Why is Old Mutual Ltd. ?
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 11.37%
- Poor long term growth as Net Sales has grown by an annual rate of 16.96% and Operating profit at -258.71%
2
Risky -
- The stock is trading risky as compared to its average historical valuations
- Over the past year, while the stock has generated a return of 14.91%, its profits have fallen by -16.2%
3
Underperformed the market in the last 1 year
- The stock has generated a return of 14.91% in the last 1 year, much lower than market (FTSE JSE 40) returns of 38.72%
How much should you sell?
- All quantity irrespective of whether you are making profits or losses
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Insurance)
When to re-enter? - We will constantly monitor the company and review our call based on new data
Is Old Mutual Ltd. for you?
Low Risk, Medium Return
Absolute
Risk Adjusted
Volatility
Old Mutual Ltd.
-100.0%
1.61
26.18%
FTSE JSE 40
41.22%
2.31
16.75%
Quality key factors
Factor
Value
Sales Growth (5y)
16.96%
EBIT Growth (5y)
-258.71%
EBIT to Interest (avg)
-4.38
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
47.99%
Dividend Payout Ratio
48.81%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
4.08%
ROE (avg)
11.37%
Valuation Key Factors 
Factor
Value
P/E Ratio
4
Industry P/E
Price to Book Value
1.07
EV to EBIT
NA
EV to EBITDA
EV to Capital Employed
1.12
EV to Sales
0.14
PEG Ratio
NA
Dividend Yield
1.68%
ROCE (Latest)
ROE (Latest)
24.60%
Technical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
Mildly Bearish
No Trend






