Old Mutual (MSW:OMU) ROE % Adjusted to Book Value: 5.87% (As of Dec. 2025)


MSW:OMU Old Mutual Ltd MSW:OMU
86 GF Score
Price MWK5,300.01
GF Value MWK5,236.64
Valuation Fairly Valued
! 1 Warning Sign
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What is Old Mutual ROE % Adjusted to Book Value?

Old Mutual MSW:OMU 86 ROE % Adjusted to Book Value is 5.87% as of Dec. 2025. GuruFocus rates MSW:OMU with a GF Score™ of 86/100 and a GF Value™ of MWK5,236.64 (Fairly Valued). The stock has 1 warning sign investors should review.

Old Mutual's ROE % for the quarter that ended in Dec. 2025 was 14.73%. Old Mutual's PB Ratio for the quarter that ended in Dec. 2025 was 2.51. Old Mutual's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 was 5.87%.


Old Mutual ROE % Adjusted to Book Value Related Terms


Old Mutual ROE % Adjusted to Book Value Historical Data

* Premium members only.

The historical data trend for Old Mutual's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Old Mutual ROE % Adjusted to Book Value Chart

Old Mutual Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 6.57 11.59 9.57 9.25 5.85

Old Mutual Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.62 15.43 5.74 7.79 5.87

MSW:OMU vs VOYA, FRHC: ROE % Adjusted to Book Value Comparison

For the Financial Conglomerates subindustry, Old Mutual's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Old Mutual ROE % Adjusted to Book Value vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Old Mutual's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Old Mutual's ROE % Adjusted to Book Value falls into.


MSW:OMU
86GF Score
Old Mutual Ltd MSW:OMU
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Old Mutual ROE % Adjusted to Book Value Calculation

Old Mutual's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=14.69% / 2.51
=5.85%

Old Mutual's ROE % Adjusted to Book Value for the quarter that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=14.73% / 2.51
=5.87%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of 5.87% mean?
Old Mutual (MSW:OMU) has a ROE % Adjusted to Book Value of 5.87% as of Dec. 2025. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Old Mutual and its competitors.
Is Old Mutual's ROE % Adjusted to Book Value too high?
Old Mutual's current ROE % Adjusted to Book Value is 5.87%. Overall, Old Mutual has a GF Score™ of 86/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Old Mutual's ROE % Adjusted to Book Value compare to VOYA and FRHC?
Old Mutual's ROE % Adjusted to Book Value of 5.87% can be compared against companies in the Diversified Financial Services industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for a Diversified Financial Services company?
A good ROE % Adjusted to Book Value depends on the Diversified Financial Services industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Old Mutual and its competitors. Old Mutual's current ROE % Adjusted to Book Value is 5.87%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Old Mutual stock overvalued right now?
Based on GuruFocus' analysis, Old Mutual (MSW:OMU) is currently considered Fairly Valued. The stock's GF Value™ is MWK5,236.64, compared to a current price of MWK5,300.01 — trading 1.2% above its estimated fair value. The current ROE % Adjusted to Book Value is 5.87%. Old Mutual's overall GF Score™ is 86/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Old Mutual (MSW:OMU), the current ROE % Adjusted to Book Value is 5.87% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Old Mutual (MSW:OMU) Overvalued in 2026?

Based on GuruFocus' analysis, Old Mutual stock appears to be overvalued. The current stock price of MWK5,300.01 is trading 1.2% above its estimated GF Value™ of MWK5,236.64. GuruFocus considers Old Mutual to be Fairly Valued.

Key valuation signals for MSW:OMU:

  • ROE % Adjusted to Book Value: 5.87%
  • GF Value™: MWK5,236.64 vs. price of MWK5,300.01 (1.2% above fair value)
  • GF Score™: 86/100 with 1 warning sign

No single metric tells the full story. See the MSW:OMU stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Old Mutual Business Description

Address Mutualpark, Jan Smuts Drive, Pinelands, Cape Town, WC, ZAF, 7405
Old Mutual Ltd provides financial services that include wealth management, banking, asset management, and insurance. The firm is organized into the following operational segments: Old Mutual Life and Savings, Old Mutual Investments, Old Mutual Banking, Old Mutual Insure, Old Mutual Africa Regions, and Other Group Activities. The company generates key revenue from Old Mutual Life and Savings, which comprises retail and corporate segments offering risk, savings, investment, lending, and income products across diverse markets. This includes simple financial solutions for low- to lower-middle-income customers, holistic financial advice and tailored investment offerings for middle-income and high-net-worth individuals, and employee benefits and business solutions for SMEs.
86GF Score

Get the complete analysis for MSW:OMU

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MWK5,300.01
Price
MWK5,236.64
GF Value