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.
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.
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.
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.
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.
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.
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.
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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.
Skip ChartThis 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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