Barita Investments (XJAM:BIL) 3-1 Month Momentum %: -0.22% (As of Aug. 12, 2026)

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Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
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Charlie Tian
Charlie Tian
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.

XJAM:BIL Barita Investments Ltd XJAM:BIL
61 GF Score
Price JMD66.56
GF Value JMD17,064.56
Valuation Possible Value Trap
! 5 Warning Signs
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What is Barita Investments 3-1 Month Momentum %?

Barita Investments XJAM:BIL -0.91% 61 3-1 Month Momentum % is -0.22% as of Aug. 12, 2026. GuruFocus rates XJAM:BIL with a GF Score™ of 61/100 and a GF Value™ of JMD17,064.56 (Possible Value Trap). The stock has 5 warning signs investors should review. Among 830 Capital Markets companies, Barita Investments ranks better than 60.24% 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 (2026-08-12), Barita Investments's 3-1 Month Momentum % is -0.22%.

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

XJAM:BIL's 3-1 Month Momentum % is ranked better than
60.24% of 830 companies
in the Capital Markets industry
Industry Median: -3.925 vs XJAM:BIL: -0.22

Barita Investments  (XJAM:BIL) 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.


Barita Investments 3-1 Month Momentum % Related Terms


XJAM:BIL vs MS, GS, SCHW: 3-1 Month Momentum % Comparison

For the Capital Markets subindustry, Barita 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.


Barita Investments 3-1 Month Momentum % vs Capital Markets Industry

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

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


XJAM:BIL
61GF Score
Barita Investments Ltd XJAM:BIL
3-1 Month Momentum % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Barita Investments  (XJAM:BIL) 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 -0.22% mean?
Barita Investments (XJAM:BIL) has a 3-1 Month Momentum % of -0.22% as of Aug. 12, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on Barita Investments and its competitors. According to the industry distribution chart, Barita Investments ranks #330 out of 830 companies in the Capital Markets industry, placing it in the top 39.8%.
Is Barita Investments' 3-1 Month Momentum % too high?
Barita Investments' current 3-1 Month Momentum % is -0.22%. Based on the distribution chart, Barita Investments ranks #330 out of 830 companies in the Capital Markets industry, which is above the industry midpoint. Overall, Barita Investments has a GF Score™ of 61/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Barita Investments' 3-1 Month Momentum % compare to MS and GS?
According to the Capital Markets industry distribution chart, Barita Investments ranks #330 out of 830 companies for 3-1 Month Momentum %. This puts Barita Investments 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 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 Barita Investments and its competitors. Barita Investments's current 3-1 Month Momentum % is -0.22%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barita Investments stock overvalued right now?
Based on GuruFocus' analysis, Barita Investments (XJAM:BIL) is currently considered Possible Value Trap. The stock's GF Value™ is JMD17,064.56, compared to a current price of JMD66.56 — trading 99.6% below its estimated fair value. The current 3-1 Month Momentum % is -0.22%. Barita Investments' overall GF Score™ is 61/100 with 5 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 Barita Investments (XJAM:BIL), the current 3-1 Month Momentum % is -0.22% as of Aug. 12, 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 Barita Investments (XJAM:BIL) Overvalued in 2026?

Based on GuruFocus' analysis, Barita Investments stock appears to be undervalued. The current stock price of JMD66.56 is trading 99.6% below its estimated GF Value™ of JMD17,064.56. GuruFocus considers Barita Investments to be Possible Value Trap.

Key valuation signals for XJAM:BIL:

  • 3-1 Month Momentum %: -0.22%
  • GF Value™: JMD17,064.56 vs. price of JMD66.56 (99.6% below fair value)
  • GF Score™: 61/100 with 5 warning signs

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


Barita Investments Business Description

Address 15 Street Lucia Way, Kingston, JAM, 5
Barita Investments Ltd is a licensed securities dealer, investment manager, pension administrator and cambio operator and has primary dealer status from Bank of Jamaica. The principal activities of company are securities brokerage, money market activities, cambio operations, investment banking, and fund management. Its products are Unit Trust Funds, Barita GPS, FX Income Accumulator, Capital Growth Fund, Money Market Fund, FX Growth Portfolio, FX Bond Portfolio, Real Estate Portfolio, Income Portfolio, Pension Management Fund, Individual Retirement Scheme, Fixed Income, Stocks and Research, etc. The company has three segments Fixed Income, Fund Management, and Other operations. The majority of revenue comes from Fixed Income which includes money market activities and securities broking.
61GF Score

Get the complete analysis for XJAM:BIL

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

JMD66.56
Price
JMD17,064.56
GF Value