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SofinaSTU:8FS +0.67%36 3-1 Month Momentum % is 3.53% as of Jul. 30, 2026. GuruFocus rates STU:8FS with a GF Score™ of 36/100. The stock has 7 warning signs investors should review. Among 1,639 Asset Management companies, Sofina ranks better than 66.93% 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 (2026-07-30), Sofina's 3-1 Month Momentum % is 3.53%.
The industry rank for Sofina's 3-1 Month Momentum % or its related term are showing as below:
STU:8FS's 3-1 Month Momentum % is ranked better than 66.93% of 1639
companies
in the Asset Management industry
Industry Median: -0.61
vs STU:8FS: 3.53
Sofina (STU:8FS) 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.
Sofina 3-1 Month Momentum % Related Terms
STU:8FS vs BLK, BX, KKR: 3-1 Month Momentum % Comparison
For the Asset Management subindustry, Sofina'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.
Sofina 3-1 Month Momentum % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Sofina's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where Sofina'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.
Sofina (STU:8FS) has a 3-1 Month Momentum % of 3.53% as of Jul. 30, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Sofina and its competitors. According to the industry distribution chart, Sofina ranks #542 out of 1639 companies in the Asset Management industry, placing it in the top 33.1%.
Is Sofina's 3-1 Month Momentum % too high?
Sofina's current 3-1 Month Momentum % is 3.53%. Based on the distribution chart, Sofina ranks #542 out of 1639 companies in the Asset Management industry, which is above the industry midpoint. Overall, Sofina has a GF Score™ of 36/100, reflecting its overall financial health beyond just this single metric.
How does Sofina's 3-1 Month Momentum % compare to BLK and BX?
According to the Asset Management industry distribution chart, Sofina ranks #542 out of 1639 companies for 3-1 Month Momentum %. This puts Sofina 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 Sofina and its competitors. Sofina's current 3-1 Month Momentum % is 3.53%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Sofina stock overvalued right now?
Sofina (STU:8FS) has a current 3-1 Month Momentum % of 3.53%. The current 3-1 Month Momentum % is 3.53%. Sofina's overall GF Score™ is 36/100 with 7 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 Sofina (STU:8FS), the current 3-1 Month Momentum % is 3.53% as of Jul. 30, 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.
Sofina SA is a long-term oriented, investment holding company that favors allocating capital to entrepreneurs. The company also provides its investees access to a support network. Sofina only takes minority ownership positions in its long-term holdings with capital from its own balance sheet. Its portfolio holdings constitute the majority of its net asset value and come mostly from Europe. A smaller percentage of its net asset value base comes from investments in venture capital and private equity funds, mostly in the United States and in Asia.
36GF Score
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