IX vs. ATMU

Last updated Jun 4, 2026

IX (ORIX Corporation) and ATMU (Atmus Filtration Technologies Inc.) are both stocks. IX operates in Credit Services (Financial Services), while ATMU operates in Pollution & Treatment Controls (Industrials). Over the past 3 years, IX returned 34.46%/yr vs 32.45%/yr for ATMU. At a 0.28 correlation, their price movements are largely independent.

Performance

IX vs. ATMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ORIX Corporation (IX) and Atmus Filtration Technologies Inc. (ATMU). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IX achieves a 34.33% return, which is significantly higher than ATMU's -8.57% return.

IX

• 1D: 1.13%
• 1M: 19.45%
• YTD: 34.33%
• 6M: 42.26%
• 1Y: 87.12%
• 3Y*: 34.46%
• 5Y*: 19.83%
• 10Y*: 13.24%

ATMU

• 1D: 0.25%
• 1M: -6.43%
• YTD: -8.57%
• 6M: -10.31%
• 1Y: 29.99%
• 3Y*: 32.45%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IX vs. ATMU - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
IX ORIX Corporation	34.33%	43.44%	17.66%	11.52%
ATMU Atmus Filtration Technologies Inc.	-8.57%	33.16%	67.28%	8.50%

Correlation

The correlation between IX and ATMU is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.37
Correlation (3Y) Calculated over the trailing 3-year period	0.28
Correlation (All Time) Calculated using the full available price history since May 30, 2023	0.28

Fundamentals

Market Cap IX : $42.64B ATMU : $3.88B
EPS IX : $401.75 ATMU : $2.56
PE Ratio IX : 0.10 ATMU : 18.52
PEG Ratio IX : 0.01 ATMU : 3.33
PS Ratio IX : 0.01 ATMU : 2.90
PB Ratio IX : 0.01 ATMU : 9.63
Total Revenue (TTM) IX : $3.34T ATMU : $1.35B
Gross Profit (TTM) IX : $1.17T ATMU : $529.00M
EBITDA (TTM) IX : $1.27T ATMU : $334.60M

Return for Risk

IX vs. ATMU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IX

IX Risk / Return Rank: 93
IX Sharpe Ratio Rank: 95
IX Sortino Ratio Rank: 95
IX Omega Ratio Rank: 95
IX Calmar Ratio Rank: 89
IX Martin Ratio Rank: 90

ATMU

ATMU Risk / Return Rank: 64
ATMU Sharpe Ratio Rank: 67
ATMU Sortino Ratio Rank: 59
ATMU Omega Ratio Rank: 63
ATMU Calmar Ratio Rank: 61
ATMU Martin Ratio Rank: 69

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IX vs. ATMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ORIX Corporation (IX) and Atmus Filtration Technologies Inc. (ATMU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	IX	ATMU	Difference
Sharpe ratio Return per unit of total volatility	3.35	0.84	+2.51
Sortino ratio Return per unit of downside risk	4.26	1.25	+3.01
Omega ratio Gain probability vs. loss probability	1.56	1.18	+0.38
Calmar ratio Return relative to maximum drawdown	4.31	1.00	+3.31
Martin ratio Return relative to average drawdown	12.41	3.65	+8.76
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IX vs. ATMU - Sharpe Ratio Comparison

The current IX Sharpe Ratio is 3.35, which is higher than the ATMU Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of IX and ATMU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	IX	ATMU	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.35	0.84	+2.51
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.80	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.52	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.20	0.88	-0.68

Drawdowns

IX vs. ATMU - Drawdown Comparison

The maximum IX drawdown since its inception was -93.82%, which is greater than ATMU's maximum drawdown of -30.22%. Use the drawdown chart below to compare losses from any high point for IX and ATMU.

Drawdown Indicators

	IX	ATMU	Difference
Max Drawdown Largest peak-to-trough decline	-93.82%	-30.22%	-63.60%
Max Drawdown (1Y) Largest decline over 1 year	-20.33%	-30.22%	+9.89%
Max Drawdown (3Y) Largest decline over 3 years	-24.34%	-30.22%	+5.88%
Max Drawdown (5Y) Largest decline over 5 years	-37.67%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-47.23%	—	—
Current Drawdown Current decline from peak	-1.68%	-27.68%	+26.00%
Average Drawdown Average peak-to-trough decline	-44.98%	-8.51%	-36.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	7.04%	8.23%	-1.19%

Volatility

IX vs. ATMU - Volatility Comparison

ORIX Corporation (IX) and Atmus Filtration Technologies Inc. (ATMU) have volatilities of 11.66% and 11.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IX	ATMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.66%	11.78%	-0.12%
Volatility (6M) Calculated over the trailing 6-month period	21.81%	30.46%	-8.65%
Volatility (1Y) Calculated over the trailing 1-year period	26.13%	35.82%	-9.69%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.95%	34.42%	-9.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.67%	34.42%	-8.75%

Dividends

IX vs. ATMU - Dividend Comparison

IX's dividend yield for the trailing twelve months is around 1.53%, more than ATMU's 0.46% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
ATMU Atmus Filtration Technologies Inc.	0.46%	0.40%	0.26%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
IX ORIX Corporation	1.53%	3.43%	3.63%	3.22%	1.94%	0.00%	2.17%	0.00%	0.00%	1.41%	2.40%

Financials

Frequently Asked Questions

Can I hold both IX and ATMU in my portfolio?

IX and ATMU have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IX or ATMU?

ATMU has higher volatility (11.78%) compared to IX (11.66%). In terms of maximum drawdown, IX dropped -93.82% vs ATMU's -30.22%.

Which has better risk-adjusted returns?

IX currently has the higher Sharpe Ratio (3.35 vs 0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.