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Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-07-15), PM Capital Global Opportunities Fund's Beta is 0.6641.
PM Capital Global Opportunities Fund (ASX:PGF) Beta Explanation
Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.
Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)
PM Capital Global Opportunities Fund Beta Related Terms
PM Capital Global Opportunities Fund Beta Historical Data
* 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.
For the Asset Management subindustry, PM Capital Global Opportunities Fund's Beta, along with its competitors' market caps and Beta 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.
PM Capital Global Opportunities Fund Beta vs Asset Management Industry
For the Asset Management industry and Financial Services sector, PM Capital Global Opportunities Fund's Beta distribution charts can be found below:
* The bar in red indicates where PM Capital Global Opportunities Fund's Beta falls into.
PM Capital Global Opportunities Fund Beta Calculation
Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.
PM Capital Global Opportunities Fund (ASX:PGF) has a Beta of 0.6641 as of Jul. 15, 2026. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for PM Capital Global Opportunities Fund and its competitors.
Is PM Capital Global Opportunities Fund's Beta too high?
PM Capital Global Opportunities Fund's current Beta is 0.6641. Overall, PM Capital Global Opportunities Fund has a GF Score™ of 58/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does PM Capital Global Opportunities Fund's Beta compare to BLK and BX?
PM Capital Global Opportunities Fund's Beta of 0.6641 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Beta for an Asset Management company?
A good Beta depends on the Asset Management industry context. However, Beta 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 Beta mean?
A high Beta can signal that a stock is expensive relative to its fundamentals. Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. View historical data for PM Capital Global Opportunities Fund and its competitors. PM Capital Global Opportunities Fund's current Beta is 0.6641. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PM Capital Global Opportunities Fund stock overvalued right now?
Based on GuruFocus' analysis, PM Capital Global Opportunities Fund (ASX:PGF) is currently considered Significantly Undervalued. The stock's GF Value™ is A$5.56, compared to a current price of A$3.25 — trading 41.5% below its estimated fair value. The current Beta is 0.6641. PM Capital Global Opportunities Fund's overall GF Score™ is 58/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Beta calculated?
Beta is calculated from a company's financial statements. For PM Capital Global Opportunities Fund (ASX:PGF), the current Beta is 0.6641 as of Jul. 15, 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 PM Capital Global Opportunities Fund (ASX:PGF) Overvalued in 2026?
Based on GuruFocus' analysis, PM Capital Global Opportunities Fund stock appears to be undervalued.
The current stock price of A$3.25 is trading 41.5% below its estimated GF Value™ of A$5.56.
GuruFocus considers PM Capital Global Opportunities Fund to be Significantly Undervalued.
Key valuation signals for ASX:PGF:
Beta: 0.6641
GF Value™: A$5.56 vs. price of A$3.25 (41.5% below fair value)
No single metric tells the full story. See the ASX:PGF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
PM Capital Global Opportunities Fund Business Description
PM Capital Global Opportunities Fund Ltd is engaged in investing in a portfolio of listed securities across securities markets. Its investment objective is to increase the value of its portfolio by providing long-term capital growth. The fund seeks to invest in stocks of companies that are operating across diversified sectors. The company offers concentrated strategies for investors.
58GF Score
Get the complete analysis for ASX:PGF
Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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