BLK vs. IX: BlackRock vs. ORIX Stock Comparison

November 11, 2026

How do BlackRock (BLK) and ORIX (IX) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

BlackRock (BLK) and ORIX (IX) both fall under the Financial Services industry group, but BLK is classified in Capital Markets while IX is classified in Financial Services.

BlackRock (BLK) trades as ordinary local shares, while ORIX (IX) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Company profile comparison for BlackRock (BLK) and ORIX (IX)
Profile Item	BLK	IX
Name	BlackRock, Inc.	ORIX Corporation Sponsored ADR
Country/Region	United States	Japan
GICS Sector	Financials	Financials
GICS Industry Group	Financial Services	Financial Services
GICS Industry	Capital Markets	Financial Services
GICS Sub-Industry	Asset Management & Custody Banks	Diversified Financial Services
Market Capitalization	182.05 billion USD	37.30 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	October 1, 1999	September 16, 1998
Security Type	Common Stock	ADR

Price Performance

Cumulative Growth

BLK

GSPC

BlackRock (BLK) vs. ORIX (IX), with S&P 500 (GSPC) for reference: 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 BlackRock (BLK) and ORIX (IX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for BlackRock (BLK) and ORIX (IX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for BlackRock (BLK) and ORIX (IX)
Metric	BLK	IX
Total Return (1Y)	15.55%	37.72%
Total Return (3Y, Annualized)	26.16%	27.79%
Total Return (5Y, Annualized)	7.41%	12.59%

Risk Profile

Drawdown History

BLK

GSPC

BlackRock (BLK) vs. ORIX (IX), with S&P 500 (GSPC) for reference: 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 BlackRock (BLK) and ORIX (IX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for BlackRock (BLK) and ORIX (IX)
Metric	BLK	IX
Volatility (1Y, Annualized)	28.45%	29.12%
Beta (5Y)	1.34	0.94
Max Drawdown (5Y)	-43.90%	-38.99%
Avg. Volume (3M)	600.75K	317.58K

Risk-Adjusted Performance

Risk-Return Positioning

BLK and IX are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for BlackRock (BLK) and ORIX (IX)
Metric	BLK	IX
Sharpe Ratio (1Y)	0.40	1.15
Sortino Ratio (1Y)	0.58	1.77

Profitability

ROE (TTM)

Both BlackRock (BLK) at 11.61% and ORIX (IX) at 14.04% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

BLK

Financial Services industry group

11.61%

Max: 44.78%
Q3: 21.85%
Median: 12.91%
BLK: 11.61%
Q1: 4.48%
Min: -18.71%

IX

Financial Services industry group

14.04%

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

BlackRock (BLK) vs. ORIX (IX): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both BlackRock (BLK) at 24.22% and ORIX (IX) at 17.94% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

BLK

Financial Services industry group

24.22%

Max: 62.84%
Q3: 28.05%
BLK: 24.22%
Median: 15.36%
Q1: 4.82%
Min: -28.52%

IX

Financial Services industry group

17.94%

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

BlackRock (BLK) vs. ORIX (IX): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both BlackRock (BLK) at 37.90% and ORIX (IX) at 21.52% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BLK

Financial Services industry group

37.90%

Max: 107.33%
Q3: 55.90%
BLK: 37.90%
Median: 30.09%
Q1: 14.60%
Min: -44.34%

IX

Financial Services industry group

21.52%

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

BlackRock (BLK) vs. ORIX (IX): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for BlackRock (BLK) and ORIX (IX)
Metric	BLK	IX
ROE (TTM)	11.61%	14.04%
ROA (TTM)	3.85%	2.65%
Net Margin (TTM)	24.22%	17.94%
Operating Margin (TTM)	37.90%	21.52%
Gross Margin (TTM)	--	--

Growth

Revenue Growth

Both BlackRock (BLK) at 18.67% and ORIX (IX) at 18.57% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

BlackRock (BLK) vs. ORIX (IX): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both BlackRock (BLK) at -15.95% and ORIX (IX) at 30.03% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

BlackRock (BLK) vs. ORIX (IX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for BlackRock (BLK) and ORIX (IX)
Metric	BLK	IX
Revenue Growth (YoY)	18.67%	18.57%
Revenue Growth (3Y CAGR)	10.65%	9.97%
EPS Growth (YoY)	-15.95%	30.03%
EPS Growth (3Y CAGR)	1.30%	20.02%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: BlackRock (BLK) in Financial Services and ORIX (IX) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: BlackRock (BLK) in Financial Services and ORIX (IX) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for BlackRock (BLK) and ORIX (IX)
Metric	BLK	IX
Current Ratio (MRQ)	--	--
Debt / Equity (MRQ)	--	--
Net Debt / EBITDA	--	--

Dividends

Dividend Yield (TTM)

BlackRock (BLK) at 1.91% pays an industry-typical yield; ORIX (IX) at 435.55% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

BLK

Financial Services industry group

1.91%

Max: 9.77%
Q3: 3.92%
BLK: 1.91%
Median: 1.09%
Q1: 0.00%
Min: 0.00%

IX

Financial Services industry group

435.55%

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

BlackRock (BLK) vs. ORIX (IX): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both BlackRock (BLK) at 51.00% and ORIX (IX) at 26.52% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

BLK

Financial Services industry group

51.00%

Max: 241.07%
Q3: 97.36%
BLK: 51.00%
Median: 25.77%
Q1: 0.00%
Min: 0.00%

IX

Financial Services industry group

26.52%

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

BlackRock (BLK) vs. ORIX (IX): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for BlackRock (BLK) and ORIX (IX)
Metric	BLK	IX
Dividend Yield (TTM)	1.91%	435.55%
Dividend Payout Ratio (TTM)	51.00%	26.52%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while BlackRock (BLK) at 26.84 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

BLK

Financial Services industry group

26.84

Max: 45.85
BLK: 26.84
Q3: 24.64
Median: 15.37
Q1: 9.68
Min: 0.16

IX

Financial Services industry group

9.68

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

BlackRock (BLK) vs. ORIX (IX): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

ORIX (IX) at 0.01 looks cheap on sales in the lower P/S ratio quartile, while BlackRock (BLK) at 6.38 looks rich in the upper quartile — a clear gap in price per dollar of revenue.

BLK

Financial Services industry group

6.38

Max: 9.23
BLK: 6.38
Q3: 4.57
Median: 2.72
Q1: 1.28
Min: -0.55

IX

Financial Services industry group

0.01

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

BlackRock (BLK) vs. ORIX (IX): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both BlackRock (BLK) at 3.14 and ORIX (IX) at 1.28 are valued close to their industries’ norm against book — neither stands out from peers.

BLK

Financial Services industry group

3.14

Max: 7.79
Q3: 3.63
BLK: 3.14
Median: 1.57
Q1: 0.81
Min: -0.39

IX

Financial Services industry group

1.28

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

BlackRock (BLK) vs. ORIX (IX): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for BlackRock (BLK) and ORIX (IX)
Metric	BLK	IX
P/E Ratio (TTM)	26.84	9.68
P/S Ratio (TTM)	6.38	0.01
P/B Ratio (MRQ)	3.14	1.28
Free Cash Flow Yield (TTM)	--	--