PensionBee Group (LSE:PBEE) 3-1 Month Momentum %: -12.86% (As of Aug. 19, 2026)

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Director of Data and Quant Analytics at GuruFocus
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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.

LSE:PBEE PensionBee Group PLC LSE:PBEE
77 GF Score
Price £1.35
GF Value £2.15
Valuation Significantly Undervalued
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What is PensionBee Group 3-1 Month Momentum %?

PensionBee Group LSE:PBEE 77 3-1 Month Momentum % is -12.86% as of Aug. 19, 2026. GuruFocus rates LSE:PBEE with a GF Score™ of 77/100 and a GF Value™ of £2.15 (Significantly Undervalued). Among 833 Capital Markets companies, PensionBee Group ranks worse than 76.47% 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 (2026-08-19), PensionBee Group's 3-1 Month Momentum % is -12.86%.

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

LSE:PBEE's 3-1 Month Momentum % is ranked worse than
76.47% of 833 companies
in the Capital Markets industry
Industry Median: -2 vs LSE:PBEE: -12.86

PensionBee Group  (LSE:PBEE) 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.


PensionBee Group 3-1 Month Momentum % Related Terms


LSE:PBEE vs MS, GS, SCHW: 3-1 Month Momentum % Comparison

For the Capital Markets subindustry, PensionBee 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.


PensionBee Group 3-1 Month Momentum % vs Capital Markets Industry

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

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


LSE:PBEE
77GF Score
PensionBee Group PLC LSE:PBEE
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
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PensionBee Group  (LSE:PBEE) 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 -12.86% mean?
PensionBee Group (LSE:PBEE) has a 3-1 Month Momentum % of -12.86% as of Aug. 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 PensionBee Group and its competitors. According to the industry distribution chart, PensionBee Group ranks #637 out of 833 companies in the Capital Markets industry, placing it in the top 76.5%.
Is PensionBee Group's 3-1 Month Momentum % too high?
PensionBee Group's current 3-1 Month Momentum % is -12.86%. Based on the distribution chart, PensionBee Group ranks #637 out of 833 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, PensionBee Group has a GF Score™ of 77/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does PensionBee Group's 3-1 Month Momentum % compare to MS and GS?
According to the Capital Markets industry distribution chart, PensionBee Group ranks #637 out of 833 companies for 3-1 Month Momentum %. This places PensionBee 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 a Capital Markets company?
A good 3-1 Month Momentum % depends on the Capital Markets 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 PensionBee Group and its competitors. PensionBee Group's current 3-1 Month Momentum % is -12.86%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is PensionBee Group stock overvalued right now?
Based on GuruFocus' analysis, PensionBee Group (LSE:PBEE) is currently considered Significantly Undervalued. The stock's GF Value™ is £2.15, compared to a current price of £1.35 — trading 37.2% below its estimated fair value. The current 3-1 Month Momentum % is -12.86%. PensionBee Group's overall GF Score™ is 77/100. 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 PensionBee Group (LSE:PBEE), the current 3-1 Month Momentum % is -12.86% as of Aug. 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 PensionBee Group (LSE:PBEE) Overvalued in 2026?

Based on GuruFocus' analysis, PensionBee Group stock appears to be undervalued. The current stock price of £1.35 is trading 37.2% below its estimated GF Value™ of £2.15. GuruFocus considers PensionBee Group to be Significantly Undervalued.

Key valuation signals for LSE:PBEE:

  • 3-1 Month Momentum %: -12.86%
  • GF Value™: £2.15 vs. price of £1.35 (37.2% below fair value)
  • GF Score™: 77/100

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


PensionBee Group Business Description

Other Exchanges PBEEl:UK
Address 209 Blackfriars Road, London, GBR, SE1 8NL
PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer's assets held by the pension scheme. Geographically, it generates the majority of its revenue from the United Kingdom.
77GF Score

Get the complete analysis for LSE:PBEE

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

£1.35
Price
£2.15
GF Value