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Helia GroupASX:HLI -0.79%64 3-1 Month Momentum % is 10.82% as of Sep. 02, 2026. GuruFocus rates ASX:HLI with a GF Score™ of 64/100 and a GF Value™ of A$3.71 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 570 Insurance companies, Helia Group ranks better than 62.81% on this metric.
3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-09-02), Helia Group's 3-1 Month Momentum % is 10.82%.
The industry rank for Helia Group's 3-1 Month Momentum % or its related term are showing as below:
ASX:HLI's 3-1 Month Momentum % is ranked better than 62.81% of 570
companies
in the Insurance industry
Industry Median: 5.81
vs ASX:HLI: 10.82
Helia Group (ASX:HLI) 3-1 Month Momentum % Explanation
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 3-1 Month Momentum % measures the total return to a stock over the past three 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.
Helia Group 3-1 Month Momentum % Related Terms
ASX:HLI vs FNF, RYAN, FAF: 3-1 Month Momentum % Comparison
For the Insurance - Specialty subindustry, Helia Group's 3-1 Month Momentum %, along with its competitors' market caps and 3-1 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.
Helia Group 3-1 Month Momentum % vs Insurance Industry
For the Insurance industry and Financial Services sector, Helia Group's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Helia Group's 3-1 Month Momentum % falls into.
Helia Group (ASX:HLI) 3-1 Month Momentum % Calculation
3-1 Month Momentum % is calculated as following:
3-1 Month Momentum %
=
( Price 1-month ago
/
Price 3-month ago
- 1 )
*
100 %
* 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.
Helia Group (ASX:HLI) has a 3-1 Month Momentum % of 10.82% as of Sep. 02, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Helia Group and its competitors. According to the industry distribution chart, Helia Group ranks #212 out of 570 companies in the Insurance industry, placing it in the top 37.2%.
Is Helia Group's 3-1 Month Momentum % too high?
Helia Group's current 3-1 Month Momentum % is 10.82%. The Insurance industry median 3-1 Month Momentum % is 5.81. Helia Group's value of 10.82% is 86.2% above this industry median. Based on the distribution chart, Helia Group ranks #212 out of 570 companies in the Insurance industry, which is above the industry midpoint. Overall, Helia Group has a GF Score™ of 64/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Helia Group's 3-1 Month Momentum % compare to FNF and RYAN?
According to the Insurance industry distribution chart, Helia Group ranks #212 out of 570 companies for 3-1 Month Momentum %. This puts Helia Group in the upper half of its industry. The industry median 3-1 Month Momentum % is 5.81. Helia Group's value of 10.82% is 86.2% 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 3-1 Month Momentum % for an Insurance company?
The median 3-1 Month Momentum % among Insurance companies is 5.81, based on 570 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Helia Group's current 3-1 Month Momentum % of 10.82% is 86.2% 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 3-1 Month Momentum % mean?
A high 3-1 Month Momentum % can signal that a stock is expensive relative to its fundamentals. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Helia Group and its competitors. For the Insurance industry, the median 3-1 Month Momentum % is 5.81 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Helia Group's current 3-1 Month Momentum % is 10.82%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Helia Group stock overvalued right now?
Based on GuruFocus' analysis, Helia Group (ASX:HLI) is currently considered Significantly Overvalued. The stock's GF Value™ is A$3.71, compared to a current price of A$5.02 — trading 35.3% above its estimated fair value. The current 3-1 Month Momentum % is 10.82% and 86.2% above the Insurance industry median of 5.81. Helia Group's overall GF Score™ is 64/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-1 Month Momentum % calculated?
3-1 Month Momentum % is calculated from a company's financial statements. For Helia Group (ASX:HLI), the current 3-1 Month Momentum % is 10.82% as of Sep. 02, 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 Helia Group (ASX:HLI) Overvalued in 2026?
Based on GuruFocus' analysis, Helia Group stock appears to be overvalued.
The current stock price of A$5.02 is trading 35.3% above its estimated GF Value™ of A$3.71.
GuruFocus considers Helia Group to be Significantly Overvalued.
Key valuation signals for ASX:HLI:
3-1 Month Momentum %: 10.82%
GF Value™: A$3.71 vs. price of A$5.02 (35.3% above fair value)
Industry Position: 86.2% above the Insurance median (#212 of 570)
No single metric tells the full story. See the ASX:HLI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Helia listed on the Australian Securities Exchange in 2014 after its US-based parent, Genworth Financial (NYSE: GNW), sold down its stake. It has since exited. With a history spanning over 50 years, Helia is the largest provider of lenders' mortgage insurance, or LMI, in Australia. In Australia, LMI is predominantly purchased on loans with a loan/value ratio, or LVR, above 80%. LMI protects a lender against a potential loss (gap) between the outstanding loan amount and sale proceeds on a delinquent loan property. LMI does not protect the borrower, however the premium is paid by the borrower. It's regulated by the Australian Prudential Regulation Authority, which requires it to meet minimum regulatory capital requirements.
64GF Score
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