ORIX (IX) Stock Analysis

November 11, 2026

This is a peer-relative look at ORIX (IX): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Financial Services peers, so every number reads in context rather than in isolation.

Company Profile

ORIX (IX) trades as an ADR rather than ordinary local shares — read it with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile fields for ORIX (IX)
Profile Item	IX
Name	ORIX Corporation Sponsored ADR
Country/Region	Japan
GICS Sector	Financials
GICS Industry Group	Financial Services
GICS Industry	Financial Services
GICS Sub-Industry	Diversified Financial Services
Market Capitalization	37.30 billion USD
Currency	USD
Exchange	NYSE
Listing Date	September 16, 1998
Security Type	ADR

Price Performance

Cumulative Growth

GSPC

ORIX (IX) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for ORIX (IX) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for ORIX (IX) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

ORIX (IX) metric values compared with Financial Services industry-group medians
Metric	Current stock: IX	Industry group median
Total Return (1Y)	37.72%	1.90%
Total Return (3Y, Annualized)	27.79%	12.71%
Total Return (5Y, Annualized)	12.59%	2.81%

Risk Profile

Drawdown History

GSPC

ORIX (IX) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for ORIX (IX) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

ORIX (IX) metric values compared with Financial Services industry-group medians
Metric	Current stock: IX	Industry group median
Volatility (1Y, Annualized)	29.12%	36.24%
Beta (5Y)	0.94	1.04
Max Drawdown (5Y)	-38.99%	-48.56%

Risk-Adjusted Performance

Risk-Return Positioning

Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. IX is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

ORIX (IX) metric values compared with Financial Services industry-group medians
Metric	Current stock: IX	Industry group median
Sharpe Ratio (1Y)	1.15	-0.09
Sortino Ratio (1Y)	1.77	-0.13

Profitability

ROE (TTM)

ORIX (IX) posts ROE of 14.04%, roughly around the peer group’s normal range. Shareholders’ equity is producing a return that looks broadly typical for the industry.

IX

Financial Services industry group

14.04%

Group distribution

Max: 44.78%
Q3: 21.85%
IX: 14.04%
Median: 12.91%
Q1: 4.48%
Min: -18.71%

Largest peers

MA: 231.37%
V: 63.51%
MS: 18.04%
GS: 17.71%
IX: 14.04%
BRK.A: 12.12%
BRK.B: 12.12%

Where ORIX (IX) stands on ROE within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

ORIX (IX) keeps 17.94% of revenue as net profit, roughly in line with the peer group’s normal net margin range. Its full cost stack is taking a typical share of sales for the industry.

IX

Financial Services industry group

17.94%

Group distribution

Max: 62.84%
Q3: 28.05%
IX: 17.94%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

Largest peers

V: 51.20%
MA: 46.73%
GS: 31.21%
MS: 25.63%
BRK.A: 22.30%
BRK.B: 22.30%
IX: 17.94%

Where ORIX (IX) stands on net margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

ORIX (IX) turns 21.52% of revenue into operating profit, roughly in line with the peer group’s normal operating margin range. Its core cost structure looks typical for the industry.

IX

Financial Services industry group

21.52%

Group distribution

Max: 107.33%
Q3: 55.90%
Median: 30.09%
IX: 21.52%
Q1: 14.60%
Min: -44.34%

Largest peers

V: 63.73%
MA: 60.53%
MS: 39.00%
GS: 38.37%
BRK.A: 32.56%
BRK.B: 32.56%
IX: 21.52%

Where ORIX (IX) stands on operating margin within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

ORIX (IX) metric values compared with Financial Services industry-group medians
Metric	Current stock: IX	Industry group median
ROE (TTM)	14.04%	12.91%
ROA (TTM)	2.65%	3.60%
Net Margin (TTM)	17.94%	15.36%
Operating Margin (TTM)	21.52%	30.09%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

ORIX (IX) grew revenue 18.57%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

ORIX (IX): Revenue Growth across different time periods, set against Financial Services industry-group medians.

EPS Growth

ORIX (IX) grew earnings per share 30.03%, roughly around the peer group's normal range. Bottom-line momentum looks broadly typical for the industry.

ORIX (IX): EPS Growth across different time periods, set against Financial Services industry-group medians.

Growth Metrics

ORIX (IX) metric values compared with Financial Services industry-group medians
Metric	Current stock: IX	Industry group median
Revenue Growth (YoY)	18.57%	9.46%
Revenue Growth (3Y CAGR)	9.97%	10.90%
EPS Growth (YoY)	30.03%	7.46%
EPS Growth (3Y CAGR)	20.02%	13.04%

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for ORIX (IX) in Financial Services: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for ORIX (IX) in Financial Services: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength Metrics

ORIX (IX) metric values compared with Financial Services industry-group medians
Metric	Current stock: IX	Industry group median
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

ORIX (IX) has dividend yield of 435.55%, above the entire industry range. That headline income is large, but yields this far above peers often come from a falling share price or an at-risk payout, so dividend safety matters more than the percentage itself.

IX

Financial Services industry group

435.55%

Group distribution

IX: 435.55%
Max: 9.77%
Q3: 3.92%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

Largest peers

IX: 435.55%
MS: 2.40%
GS: 2.07%
V: 0.66%
MA: 0.53%
BRK.A: 0.00%
BRK.B: 0.00%

Where ORIX (IX) stands on dividend yield within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

ORIX (IX) has payout ratio of 26.52%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

IX

Financial Services industry group

26.52%

Group distribution

Max: 241.07%
Q3: 97.36%
IX: 26.52%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

Largest peers

MS: 32.91%
IX: 26.52%
GS: 25.88%
V: 21.75%
MA: 17.63%
BRK.A: 0.00%
BRK.B: 0.00%

Where ORIX (IX) stands on payout ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

ORIX (IX) metric values compared with Financial Services industry-group medians
Metric	Current stock: IX	Industry group median
Dividend Yield (TTM)	435.55%	1.09%
Dividend Payout Ratio (TTM)	26.52%	25.77%

Valuation

P/E Ratio (TTM)

ORIX (IX) trades at P/E ratio of 9.68, in the cheaper earnings-multiple quartile for its industry. Investors are paying less for each dollar of TTM earnings than they usually pay for comparable businesses.

IX

Financial Services industry group

9.68

Group distribution

Max: 45.85
Q3: 24.64
Median: 15.37
Q1: 9.68
IX: 9.68
Min: 0.16

Largest peers

V: 34.31
MA: 34.15
MS: 14.39
BRK.A: 14.36
BRK.B: 14.36
GS: 12.45
IX: 9.68

Where ORIX (IX) stands on P/E ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

ORIX (IX) trades at 0.01 on P/S ratio, in the lower sales-valuation quartile for its industry. That points to a cheaper revenue stream than most peers, with margin quality still doing the heavy lifting.

IX

Financial Services industry group

0.01

Group distribution

Max: 9.23
Q3: 4.57
Median: 2.72
Q1: 1.28
IX: 0.01
Min: -0.55

Largest peers

V: 17.18
MA: 15.67
MS: 3.55
GS: 3.52
BRK.A: 3.18
BRK.B: 3.18
IX: 0.01

Where ORIX (IX) stands on P/S ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

ORIX (IX) trades at 1.28 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

IX

Financial Services industry group

1.28

Group distribution

Max: 7.79
Q3: 3.63
Median: 1.57
IX: 1.28
Q1: 0.81
Min: -0.39

Largest peers

MA: 84.30
V: 22.05
MS: 2.65
GS: 2.36
BRK.A: 1.72
IX: 1.28
BRK.B: 0.00

Where ORIX (IX) stands on P/B ratio within its Financial Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

ORIX (IX) metric values compared with Financial Services industry-group medians
Metric	Current stock: IX	Industry group median
P/E Ratio (TTM)	9.68	15.37
P/S Ratio (TTM)	0.01	2.72
P/B Ratio (MRQ)	1.28	1.57
Free Cash Flow Yield (TTM)	--	--