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BNY vs. IX: Bank of New York Mellon vs. ORIX Stock Comparison

How do Bank of New York Mellon (BNY) 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

Bank of New York Mellon (BNY) and ORIX (IX) both fall under the Financial Services industry group, but BNY is classified in Capital Markets while IX is classified in Financial Services.

Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) and ORIX (IX)
Profile ItemBNYIX
NameBank of New York Mellon Corp.ORIX Corporation Sponsored ADR
Country/RegionUnited StatesJapan
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsFinancial Services
GICS Sub-IndustryAsset Management & Custody BanksDiversified Financial Services
Market Capitalization99.40 billion USD37.30 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMay 3, 1973September 16, 1998
Security TypeCommon StockADR

Price Performance

Cumulative Growth

BNY
IX
GSPC
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Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) and ORIX (IX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Bank of New York Mellon (BNY) and ORIX (IX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Bank of New York Mellon (BNY) and ORIX (IX)
MetricBNYIX
Total Return (1Y)41.28%37.72%
Total Return (3Y, Annualized)53.51%27.79%
Total Return (5Y, Annualized)24.36%12.59%

Risk Profile

Drawdown History

BNY
IX
GSPC
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Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) and ORIX (IX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Bank of New York Mellon (BNY) and ORIX (IX)
MetricBNYIX
Volatility (1Y, Annualized)22.30%29.12%
Beta (5Y)1.000.94
Max Drawdown (5Y)-40.45%-38.99%
Avg. Volume (3M)3.38M317.58K

Risk-Adjusted Performance

Risk-Return Positioning

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BNY 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 Bank of New York Mellon (BNY) and ORIX (IX)
MetricBNYIX
Sharpe Ratio (1Y)1.661.15
Sortino Ratio (1Y)2.481.77

Profitability

ROE (TTM)

Both Bank of New York Mellon (BNY) at 14.87% 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.

BNY

Financial Services industry group

14.87%

Max
44.78%
Q3
21.85%
BNY
14.87%
Median
12.91%
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%
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Bank of New York Mellon (BNY) vs. ORIX (IX): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Bank of New York Mellon (BNY) at 29.74% retains a top-quartile share of revenue as profit, ahead of ORIX (IX) at 17.94%, which keeps about the industry-typical share.

BNY

Financial Services industry group

29.74%

Max
62.84%
BNY
29.74%
Q3
28.05%
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%
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Bank of New York Mellon (BNY) vs. ORIX (IX): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Bank of New York Mellon (BNY) at 39.07% and ORIX (IX) at 21.52% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BNY

Financial Services industry group

39.07%

Max
107.33%
Q3
55.90%
BNY
39.07%
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%
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Bank of New York Mellon (BNY) vs. ORIX (IX): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Bank of New York Mellon (BNY) and ORIX (IX)
MetricBNYIX
ROE (TTM)14.87%14.04%
ROA (TTM)1.39%2.65%
Net Margin (TTM)29.74%17.94%
Operating Margin (TTM)39.07%21.52%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Bank of New York Mellon (BNY) at 8.22% 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.

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Bank of New York Mellon (BNY) vs. ORIX (IX): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Bank of New York Mellon (BNY) at 27.59% 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.

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Bank of New York Mellon (BNY) vs. ORIX (IX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Bank of New York Mellon (BNY) and ORIX (IX)
MetricBNYIX
Revenue Growth (YoY)8.22%18.57%
Revenue Growth (3Y CAGR)6.87%9.97%
EPS Growth (YoY)27.59%30.03%
EPS Growth (3Y CAGR)36.65%20.02%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Bank of New York Mellon (BNY) 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: Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) and ORIX (IX)
MetricBNYIX
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Bank of New York Mellon (BNY) at 1.51% 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.

BNY

Financial Services industry group

1.51%

Max
9.77%
Q3
3.92%
BNY
1.51%
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%
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Bank of New York Mellon (BNY) vs. ORIX (IX): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Bank of New York Mellon (BNY) at 24.58% 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.

BNY

Financial Services industry group

24.58%

Max
241.07%
Q3
97.36%
Median
25.77%
BNY
24.58%
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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Bank of New York Mellon (BNY) vs. ORIX (IX): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Bank of New York Mellon (BNY) and ORIX (IX)
MetricBNYIX
Dividend Yield (TTM)1.51%435.55%
Dividend Payout Ratio (TTM)24.58%26.52%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Bank of New York Mellon (BNY) at 16.36 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.

BNY

Financial Services industry group

16.36

Max
45.85
Q3
24.64
BNY
16.36
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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Bank of New York Mellon (BNY) 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 sits in the cheaper P/S ratio quartile while Bank of New York Mellon (BNY) at 4.52 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.

BNY

Financial Services industry group

4.52

Max
9.23
Q3
4.57
BNY
4.52
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
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Bank of New York Mellon (BNY) 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 Bank of New York Mellon (BNY) at 2.53 and ORIX (IX) at 1.28 are valued close to their industries’ norm against book — neither stands out from peers.

BNY

Financial Services industry group

2.53

Max
7.79
Q3
3.63
BNY
2.53
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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Bank of New York Mellon (BNY) vs. ORIX (IX): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Bank of New York Mellon (BNY) and ORIX (IX)
MetricBNYIX
P/E Ratio (TTM)16.369.68
P/S Ratio (TTM)4.520.01
P/B Ratio (MRQ)2.531.28
Free Cash Flow Yield (TTM)----