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BRK.A vs. IX: Berkshire Hathaway vs. ORIX Stock Comparison

How do Berkshire Hathaway (BRK.A) 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

Berkshire Hathaway (BRK.A) and ORIX (IX) both belong to the Financial Services industry, though BRK.A is classified under Multi-Sector Holdings while IX falls under Diversified Financial Services.

Berkshire Hathaway (BRK.A) 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 Berkshire Hathaway (BRK.A) and ORIX (IX)
Profile ItemBRK.AIX
NameBerkshire Hathaway Inc. Class AORIX Corporation Sponsored ADR
Country/RegionUnited StatesJapan
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesFinancial Services
GICS Sub-IndustryMulti-Sector HoldingsDiversified Financial Services
Market Capitalization1,222.51 billion USD37.30 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateMarch 17, 1980September 16, 1998
Security TypeCommon StockADR

Price Performance

Cumulative Growth

BRK.A
IX
GSPC
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Berkshire Hathaway (BRK.A) 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 Berkshire Hathaway (BRK.A) and ORIX (IX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Berkshire Hathaway (BRK.A) and ORIX (IX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Berkshire Hathaway (BRK.A) and ORIX (IX)
MetricBRK.AIX
Total Return (1Y)13.87%37.72%
Total Return (3Y, Annualized)17.28%27.79%
Total Return (5Y, Annualized)14.57%12.59%

Risk Profile

Drawdown History

BRK.A
IX
GSPC
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Berkshire Hathaway (BRK.A) 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 Berkshire Hathaway (BRK.A) and ORIX (IX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Berkshire Hathaway (BRK.A) and ORIX (IX)
MetricBRK.AIX
Volatility (1Y, Annualized)14.86%29.12%
Beta (5Y)0.560.94
Max Drawdown (5Y)-25.98%-38.99%
Avg. Volume (3M)206317.58K

Risk-Adjusted Performance

Risk-Return Positioning

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BRK.A 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 Berkshire Hathaway (BRK.A) and ORIX (IX)
MetricBRK.AIX
Sharpe Ratio (1Y)0.651.15
Sortino Ratio (1Y)0.961.77

Profitability

ROE (TTM)

Both Berkshire Hathaway (BRK.A) at 12.12% 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.

BRK.A

Financial Services industry group

12.12%

Max
44.78%
Q3
21.85%
Median
12.91%
BRK.A
12.12%
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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Berkshire Hathaway (BRK.A) vs. ORIX (IX): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both Berkshire Hathaway (BRK.A) at 22.30% 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.

BRK.A

Financial Services industry group

22.30%

Max
62.84%
Q3
28.05%
BRK.A
22.30%
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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Berkshire Hathaway (BRK.A) vs. ORIX (IX): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Berkshire Hathaway (BRK.A) at 32.56% and ORIX (IX) at 21.52% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BRK.A

Financial Services industry group

32.56%

Max
107.33%
Q3
55.90%
BRK.A
32.56%
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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Berkshire Hathaway (BRK.A) vs. ORIX (IX): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Berkshire Hathaway (BRK.A) and ORIX (IX)
MetricBRK.AIX
ROE (TTM)12.12%14.04%
ROA (TTM)6.01%2.65%
Net Margin (TTM)22.30%17.94%
Operating Margin (TTM)32.56%21.52%
Gross Margin (TTM)----

Growth

Revenue Growth

ORIX (IX) at 18.57% is around its peer norm for revenue growth, while Berkshire Hathaway (BRK.A) at -3.23% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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Berkshire Hathaway (BRK.A) vs. ORIX (IX): A comparison of their Revenue Growth across different time periods.

EPS Growth

ORIX (IX) at 30.03% is around its peer norm for EPS growth, while Berkshire Hathaway (BRK.A) at -24.78% drops into the bottom quartile, signaling weaker earnings momentum.

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Berkshire Hathaway (BRK.A) vs. ORIX (IX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Berkshire Hathaway (BRK.A) and ORIX (IX)
MetricBRK.AIX
Revenue Growth (YoY)-3.23%18.57%
Revenue Growth (3Y CAGR)20.59%9.97%
EPS Growth (YoY)-24.78%30.03%
EPS Growth (3Y CAGR)--20.02%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Berkshire Hathaway (BRK.A) 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: Berkshire Hathaway (BRK.A) 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 Berkshire Hathaway (BRK.A) and ORIX (IX)
MetricBRK.AIX
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Berkshire Hathaway (BRK.A) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile ORIX (IX) reports a yield of 435.55%, ranking against industry peers normally.

BRK.A

Financial Services industry group

0.00%

Max
9.77%
Q3
3.92%
Median
1.09%
BRK.A
0.00%
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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Berkshire Hathaway (BRK.A) vs. ORIX (IX): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Berkshire Hathaway (BRK.A) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile ORIX (IX) reports a payout of 26.52%, ranking against industry peers normally.

BRK.A

Financial Services industry group

0.00%

Max
241.07%
Q3
97.36%
Median
25.77%
BRK.A
0.00%
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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Berkshire Hathaway (BRK.A) vs. ORIX (IX): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Berkshire Hathaway (BRK.A) and ORIX (IX)
MetricBRK.AIX
Dividend Yield (TTM)0.00%435.55%
Dividend Payout Ratio (TTM)0.00%26.52%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Berkshire Hathaway (BRK.A) at 14.36 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.

BRK.A

Financial Services industry group

14.36

Max
45.85
Q3
24.64
Median
15.37
BRK.A
14.36
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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Berkshire Hathaway (BRK.A) 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 Berkshire Hathaway (BRK.A) at 3.18 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.

BRK.A

Financial Services industry group

3.18

Max
9.23
Q3
4.57
BRK.A
3.18
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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Berkshire Hathaway (BRK.A) 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 Berkshire Hathaway (BRK.A) at 1.72 and ORIX (IX) at 1.28 are valued close to their industries’ norm against book — neither stands out from peers.

BRK.A

Financial Services industry group

1.72

Max
7.79
Q3
3.63
BRK.A
1.72
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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Berkshire Hathaway (BRK.A) vs. ORIX (IX): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Berkshire Hathaway (BRK.A) and ORIX (IX)
MetricBRK.AIX
P/E Ratio (TTM)14.369.68
P/S Ratio (TTM)3.180.01
P/B Ratio (MRQ)1.721.28
Free Cash Flow Yield (TTM)----