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BN vs. IX: Brookfield vs. ORIX Stock Comparison

How do Brookfield (BN) 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

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

Brookfield (BN) 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 Brookfield (BN) and ORIX (IX)
Profile ItemBNIX
NameBrookfield CorporationORIX Corporation Sponsored ADR
Country/RegionCanadaJapan
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksDiversified Financial Services
Market Capitalization92.37 billion USD37.30 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateDecember 30, 1983September 16, 1998
Security TypeCommon StockADR

Price Performance

Cumulative Growth

BN
IX
GSPC
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Brookfield (BN) 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 Brookfield (BN) and ORIX (IX). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Brookfield (BN) and ORIX (IX)
MetricBNIX
Total Return (1Y)-5.98%37.72%
Total Return (3Y, Annualized)26.70%27.79%
Total Return (5Y, Annualized)6.17%12.59%

Risk Profile

Drawdown History

BN
IX
GSPC
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Brookfield (BN) 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 Brookfield (BN) and ORIX (IX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Brookfield (BN) and ORIX (IX)
MetricBNIX
Volatility (1Y, Annualized)29.18%29.12%
Beta (5Y)1.490.94
Max Drawdown (5Y)-41.29%-38.99%
Avg. Volume (3M)4.91M317.58K

Risk-Adjusted Performance

Risk-Return Positioning

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BN 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 Brookfield (BN) and ORIX (IX)
MetricBNIX
Sharpe Ratio (1Y)-0.351.15
Sortino Ratio (1Y)-0.501.77

Profitability

ROE (TTM)

ORIX (IX) at 14.04% is around its peer norm for ROE, while Brookfield (BN) at 2.26% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.

BN

Financial Services industry group

2.26%

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
BN
2.26%
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%
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Brookfield (BN) vs. ORIX (IX): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

ORIX (IX) at 17.94% keeps about the industry-typical share of revenue as profit, while Brookfield (BN) at 1.77% retains only a bottom-quartile share.

BN

Financial Services industry group

1.77%

Max
62.84%
Q3
28.05%
Median
15.36%
Q1
4.82%
BN
1.77%
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%
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Brookfield (BN) vs. ORIX (IX): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Brookfield (BN) at 25.67% and ORIX (IX) at 21.52% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BN

Financial Services industry group

25.67%

Max
107.33%
Q3
55.90%
Median
30.09%
BN
25.67%
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%
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Brookfield (BN) vs. ORIX (IX): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Brookfield (BN) and ORIX (IX)
MetricBNIX
ROE (TTM)2.26%14.04%
ROA (TTM)2.66%2.65%
Net Margin (TTM)1.77%17.94%
Operating Margin (TTM)25.67%21.52%
Gross Margin (TTM)----

Growth

Revenue Growth

ORIX (IX) at 18.57% is around its peer norm for revenue growth, while Brookfield (BN) at -12.68% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

EPS Growth

Brookfield (BN) at 137.06% sits in the top EPS growth quartile, while ORIX (IX) at 30.03% is closer to the peer norm — faster per-share earnings growth for BN.

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

Growth Metrics

Growth metrics for Brookfield (BN) and ORIX (IX)
MetricBNIX
Revenue Growth (YoY)-12.68%18.57%
Revenue Growth (3Y CAGR)-6.80%9.97%
EPS Growth (YoY)137.06%30.03%
EPS Growth (3Y CAGR)-25.60%20.02%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Brookfield (BN) 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: Brookfield (BN) 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 Brookfield (BN) and ORIX (IX)
MetricBNIX
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Brookfield (BN) at 0.62% 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.

BN

Financial Services industry group

0.62%

Max
9.77%
Q3
3.92%
Median
1.09%
BN
0.62%
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%
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Brookfield (BN) vs. ORIX (IX): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Brookfield (BN) at 48.15% 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.

BN

Financial Services industry group

48.15%

Max
241.07%
Q3
97.36%
BN
48.15%
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%
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Brookfield (BN) vs. ORIX (IX): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Brookfield (BN) and ORIX (IX)
MetricBNIX
Dividend Yield (TTM)0.62%435.55%
Dividend Payout Ratio (TTM)48.15%26.52%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Brookfield (BN) at 76.63 trades above its peer range — a wide earnings-valuation gap relative to industry peers.

BN

Financial Services industry group

76.63

BN
76.63
Max
45.85
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
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Brookfield (BN) vs. ORIX (IX): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both Brookfield (BN) at 1.14 and ORIX (IX) at 0.01 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.

BN

Financial Services industry group

1.14

Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
BN
1.14
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
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Brookfield (BN) 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 Brookfield (BN) at 2.18 and ORIX (IX) at 1.28 are valued close to their industries’ norm against book — neither stands out from peers.

BN

Financial Services industry group

2.18

Max
7.79
Q3
3.63
BN
2.18
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
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Brookfield (BN) vs. ORIX (IX): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Brookfield (BN) and ORIX (IX)
MetricBNIX
P/E Ratio (TTM)76.639.68
P/S Ratio (TTM)1.140.01
P/B Ratio (MRQ)2.181.28
Free Cash Flow Yield (TTM)----