Old Mutual (OMU) Competitors

GBX 45.15
+2.35 (+5.49%)
(As of 04/26/2024 ET)

OMU vs. PHNX, HGT, PHLL, STJ, BGEO, SSON, INPP, CTY, WWH, and CLDN

Should you be buying Old Mutual stock or one of its competitors? The main competitors of Old Mutual include Phoenix Group (PHNX), HgCapital Trust (HGT), Petershill Partners (PHLL), St. James's Place (STJ), Bank of Georgia Group (BGEO), Smithson Investment Trust (SSON), International Public Partnerships (INPP), City of London (CTY), Worldwide Healthcare (WWH), and Caledonia Investments (CLDN). These companies are all part of the "financial services" sector.

Old Mutual vs.

Phoenix Group (LON:PHNX) and Old Mutual (LON:OMU) are both mid-cap financial services companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, community ranking, media sentiment, risk, earnings, dividends, valuation, profitability and analyst recommendations.

Phoenix Group presently has a consensus price target of GBX 614.60, indicating a potential upside of 26.72%. Old Mutual has a consensus price target of GBX 59, indicating a potential upside of 30.68%. Given Phoenix Group's higher possible upside, analysts clearly believe Old Mutual is more favorable than Phoenix Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Phoenix Group
1 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.40
Old Mutual
0 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

In the previous week, Phoenix Group had 20 more articles in the media than Old Mutual. MarketBeat recorded 24 mentions for Phoenix Group and 4 mentions for Old Mutual. Phoenix Group's average media sentiment score of 0.32 beat Old Mutual's score of 0.07 indicating that Old Mutual is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Phoenix Group
0 Very Positive mention(s)
6 Positive mention(s)
15 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Neutral
Old Mutual
0 Very Positive mention(s)
4 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Old Mutual has a net margin of 7.11% compared to Old Mutual's net margin of -0.57%. Phoenix Group's return on equity of 12.20% beat Old Mutual's return on equity.

Company Net Margins Return on Equity Return on Assets
Phoenix Group-0.57% -2.26% 0.13%
Old Mutual 7.11%12.20%0.78%

Phoenix Group pays an annual dividend of GBX 53 per share and has a dividend yield of 10.9%. Old Mutual pays an annual dividend of GBX 4 per share and has a dividend yield of 8.9%. Phoenix Group pays out -37,857.1% of its earnings in the form of a dividend. Old Mutual pays out 6,666.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Phoenix Group is clearly the better dividend stock, given its higher yield and lower payout ratio.

54.9% of Phoenix Group shares are owned by institutional investors. Comparatively, 50.2% of Old Mutual shares are owned by institutional investors. 14.9% of Phoenix Group shares are owned by company insiders. Comparatively, 0.1% of Old Mutual shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Old Mutual has higher revenue and earnings than Phoenix Group. Phoenix Group is trading at a lower price-to-earnings ratio than Old Mutual, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Phoenix Group£20.23B0.24-£138M-£0.14-3,464.29
Old Mutual£99.30B0.02£7.06B£0.06752.50

Phoenix Group received 292 more outperform votes than Old Mutual when rated by MarketBeat users. However, 65.85% of users gave Old Mutual an outperform vote while only 57.58% of users gave Phoenix Group an outperform vote.

CompanyUnderperformOutperform
Phoenix GroupOutperform Votes
319
57.58%
Underperform Votes
235
42.42%
Old MutualOutperform Votes
27
65.85%
Underperform Votes
14
34.15%

Phoenix Group has a beta of 0.74, indicating that its stock price is 26% less volatile than the S&P 500. Comparatively, Old Mutual has a beta of 0.99, indicating that its stock price is 1% less volatile than the S&P 500.

Summary

Old Mutual beats Phoenix Group on 11 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding OMU and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of LON and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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OMU vs. The Competition

MetricOld MutualInsurance IndustryFinancial SectorLON Exchange
Market Cap£2.16B£19.84B£2.95B£1.40B
Dividend Yield8.20%5.43%4.60%12.00%
P/E Ratio752.5099.09467.421,724.67
Price / Sales0.0239.842,692.74311,087.03
Price / Cash0.061.9847.4932.89
Price / Book0.041.081.542.54
Net Income£7.06B£2.88B£391.77M£179.82M
7 Day Performance5.12%0.76%7.40%16.27%
1 Month Performance-3.42%-2.55%0.07%6.84%
1 Year Performance-8.31%-2.88%8.10%19.13%

Old Mutual Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
PHNX
Phoenix Group
2.3123 of 5 stars
GBX 484.80
-4.7%
GBX 632.40
+30.4%
-16.4%£4.85B£20.23B-3,462.867,757Gap Down
HGT
HgCapital Trust
0 of 5 stars
GBX 472
-2.9%
N/A+41.4%£2.16B£203.70M1,275.68N/A
PHLL
Petershill Partners
1.2057 of 5 stars
GBX 190.20
-2.7%
GBX 248.67
+30.7%
+21.9%£2.13B£206.40M19,020.00N/AGap Up
STJ
St. James's Place
3.7226 of 5 stars
GBX 402
-3.2%
GBX 710.50
+76.7%
-66.2%£2.21B£19.01B-20,100.002,298Analyst Report
Gap Up
BGEO
Bank of Georgia Group
1.9716 of 5 stars
GBX 4,850
-2.3%
GBX 5,900
+21.6%
+86.3%£2.21B£2.39B458.859,398Gap Down
SSON
Smithson Investment Trust
0 of 5 stars
GBX 1,374
-2.0%
N/A-2.8%£2.23BN/A605.29N/A
INPP
International Public Partnerships
0 of 5 stars
GBX 120.40
-1.3%
N/A-14.6%£2.30B£147.97M2,408.00N/A
CTY
City of London
0 of 5 stars
GBX 400
-1.5%
N/A-4.8%£2.01B£140.56M1,600.00N/ADividend Announcement
WWH
Worldwide Healthcare
0 of 5 stars
GBX 332
-0.7%
N/A-89.9%£1.93B£34.33M-33,200.00N/A
CLDN
Caledonia Investments
0 of 5 stars
GBX 3,465
+0.1%
N/A-2.6%£1.89B£167.60M1,513.1074Gap Up

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This page (LON:OMU) was last updated on 4/26/2024 by MarketBeat.com Staff

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