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3-1 Month Momentum % is the total return of the stock from 3-month ago to 1-month ago. As of today (2026-07-29), Perpetual Equity Investment Co's 3-1 Month Momentum % is 0.43%.
ASX:PIC's 3-1 Month Momentum % is ranked better than 56.71% of 1631
companies
in the Asset Management industry
Industry Median: -0.88
vs ASX:PIC: 0.43
Perpetual Equity Investment Co (ASX:PIC) 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.
Perpetual Equity Investment Co 3-1 Month Momentum % Related Terms
ASX:PIC vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Perpetual Equity Investment Co'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.
Perpetual Equity Investment Co 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Perpetual Equity Investment Co's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Perpetual Equity Investment Co's 3-1 Month Momentum % falls into.
Perpetual Equity Investment Co (ASX:PIC) 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.
Perpetual Equity Investment Co (ASX:PIC) has a 3-1 Month Momentum % of 0.43% as of Jul. 29, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Perpetual Equity Investment Co and its competitors. According to the industry distribution chart, Perpetual Equity Investment Co ranks #706 out of 1631 companies in the Asset Management industry, placing it in the top 43.3%.
Is Perpetual Equity Investment Co's 3-1 Month Momentum % too high?
Perpetual Equity Investment Co's current 3-1 Month Momentum % is 0.43%. Based on the distribution chart, Perpetual Equity Investment Co ranks #706 out of 1631 companies in the Asset Management industry, which is above the industry midpoint. Overall, Perpetual Equity Investment Co has a GF Score™ of 55/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Perpetual Equity Investment Co's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Perpetual Equity Investment Co ranks #706 out of 1631 companies for 3-1 Month Momentum %. This puts Perpetual Equity Investment Co 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 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 Perpetual Equity Investment Co and its competitors. Perpetual Equity Investment Co's current 3-1 Month Momentum % is 0.43%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Perpetual Equity Investment Co stock overvalued right now?
Based on GuruFocus' analysis, Perpetual Equity Investment Co (ASX:PIC) is currently considered Modestly Undervalued. The stock's GF Value™ is A$1.47, compared to a current price of A$1.18 — trading 20.1% below its estimated fair value. The current 3-1 Month Momentum % is 0.43%. Perpetual Equity Investment Co's overall GF Score™ is 55/100 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 Perpetual Equity Investment Co (ASX:PIC), the current 3-1 Month Momentum % is 0.43% as of Jul. 29, 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 Perpetual Equity Investment Co (ASX:PIC) Overvalued in 2026?
Based on GuruFocus' analysis, Perpetual Equity Investment Co stock appears to be undervalued.
The current stock price of A$1.18 is trading 20.1% below its estimated GF Value™ of A$1.47.
GuruFocus considers Perpetual Equity Investment Co to be Modestly Undervalued.
Key valuation signals for ASX:PIC:
3-1 Month Momentum %: 0.43%
GF Value™: A$1.47 vs. price of A$1.18 (20.1% below fair value)
No single metric tells the full story. See the ASX:PIC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Perpetual Equity Investment Co Business Description
Perpetual Equity Investment Co Ltd is an investment company. Its investment objective is to provide investors with an income stream and long-term capital growth in excess of its benchmark (the S&P/ASX 300 Accumulation Index) over a minimum 5-year investment period. The company invests in a concentrated and actively managed portfolio of Australian-listed securities with a mid-cap focus and cash, deposit products, and senior debt, together with opportunistic allocations to globally listed securities.
55GF Score
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