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IX vs. MSCI: ORIX vs. MSCI Stock Comparison

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

MSCI (MSCI) 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 MSCI (MSCI)
Profile ItemIXMSCI
NameORIX Corporation Sponsored ADRMSCI Inc.
Country/RegionJapanUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesCapital Markets
GICS Sub-IndustryDiversified Financial ServicesFinancial Exchanges & Data
Market Capitalization37.30 billion USD46.60 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 16, 1998November 15, 2007
Security TypeADRCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for ORIX (IX) and MSCI (MSCI)
MetricIXMSCI
Total Return (1Y)37.72%12.76%
Total Return (3Y, Annualized)27.79%9.86%
Total Return (5Y, Annualized)12.59%1.00%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for ORIX (IX) and MSCI (MSCI)
MetricIXMSCI
Volatility (1Y, Annualized)29.12%29.82%
Beta (5Y)0.941.17
Max Drawdown (5Y)-38.99%-43.74%
Avg. Volume (3M)317.58K590.34K

Risk-Adjusted Performance

Risk-Return Positioning

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IX and MSCI 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 MSCI (MSCI)
MetricIXMSCI
Sharpe Ratio (1Y)1.150.28
Sortino Ratio (1Y)1.770.40

Profitability

ROE (TTM)

Capital efficiency shows on one side only: ORIX (IX) earns 14.04% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

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%

MSCI

Financial Services industry group

--

Max
44.78%
Q3
21.85%
Median
12.91%
Q1
4.48%
Min
-18.71%
MSCI
--
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ORIX (IX) vs. MSCI (MSCI): MSCI does not report ROE, so it has no value marker; IX is benchmarked against the Financial Services industry group.

Net Margin (TTM)

MSCI (MSCI) at 40.31% retains a top-quartile share of revenue as profit, ahead of ORIX (IX) at 17.94%, which keeps about the industry-typical share.

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%

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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ORIX (IX) vs. MSCI (MSCI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% operates in the top operating margin quartile, ahead of ORIX (IX) at 21.52%, which runs around its industry’s norm.

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%

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
Median
30.09%
Q1
14.60%
Min
-44.34%
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ORIX (IX) vs. MSCI (MSCI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for ORIX (IX) and MSCI (MSCI)
MetricIXMSCI
ROE (TTM)14.04%--
ROA (TTM)2.65%21.75%
Net Margin (TTM)17.94%40.31%
Operating Margin (TTM)21.52%56.41%
Gross Margin (TTM)----

Growth

Revenue Growth

Both ORIX (IX) at 18.57% and MSCI (MSCI) at 9.75% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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

EPS Growth

Both ORIX (IX) at 30.03% and MSCI (MSCI) at 11.67% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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

Growth Metrics

Growth metrics for ORIX (IX) and MSCI (MSCI)
MetricIXMSCI
Revenue Growth (YoY)18.57%9.75%
Revenue Growth (3Y CAGR)9.97%11.71%
EPS Growth (YoY)30.03%11.67%
EPS Growth (3Y CAGR)20.02%13.54%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

MSCI (MSCI) at 1.21% 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%

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
Median
1.09%
Q1
0.00%
Min
0.00%
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ORIX (IX) vs. MSCI (MSCI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both ORIX (IX) at 26.52% and MSCI (MSCI) at 42.04% 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%

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
Median
25.77%
Q1
0.00%
Min
0.00%
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ORIX (IX) vs. MSCI (MSCI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for ORIX (IX) and MSCI (MSCI)
MetricIXMSCI
Dividend Yield (TTM)435.55%1.21%
Dividend Payout Ratio (TTM)26.52%42.04%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while MSCI (MSCI) at 33.90 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

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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ORIX (IX) vs. MSCI (MSCI): 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 MSCI (MSCI) at 13.58 prices above its industry range — a wide gap in sales valuation between them.

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

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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ORIX (IX) vs. MSCI (MSCI): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile ORIX (IX) reports 1.28, ranking against industry peers normally.

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

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24
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ORIX (IX) vs. MSCI (MSCI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for ORIX (IX) and MSCI (MSCI)
MetricIXMSCI
P/E Ratio (TTM)9.6833.90
P/S Ratio (TTM)0.0113.58
P/B Ratio (MRQ)1.28-15.24
Free Cash Flow Yield (TTM)----