Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
OMU.L
HOLDREMOVEOld Mutual Limited · Financial Services · South Africa · $3.2B · Avg Vol: $212K/d
Old Mutual is a South African financial services group facing structural macroeconomic headwinds in its core African markets, with low capital efficiency.
COMPANY DESCRIPTION
Old Mutual Limited is a premium African financial services group offering a broad spectrum of life assurance, asset management, banking, and general insurance solutions. Operating primarily in South Africa and key sub-Saharan markets, the company serves millions of retail and corporate customers. Its competitive advantage is its deep-rooted brand heritage, extensive multi-channel distribution network, and dominant market share in the African financial sector.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 87.8B | 244.4B | 271.1B | 367.3B | 61.2% |
| EPS | 2.03 | 2.23 | 2.13 | — | 2.64 | 6.8% |
| Shares | — | 4.9B | 4.8B | 4.7B | 4.7B | -5.0% |
| Debt | — | 34.7B | 39.1B | 35.7B | 30.6B | -4.1% |
| Equity | — | 77.3B | 75.3B | 78.9B | 80.7B | 1.5% |
| Op CF | — | 37.3B | 18.7B | 32.4B | -3.3B | -6.9% |
| Inv CF | — | -20.2B | -7.4B | -5.8B | 1.5B | — |
| Fin CF | — | -5.4B | -13.3B | -9.9B | -12.2B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of OMU.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| OMU.L | Old Mutual Limited(you) | $3.2B | 63 | HOLD |
| AFH.JO | Alexander Forbes Group Holdings Limited | $611M | 35 | HOLD |
| SYG.JO | Sygnia Limited | $324M | 26 | SELL |
| PPE.JO | Purple Group Limited | $157M | 24 | SELL |
| N91.JO | Ninety One Group | $2.8B | 59 | HOLD |
| SNT.JO | Santam Ltd | $2.7B | 72 | BUY |
| KST.JO | PSG Financial Services Limited | $2.3B | 72 | BUY |
| INP.JO | Investec Group | $5.5B | 58 | HOLD |
| REM.JO | Remgro Limited | $6.5B | 61 | HOLD |
| MTM.JO | Momentum Group Limited | $3.2B | 86 | STRONG BUY |
Peer medians: ROE 19.1% · P/E 11.9x · Gross margin 43.9%