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QuilterCHIX:QLTL +1.88%60 3-1 Month Momentum % is 2.59% as of Jul. 15, 2026. GuruFocus rates CHIX:QLTL with a GF Score™ of 60/100 and a GF Value™ of £1.36 (Significantly Overvalued). The stock has 4 warning signs investors should review. Among 1,634 Asset Management companies, Quilter ranks better than 65.54% 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 (2026-07-15), Quilter's 3-1 Month Momentum % is 2.59%.
The industry rank for Quilter's 3-1 Month Momentum % or its related term are showing as below:
CHIX:QLTl's 3-1 Month Momentum % is ranked better than 65.54% of 1634
companies
in the Asset Management industry
Industry Median: -0.44
vs CHIX:QLTl: 2.59
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.
Quilter 3-1 Month Momentum % Related Terms
CHIX:QLTL vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Quilter'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.
Quilter 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Quilter's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Quilter's 3-1 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.
Quilter (CHIX:QLTL) has a 3-1 Month Momentum % of 2.59% as of Jul. 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 Quilter and its competitors. According to the industry distribution chart, Quilter ranks #563 out of 1634 companies in the Asset Management industry, placing it in the top 34.5%.
Is Quilter's 3-1 Month Momentum % too high?
Quilter's current 3-1 Month Momentum % is 2.59%. Based on the distribution chart, Quilter ranks #563 out of 1634 companies in the Asset Management industry, which is above the industry midpoint. Overall, Quilter has a GF Score™ of 60/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Quilter's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Quilter ranks #563 out of 1634 companies for 3-1 Month Momentum %. This puts Quilter 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 Quilter and its competitors. Quilter's current 3-1 Month Momentum % is 2.59%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Quilter stock overvalued right now?
Based on GuruFocus' analysis, Quilter (CHIX:QLTL) is currently considered Significantly Overvalued. The stock's GF Value™ is £1.36, compared to a current price of £2.06 — trading 51.3% above its estimated fair value. The current 3-1 Month Momentum % is 2.59%. Quilter's overall GF Score™ is 60/100 with 4 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 Quilter (CHIX:QLTL), the current 3-1 Month Momentum % is 2.59% as of Jul. 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 Quilter (CHIX:QLTL) Overvalued in 2026?
Based on GuruFocus' analysis, Quilter stock appears to be overvalued.
The current stock price of £2.06 is trading 51.3% above its estimated GF Value™ of £1.36.
GuruFocus considers Quilter to be Significantly Overvalued.
Key valuation signals for CHIX:QLTL:
3-1 Month Momentum %: 2.59%
GF Value™: £1.36 vs. price of £2.06 (51.3% above fair value)
No single metric tells the full story. See the CHIX:QLTL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Quilter PLC is a United Kingdom-based Asset Management Company engaged in the wealth management business, providing financial advice, investment solutions, and wealth management to customers in the UK and selected international markets. The group operating segments are High Net Worth, Affluent, and Head Office. The High Net Worth segment comprises Quilter Cheviot and Quilter Cheviot Financial Planning. The Affluent segment comprises Quilter Investment Platform, Quilter Investors, and Quilter Financial Planning. The company derives the majority of its revenue from the Affluent segment.
60GF Score
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