Old Mutual (NAM:OMM) Tax Rate %: 63.65% (As of Dec. 2025)

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Director of Data and Quant Analytics at GuruFocus
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

NAM:OMM Old Mutual Ltd NAM:OMM
76 GF Score
Price R13.20
GF Value R20.75
Valuation Significantly Undervalued
! 1 Warning Sign
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What is Old Mutual Tax Rate %?

Old Mutual NAM:OMM 76 Tax Rate % is 63.65% as of Dec. 2025. GuruFocus rates NAM:OMM with a GF Score™ of 76/100 and a GF Value™ of R20.75 (Significantly Undervalued). The stock has 1 warning sign investors should review.

Tax Rate % is calculated as Tax Expense divided by its Pre-Tax Income. Old Mutual's Tax Expense for the six months ended in Dec. 2025 was R8,217 Mil. Old Mutual's Pre-Tax Income for the six months ended in Dec. 2025 was R12,910 Mil. Therefore, Old Mutual's Tax Rate % for the quarter that ended in Dec. 2025 was 63.65%.

Old Mutual Tax Rate % Related Terms

Old Mutual Tax Rate % Historical Data

* Premium members only.

The historical data trend for Old Mutual's Tax Rate % 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 Tax Rate % Chart

Old Mutual Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Tax Rate %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 44.42 13.83 45.35 45.85 59.42

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
Tax Rate % 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 51.72 38.79 56.23 53.86 63.65
NAM:OMM
76GF Score
Old Mutual Ltd NAM:OMM
Tax Rate % is just one metric. See GF Score™, valuation, warning signs, and more.
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Old Mutual Tax Rate % Calculation

Tax Rate % is the ratio of tax expense divided by pretax income, usually presented in percent.

Old Mutual's Tax Rate % for the fiscal year that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (A: Dec. 2025 )/Pre-Tax Income (A: Dec. 2025 )
=13497/22714
=59.42 %

Old Mutual's Tax Rate % for the quarter that ended in Dec. 2025 is calculated as

Tax Rate %=Tax Expense (Q: Dec. 2025 )/Pre-Tax Income (Q: Dec. 2025 )
=8217/12910
=63.65 %

* 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.

Frequently Asked Questions Learn more about Tax Rate % →
What does a Tax Rate % of 63.65% mean?
Old Mutual (NAM:OMM) has a Tax Rate % of 63.65% as of Dec. 2025.
Is Old Mutual's Tax Rate % too high?
Old Mutual's current Tax Rate % is 63.65%. Overall, Old Mutual has a GF Score™ of 76/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Old Mutual's Tax Rate % compare to FRHC and VOYA?
Old Mutual's Tax Rate % of 63.65% 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 Tax Rate % for a Diversified Financial Services company?
A good Tax Rate % depends on the Diversified Financial Services industry context. However, Tax Rate % 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 Tax Rate % mean?
A high Tax Rate % can signal that a stock is expensive relative to its fundamentals. Old Mutual's current Tax Rate % is 63.65%. 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 (NAM:OMM) is currently considered Significantly Undervalued. The stock's GF Value™ is R20.75, compared to a current price of R13.20 — trading 36.4% below its estimated fair value. The current Tax Rate % is 63.65%. Old Mutual's overall GF Score™ is 76/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Rate % calculated?
Tax Rate % is calculated from a company's financial statements. For Old Mutual (NAM:OMM), the current Tax Rate % is 63.65% 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 (NAM:OMM) Overvalued in 2026?

Based on GuruFocus' analysis, Old Mutual stock appears to be undervalued. The current stock price of R13.20 is trading 36.4% below its estimated GF Value™ of R20.75. GuruFocus considers Old Mutual to be Significantly Undervalued.

Key valuation signals for NAM:OMM:

  • Tax Rate %: 63.65%
  • GF Value™: R20.75 vs. price of R13.20 (36.4% below fair value)
  • GF Score™: 76/100 with 1 warning sign

No single metric tells the full story. See the NAM:OMM 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.
76GF Score

Get the complete analysis for NAM:OMM

Tax Rate % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R13.20
Price
R20.75
GF Value