EPE Special Opportunities (LSE:ESO) Momentum Rank : 7 (As of Jun. 01, 2024)

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What is EPE Special Opportunities Momentum Rank?

EPE Special Opportunities has the Momentum Rank of 7.

For Momentum Rank, we considered the residual momentum concept that was widely studied by Blitz and his colleagues as well as by Nobel Prize laureates Fama and French. However, we did not find any significant differences in the performances of stocks with different ranks of residual momentum. Therefore, we use traditional momentum instead.

Momentum Rank is determined using the standardized momentum ratio and other momentum indicators. The standardized momentum ratio is the average of the performances from 12 months ago to 1 month ago and 6 months ago to 1 month ago, divided by the beta of the stock over the past 12 months. To calculate the momentum ratio today, we would use the average of the two performance numbers.

For momentum, we found that stock price performance does not have a monotonic correlation with the momentum ratio. The stocks with the highest momentum ratios perform worse than those at about the 70th percentile. Therefore, for the momentum rank, we ranked the stocks at about the 70th percentile of the momentum ratio as the highest at 10.

Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.

Competitive Comparison of EPE Special Opportunities's Momentum Rank

For the Asset Management subindustry, EPE Special Opportunities's Momentum Rank, along with its competitors' market caps and Momentum Rank 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.

EPE Special Opportunities's Momentum Rank Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, EPE Special Opportunities's Momentum Rank distribution charts can be found below:

* The bar in red indicates where EPE Special Opportunities's Momentum Rank falls into.

EPE Special Opportunities Momentum Rank Related Terms

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EPE Special Opportunities (LSE:ESO) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Asset Management » EPE Special Opportunities Ltd (LSE:ESO) » Definitions » Momentum Rank

Comparable Companies

Traded in Other Exchanges

N/A

Address

Castle Street, Liberation House, Saint Helier, JEY, JE1 2LH

Website

https://www.epespecialopportunities.com

EPE Special Opportunities Ltd is an investment company. Its objective is to provide a long-term return on equity for its shareholders by way of investment in a portfolio of private equity assets. The group is engaged in a single business segment which includes financing for growth, buyout and special situations in the United Kingdom. It targets various types of investments such as private investment in public equities, special purpose acquisition companies, and EPE funds. The company also invests in various sectors such as consumer, retail, manufacturing, financial services, healthcare, support services, and media industries.

EPE Special Opportunities (LSE:ESO) Headlines

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