Old Mutual (UK) Performance
| OMU Stock | 55.20 0.70 1.28% |
Old Mutual holds a performance score of 10 on a scale of zero to a hundred. The company holds a Beta of 1.0, which implies possible diversification benefits within a given portfolio. Old Mutual returns are very sensitive to returns on the market. As the market goes up or down, Old Mutual is expected to follow. Use Old Mutual value at risk, kurtosis, and the relationship between the sortino ratio and semi variance , to analyze future returns on Old Mutual.
Risk-Adjusted Performance
10 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Old Mutual are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady technical and fundamental indicators, Old Mutual exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
| Old Mutual dividend paid on 15th of November 2024 | 11/15/2024 |
| Begin Period Cash Flow | 63 B |
Old |
Old Mutual Relative Risk vs. Return Landscape
If you would invest 2,067 in Old Mutual on September 3, 2024 and sell it today you would earn a total of 3,453 from holding Old Mutual or generate 167.05% return on investment over 90 days. Old Mutual is generating 2.4403% of daily returns and assumes 18.9045% volatility on return distribution over the 90 days horizon. Simply put, majority of traded equity instruments are less risky than Old on the basis of their historical return distribution, and most equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Old Mutual Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Old Mutual's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Old Mutual, and traders can use it to determine the average amount a Old Mutual's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1291
| Best Portfolio | Best Equity | |||
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| Average Returns | OMU | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 18.9 actual daily | 96 96% of assets are less volatile |
Expected Return
| 2.44 actual daily | 48 52% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Old Mutual is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Old Mutual by adding it to a well-diversified portfolio.
Old Mutual Fundamentals Growth
Old Stock prices reflect investors' perceptions of the future prospects and financial health of Old Mutual, and Old Mutual fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Old Stock performance.
| Return On Equity | 0.14 | |||
| Return On Asset | 0.0084 | |||
| Profit Margin | 0.08 % | |||
| Operating Margin | 0.18 % | |||
| Current Valuation | 1.55 B | |||
| Shares Outstanding | 4.36 B | |||
| Price To Book | 0.96 X | |||
| Price To Sales | 0.02 X | |||
| Revenue | 182.32 B | |||
| EBITDA | 15.01 B | |||
| Total Debt | 26.24 B | |||
| Book Value Per Share | 12.07 X | |||
| Cash Flow From Operations | 5.93 B | |||
| Earnings Per Share | 0.08 X | |||
| Total Asset | 1.16 T | |||
| Retained Earnings | 67.3 B | |||
About Old Mutual Performance
By analyzing Old Mutual's fundamental ratios, stakeholders can gain valuable insights into Old Mutual's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Old Mutual has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Old Mutual has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Old Mutual performance evaluation
Checking the ongoing alerts about Old Mutual for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Old Mutual help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Old Mutual is way too risky over 90 days horizon | |
| Old Mutual appears to be risky and price may revert if volatility continues | |
| On 15th of November 2024 Old Mutual paid 0.0147 per share dividend to its current shareholders |
- Analyzing Old Mutual's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Old Mutual's stock is overvalued or undervalued compared to its peers.
- Examining Old Mutual's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Old Mutual's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Old Mutual's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Old Mutual's stock. These opinions can provide insight into Old Mutual's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Old Stock analysis
When running Old Mutual's price analysis, check to measure Old Mutual's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Old Mutual is operating at the current time. Most of Old Mutual's value examination focuses on studying past and present price action to predict the probability of Old Mutual's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Old Mutual's price. Additionally, you may evaluate how the addition of Old Mutual to your portfolios can decrease your overall portfolio volatility.
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