Pengana Capital Group (ASX:PCG) 3-1 Month Momentum %: -2.74% (As of Jul. 19, 2026)

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Director of Data and Quant Analytics at GuruFocus
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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:PCG Pengana Capital Group Ltd ASX:PCG
33 GF Score
Price A$0.81
GF Value A$0.35
Valuation Significantly Overvalued
! 3 Warning Signs
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What is Pengana Capital Group 3-1 Month Momentum %?

Pengana Capital Group ASX:PCG -2.41% 33 3-1 Month Momentum % is -2.74% as of Jul. 19, 2026. GuruFocus rates ASX:PCG with a GF Score™ of 33/100 and a GF Value™ of A$0.35 (Significantly Overvalued). The stock has 3 warning signs investors should review. Among 1,638 Asset Management companies, Pengana Capital Group ranks worse than 57.51% 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 (2026-07-19), Pengana Capital Group's 3-1 Month Momentum % is -2.74%.

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

ASX:PCG's 3-1 Month Momentum % is ranked worse than
57.51% of 1638 companies
in the Asset Management industry
Industry Median: -1.415 vs ASX:PCG: -2.74

Pengana Capital Group  (ASX:PCG) 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.

Pengana Capital Group 3-1 Month Momentum % Related Terms

ASX:PCG vs BLK, BX, KKR: 3-1 Month Momentum % Comparison

For the Asset Management subindustry, Pengana Capital 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.

Pengana Capital Group 3-1 Month Momentum % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Pengana Capital Group's 3-1 Month Momentum % distribution charts can be found below:

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


ASX:PCG
33GF Score
Pengana Capital Group Ltd ASX:PCG
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Pengana Capital Group  (ASX:PCG) 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 -2.74% mean?
Pengana Capital Group (ASX:PCG) has a 3-1 Month Momentum % of -2.74% as of Jul. 19, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Pengana Capital Group and its competitors. According to the industry distribution chart, Pengana Capital Group ranks #942 out of 1638 companies in the Asset Management industry, placing it in the top 57.5%.
Is Pengana Capital Group's 3-1 Month Momentum % too high?
Pengana Capital Group's current 3-1 Month Momentum % is -2.74%. Based on the distribution chart, Pengana Capital Group ranks #942 out of 1638 companies in the Asset Management industry, which is below the industry midpoint. Overall, Pengana Capital Group has a GF Score™ of 33/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Pengana Capital Group's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Pengana Capital Group ranks #942 out of 1638 companies for 3-1 Month Momentum %. This places Pengana Capital Group in the lower 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 an Asset Management company?
A good 3-1 Month Momentum % depends on the Asset Management 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 Pengana Capital Group and its competitors. Pengana Capital Group's current 3-1 Month Momentum % is -2.74%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Pengana Capital Group stock overvalued right now?
Based on GuruFocus' analysis, Pengana Capital Group (ASX:PCG) is currently considered Significantly Overvalued. The stock's GF Value™ is A$0.35, compared to a current price of A$0.81 — trading 131.4% above its estimated fair value. The current 3-1 Month Momentum % is -2.74%. Pengana Capital Group's overall GF Score™ is 33/100 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 Pengana Capital Group (ASX:PCG), the current 3-1 Month Momentum % is -2.74% as of Jul. 19, 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 Pengana Capital Group (ASX:PCG) Overvalued in 2026?

Based on GuruFocus' analysis, Pengana Capital Group stock appears to be overvalued. The current stock price of A$0.81 is trading 131.4% above its estimated GF Value™ of A$0.35. GuruFocus considers Pengana Capital Group to be Significantly Overvalued.

Key valuation signals for ASX:PCG:

  • 3-1 Month Momentum %: -2.74%
  • GF Value™: A$0.35 vs. price of A$0.81 (131.4% above fair value)
  • GF Score™: 33/100 with 3 warning signs

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

Pengana Capital Group Business Description

Address Governor Phillip Tower, 1 Farrer Place, Suite 27.1, Level 27, Sydney, NSW, AUS, 2000
Pengana Capital Group Ltd is a diversified fund management company. Its objective is to increase investor wealth by developing, offering, and managing investment funds in Australia and globally as opportunities arise. It operates in one operating segment being the development, offering of, and management of investment funds.
33GF Score

Get the complete analysis for ASX:PCG

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

A$0.81
Price
A$0.35
GF Value