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III

3i Group Ord
Chart
2,864.00 GBp
Latest Week 2026-07-31
Financial ServicesAsset ManagementLARGE
Snapshot 2026-07-26 · 1.0w · Fresh
0.45
OS Score
83.0%
Value
20.0%
Quality
3.0%
Momentum
2/9
F-Score
0.407
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
1 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
3.1%
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
83.0%ile
P/E
5.2×
P/S
5.1×
P/B
0.9×
FCF Yield
0.035
SH Yield
0.031
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
15.00000000
/100 — 1=cheapest
VC2 (Trending Value)
19.00000000
/100
VC3 (Buyback)
19.00000000
/100
P/E of 5.2x places this firmly in deep value territory.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
20.0%ile
ROE
0.171
ROA
0.164
Net Margin
0.975
F-Score
2/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.046
Earn Growth
-0.003
5yr Consist
No
F-Score of 2/9 flags fundamental deterioration — multiple signals are weakening.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
3.0%ile
6M Return
-16.1%
12M Return
-33.4%
12-1 Mom
-38.9%
Risk-Adj
-0.82
Vol 252d
47.2%
Vol 60d
115.0%
↑ Expanding
Max DD 12M
-51.2%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of -39% signals a downtrend — price is moving against you. Near-term vol (115%) is expanding vs long-term (47%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.45
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 185 peers
Sector Value %ile
76.3%
Sector Quality %ile
21.5%
P/E z-score
-0.34
P/B z-score
-0.16
Sector Avg OS
56.9%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
BEZ Beazley plc 98.0% 93.0% 91.0% 93.0%
JUP Jupiter Fund Management Plc 98.0% 96.0% 89.0% 89.0%
CRE Conduit Holdings Limited 98.0% 99.0% 88.0% 85.0%
FEML Fidelity Emerging Markets Limited 97.0% 91.0% 86.0% 97.0%
BGEO Lion Finance Group PLC 97.0% 96.0% 81.0% 95.0%
STAN Standard Chartered PLC 97.0% 93.0% 83.0% 95.0%
CLIG City of London Investment Group Plc 97.0% 90.0% 97.0% 90.0%
AIBG AIB Group plc 97.0% 90.0% 88.0% 95.0%
Factor Interactions
Cheap for a Reason?
Looks cheap (83th value) but weak quality (20th). Classic value trap risk.
Falling Knife
Weak momentum (3th) despite looking cheap (83th value). Wait for momentum to stabilise.
Volatility Expanding
60-day vol (115%) significantly exceeds 252-day (47%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
B
69.4% avg (5 factors)
Quality
A
77.0% avg (3 factors)
Momentum
F
5.4% avg (4 factors)
Risk
D
38.1% avg (1 factors)
This stock sits in the O'Shaughnessy sweet spot — cheap AND high quality. Historically, this combination has generated the strongest long-term returns. Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required. Elevated risk profile — position sizing should reflect the higher volatility.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends8 snapshots
Factor Persistence8 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.450—0—
Value %ile0.830—8—
Quality %ile0.200—2—
Momentum %ile0.030—8—
F-Score2.000—8—
Confidence0.609—0—
Volatility0.472—8—
Value Lens2021-07-27 → 2026-07-26
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
5.23
Price / Sales
5.10
Price / Book
0.90
FCF Yield
3.5%
Sales Yield (1/P·S)
0.1918
Shareholder Yield
Div + net buyback / mktcap
3.1%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
17.1%
Return on Assets
16.4%
Net Margin
97.5%
External Financing
Net issuance — lower=better
0.000
MomentumPrice trend strength over different horizons
6M Return
-16.1%
12M Return
-33.4%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
-38.9%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
-0.82
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
4.6%
Earnings Growth (YoY)
-0.3%
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
2
Dividend Yield
3.1%
Buyback Yield
0.1%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
15
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
19
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
19
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity