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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 (2026-08-05), Caledonia Investments's 3-1 Month Momentum % is 3.71%.
The industry rank for Caledonia Investments's 3-1 Month Momentum % or its related term are showing as below:
LSE:CLDN's 3-1 Month Momentum % is ranked better than 68.17% of 1643
companies
in the Asset Management industry
Industry Median: 0.19
vs LSE:CLDN: 3.71
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.
Caledonia Investments 3-1 Month Momentum % Related Terms
LSE:CLDN vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Caledonia Investments'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.
Caledonia Investments 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Caledonia Investments's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Caledonia Investments'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.
Caledonia Investments (LSE:CLDN) has a 3-1 Month Momentum % of 3.71% as of Aug. 05, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Caledonia Investments and its competitors. According to the industry distribution chart, Caledonia Investments ranks #523 out of 1643 companies in the Asset Management industry, placing it in the top 31.8%.
Is Caledonia Investments' 3-1 Month Momentum % too high?
Caledonia Investments' current 3-1 Month Momentum % is 3.71%. The Asset Management industry median 3-1 Month Momentum % is 0.19. Caledonia Investments' value of 3.71% is 1852.6% above this industry median. Based on the distribution chart, Caledonia Investments ranks #523 out of 1643 companies in the Asset Management industry, which is above the industry midpoint. Overall, Caledonia Investments has a GF Score™ of 64/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Caledonia Investments' 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Caledonia Investments ranks #523 out of 1643 companies for 3-1 Month Momentum %. This puts Caledonia Investments in the upper half of its industry. The industry median 3-1 Month Momentum % is 0.19. Caledonia Investments' value of 3.71% is 1852.6% 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 Asset Management company?
The median 3-1 Month Momentum % among Asset Management companies is 0.19, based on 1,643 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. Caledonia Investments's current 3-1 Month Momentum % of 3.71% is 1852.6% 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 Caledonia Investments and its competitors. For the Asset Management industry, the median 3-1 Month Momentum % is 0.19 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Caledonia Investments's current 3-1 Month Momentum % is 3.71%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caledonia Investments stock overvalued right now?
Based on GuruFocus' analysis, Caledonia Investments (LSE:CLDN) is currently considered Modestly Overvalued. The stock's GF Value™ is £3.27, compared to a current price of £3.86 — trading 18% above its estimated fair value. The current 3-1 Month Momentum % is 3.71% and 1852.6% above the Asset Management industry median of 0.19. Caledonia Investments' overall GF Score™ is 64/100 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 Caledonia Investments (LSE:CLDN), the current 3-1 Month Momentum % is 3.71% as of Aug. 05, 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 Caledonia Investments (LSE:CLDN) Overvalued in 2026?
Based on GuruFocus' analysis, Caledonia Investments stock appears to be overvalued.
The current stock price of £3.86 is trading 18% above its estimated GF Value™ of £3.27.
GuruFocus considers Caledonia Investments to be Modestly Overvalued.
Key valuation signals for LSE:CLDN:
3-1 Month Momentum %: 3.71%
GF Value™: £3.27 vs. price of £3.86 (18% above fair value)
Industry Position: 1852.6% above the Asset Management median (#523 of 1643)
No single metric tells the full story. See the LSE:CLDN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Caledonia Investments PLC is an investment trust company. It invest in both listed and private markets across three pools: Public Companies, Private Capital and Funds. It has presence in United States, United Kingdom, and others. The company generates majority of Income from United States.
64GF Score
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