Ratings Old Mutual Limited

Equities

OMU

ZAE000255360

End-of-day quote Johannesburg S.E. Other stock markets 06:00:00 2024-05-08 pm EDT			5-day change	1st Jan Change
10.99 ^ZAR	-0.99%		+0.09%	-15.85%

Apr. 19	South African insurer Old Mutual gets green light to establish bank	RE
Apr. 19	Old Mutual Obtains South African Regulatory Permit to Form Bank	MT

Summary

The company has strong fundamentals. More than 70% of companies have a lower mix of growth, profitability, debt and visibility.
The company has a good ESG score relative to its sector, according to Refinitiv.

Strengths

Margins returned by the company are among the highest on the stock exchange list. Its core activity clears big profits.
The equity is one of the most attractive in the market with regard to earnings multiple-based valuation.
The company appears to be poorly valued given its net asset value.
This company will be of major interest to investors in search of a high dividend stock.
Over the last twelve months, the sales forecast has been frequently revised upwards.
Over the last 4 months, analysts have significantly revised upwards the company's estimated sales.
Analysts have a positive opinion on this stock. Average consensus recommends overweighting or purchasing the stock.
The difference between current prices and the average target price is rather important and implies a significant appreciation potential for the stock.
Analyst opinion has improved significantly over the past four months.
There is high visibility into the group's activities for the coming years. Outlooks on future revenues from analysts covering the equity remain similar. Such hardly dispersed estimates support highly predictable sales for the current and upcoming fiscal years.

Weaknesses

The potential for earnings per share (EPS) growth in the coming years appears limited according to current analyst estimates.
For the last 12 months, analysts have been regularly downgrading their EPS expectations. Analysts predict worse results for the company against their predictions a year ago.
For the last four months, earnings estimated by analysts have been revised downwards with respect to the next two years.

Ratings chart - Surperformance

Chart ESG Refinitiv

Sector: Life & Health Insurance

	1st Jan change	Capi.	ESG Refinitiv
OLD MUTUAL LIMITED	-15.85%	2.59B	B-
AXA	+14.34%	79.9B	B-
METLIFE, INC.	+9.98%	51.72B	B+
AFLAC INCORPORATED	+4.34%	48.91B	B
MANULIFE FINANCIAL CORPORATION	+21.58%	46.79B	B+
PRUDENTIAL FINANCIAL, INC.	+14.58%	42.67B	B+
GENERALI	+27.72%	40.79B	B
GREAT-WEST LIFECO INC.	-1.32%	29.55B	B-
SUN LIFE FINANCIAL INC.	-0.31%	29.14B	B
PRUDENTIAL PLC	-9.63%	27.5B	A-

Investor Rating

Trading Rating

ESG Refinitiv

Financials

Sales growth

Earnings Growth

EBITDA / Sales

Profitability

Finances

Valuation

P/E ratio

EV / Sales

Price to Book

Price to Free Cash Flow

Yield

Momentum

1 year Revenue revision

4 months Revenue revision

7 days Revenue revision

1 year EPS revision

4 months EPS revision

Consensus

Analyst Opinion

Potential Price Target

4m Target Price Revision

4m Revision of opinion

12m Revision of opinion

Business Predictability

Analyst Coverage

Divergence of Estimates

Divergence of analysts' opinions

Divergence of Target Price

Earnings quality

Environment

Emissions

Innovation

Use of resources

Governance

CSR Strategy

Management

Shareholders

Controversy

Technical analysis

ST Timing

MT Timing

LT Timing

RSI

Bollinger Spread

Unusual volumes