OLD MUTUAL (Germany) Performance
| 2KS Stock | EUR 0.62 0.01 1.64% |
The company holds a Beta of 0.68, which implies possible diversification benefits within a given portfolio. As returns on the market increase, OLD MUTUAL's returns are expected to increase less than the market. However, during the bear market, the loss of holding OLD MUTUAL is expected to be smaller as well. At this point, OLD MUTUAL LTD has a negative expected return of -0.0028%. Please make sure to check OLD MUTUAL's mean deviation, downside deviation, information ratio, as well as the relationship between the semi deviation and coefficient of variation , to decide if OLD MUTUAL LTD performance from the past will be repeated in the future.
Risk-Adjusted Performance
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Over the last 90 days OLD MUTUAL LTD has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, OLD MUTUAL is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
OLD |
OLD MUTUAL Relative Risk vs. Return Landscape
If you would invest 63.00 in OLD MUTUAL LTD on November 4, 2024 and sell it today you would lose (1.00) from holding OLD MUTUAL LTD or give up 1.59% of portfolio value over 90 days. OLD MUTUAL LTD is currently producing negative expected returns and takes up 2.1864% volatility of returns over 90 trading days. Put another way, 19% of traded stocks are less volatile than OLD, and 99% of all traded equity instruments are likely to generate higher returns 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 LTD, 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 = -0.0013
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| Negative Returns | 2KS |
Estimated Market Risk
| 2.19 actual daily | 19 81% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average OLD MUTUAL is not performing at its full potential. However, 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 OLD MUTUAL 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 | 0.0057 | |||
| Profit Margin | 0.07 % | |||
| Operating Margin | 0.07 % | |||
| Shares Outstanding | 4.71 B | |||
| Revenue | 133.95 B | |||
| EBITDA | 10.39 B | |||
| Cash And Equivalents | 97.73 B | |||
| Cash Per Share | 20.75 X | |||
| Total Debt | 58.95 B | |||
| Debt To Equity | 0.85 % | |||
| Book Value Per Share | 13.21 X | |||
| Cash Flow From Operations | 23.32 B | |||
| Earnings Per Share | 0.11 X | |||
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.
Old Mutual Limited, through its subsidiaries, provides financial services to retail and corporate customers in South Africa and the rest of Africa, and Asia. The company was founded in 1845 and is based in Cape Town, South Africa. OLD MUTUAL is traded on Frankfurt Stock Exchange in Germany.Things to note about OLD MUTUAL LTD 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 LTD help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| OLD MUTUAL LTD generated a negative expected return over the last 90 days | |
| OLD MUTUAL LTD has some characteristics of a very speculative penny stock | |
| OLD MUTUAL LTD has high likelihood to experience some financial distress in the next 2 years | |
| OLD MUTUAL LTD has accumulated 58.95 B in total debt with debt to equity ratio (D/E) of 0.85, which is about average as compared to similar companies. OLD MUTUAL LTD has a current ratio of 0.4, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist OLD MUTUAL until it has trouble settling it off, either with new capital or with free cash flow. So, OLD MUTUAL's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like OLD MUTUAL LTD sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for OLD to invest in growth at high rates of return. When we think about OLD MUTUAL's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the revenue of 133.95 B. Net Loss for the year was (5.1 B) with profit before overhead, payroll, taxes, and interest of 46.88 B. | |
| About 56.0% of OLD MUTUAL shares are owned by institutions such as pension funds |
- 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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