IX vs. MS: ORIX vs. Morgan Stanley Stock Comparison

Company Profile

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

Morgan Stanley (MS) 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

Both ORIX (IX) at 14.04% and Morgan Stanley (MS) at 18.04% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Both ORIX (IX) at 17.94% and Morgan Stanley (MS) at 25.63% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Both ORIX (IX) at 21.52% and Morgan Stanley (MS) at 39.00% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Both ORIX (IX) at 18.57% and Morgan Stanley (MS) at 14.48% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Both ORIX (IX) at 30.03% and Morgan Stanley (MS) at 28.43% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: ORIX (IX) in Financial Services and Morgan Stanley (MS) 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: ORIX (IX) in Financial Services and Morgan Stanley (MS) 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

Morgan Stanley (MS) at 2.40% 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 ORIX (IX) at 26.52% and Morgan Stanley (MS) at 32.91% 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 Morgan Stanley (MS) at 14.39 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.

ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while Morgan Stanley (MS) at 3.55 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.

On P/B ratio, both ORIX (IX) at 1.28 and Morgan Stanley (MS) at 2.65 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics