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.
| Profile Item | BNY | IX |
|---|---|---|
| Name | Bank of New York Mellon Corp. | 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 | 99.40 billion USD | 37.30 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | May 3, 1973 | September 16, 1998 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BNY | IX |
|---|---|---|
| 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
Return Distribution
Risk Metrics
| Metric | BNY | IX |
|---|---|---|
| Volatility (1Y, Annualized) | 22.30% | 29.12% |
| Beta (5Y) | 1.00 | 0.94 |
| Max Drawdown (5Y) | -40.45% | -38.99% |
| Avg. Volume (3M) | 3.38M | 317.58K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BNY | IX |
|---|---|---|
| Sharpe Ratio (1Y) | 1.66 | 1.15 |
| Sortino Ratio (1Y) | 2.48 | 1.77 |
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%
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%
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%
Profitability Metrics
| Metric | BNY | IX |
|---|---|---|
| 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.
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.
Growth Metrics
| Metric | BNY | IX |
|---|---|---|
| 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
| Metric | BNY | IX |
|---|---|---|
| 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%
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%
Dividend Metrics
| Metric | BNY | IX |
|---|---|---|
| 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
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
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
Valuation Metrics
| Metric | BNY | IX |
|---|---|---|
| P/E Ratio (TTM) | 16.36 | 9.68 |
| P/S Ratio (TTM) | 4.52 | 0.01 |
| P/B Ratio (MRQ) | 2.53 | 1.28 |
| Free Cash Flow Yield (TTM) | -- | -- |