OLD MUTUAL LIMITED ORD NPV (DI) chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 30.36
Dividend & Yield0.04£ (7.89%)
Beta 1.22
Market capitalization 2.34B
Operating cash flow 31.73B
ESG Scores unknown

Company description

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.

Sector: Financial Services - Industry: Insurance—Life

Financial Ratios
Quick Ratio0.38
Working Capital-0.03
Return On Equity0.11
Debt To Equity0.52
Fixed Asset Ratio0.01
Fixed Interest Cover19.32

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities 41M 149M 717M
Total Cashflows From Investing Activities -7.07B -5.11B -14.74B -16.85B
Net Borrowings -2.89B 2.11B -1.83B -520M
Total Cash From Financing Activities -14.63B -8.76B -4.62B -3.85B
Change To Operating Activities -787M 15.78B 566M 470M
Issuance Of Stock 1.39B 289M 1.76B 1.14B
Net Income 36.57B 9.39B -5.1B 6.66B
Change In Cash -67.46B -2.26B 3.18B -669M
Effect Of Exchange Rate 569M -588M -782M -87M
Total Cash From Operating Activities -46.33B 12.2B 23.32B 20.12B
Depreciation 613M 1.38B 1.37B 1.55B
Change To Account Receivables
Other Cashflows From Financing Activities -3.16B -873M -700M -737M
Change To Netincome -82.91B -14.59B 26.08B 10.26B
Capital Expenditures -550M -935M -767M -874M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 8.45B 13.8B -3.27B 13.43B
Net Income 36.57B 9.39B -5.1B 6.66B
Selling General Administrative 24.03B 23.08B 23.55B 24.69B
Gross Profit 43.14B 42.25B 17.83B 46.88B
Ebit 10.19B 10.57B -2.24B 10.32B
Operating Income 10.19B 10.57B -2.24B 10.32B
Interest Expense -899M -804M -607M -534M
Income Tax Expense 3.45B 4.25B 2.08B 5.96B
Total Revenue 109B 173.2B 137.54B 245.32B
Cost Of Revenue 65.86B 130.95B 119.71B 198.44B
Total Other Income ExpenseNet -1.74B 3.23B -1.03B 3.11B
Net Income From Continuing Ops 5B 9.55B -5.35B 7.46B
Net Income Applicable To Common Shares 36.57B 9.39B -5.1B 6.66B

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 803.03B 832.98B 871.36B 988.55B
Total Stockholder Equity 78.02B 74.76B 67B 62.17B
Other Current Liabilities 94.44B 86.39B 77.24B 82.01B
Total Assets 884.46B 910.9B 940.68B 1.05T
Common Stock 89M 85M 85M 85M
Other Current Assets 28.7B 18.71B 26.26B 25.31B
Retained Earnings 79.16B 80.96B 73.73B 68B
Treasury Stock -1.23B -6.29B -6.82B -5.91B
Cash 32.34B 30.47B 33.56B 32.93B
Total Current Liabilities 108.3B 302.95B 320.31B 349.72B
Other Stockholder Equity -1.23B -6.29B -6.82B -5.91B
Property, Plant, and Equipment 7.74B 9.89B 8.95B 9.15B
Total Current Assets 134.21B 139.73B 140.03B 133.48B
Net Tangible Assets 72.19B 68.49B 61.07B 55.94B
Net Receivables 4.71B 5.46B 5.42B 7.31B
Accounts Payable 9.47B 202.46B 212.15B 247.16B


Insider Transactions

Here are the insider transactions of stock shares related to OLD MUTUAL LIMITED ORD NPV (DI):

Filer Name Transaction Text Ownership Date Filer Relation Shares
Land (Kerrin)Bought at price 0.54 per share.D2022-09-2775.51k
Ebrahim (Zureida)Bought at price 74.14 per share.D2022-09-2780k
Land (Kerrin)Bought at price 0.62 per share.D2022-09-0290k
Williamson (Iain George)Bought at price 0.60 per share.D2022-09-0162.9k
Armstrong (Brian)Bought at price 0.61 per share.D2022-09-01120k
Williamson (Iain George)Bought at price 0.62 per share.D2022-08-31246k
Napier (Garth)Bought at price 0.63 per share.D2022-08-3192.02k
BlackRock Advisors (UK) LimitedD2022-06-061.88M
BlackRock Advisors (UK) LimitedD2022-03-2525.78M
Allan Gray Proprietary LimitedD2022-03-2416.94M
Old Mutual Plc Employee Share Ownership TrustsSold at price 0.77 per share.D2021-12-10181.29k
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.76 per share.D2021-12-016.44k
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.93 per share.D2021-11-18832.18k
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.93 per share.D2021-11-18693.48k
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.93 per share.D2021-11-172.62k
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.93 per share.D2021-11-171.5k
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.93 per share.D2021-11-17966.04k
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.93 per share.D2021-11-178.65k
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.93 per share.D2021-11-173.92k
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.93 per share.D2021-11-161.7M
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.93 per share.D2021-11-152.54M
Old Mutual Plc Employee Share Ownership TrustsBought at price 0.93 per share.D2021-11-121.76M
Gobodo (Gcinikhaya Loyiso)Bought at price 0.92 per share.D2021-04-09375.5k

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to OLD MUTUAL LIMITED ORD NPV (DI). You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on OLD MUTUAL LIMITED ORD NPV (DI)

Here is the result of two systematic investment strategies applied to OLD MUTUAL LIMITED ORD NPV (DI). The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on OLD MUTUAL LIMITED ORD NPV (DI)

The following chart shows the equity curve of the two systematic investment strategies applied to OLD MUTUAL LIMITED ORD NPV (DI):

OLD MUTUAL LIMITED ORD NPV (DI) automated entries

The systematic investment strategy that buys the first day of the month would give a performance of -14.73% on the backtest period.

Performance at glance

Performance

-14.73 %

Latent gain

-273.09 £

Invested capital

1854.34 £

Annualized return

-4.16 %
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Momentum strategy results on OLD MUTUAL LIMITED ORD NPV (DI)

This is the result of two momentum investment strategies applied to OLD MUTUAL LIMITED ORD NPV (DI). The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on OLD MUTUAL LIMITED ORD NPV (DI)

The following chart shows all the entries opened by the momentum investment system on OLD MUTUAL LIMITED ORD NPV (DI):

OLD MUTUAL LIMITED ORD NPV (DI) momentum entries
  • The first momentum investment strategy would give -2.57% of return on OLD MUTUAL LIMITED ORD NPV (DI). That represents -116.01£ of latent gain with 4516.01£ of employed capital.
  • The second momentum investment strategy would give -10.05% of return on OLD MUTUAL LIMITED ORD NPV (DI). That represents -376.31£ of latent gain with 3745.06£ of employed capital.
Performance at glance (1Q Momentum)

Performance

-2.57 %

Latent gain

-116.01 £

Invested capital

4516.01 £

Annualized return

0.0 %
Performance at glance (2Q Momentum)

Performance

-10.05 %

Latent gain

-376.31 £

Invested capital

3745.06 £

Annualized return

-3.28 %

Momentum equity curve on OLD MUTUAL LIMITED ORD NPV (DI)

The following chart shows the equity curve of the two momentum strategies applied to OLD MUTUAL LIMITED ORD NPV (DI):

OLD MUTUAL LIMITED ORD NPV (DI) momentum equity

Note: the dividends potentially given by OLD MUTUAL LIMITED ORD NPV (DI) are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on OLD MUTUAL LIMITED ORD NPV (DI)

The following chart shows the employed capital evolution of the two momentum strategies on OLD MUTUAL LIMITED ORD NPV (DI) since the beginning:

OLD MUTUAL LIMITED ORD NPV (DI)

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250£, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000£.


Buy the dip strategy result on OLD MUTUAL LIMITED ORD NPV (DI)

Buy the dip entry openings on OLD MUTUAL LIMITED ORD NPV (DI)

OLD MUTUAL LIMITED ORD NPV (DI)

The performance achieved by the robo-advisor on OLD MUTUAL LIMITED ORD NPV (DI) is 0%. That represents 0.0$ of latent gain with 0.0£ of employed capital. The following chart shows OLD MUTUAL LIMITED ORD NPV (DI) stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of OLD MUTUAL LIMITED ORD NPV (DI), and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 £

Invested capital

0.0 £

Annualized return

0.0 %

Equity curve of the strategy applied to OLD MUTUAL LIMITED ORD NPV (DI)

The following chart shows the result of the investment strategy applied to OLD MUTUAL LIMITED ORD NPV (DI):

OLD MUTUAL LIMITED ORD NPV (DI)

Note: the dividends potentially given by OLD MUTUAL LIMITED ORD NPV (DI) are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on OLD MUTUAL LIMITED ORD NPV (DI)

The following chart shows the employed capital evolution since the beginning of the investment strategy on OLD MUTUAL LIMITED ORD NPV (DI):

OLD MUTUAL LIMITED ORD NPV (DI)

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on OLD MUTUAL LIMITED ORD NPV (DI)

In this section, I will compare the three previous investment strategies applied to OLD MUTUAL LIMITED ORD NPV (DI).

Equity curve comparison on OLD MUTUAL LIMITED ORD NPV (DI)

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

OLD MUTUAL LIMITED ORD NPV (DI) investment strategy comparison

Employed capital comparison on OLD MUTUAL LIMITED ORD NPV (DI)

OLD MUTUAL LIMITED ORD NPV (DI) investment comparison

Performance comparison on OLD MUTUAL LIMITED ORD NPV (DI)

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment -14.73% -273.09£ 1854.34£ -4.16%
Momentum 1 quarter -2.57% -116.01£ 4516.01£ -0.78%
Momentum 2 quarters -10.05% -376.31£ 3745.06£ -3.28%
Non-directional 0% 0.0£ 0.0£ 0.0%
Annualized return comparison

Automatic investment

-4.16 %

Momentum 1Q

-3.28 %

Momentum 2Q

-3.28 %

Non-directional

0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with OLD MUTUAL LIMITED ORD NPV (DI):

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between OLD MUTUAL LIMITED ORD NPV (DI) and the other stocks. There may be false positives or some missing correlated stocks. If the price of OLD MUTUAL LIMITED ORD NPV (DI) does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name OLD MUTUAL LIMITED ORD NPV (DI)
Country South Africa
City Cape Town
Address Mutualpark
Phone 27 21 509 9111
Website www.oldmutual.com
FullTime employees
Industry Insurance—Life
Sector Financial Services
Exchange XLON
Ticker OMU.XLON
Market www.londonstockexchange.com

OLD MUTUAL LIMITED ORD NPV (DI) ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown