OMU vs. PHNX, SSON, HGT, PHLL, BGEO, CTY, DLG, INPP, TRIG, and STJ
Should you be buying Old Mutual stock or one of its competitors? The main competitors of Old Mutual include Phoenix Group (PHNX), Smithson Investment Trust (SSON), HgCapital Trust (HGT), Petershill Partners (PHLL), Bank of Georgia Group (BGEO), City of London (CTY), Direct Line Insurance Group (DLG), International Public Partnerships (INPP), The Renewables Infrastructure Group (TRIG), and St. James's Place (STJ). These companies are all part of the "financial services" sector.
Old Mutual (LON:OMU) and Phoenix Group (LON:PHNX) are both mid-cap financial services companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, community ranking, media sentiment, institutional ownership, risk, valuation, profitability and dividends.
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.
Old Mutual has a beta of 0.99, indicating that its share price is 1% less volatile than the S&P 500. Comparatively, Phoenix Group has a beta of 0.77, indicating that its share price is 23% less volatile than the S&P 500.
48.8% of Old Mutual shares are held by institutional investors. Comparatively, 55.8% of Phoenix Group shares are held by institutional investors. 0.1% of Old Mutual shares are held by insiders. Comparatively, 15.0% of Phoenix Group shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.
Old Mutual has a net margin of 7.11% compared to Phoenix Group's net margin of -0.57%. Old Mutual's return on equity of 12.85% beat Phoenix Group's return on equity.
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.
In the previous week, Phoenix Group had 25 more articles in the media than Old Mutual. MarketBeat recorded 27 mentions for Phoenix Group and 2 mentions for Old Mutual. Phoenix Group's average media sentiment score of 0.29 beat Old Mutual's score of 0.19 indicating that Phoenix Group is being referred to more favorably in the news media.
Old Mutual currently has a consensus price target of GBX 59, indicating a potential upside of 25.13%. Phoenix Group has a consensus price target of GBX 614.60, indicating a potential upside of 21.82%. Given Old Mutual's higher probable upside, research analysts clearly believe Old Mutual is more favorable than Phoenix Group.
Old Mutual pays an annual dividend of GBX 4 per share and has a dividend yield of 8.5%. Phoenix Group pays an annual dividend of GBX 53 per share and has a dividend yield of 10.5%. Old Mutual pays out 5,714.3% 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 pays out -37,857.1% of its earnings in the form of a dividend. Phoenix Group is clearly the better dividend stock, given its higher yield and lower payout ratio.
Summary
Old Mutual and Phoenix Group tied by winning 10 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.
This 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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