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Old Mutual Limited (OMU.L)

London Stock Exchange Financial Services Insurance - LifeView data quality →
58.1Fair

ValueMarkers Composite Index

Top 69%#13,876 of 44,707
Undervalued

100% below intrinsic value ($3,972)

UndervaluedFair ValueOvervalued
Piotroski
4/9
Neutral
Beneish
-1.44
High Risk
Altman
0.39
Distress
DCF Value
$3,972
Undervalued
ROIC
2.0%
Low
P/E
6.9
Value
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

Old Mutual Limited (OMU.L) — VMCI valuation read

Headline read on OMU.L: VMCI of 58/100 versus a Financial Services sector median of 50. The 8-point above-median position is what makes Old Mutual Limited a relative-value candidate in the mid-cap cohort, before any pillar-level review.

Form 4 filings on OMU.L: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on OMU.L: value (OMU.L trades at 23.0x earnings, 28% above the Financial Services median of 18.0x), quality (ROIC of 11.0% sits 1.0pp above the Financial Services median (10.0%)), and risk (net debt to EBITDA of -1.9x leaves covenant headroom). The value read also implies an EV/EBITDA gap of +4.0x against the Financial Services 12.0x baseline.

OMU.L rose 0.8% over the trailing 7 days, with a +1.8% read on a 30-day basis.

Old Mutual Limited, through its subsidiaries, provides financial services primarily in South Africa and rest of Africa. The company operates through Mass and Foundation Cluster, Personal Finance and Wealth Management, Old Mutual Investments, Old Mutual Corporate, Old Mutual Insure, and Rest of Africa segments. It offers risk products, including group risk and funeral covers; long-term savings; lending products comprising micro-lending; and transactional products. It also provides financial advice, investment, and income products, as well as asset management services. In addition, the company offers investments, annuities, and consulting services to employee-sponsored retirement and benefit funds; and health, property, and casualty insurance products. It serves low-income and lower-middle income markets; high income and high net worth individuals; and employee-sponsored retirement and benefit funds. The company was founded in 1845 and is based in Cape Town, South Africa.

CEO: Johann Jurie Strydom29,861 employeesZAwww.oldmutual.com

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