Old Mutual (NAM:OMM) 5-Year Yield-on-Cost %: 9.26 (As of Jul. 22, 2026) — 10% Above Median

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Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Founder & CEO of GuruFocus
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 R20.69
Valuation Significantly Undervalued
! 1 Warning Sign
View Full Analysis

What is Old Mutual 5-Year Yield-on-Cost %?

Old Mutual NAM:OMM 76 5-Year Yield-on-Cost % is 9.26 as of Jul. 22, 2026, which is 10% above its 10-year median of 8.43. GuruFocus rates NAM:OMM with a GF Score™ of 76/100 and a GF Value™ of R20.69 (Significantly Undervalued). The stock has 1 warning sign investors should review. Among 47 Diversified Financial Services companies, Old Mutual ranks better than 78.72% on this metric.

Old Mutual's yield on cost for the quarter that ended in Dec. 2025 was 9.26.


The historical rank and industry rank for Old Mutual's 5-Year Yield-on-Cost % or its related term are showing as below:

NAM:OMM' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.94   Med: 8.43   Max: 19.15
Current: 9.26


During the past 13 years, Old Mutual's highest Yield on Cost was 19.15. The lowest was 2.94. And the median was 8.43.


NAM:OMM's 5-Year Yield-on-Cost % is ranked better than
78.72% of 47 companies
in the Diversified Financial Services industry
Industry Median: 4.18 vs NAM:OMM: 9.26

Old Mutual  (NAM:OMM) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Old Mutual 5-Year Yield-on-Cost % Related Terms


NAM:OMM vs VOYA, FRHC: 5-Year Yield-on-Cost % Comparison

For the Financial Conglomerates subindustry, Old Mutual's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, Old Mutual's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where Old Mutual's 5-Year Yield-on-Cost % falls into.


NAM:OMM
76GF Score
Old Mutual Ltd NAM:OMM
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Old Mutual 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Old Mutual is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 9.26 mean?
Old Mutual (NAM:OMM) has a 5-Year Yield-on-Cost % of 9.26 as of Jul. 22, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Old Mutual and its competitors. This is 10% above median its historical median of 8.43. Over the past decade, Old Mutual's 5-Year Yield-on-Cost % has ranged from 2.94 to 19.15. According to the industry distribution chart, Old Mutual ranks #10 out of 47 companies in the Diversified Financial Services industry, placing it in the top 21.3%.
Is Old Mutual's 5-Year Yield-on-Cost % too high?
Old Mutual's current 5-Year Yield-on-Cost % of 9.26 is 10% above median its 10-year median of 8.43. Over the past 10 years, this metric has ranged from a low of 2.94 to a high of 19.15. The Diversified Financial Services industry median 5-Year Yield-on-Cost % is 4.18. Old Mutual's value of 9.26 is 121.5% above this industry median. Based on the distribution chart, Old Mutual ranks #10 out of 47 companies in the Diversified Financial Services industry, which is in the top quartile — a strong position relative to peers. 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 5-Year Yield-on-Cost % compare to VOYA and FRHC?
According to the Diversified Financial Services industry distribution chart, Old Mutual ranks #10 out of 47 companies for 5-Year Yield-on-Cost %. This places Old Mutual in the top 21% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 4.18. Old Mutual's value of 9.26 is 121.5% above this benchmark. Historically, Old Mutual's own 5-Year Yield-on-Cost % has ranged from 2.94 to 19.15 over the past decade. While the company's 10-year median is 8.43 vs. the industry median of 4.18, Old Mutual has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a Diversified Financial Services company?
The median 5-Year Yield-on-Cost % among Diversified Financial Services companies is 4.18, based on 47 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Old Mutual's current 5-Year Yield-on-Cost % of 9.26 is 121.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Old Mutual and its competitors. For the Diversified Financial Services industry, the median 5-Year Yield-on-Cost % is 4.18 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Old Mutual's current 5-Year Yield-on-Cost % is 9.26, which is 10% above median its own 10-year median of 8.43. 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 R20.69, compared to a current price of R13.20 — trading 36.2% below its estimated fair value. The current 5-Year Yield-on-Cost % is 9.26, which is 10% above median its 10-year median of 8.43 and 121.5% above the Diversified Financial Services industry median of 4.18. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Old Mutual (NAM:OMM), the current 5-Year Yield-on-Cost % is 9.26 as of Jul. 22, 2026. 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 36.2% below its estimated GF Value™ of R20.69. GuruFocus considers Old Mutual to be Significantly Undervalued.

Key valuation signals for NAM:OMM:

  • 5-Year Yield-on-Cost %: 9.26 (10% above median its 10-year median of 8.43)
  • GF Value™: R20.69 vs. price of R13.20 (36.2% below fair value)
  • GF Score™: 76/100 with 1 warning sign
  • Industry Position: 121.5% above the Diversified Financial Services median (#10 of 47)

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

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

R13.20
Price
R20.69
GF Value