Old Mutual Limited (JSE: OMU)

Old Mutual Ratios and Metrics

Market cap in millions ZAR. Fiscal year is January - December.

Fiscal Year	Current	FY 2023	FY 2022	FY 2021	FY 2020	FY 2019
Period Ending	Jan 21, 2025	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021	Dec 31, 2020	Dec 31, 2019
Market Capitalization	52,191	56,006	51,399	61,682	55,985	92,570
Market Cap Growth	1.17%	8.96%	-16.67%	10.18%	-39.52%	-16.38%
Enterprise Value	22,333	34,164	36,554	48,938	45,207	87,172
PE Ratio	6.71	7.93	9.83	9.26	-	9.86
PS Ratio	0.51	0.56	0.62	0.25	0.41	0.53
PB Ratio	0.99	0.96	0.85	0.94	0.81	1.19
P/FCF Ratio	-	10.97	1.93	3.21	2.48	8.22
P/OCF Ratio	-	9.44	1.85	3.07	2.40	7.59
EV/Sales Ratio	0.22	0.34	0.44	0.20	0.33	0.50
EV/EBITDA Ratio	1.37	2.37	5.16	4.66	-	7.55
EV/EBIT Ratio	1.44	2.47	5.56	5.23	-	8.25
EV/FCF Ratio	-2.57	6.69	1.37	2.54	2.00	7.74
Debt / Equity Ratio	0.42	1.14	1.06	0.76	0.85	0.55
Debt / EBITDA Ratio	1.57	4.53	8.57	4.57	-	3.62
Debt / FCF Ratio	-	13.06	2.40	2.59	2.61	3.84
Quick Ratio	0.58	0.81	0.86	0.91	0.35	0.40
Current Ratio	0.67	1.13	1.09	1.13	0.44	0.46
Asset Turnover	0.09	0.09	0.08	0.24	0.15	0.19
Return on Equity (ROE)	13.86%	12.85%	9.01%	11.09%	-7.26%	11.99%
Return on Assets (ROA)	0.84%	0.78%	0.39%	0.59%	-0.15%	0.74%
Return on Capital (ROIC)	10.66%	6.94%	3.43%	4.80%	-1.12%	5.77%
Earnings Yield	14.73%	12.61%	10.18%	10.80%	-9.10%	10.14%
FCF Yield	-16.11%	9.12%	51.94%	31.20%	40.29%	12.16%
Dividend Yield	6.92%	6.68%	8.39%	7.14%	4.41%	9.77%
Payout Ratio	44.53%	52.43%	65.46%	40.32%	-	57.35%
Buyback Yield / Dilution	4.95%	0.61%	-3.13%	-2.10%	4.24%	2.39%
Total Shareholder Return	11.87%	7.29%	5.26%	5.04%	8.65%	12.16%

Source: S&P Capital IQ. Insurance template. Financial Sources.