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IX vs. KKR: ORIX vs. KKR Stock Comparison

How do ORIX (IX) and KKR (KKR) 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

ORIX (IX) and KKR (KKR) both fall under the Financial Services industry group, but IX is classified in Financial Services while KKR is classified in Capital Markets.

KKR (KKR) 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 ORIX (IX) and KKR (KKR)
Profile ItemIXKKR
NameORIX Corporation Sponsored ADRKorro Bio, Inc.
Country/RegionJapanUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryDiversified Financial ServicesAsset Management & Custody Banks
Market Capitalization37.30 billion USD89.11 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 16, 1998July 15, 2010
Security TypeADRCommon Stock

Price Performance

Cumulative Growth

IX
KKR
GSPC
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ORIX (IX) vs. KKR (KKR), 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 ORIX (IX) and KKR (KKR). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for ORIX (IX) and KKR (KKR)
MetricIXKKR
Total Return (1Y)37.72%-18.61%
Total Return (3Y, Annualized)27.79%17.09%
Total Return (5Y, Annualized)12.59%5.12%

Risk Profile

Drawdown History

IX
KKR
GSPC
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ORIX (IX) vs. KKR (KKR), 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 ORIX (IX) and KKR (KKR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for ORIX (IX) and KKR (KKR)
MetricIXKKR
Volatility (1Y, Annualized)29.12%38.71%
Beta (5Y)0.941.69
Max Drawdown (5Y)-38.99%-49.42%
Avg. Volume (3M)317.58K4.77M

Risk-Adjusted Performance

Risk-Return Positioning

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IX and KKR 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 ORIX (IX) and KKR (KKR)
MetricIXKKR
Sharpe Ratio (1Y)1.15-0.59
Sortino Ratio (1Y)1.77-0.81

Profitability

ROE (TTM)

Both ORIX (IX) at 14.04% and KKR (KKR) at 7.28% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

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%

KKR

Financial Services industry group

7.28%

Max
44.78%
Q3
21.85%
Median
12.91%
KKR
7.28%
Q1
4.48%
Min
-18.71%
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ORIX (IX) vs. KKR (KKR): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Both ORIX (IX) at 17.94% and KKR (KKR) at 12.20% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

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%

KKR

Financial Services industry group

12.20%

Max
62.84%
Q3
28.05%
Median
15.36%
KKR
12.20%
Q1
4.82%
Min
-28.52%
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ORIX (IX) vs. KKR (KKR): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both ORIX (IX) at 21.52% and KKR (KKR) at 20.65% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

KKR

Financial Services industry group

20.65%

Max
107.33%
Q3
55.90%
Median
30.09%
KKR
20.65%
Q1
14.60%
Min
-44.34%
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ORIX (IX) vs. KKR (KKR): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for ORIX (IX) and KKR (KKR)
MetricIXKKR
ROE (TTM)14.04%7.28%
ROA (TTM)2.65%1.39%
Net Margin (TTM)17.94%12.20%
Operating Margin (TTM)21.52%20.65%
Gross Margin (TTM)----

Growth

Revenue Growth

ORIX (IX) at 18.57% is around its peer norm for revenue growth, while KKR (KKR) at -11.24% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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ORIX (IX) vs. KKR (KKR): 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 KKR (KKR) at -28.66% drops into the bottom quartile, signaling weaker earnings momentum.

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

Growth Metrics

Growth metrics for ORIX (IX) and KKR (KKR)
MetricIXKKR
Revenue Growth (YoY)18.57%-11.24%
Revenue Growth (3Y CAGR)9.97%51.12%
EPS Growth (YoY)30.03%-28.66%
EPS Growth (3Y CAGR)20.02%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: ORIX (IX) in Financial Services and KKR (KKR) 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: ORIX (IX) in Financial Services and KKR (KKR) 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 ORIX (IX) and KKR (KKR)
MetricIXKKR
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

KKR (KKR) at 0.77% 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.

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%

KKR

Financial Services industry group

0.77%

Max
9.77%
Q3
3.92%
Median
1.09%
KKR
0.77%
Q1
0.00%
Min
0.00%
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ORIX (IX) vs. KKR (KKR): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both ORIX (IX) at 26.52% and KKR (KKR) at 23.96% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

KKR

Financial Services industry group

23.96%

Max
241.07%
Q3
97.36%
Median
25.77%
KKR
23.96%
Q1
0.00%
Min
0.00%
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ORIX (IX) vs. KKR (KKR): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for ORIX (IX) and KKR (KKR)
MetricIXKKR
Dividend Yield (TTM)435.55%0.77%
Dividend Payout Ratio (TTM)26.52%23.96%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while KKR (KKR) at 30.82 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

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

KKR

Financial Services industry group

30.82

Max
45.85
KKR
30.82
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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ORIX (IX) vs. KKR (KKR): 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 KKR (KKR) at 3.45 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.

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

KKR

Financial Services industry group

3.45

Max
9.23
Q3
4.57
KKR
3.45
Median
2.72
Q1
1.28
Min
-0.55
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ORIX (IX) vs. KKR (KKR): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both ORIX (IX) at 1.28 and KKR (KKR) at 3.04 are valued close to their industries’ norm against book — neither stands out from peers.

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

KKR

Financial Services industry group

3.04

Max
7.79
Q3
3.63
KKR
3.04
Median
1.57
Q1
0.81
Min
-0.39
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ORIX (IX) vs. KKR (KKR): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for ORIX (IX) and KKR (KKR)
MetricIXKKR
P/E Ratio (TTM)9.6830.82
P/S Ratio (TTM)0.013.45
P/B Ratio (MRQ)1.283.04
Free Cash Flow Yield (TTM)----