IX vs. OWL: ORIX vs. Blue Owl Capital Stock Comparison
How do ORIX (IX) and Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) both fall under the Financial Services industry group, but IX is classified in Financial Services while OWL is classified in Capital Markets.
ORIX (IX) has more than two decades of public-market history since September 16, 1998, whereas Blue Owl Capital (OWL) listed on December 14, 2020 and has a much shorter record to draw on.
Blue Owl Capital (OWL) 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.
| Profile Item | IX | OWL |
|---|---|---|
| Name | ORIX Corporation Sponsored ADR | Blue Owl Capital Inc. Class A Common Stock |
| Country/Region | Japan | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Diversified Financial Services | Asset Management & Custody Banks |
| Market Capitalization | 37.30 billion USD | 15.48 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 16, 1998 | December 14, 2020 |
| Security Type | ADR | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IX | OWL |
|---|---|---|
| Total Return (1Y) | 37.72% | -27.51% |
| Total Return (3Y, Annualized) | 27.79% | -3.02% |
| Total Return (5Y, Annualized) | 12.59% | -4.22% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Blue Owl Capital (OWL) is heavily traded at around 19.50M shares per day, whereas ORIX (IX) sees a more moderate 317.58K — larger orders in the latter may require more patience and tighter control over order sizing.
| Metric | IX | OWL |
|---|---|---|
| Volatility (1Y, Annualized) | 29.12% | 46.89% |
| Beta (5Y) | 0.94 | 1.28 |
| Max Drawdown (5Y) | -38.99% | -67.10% |
| Avg. Volume (3M) | 317.58K | 19.50M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IX | OWL |
|---|---|---|
| Sharpe Ratio (1Y) | 1.15 | -0.68 |
| Sortino Ratio (1Y) | 1.77 | -0.99 |
Profitability
ROE (TTM)
Both ORIX (IX) at 14.04% and Blue Owl Capital (OWL) at 6.41% 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%
OWL
Financial Services industry group
6.41%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- OWL
- 6.41%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
ORIX (IX) at 17.94% keeps about the industry-typical share of revenue as profit, while Blue Owl Capital (OWL) at 3.08% retains only a bottom-quartile 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%
OWL
Financial Services industry group
3.08%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- OWL
- 3.08%
- Min
- -28.52%
Operating Margin (TTM)
Both ORIX (IX) at 21.52% and Blue Owl Capital (OWL) at 31.15% 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%
OWL
Financial Services industry group
31.15%
- Max
- 107.33%
- Q3
- 55.90%
- OWL
- 31.15%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IX | OWL |
|---|---|---|
| ROE (TTM) | 14.04% | 6.41% |
| ROA (TTM) | 2.65% | 4.69% |
| Net Margin (TTM) | 17.94% | 3.08% |
| Operating Margin (TTM) | 21.52% | 31.15% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both ORIX (IX) at 18.57% and Blue Owl Capital (OWL) at 25.04% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
ORIX (IX) at 30.03% is around its peer norm for EPS growth, while Blue Owl Capital (OWL) at -50.00% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | IX | OWL |
|---|---|---|
| Revenue Growth (YoY) | 18.57% | 25.04% |
| Revenue Growth (3Y CAGR) | 9.97% | 27.97% |
| EPS Growth (YoY) | 30.03% | -50.00% |
| 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 Blue Owl Capital (OWL) 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 Blue Owl Capital (OWL) 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
| Metric | IX | OWL |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Blue Owl Capital (OWL) at 9.66% earns its spot in the top quartile of its industry’s yields; ORIX (IX) at 435.55% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.
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%
OWL
Financial Services industry group
9.66%
- Max
- 9.77%
- OWL
- 9.66%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Blue Owl Capital (OWL) reports payout ratio above 100% at 650.00%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile ORIX (IX) reports 26.52%, ranking against industry peers normally.
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%
OWL
Financial Services industry group
650.00%
- OWL
- 650.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IX | OWL |
|---|---|---|
| Dividend Yield (TTM) | 435.55% | 9.66% |
| Dividend Payout Ratio (TTM) | 26.52% | 650.00% |
Valuation
P/E Ratio (TTM)
ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Blue Owl Capital (OWL) at 70.14 trades above its peer range — a wide earnings-valuation gap relative to industry peers.
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
OWL
Financial Services industry group
70.14
- OWL
- 70.14
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
ORIX (IX) at 0.01 looks cheap on sales in the lower P/S ratio quartile, while Blue Owl Capital (OWL) at 5.04 looks rich in the upper quartile — a clear gap in price per dollar of revenue.
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
OWL
Financial Services industry group
5.04
- Max
- 9.23
- OWL
- 5.04
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both ORIX (IX) at 1.28 and Blue Owl Capital (OWL) at 3.54 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
OWL
Financial Services industry group
3.54
- Max
- 7.79
- Q3
- 3.63
- OWL
- 3.54
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IX | OWL |
|---|---|---|
| P/E Ratio (TTM) | 9.68 | 70.14 |
| P/S Ratio (TTM) | 0.01 | 5.04 |
| P/B Ratio (MRQ) | 1.28 | 3.54 |
| Free Cash Flow Yield (TTM) | -- | -- |