EQH vs. IX: Equitable vs. ORIX Stock Comparison

Company Profile

Equitable (EQH) and ORIX (IX) are both classified in the Diversified Financial Services sub-industry within the broader Financial Services industry, placing them in the closest GICS peer bucket.

Equitable (EQH) 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.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Equitable (EQH) at 171.08% clears its industry range for ROE, a sharper capital-efficiency signal than ORIX (IX) at 14.04%, which is closer to a typical peer reading.

Both Equitable (EQH) at 11.52% 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.

Both Equitable (EQH) at 37.18% and ORIX (IX) at 21.52% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

ORIX (IX) at 18.57% is around its peer norm for revenue growth, while Equitable (EQH) at -6.12% drops into the bottom quartile, signaling weaker demand or pricing momentum.

ORIX (IX) at 30.03% is around its peer norm for EPS growth, while Equitable (EQH) at -227.78% falls below its industry range, a notably weak earnings reading.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: Equitable (EQH) 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-to-equity ratio is set aside for both: Equitable (EQH) 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

Dividends

Equitable (EQH) at 0.51% 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.

Both Equitable (EQH) at 22.49% 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.

Dividend Metrics

Valuation

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Equitable (EQH) at 10.39 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.

Both Equitable (EQH) at 1.08 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.

Equitable (EQH) reports a negative P/B ratio of -4.92, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile ORIX (IX) reports 1.28, ranking against industry peers normally.

Valuation Metrics