Lodestar Investment HoldingsPHS:LODE +4.92%28 12-1 Month Momentum % is 31.15% as of Jul. 11, 2026. GuruFocus rates PHS:LODE with a GF Score™ of 28/100. Among 417 Diversified Financial Services companies, Lodestar Investment Holdings ranks better than 81.06% on this metric.
12-1 Month Momentum % is the total return of the stock from 12-month ago to 1-month ago. As of today (2026-07-11), Lodestar Investment Holdings's 12-1 Month Momentum % is 31.15%.
The industry rank for Lodestar Investment Holdings's 12-1 Month Momentum % or its related term are showing as below:
PHS:LODE's 12-1 Month Momentum % is ranked better than 81.06% of 417
companies
in the Diversified Financial Services industry
Industry Median: 2.53
vs PHS:LODE: 31.15
Momentum investing is a trading strategy in which investors buy securities that are rising and sell before the prices start to go back down. The 12-1 Month Momentum % measures the total return to a stock over the past twelve months, but ignores the previous month.
The reason why the most recent month’s return dropped related to the short-term reversal effect associated with momentum. There is an academic finding that short-term momentum actually has a reversal effect, whereby the previous winners (measured over the past months) do poorly the next month, while the previous losers do well the next month. In order to eliminate the short-term reversal effect, the previous month return was not included in this calculation.
Lodestar Investment Holdings 12-1 Month Momentum % Related Terms
PHS:LODE vs XXI, CCXI, DMII: 12-1 Month Momentum % Comparison
For the Shell Companies subindustry, Lodestar Investment Holdings's 12-1 Month Momentum %, along with its competitors' market caps and 12-1 Month Momentum % 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.
Lodestar Investment Holdings 12-1 Month Momentum % vs Diversified Financial Services Industry
For the Diversified Financial Services industry and Financial Services sector, Lodestar Investment Holdings's 12-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Lodestar Investment Holdings's 12-1 Month Momentum % falls into.
* 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.
Lodestar Investment Holdings (PHS:LODE) has a 12-1 Month Momentum % of 31.15% as of Jul. 11, 2026. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on Lodestar Investment Holdings and its competitors. According to the industry distribution chart, Lodestar Investment Holdings ranks #79 out of 417 companies in the Diversified Financial Services industry, placing it in the top 18.9%.
Is Lodestar Investment Holdings' 12-1 Month Momentum % too high?
Lodestar Investment Holdings' current 12-1 Month Momentum % is 31.15%. The Diversified Financial Services industry median 12-1 Month Momentum % is 2.53. Lodestar Investment Holdings' value of 31.15% is 1131.2% above this industry median. Based on the distribution chart, Lodestar Investment Holdings ranks #79 out of 417 companies in the Diversified Financial Services industry, which is in the top quartile — a strong position relative to peers. Overall, Lodestar Investment Holdings has a GF Score™ of 28/100, reflecting its overall financial health beyond just this single metric.
How does Lodestar Investment Holdings' 12-1 Month Momentum % compare to XXI and CCXI?
According to the Diversified Financial Services industry distribution chart, Lodestar Investment Holdings ranks #79 out of 417 companies for 12-1 Month Momentum %. This places Lodestar Investment Holdings in the top 19% of its industry — outperforming the majority of peers. The industry median 12-1 Month Momentum % is 2.53. Lodestar Investment Holdings' value of 31.15% is 1131.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 12-1 Month Momentum % for a Diversified Financial Services company?
The median 12-1 Month Momentum % among Diversified Financial Services companies is 2.53, based on 417 companies in the industry. Companies in the top quartile (top 25%) have a 12-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 12-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Lodestar Investment Holdings's current 12-1 Month Momentum % of 31.15% is 1131.2% 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 12-1 Month Momentum % mean?
A high 12-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 12-1 Month Momentum measures the total return of the stock from 12-month ago to 1-month ago. View historical data on Lodestar Investment Holdings and its competitors. For the Diversified Financial Services industry, the median 12-1 Month Momentum % is 2.53 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Lodestar Investment Holdings's current 12-1 Month Momentum % is 31.15%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Lodestar Investment Holdings stock overvalued right now?
Lodestar Investment Holdings (PHS:LODE) has a current 12-1 Month Momentum % of 31.15%. The current 12-1 Month Momentum % is 31.15% and 1131.2% above the Diversified Financial Services industry median of 2.53. Lodestar Investment Holdings' overall GF Score™ is 28/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 12-1 Month Momentum % calculated?
12-1 Month Momentum % is calculated from a company's financial statements. For Lodestar Investment Holdings (PHS:LODE), the current 12-1 Month Momentum % is 31.15% as of Jul. 11, 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.
Lodestar Investment Holdings Corp has no current operations. The company's purpose is to engage in investment activities as an investment holdings company.
28GF Score
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