Netwealth Group (ASX:NWL) 3-1 Month Momentum %: 4.13% (As of Aug. 15, 2026)

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Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
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Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

ASX:NWL Netwealth Group Ltd ASX:NWL
84 GF Score
Price A$23.99
GF Value A$36.10
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Netwealth Group 3-1 Month Momentum %?

Netwealth Group ASX:NWL -0.42% 84 3-1 Month Momentum % is 4.13% as of Aug. 15, 2026. GuruFocus rates ASX:NWL with a GF Score™ of 84/100 and a GF Value™ of A$36.10 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 2,850 Software companies, Netwealth Group ranks better than 71.86% 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 (2026-08-15), Netwealth Group's 3-1 Month Momentum % is 4.13%.

The industry rank for Netwealth Group's 3-1 Month Momentum % or its related term are showing as below:

ASX:NWL's 3-1 Month Momentum % is ranked better than
71.86% of 2850 companies
in the Software industry
Industry Median: -5.545 vs ASX:NWL: 4.13

Netwealth Group  (ASX:NWL) 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.


Netwealth Group 3-1 Month Momentum % Related Terms


ASX:NWL vs QH, SHOP, UBER: 3-1 Month Momentum % Comparison

For the Software - Application subindustry, Netwealth 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.


Netwealth Group 3-1 Month Momentum % vs Software Industry

For the Software industry and Technology sector, Netwealth Group's 3-1 Month Momentum % distribution charts can be found below:

* The bar in red indicates where Netwealth Group's 3-1 Month Momentum % falls into.


ASX:NWL
84GF Score
Netwealth Group Ltd ASX:NWL
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Netwealth Group  (ASX:NWL) 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.

Frequently Asked Questions Learn more about 3-1 Month Momentum % →
What does a 3-1 Month Momentum % of 4.13% mean?
Netwealth Group (ASX:NWL) has a 3-1 Month Momentum % of 4.13% as of Aug. 15, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Netwealth Group and its competitors. According to the industry distribution chart, Netwealth Group ranks #802 out of 2850 companies in the Software industry, placing it in the top 28.1%.
Is Netwealth Group's 3-1 Month Momentum % too high?
Netwealth Group's current 3-1 Month Momentum % is 4.13%. Based on the distribution chart, Netwealth Group ranks #802 out of 2850 companies in the Software industry, which is above the industry midpoint. Overall, Netwealth Group has a GF Score™ of 84/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Netwealth Group's 3-1 Month Momentum % compare to QH and SHOP?
According to the Software industry distribution chart, Netwealth Group ranks #802 out of 2850 companies for 3-1 Month Momentum %. This puts Netwealth Group in the upper half of its industry. 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 a Software company?
A good 3-1 Month Momentum % depends on the Software industry context. However, 3-1 Month Momentum % 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 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 Netwealth Group and its competitors. Netwealth Group's current 3-1 Month Momentum % is 4.13%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Netwealth Group stock overvalued right now?
Based on GuruFocus' analysis, Netwealth Group (ASX:NWL) is currently considered Significantly Undervalued. The stock's GF Value™ is A$36.10, compared to a current price of A$23.99 — trading 33.5% below its estimated fair value. The current 3-1 Month Momentum % is 4.13%. Netwealth Group's overall GF Score™ is 84/100 with 2 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 Netwealth Group (ASX:NWL), the current 3-1 Month Momentum % is 4.13% as of Aug. 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 Netwealth Group (ASX:NWL) Overvalued in 2026?

Based on GuruFocus' analysis, Netwealth Group stock appears to be undervalued. The current stock price of A$23.99 is trading 33.5% below its estimated GF Value™ of A$36.10. GuruFocus considers Netwealth Group to be Significantly Undervalued.

Key valuation signals for ASX:NWL:

  • 3-1 Month Momentum %: 4.13%
  • GF Value™: A$36.10 vs. price of A$23.99 (33.5% below fair value)
  • GF Score™: 84/100 with 2 warning signs

No single metric tells the full story. See the ASX:NWL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Netwealth Group Business Description

Address 180 Flinders Street, Level 6, Melbourne, VIC, AUS, 3000
Netwealth provides cloud-based investment administration software as a service in Australia via its proprietary platform. Netwealth's platform provides portfolio administration, investment management tools, and investment and managed account services to financial intermediaries and directly to clients. The company charges SaaS fees based on funds under administration and management on its platform. Netwealth also offers Netwealth-branded investment products on its platform, which are managed by third-party investment managers.
84GF Score

Get the complete analysis for ASX:NWL

3-1 Month Momentum % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$23.99
Price
A$36.10
GF Value