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IX vs. NDAQ: ORIX vs. Nasdaq Stock Comparison

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

Nasdaq (NDAQ) 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 Nasdaq (NDAQ)
Profile ItemIXNDAQ
NameORIX Corporation Sponsored ADRNasdaq, Inc. Common Stock
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 USD59.88 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateSeptember 16, 1998July 1, 2002
Security TypeADRCommon Stock

Price Performance

Cumulative Growth

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

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for ORIX (IX) and Nasdaq (NDAQ)
MetricIXNDAQ
Total Return (1Y)37.72%26.55%
Total Return (3Y, Annualized)27.79%30.18%
Total Return (5Y, Annualized)12.59%10.68%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for ORIX (IX) and Nasdaq (NDAQ)
MetricIXNDAQ
Volatility (1Y, Annualized)29.12%28.74%
Beta (5Y)0.940.94
Max Drawdown (5Y)-38.99%-32.57%
Avg. Volume (3M)317.58K3.13M

Risk-Adjusted Performance

Risk-Return Positioning

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IX and NDAQ 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 Nasdaq (NDAQ)
MetricIXNDAQ
Sharpe Ratio (1Y)1.150.77
Sortino Ratio (1Y)1.771.09

Profitability

ROE (TTM)

Both ORIX (IX) at 14.04% and Nasdaq (NDAQ) at 17.33% 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%

NDAQ

Financial Services industry group

17.33%

Max
44.78%
Q3
21.85%
NDAQ
17.33%
Median
12.91%
Q1
4.48%
Min
-18.71%
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ORIX (IX) vs. Nasdaq (NDAQ): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Nasdaq (NDAQ) at 36.06% 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%

NDAQ

Financial Services industry group

36.06%

Max
62.84%
NDAQ
36.06%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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ORIX (IX) vs. Nasdaq (NDAQ): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both ORIX (IX) at 21.52% and Nasdaq (NDAQ) at 50.57% 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%

NDAQ

Financial Services industry group

50.57%

Max
107.33%
Q3
55.90%
NDAQ
50.57%
Median
30.09%
Q1
14.60%
Min
-44.34%
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ORIX (IX) vs. Nasdaq (NDAQ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for ORIX (IX) and Nasdaq (NDAQ)
MetricIXNDAQ
ROE (TTM)14.04%17.33%
ROA (TTM)2.65%6.10%
Net Margin (TTM)17.94%36.06%
Operating Margin (TTM)21.52%50.57%
Gross Margin (TTM)----

Growth

Revenue Growth

Both ORIX (IX) at 18.57% and Nasdaq (NDAQ) at 11.65% 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. Nasdaq (NDAQ): A comparison of their Revenue Growth across different time periods.

EPS Growth

Nasdaq (NDAQ) at 60.10% sits in the top EPS growth quartile, while ORIX (IX) at 30.03% is closer to the peer norm — faster per-share earnings growth for NDAQ.

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

Growth Metrics

Growth metrics for ORIX (IX) and Nasdaq (NDAQ)
MetricIXNDAQ
Revenue Growth (YoY)18.57%11.65%
Revenue Growth (3Y CAGR)9.97%9.89%
EPS Growth (YoY)30.03%60.10%
EPS Growth (3Y CAGR)20.02%10.99%

Financial Strength

Current Ratio (MRQ)

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

Dividends

Dividend Yield (TTM)

Nasdaq (NDAQ) at 1.09% 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%

NDAQ

Financial Services industry group

1.09%

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

Dividend Payout Ratio (TTM)

Both ORIX (IX) at 26.52% and Nasdaq (NDAQ) at 31.69% 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%

NDAQ

Financial Services industry group

31.69%

Max
241.07%
Q3
97.36%
NDAQ
31.69%
Median
25.77%
Q1
0.00%
Min
0.00%
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ORIX (IX) vs. Nasdaq (NDAQ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for ORIX (IX) and Nasdaq (NDAQ)
MetricIXNDAQ
Dividend Yield (TTM)435.55%1.09%
Dividend Payout Ratio (TTM)26.52%31.69%

Valuation

P/E Ratio (TTM)

ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Nasdaq (NDAQ) at 29.27 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

NDAQ

Financial Services industry group

29.27

Max
45.85
NDAQ
29.27
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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ORIX (IX) vs. Nasdaq (NDAQ): 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 Nasdaq (NDAQ) at 10.36 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

NDAQ

Financial Services industry group

10.36

NDAQ
10.36
Max
9.23
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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ORIX (IX) vs. Nasdaq (NDAQ): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

ORIX (IX) at 1.28 is valued about in line with its industry on P/B ratio, while Nasdaq (NDAQ) at 4.99 carries an above-peer premium to book — NDAQ is pricier on assets.

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

NDAQ

Financial Services industry group

4.99

Max
7.79
NDAQ
4.99
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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ORIX (IX) vs. Nasdaq (NDAQ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for ORIX (IX) and Nasdaq (NDAQ)
MetricIXNDAQ
P/E Ratio (TTM)9.6829.27
P/S Ratio (TTM)0.0110.36
P/B Ratio (MRQ)1.284.99
Free Cash Flow Yield (TTM)----