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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.

Company profile comparison for ORIX (IX) and Blue Owl Capital (OWL)
Profile ItemIXOWL
NameORIX Corporation Sponsored ADRBlue Owl Capital Inc. Class A Common Stock
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 USD15.48 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 16, 1998December 14, 2020
Security TypeADRCommon Stock

Price Performance

Cumulative Growth

IX
OWL
GSPC
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ORIX (IX) vs. Blue Owl Capital (OWL), 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 Blue Owl Capital (OWL). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for ORIX (IX) and Blue Owl Capital (OWL)
MetricIXOWL
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

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

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.

Risk profile metrics for ORIX (IX) and Blue Owl Capital (OWL)
MetricIXOWL
Volatility (1Y, Annualized)29.12%46.89%
Beta (5Y)0.941.28
Max Drawdown (5Y)-38.99%-67.10%
Avg. Volume (3M)317.58K19.50M

Risk-Adjusted Performance

Risk-Return Positioning

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IX and OWL 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 Blue Owl Capital (OWL)
MetricIXOWL
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%
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ORIX (IX) vs. Blue Owl Capital (OWL): A comparison of their ROE against the Financial Services industry group benchmark.

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%
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ORIX (IX) vs. Blue Owl Capital (OWL): A comparison of their net margin against the Financial Services industry group benchmark.

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%
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ORIX (IX) vs. Blue Owl Capital (OWL): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for ORIX (IX) and Blue Owl Capital (OWL)
MetricIXOWL
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.

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ORIX (IX) vs. Blue Owl Capital (OWL): 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 Blue Owl Capital (OWL) at -50.00% drops into the bottom quartile, signaling weaker earnings momentum.

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ORIX (IX) vs. Blue Owl Capital (OWL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for ORIX (IX) and Blue Owl Capital (OWL)
MetricIXOWL
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

Financial strength metrics for ORIX (IX) and Blue Owl Capital (OWL)
MetricIXOWL
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%
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ORIX (IX) vs. Blue Owl Capital (OWL): A comparison of their dividend yield against the Financial Services industry group benchmark.

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%
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ORIX (IX) vs. Blue Owl Capital (OWL): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for ORIX (IX) and Blue Owl Capital (OWL)
MetricIXOWL
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
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ORIX (IX) vs. Blue Owl Capital (OWL): A comparison of their P/E ratio against the Financial Services industry group benchmark.

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
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ORIX (IX) vs. Blue Owl Capital (OWL): 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 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
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ORIX (IX) vs. Blue Owl Capital (OWL): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for ORIX (IX) and Blue Owl Capital (OWL)
MetricIXOWL
P/E Ratio (TTM)9.6870.14
P/S Ratio (TTM)0.015.04
P/B Ratio (MRQ)1.283.54
Free Cash Flow Yield (TTM)----