Old Mutual Ltd

JSE:OMU South Africa Financial Conglomerates
Market Cap
$3.31 Billion
ZAC6.23 Trillion ZAC
Market Cap Rank
#23091 Global
#20 in South Africa
Share Price
ZAC1483.00
Change (1 day)
-1.53%
52-Week Range
ZAC950.00 - ZAC1681.00
All Time High
ZAC1681.00
Categories
Companies in South Africa Financial Conglomerates Banking & Financial
About

Old Mutual Limited, together with its subsidiaries, provides financial services primarily in South Africa and rest of Africa. It operates through Mass and Foundation Cluster, Personal Finance and Wealth Management, Old Mutual Investments, Old Mutual Corporate, Old Mutual Insure, and Old Mutual Africa Regions segments. The company offers risk products, such as group risk and funeral covers; saving… Read more

Old Mutual Ltd (OMU) - Net Assets

Latest net assets as of June 2025: ZAC63.81 Billion ZAC

Based on the latest financial reports, Old Mutual Ltd (OMU) has net assets worth ZAC63.81 Billion ZAC as of June 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (ZAC1.25 Trillion) and total liabilities (ZAC1.19 Trillion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets ZAC63.81 Billion
% of Total Assets 5.09%
Annual Growth Rate -4.71%
5-Year Change -10.9%
10-Year Change -70.03%
Growth Volatility 28.27

Old Mutual Ltd - Net Assets Trend (1995–2024)

This chart illustrates how Old Mutual Ltd's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Old Mutual Ltd (1995–2024)

The table below shows the annual net assets of Old Mutual Ltd from 1995 to 2024.

Year Net Assets Change
2024-12-31 ZAC61.77 Billion +5.45%
2023-12-31 ZAC58.58 Billion -11.98%
2022-12-31 ZAC66.55 Billion +1.91%
2021-12-31 ZAC65.30 Billion -5.80%
2020-12-31 ZAC69.32 Billion -11.04%
2019-12-31 ZAC77.92 Billion -4.29%
2018-12-31 ZAC81.42 Billion -55.57%
2017-12-31 ZAC183.25 Billion -2.98%
2016-12-31 ZAC188.88 Billion -8.35%
2015-12-31 ZAC206.10 Billion +19.80%
2014-12-31 ZAC172.03 Billion +10.63%
2013-12-31 ZAC155.50 Billion +15.86%
2012-12-31 ZAC134.22 Billion -1.32%
2011-12-31 ZAC136.02 Billion +15.72%
2010-12-31 ZAC117.54 Billion -8.06%
2009-12-31 ZAC127.84 Billion -2.77%
2008-12-31 ZAC131.48 Billion +0.68%
2007-12-31 ZAC130.60 Billion +31.60%
2006-12-31 ZAC99.23 Billion +41.85%
2005-12-31 ZAC69.96 Billion +37.09%
2004-12-31 ZAC51.03 Billion +5.09%
2003-12-31 ZAC48.56 Billion --
2002-12-31 ZAC0.00 --
2001-12-31 ZAC702.63 Billion +48.74%
2000-12-31 ZAC472.39 Billion +22.40%
1999-12-31 ZAC385.94 Billion +25.86%
1998-12-31 ZAC306.63 Billion -4.14%
1997-12-31 ZAC319.88 Billion +9.02%
1996-12-31 ZAC293.41 Billion +17.32%
1995-12-31 ZAC250.09 Billion --

Equity Component Analysis

This analysis shows how different components contribute to Old Mutual Ltd's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 7090500000000.0% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings ZAC70.91 Billion 120.64%
Common Stock ZAC234.00 Million 0.40%
Other Comprehensive Income ZAC-12.36 Billion -21.04%
Total Equity ZAC58.77 Billion 100.00%

Old Mutual Ltd Competitors by Market Cap

The table below lists competitors of Old Mutual Ltd ranked by their market capitalization.

Company Market Cap
Sportking India Limited
NSE:SPORTKING
 		$33.64 Million
Voip-Pal.Com Inc
OTCQB:VPLM
 		$33.65 Million
Gol Linhas Aéreas Inteligentes S.A
NYSE:GOLLQ
 		$33.65 Million
Hastings Technology Metals Limited
PINK:HSRMF
 		$33.66 Million
Coreline Soft, Co., Ltd.
KQ:384470
 		$33.64 Million
HARMONYCHAIN AS NK -05
F:7EW
 		$33.62 Million
FIRMA OPON.DEBICA SA ZY 8
F:FD8
 		$33.62 Million
Deutsche Rohstoff AG
XETRA:DR0
 		$33.62 Million

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Old Mutual Ltd's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 56,060,000,000 to 58,775,000,000, a change of 2,715,000,000 (4.8%).
  • Net income of 7,669,000,000 contributed positively to equity growth.
  • Dividend payments of 3,377,000,000 reduced retained earnings.
  • Share repurchases of 1,396,000,000 reduced equity.
  • New share issuances of 465,000,000 increased equity.
  • Other comprehensive income decreased equity by 889,000,000.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income ZAC7.67 Billion +13.05%
Dividends Paid ZAC3.38 Billion -5.75%
Share Repurchases ZAC1.40 Billion -2.38%
Share Issuances ZAC465.00 Million +0.79%
Other Comprehensive Income ZAC-889.00 Million -1.51%
Other Changes ZAC243.00 Million +0.41%
Total Change ZAC- 4.84%

Book Value vs Market Value Analysis

This analysis compares Old Mutual Ltd's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 113.59x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 199.22x to 113.59x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
1995-12-31 ZAC7.44 ZAC1483.00 x
1996-12-31 ZAC8.85 ZAC1483.00 x
1997-12-31 ZAC7.12 ZAC1483.00 x
1998-12-31 ZAC5.22 ZAC1483.00 x
1999-12-31 ZAC11.13 ZAC1483.00 x
2000-12-31 ZAC12.03 ZAC1483.00 x
2001-12-31 ZAC12.11 ZAC1483.00 x
2003-12-31 ZAC9.65 ZAC1483.00 x
2004-12-31 ZAC10.34 ZAC1483.00 x
2005-12-31 ZAC14.50 ZAC1483.00 x
2006-12-31 ZAC19.88 ZAC1483.00 x
2007-12-31 ZAC20.87 ZAC1483.00 x
2008-12-31 ZAC21.03 ZAC1483.00 x
2009-12-31 ZAC21.23 ZAC1483.00 x
2010-12-31 ZAC19.81 ZAC1483.00 x
2011-12-31 ZAC19.81 ZAC1483.00 x
2012-12-31 ZAC21.89 ZAC1483.00 x
2013-12-31 ZAC26.47 ZAC1483.00 x
2014-12-31 ZAC28.01 ZAC1483.00 x
2015-12-31 ZAC32.25 ZAC1483.00 x
2016-12-31 ZAC28.67 ZAC1483.00 x
2017-12-31 ZAC28.92 ZAC1483.00 x
2018-12-31 ZAC16.65 ZAC1483.00 x
2019-12-31 ZAC16.34 ZAC1483.00 x
2020-12-31 ZAC15.29 ZAC1483.00 x
2021-12-31 ZAC13.90 ZAC1483.00 x
2022-12-31 ZAC13.84 ZAC1483.00 x
2023-12-31 ZAC12.23 ZAC1483.00 x
2024-12-31 ZAC13.06 ZAC1483.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Old Mutual Ltd utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 13.05%
  • The company shows good efficiency in utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 4.83%
  • • Asset Turnover: 0.13x
  • • Equity Multiplier: 21.02x
  • Recent ROE (13.05%) is above the historical average (9.37%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
1995 27.88% 0.00% 0.00x 11.33x ZAC3.95 Billion
1996 16.14% 0.00% 0.00x 11.18x ZAC1.61 Billion
1997 -30.28% 0.00% 0.00x 15.14x ZAC-8.52 Billion
1998 -6.36% 0.00% 0.00x 19.82x ZAC-2.54 Billion
1999 30.34% 0.00% 0.00x 11.09x ZAC7.11 Billion
2000 13.99% 0.00% 0.00x 12.83x ZAC1.63 Billion
2001 -10.69% 0.00% 0.00x 18.14x ZAC-8.89 Billion
2003 9.91% 167.48% 0.00x 20.96x ZAC-28.68 Million
2004 17.12% 4.79% 0.17x 20.89x ZAC2.53 Billion
2005 18.25% 6.03% 0.18x 16.96x ZAC4.27 Billion
2006 11.55% 4.37% 0.15x 17.56x ZAC1.54 Billion
2007 12.21% 5.50% 0.12x 17.93x ZAC2.39 Billion
2008 5.70% 3.79% 0.08x 18.65x ZAC-4.57 Billion
2009 -4.40% -1.80% 0.13x 19.35x ZAC-14.54 Billion
2010 -3.15% -1.32% 0.11x 21.62x ZAC-12.06 Billion
2011 7.86% 6.94% 0.06x 19.13x ZAC-2.28 Billion
2012 14.98% 5.96% 0.14x 18.32x ZAC5.34 Billion
2013 9.70% 3.58% 0.14x 19.30x ZAC-378.57 Million
2014 7.86% 3.79% 0.11x 19.24x ZAC-2.86 Billion
2015 9.19% 4.51% 0.10x 19.99x ZAC-1.25 Billion
2016 7.08% 9.33% 0.04x 21.30x ZAC-3.98 Billion
2017 10.56% 12.54% 0.04x 22.37x ZAC765.87 Million
2018 46.87% 33.79% 0.12x 11.30x ZAC28.76 Billion
2019 12.55% 5.35% 0.19x 12.18x ZAC1.91 Billion
2020 -7.61% -3.71% 0.15x 14.04x ZAC-11.80 Billion
2021 10.72% 2.69% 0.23x 16.95x ZAC444.60 Million
2022 8.19% 4.04% 0.12x 16.67x ZAC-1.15 Billion
2023 12.60% 4.89% 0.12x 20.63x ZAC1.46 Billion
2024 13.05% 4.83% 0.13x 21.02x ZAC1.79 Billion

Industry Comparison

This section compares Old Mutual Ltd's net assets metrics with peer companies in the Financial Conglomerates industry.

Industry Context

  • Industry: Financial Conglomerates
  • Average net assets among peers: $980,703,960
  • Average return on equity (ROE) among peers: 11.60%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Old Mutual Ltd (OMU) ZAC63.81 Billion 27.88% 18.64x $33.64 Million
Alexander Forbes Grp Hldg Ltd (AFH) $2.26 Billion -8.44% 121.81x $5.49 Million
Purple Capital Ltd (PPE) $551.40 Million 12.87% 0.53x $1.55 Million
Sygnia Ltd (SYG) $126.71 Million 30.36% 169.59x $2.97 Million