USD · Financials
-22%
upside to fair value
overvalued
Price$508
Fair Value$396
Quality56/100
Sun Life Financial
SLF · USD · Financials
-44%
upside to fair value
overvalued
Price$80.79
Fair Value$45.11
Quality65/100
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Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

Berkshire HathawaySun Life Financial
Valuation
14.7×P/E (TTM)21.3×
2.84×P/S (TTM)1.23×
1.48×P/B1.70×
9.7×EV/EBITDA9.5×
10.06×PEG1.42×
−22.0%Fair value upside−44.2%
0.4%Dividend yield4.5%
—Dividend per share$3.60
Profitability
14%Operating margin8%
0.66×EBIT margin trend (5Y)1.50×
11%Return on equity12%
5%Return on assets1%
Growth
4%Revenue growth (YoY)0%
7.1%Avg. growth/yr (3Y)—
8.6%Avg. growth/yr (5Y)-0.5%
+2.0%Value creation/yr+10.3%
Balance & size
11.6×Interest coverage (EBIT/interest)9.1×
0.18×Debt / equity0.64×
$1.1TMarket cap$43B
mixedGrowth qualityweak

Berkshire Hathaway leads: 9 to 6 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Berkshire Hathawayof which business quality 51 · market factors 64 Sun Life Financialof which business quality 60 · market factors 80
ProfitabilityMargins and returns on capital today
38
29
Quality GrowthAre margins and returns improving?
38
66
CashflowEarnings quality: real cash, not paper profit
33
100
Fin. StrengthBalance sheet, leverage, solvency risk
68
8
InvestmentDisciplined investing over empire-building
55
89
Low VolatilityCalm price path (market factor)
96
84
MomentumPrice trend over the last 3–12 months (market factor)
45
72
52W MomentumDistance to the 52-week high (market factor)
60
91
Net IssuanceBuybacks instead of dilution
85
94

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model familyBerkshire HathawayPrice $508Sun Life FinancialPrice $80.79
Dividend Discount-93%below the price$34.87-19%below the price$65.46
Multiples-14%close to the price$435-6%close to the price$75.74
Asset-Based-56%below the price$223-62%below the price$30.49
Economic Profit-37%below the price$322-29%below the price$57.54
Minimum-93%below the price$34.87-62%below the price$30.49
Maximum-14%close to the price$435-6%close to the price$75.74
Median-46%below the price$272-24%below the price$61.50
Geometric mean-64%below the price$182-33%below the price$54.31

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Berkshire Hathaway: 6 of 6 models see the stock below the current price.

Sun Life Financial: 5 of 6 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Berkshire Hathaway
Bear $297Fair Value $396Bull $495
$508 = current price (white tick)
Sun Life Financial
Bear $33.83Fair Value $45.11Bull $56.38
$80.79 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Berkshire Hathaway · Financials

Quality score56 · above median
Fair value upside-22% · below median

Sun Life Financial · Financials

Quality score65 · Top 25%
Fair value upside-44% · bottom 25%

Bottom line

As of Sep 5, 2026, Fair Value Calculator sees Berkshire Hathaway as the less overvalued of the two: Berkshire Hathaway trades at $508 versus a fair value of $396 (-22%), while Sun Life Financial trades at $80.79 versus $45.11 (-44%).

Sun Life Financial has the higher quality score (65/100).

See the full analysis →
Berkshire Hathaway · Sun Life Financial

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A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.