Obermatt

Old Mutual

JNB:OMU · ZAE000255360
InsuranceLarge

360

67
EV / EBIT87
Price / Owner Earnings90
Owner Earnings Yield95
Dividend Yield87
Price/Sales48
EV / Gross Profit87
Price/Book90
Returns on capital50
Profit margins63
Cash Conversion17
Accruals43
Owner Earnings Margin52
Sales growth55
Profit Growth65
Long-Term EPS Growth61
Owner Earnings Growth74
Reinvestment75
Price momentum64
Debt load10
Debt serviceability12
Liquidity62
Analyst ratings7
Opinion Changes50
Price Target Upside74
Market mood49
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Old Mutual generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountrySouth Africa
IndustryInsurance
SizeLarge
TypePublic Company
ExchangeJSE
Founded2017
Employees7,316
ISINZAE000255360
Last UpdateApr 2, 2026
Themes
BankingFinanceFinancial Services

Description

Old Mutual Limited operates as a financial services and insurance company that operates in multiple sectors, including life and savings, banking, lending, asset management, insurance, and wealth management. Business Segments Th company operates thr…

Analysis

Hidden champion

Old Mutual Limited is what we call a hidden champion: a strong business that the market is not pricing as one.

The price is attractive. You pay 7.2× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone. At today's price, the market is assuming roughly -8% yearly growth; analysts expect 7%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is adequate. The company scores 20/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
44
2023202420252026

All-time high

83

Jan 2023

All-time low

32

Mar 2026

Average rank

68

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
48
43
84
13
Price/Earnings
77
75
75
83
Price/Book
90
80
64
65
Dividend Yield
87
89
74
66
Value (overall)
92
99
83
59

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →