ORIXIX +0.85%64 3-1 Month Momentum % is 23.06% as of Jul. 10, 2026. GuruFocus rates IX with a GF Score™ of 64/100 and a GF Value™ of $30.62 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 530 Diversified Financial Services companies, ORIX ranks better than 93.96% 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 (2026-07-10), ORIX's 3-1 Month Momentum % is 23.06%.
The industry rank for ORIX's 3-1 Month Momentum % or its related term are showing as below:
IX's 3-1 Month Momentum % is ranked better than 93.96% of 530
companies
in the Diversified Financial Services industry
Industry Median: 0.71
vs IX: 23.06
ORIX (NYSE:IX) 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.
ORIX 3-1 Month Momentum % Related Terms
IX vs VOYA, FRHC: 3-1 Month Momentum % Comparison
For the Financial Conglomerates subindustry, ORIX'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.
ORIX 3-1 Month Momentum % vs Diversified Financial Services Industry
For the Diversified Financial Services industry and Financial Services sector, ORIX's 3-1 Month Momentum % distribution charts can be found below:
* The bar in red indicates where ORIX'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.
ORIX (IX) has a 3-1 Month Momentum % of 23.06% as of Jul. 10, 2026. 3-1 Month Momentum measures the total return of the stock from 3-month ago to 1-month ago. View historical data on ORIX and its competitors. According to the industry distribution chart, ORIX ranks #32 out of 530 companies in the Diversified Financial Services industry, placing it in the top 6%.
Is ORIX's 3-1 Month Momentum % too high?
ORIX's current 3-1 Month Momentum % is 23.06%. The Diversified Financial Services industry median 3-1 Month Momentum % is 0.71. ORIX's value of 23.06% is 3147.9% above this industry median. Based on the distribution chart, ORIX ranks #32 out of 530 companies in the Diversified Financial Services industry, which is in the top quartile — a strong position relative to peers. Overall, ORIX has a GF Score™ of 64/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does ORIX's 3-1 Month Momentum % compare to VOYA and FRHC?
According to the Diversified Financial Services industry distribution chart, ORIX ranks #32 out of 530 companies for 3-1 Month Momentum %. This places ORIX in the top 6% of its industry — outperforming the majority of peers. The industry median 3-1 Month Momentum % is 0.71. ORIX's value of 23.06% is 3147.9% above this benchmark. 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 Diversified Financial Services company?
The median 3-1 Month Momentum % among Diversified Financial Services companies is 0.71, based on 530 companies in the industry. Companies in the top quartile (top 25%) have a 3-1 Month Momentum % significantly above this median, while those in the bottom quartile fall well below. However, 3-1 Month Momentum % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. ORIX's current 3-1 Month Momentum % of 23.06% is 3147.9% above the industry median. 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 ORIX and its competitors. For the Diversified Financial Services industry, the median 3-1 Month Momentum % is 0.71 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. ORIX's current 3-1 Month Momentum % is 23.06%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ORIX stock overvalued right now?
Based on GuruFocus' analysis, ORIX (IX) is currently considered Significantly Overvalued. The stock's GF Value™ is $30.62, compared to a current price of $40.30 — trading 31.6% above its estimated fair value. The current 3-1 Month Momentum % is 23.06% and 3147.9% above the Diversified Financial Services industry median of 0.71. ORIX's overall GF Score™ is 64/100 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 ORIX (IX), the current 3-1 Month Momentum % is 23.06% as of Jul. 10, 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 ORIX (IX) Overvalued in 2026?
Based on GuruFocus' analysis, ORIX stock appears to be overvalued.
The current stock price of $40.30 is trading 31.6% above its estimated GF Value™ of $30.62.
GuruFocus considers ORIX to be Significantly Overvalued.
Key valuation signals for IX:
3-1 Month Momentum %: 23.06%
GF Value™: $30.62 vs. price of $40.30 (31.6% above fair value)
Industry Position: 3147.9% above the Diversified Financial Services median (#32 of 530)
No single metric tells the full story. See the IX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
ORIX Corp is a diversified financial services company with operations in Corporate Financial Services, Maintenance Leasing, Real Estate, PE Investment and Concession, Environment and Energy, Insurance, Banking and Credit, Aircraft and Ships, ORIX USA, ORIX Europe, Asia, and Australia and engages in various other fee businesses by providing products and services aligned with customer needs to its core customer base of domestic small and medium-sized enterprises. Orix's numerous divisions finance leases of large-ticket items like ships, airplanes, and technology equipment. The company generates the majority of its revenue from Corporate Financial Services and Maintenance Leasing operations and Real Estate operations.
64GF Score
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