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Momentum Metropolitan Holdings Limited (MTM.JO)

ZAc4,031.00 -37.00 (-0.91%)
ZA JNB Financial Services Insurance - Diversified
Address 268 West Avenue 157
Centurion, ZA
CEO Jeanette Christina Marais
IPO 2000-01-04
ISIN ZAE000269890

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Description

Momentum Metropolitan Holdings Limited, through its various subsidiaries, delivers a comprehensive suite of insurance-centric financial services. These offerings cater to a diverse clientele, including private individuals, corporations, institutional bodies, and other organizations, operating both within South Africa and across international markets. The company's operations are strategically organized across distinct divisions, namely Momentum Life, Momentum Investments, Metropolitan Life, Momentum Corporate, Momentum Metropolitan Health, Non-life Insurance, Momentum Metropolitan Africa, and its New Initiatives segment. Its extensive product portfolio features both long-term and short-term insurance solutions, alongside employee benefits encompassing health coverage and retirement planning. The group also provides wealth management services, including asset and property management, various investment vehicles, and savings products. Additionally, it offers healthcare administration and sophisticated health risk management services, complemented by innovative client engagement platforms that incorporate wellness and loyalty programs. The company markets its services and products under recognized brand names such as Metropolitan, Momentum, Guardrisk, and Eris Properties. Its corporate headquarters are situated in Centurion, South Africa.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
ZAc4,031.00 -37.00 (-0.91%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.25
Float Shares
1.18B
Free Float %
93.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.96% -3.52% -5.10% -11.18% -0.99% -6.07% +3.52% +112.42% +84.49% +59.64% +317.67%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
4,031.00
DCF (Unlevered) 21,077.23 +422.9%
DCF (Levered) 11,640.36 +188.8%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 60% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 2 -1
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.51
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Diversified: +15.2%
    +126.6% Q4'25: +337.4% (vs Q4'23)
  • EPS growth Insurance - Diversified: +25.3%
    +57.6% Q4'25: +63.6% (vs Q4'23)
  • FCF margin FCF growth · Insurance - Diversified: +30.2%
    +5.5% Q4'25: +1.5% (vs Q4'23)
  • EBIT margin Insurance - Diversified: +13.5%
    +11.1% Q4'25: +6.0% (vs Q4'23)
  • ROIC Insurance - Diversified: +4.2%
    +897.6% Q4'25: +1,096.1% (vs Q4'23)
  • Share dilution Insurance - Diversified: +0.0%
    -2.4% Q4'25: -5.2% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Diversified: -0.05×
    0.34× Q4'25: 0.19× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.30) × ERP
WACC = 91% × Ke + 9% × Kd (41.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 21,077.23 Current price: 4,031.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
1 Rev. Ana.
4 EPS Ana.
Jun 2027
1 Rev. Ana.
4 EPS Ana.
Jun 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
98.23B
est: 125.89B (-22.0%)
56.03B
est: 11.34B (+394.0%)
126.97B
est: 60.65B (+109.4%)
63.77B
63.77B – 63.77B
+5.1% YoY
66.45B
66.45B – 66.45B
+4.2% YoY
69.24B
69.24B – 69.24B
+4.2% YoY
EBITDA
10.82B
est: 15.06B (-28.2%)
10.74B
est: 1.36B (+691.0%)
14.67B
est: 7.26B (+102.2%)
7.63B
7.63B – 7.63B
+5.1% YoY
7.95B
7.95B – 7.95B
+4.2% YoY
8.29B
8.29B – 8.29B
+4.2% YoY
EBIT
10.16B
est: 13.97B (-27.3%)
10.09B
est: 1.26B (+701.4%)
14.05B
est: 6.73B (+108.7%)
7.08B
7.08B – 7.08B
+5.1% YoY
7.38B
7.38B – 7.38B
+4.2% YoY
7.68B
7.68B – 7.68B
+4.2% YoY
Net Income
3.10B
est: 4.30B (-27.8%)
3.85B
est: 4.39B (-12.3%)
5.98B
est: 6.11B (-2.1%)
7.08B
7.00B – 7.15B
+15.9% YoY
7.60B
7.20B – 7.99B
+7.3% YoY
7.19B
7.19B – 7.19B
-5.4% YoY
SGA
1.91B
est: 1.48B (+29.3%)
est: 132.98M (-100.0%)
est: 711.03M (-100.0%)
747.64M
747.64M – 747.64M
+5.1% YoY
779.04M
779.04M – 779.04M
+4.2% YoY
811.76M
811.76M – 811.76M
+4.2% YoY
EPS
2.20
est: 3.13 (-29.8%)
2.83
est: 3.21 (-11.8%)
4.45
est: 4.44 (+0.3%)
5.16
5.10 – 5.21
+16.3% YoY
5.51
5.25 – 5.82
+6.7% YoY
5.24
5.24 – 5.24
-5.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 A- 4/5 5/5 5/5 3/5 3/5 3/5 2/5
2026-05-28 A- 4/5 5/5 5/5 3/5 3/5 3/5 2/5
2026-05-27 A- 4/5 5/5 5/5 3/5 3/5 3/5 2/5
2026-05-26 A- 4/5 5/5 5/5 3/5 3/5 3/5 2/5
2026-05-25 A- 4/5 5/5 5/5 3/5 3/5 3/5 2/5
2026-05-22 A- 4/5 5/5 5/5 3/5 3/5 3/5 2/5
2026-05-21 A- 4/5 5/5 5/5 3/5 3/5 3/5 2/5
2026-05-20 A- 4/5 5/5 5/5 3/5 3/5 3/5 2/5
2026-05-19 A- 4/5 5/5 5/5 3/5 3/5 3/5 2/5
2026-05-18 A- 4/5 5/5 5/5 3/5 3/5 3/5 2/5
2026-05-15 A- 4/5 4/5 5/5 3/5 3/5 3/5 2/5
2026-05-14 A- 4/5 4/5 5/5 3/5 3/5 3/5 2/5
2026-05-13 A- 4/5 4/5 5/5 3/5 3/5 3/5 2/5
2026-05-12 A- 4/5 4/5 5/5 3/5 3/5 3/5 2/5
2026-05-11 A- 4/5 4/5 5/5 3/5 3/5 3/5 2/5
2026-05-08 A- 4/5 4/5 5/5 3/5 3/5 3/5 2/5
2026-05-07 A- 4/5 4/5 5/5 3/5 3/5 3/5 2/5
2026-05-06 A- 4/5 4/5 5/5 3/5 3/5 3/5 2/5
2026-05-05 A- 4/5 4/5 5/5 3/5 3/5 3/5 2/5
2026-05-04 A- 4/5 4/5 5/5 3/5 3/5 3/5 2/5
2026-04-30 A- 4/5 4/5 5/5 3/5 3/5 4/5 2/5
2026-04-29 A- 4/5 4/5 5/5 3/5 3/5 4/5 2/5
2026-04-28 A- 4/5 4/5 5/5 3/5 3/5 4/5 2/5
2026-04-24 A- 4/5 5/5 5/5 3/5 2/5 4/5 2/5
2026-04-23 A 4/5 5/5 5/5 4/5 2/5 4/5 2/5
2026-04-22 A 4/5 5/5 5/5 4/5 2/5 4/5 2/5
2026-04-21 A 4/5 5/5 5/5 4/5 2/5 4/5 2/5
2026-04-20 A 4/5 5/5 5/5 4/5 2/5 4/5 2/5
2026-04-17 A 4/5 5/5 5/5 4/5 2/5 4/5 2/5
2026-04-16 A 4/5 5/5 5/5 4/5 2/5 4/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
9.51B
OE per share TTM
7.04
Owner's Yield
20.39%
Maintenance CapEx ratio
104.43%
Maint CapEx / Avg PPE
4.1%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 82 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Cambria Emerging Shareholder Yield ETF EYLD 1.04% 8.77M 0.65%
2 WisdomTree Emerging Markets SmallCap Dividend Fund DGS 0.55% 9.85M 0.58%
3 WisdomTree Emerging Markets SmallCap Dividend UCITS ETF DGSD.L 0.47% 207.3K 0.54%
4 Fidelity Emerging Markets Multifactor ETF FDEM 0.40% 2.32M 0.25%
5 VanEck Africa Index ETF AFK 0.32% 321.3K 0.76%
6 Avantis Emerging Markets Small Cap Equity ETF AVEE 0.28% 341.3K 0.42%
7 iShares Ageing Population UCITS ETF AGED.L 0.22% 1.94M 0.40%
8 State Street SPDR MSCI Emerging Markets Small Cap UCITS ETF EMSD.L 0.17% 1.04M 0.55%
9 iShares MSCI EM Small Cap UCITS ETF IEMS.L 0.17% 575.2K 0.74%
10 iShares MSCI Emerging Markets Small-Cap ETF EEMS 0.16% 617.3K 0.72%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
914.5K
Shares Outstanding
1.27B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Jeanette Christina Marais Group Chief Executive Officer & Executive Director 13M female
Risto S. Ketola Group Finance Director & Executive Director 10M male
Dumo Mhlotyana Mbethe Chief Executive Officer of Momentum Corporate & Executive Director 9M male
Jan Lubbe Group Chief Risk Officer male
Hannes Viljoen Chief Executive of Momentum Metropolitan Health male
Njabulo Nyawo Chief People Executive male
Nontokozo Madonsela Group Chief Marketing Officer female
Otsile Sehularo Chief Audit Executive
Peter Tshiguvho Chief Executive Officer of Metropolitan Life male
Ravikumaran Govender Group Chief Digital & Technology Officer male
Ferdinand van Heerden Chief Executive Officer of Momentum Investments male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits