BX vs. IX: Blackstone vs. ORIX Stock Comparison
How do Blackstone (BX) 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
Blackstone (BX) and ORIX (IX) both fall under the Financial Services industry group, but BX is classified in Capital Markets while IX is classified in Financial Services.
Blackstone (BX) 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 | BX | IX |
|---|---|---|
| Name | Blackstone 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 | 148.61 billion USD | 37.30 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 22, 2007 | September 16, 1998 |
| Security Type | Common Stock | ADR |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | BX | IX |
|---|---|---|
| Total Return (1Y) | -11.29% | 37.72% |
| Total Return (3Y, Annualized) | 12.22% | 27.79% |
| Total Return (5Y, Annualized) | 0.26% | 12.59% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | BX | IX |
|---|---|---|
| Volatility (1Y, Annualized) | 38.63% | 29.12% |
| Beta (5Y) | 1.50 | 0.94 |
| Max Drawdown (5Y) | -49.29% | -38.99% |
| Avg. Volume (3M) | 4.75M | 317.58K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | BX | IX |
|---|---|---|
| Sharpe Ratio (1Y) | -0.40 | 1.15 |
| Sortino Ratio (1Y) | -0.57 | 1.77 |
Profitability
ROE (TTM)
Blackstone (BX) at 32.38% sits in the top ROE quartile, while ORIX (IX) at 14.04% is closer to the peer norm — stronger capital efficiency for BX.
BX
Financial Services industry group
32.38%
- Max
- 44.78%
- BX
- 32.38%
- Q3
- 21.85%
- 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)
Both Blackstone (BX) at 22.99% 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.
BX
Financial Services industry group
22.99%
- Max
- 62.84%
- Q3
- 28.05%
- BX
- 22.99%
- 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 Blackstone (BX) at 48.86% and ORIX (IX) at 21.52% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
BX
Financial Services industry group
48.86%
- Max
- 107.33%
- Q3
- 55.90%
- BX
- 48.86%
- 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 | BX | IX |
|---|---|---|
| ROE (TTM) | 32.38% | 14.04% |
| ROA (TTM) | 14.27% | 2.65% |
| Net Margin (TTM) | 22.99% | 17.94% |
| Operating Margin (TTM) | 48.86% | 21.52% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both Blackstone (BX) at 13.54% 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 Blackstone (BX) at 6.91% 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 | BX | IX |
|---|---|---|
| Revenue Growth (YoY) | 13.54% | 18.57% |
| Revenue Growth (3Y CAGR) | 20.27% | 9.97% |
| EPS Growth (YoY) | 6.91% | 30.03% |
| EPS Growth (3Y CAGR) | 17.92% | 20.02% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: Blackstone (BX) 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: Blackstone (BX) 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 | BX | IX |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Blackstone (BX) at 4.22% earns its spot in the top quartile of its industry’s yields; ORIX (IX) at 435.55% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.
BX
Financial Services industry group
4.22%
- Max
- 9.77%
- BX
- 4.22%
- Q3
- 3.92%
- 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)
Blackstone (BX) reports payout ratio above 100% at 111.19%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile ORIX (IX) reports 26.52%, ranking against industry peers normally.
BX
Financial Services industry group
111.19%
- Max
- 241.07%
- BX
- 111.19%
- Q3
- 97.36%
- 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%
Dividend Metrics
| Metric | BX | IX |
|---|---|---|
| Dividend Yield (TTM) | 4.22% | 435.55% |
| Dividend Payout Ratio (TTM) | 111.19% | 26.52% |
Valuation
P/E Ratio (TTM)
ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Blackstone (BX) at 26.61 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.
BX
Financial Services industry group
26.61
- Max
- 45.85
- BX
- 26.61
- 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
P/S Ratio (TTM)
ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while Blackstone (BX) at 9.61 prices above its industry range — a wide gap in sales valuation between them.
BX
Financial Services industry group
9.61
- BX
- 9.61
- Max
- 9.23
- 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
P/B Ratio (MRQ)
ORIX (IX) at 1.28 sits near its industry’s typical P/B ratio, while Blackstone (BX) at 10.81 prices above its benchmark range — BX looks rich relative to book.
BX
Financial Services industry group
10.81
- BX
- 10.81
- Max
- 7.79
- Q3
- 3.63
- 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 | BX | IX |
|---|---|---|
| P/E Ratio (TTM) | 26.61 | 9.68 |
| P/S Ratio (TTM) | 9.61 | 0.01 |
| P/B Ratio (MRQ) | 10.81 | 1.28 |
| Free Cash Flow Yield (TTM) | -- | -- |