IX vs. RJF: ORIX vs. Raymond James Financial Stock Comparison
How do ORIX (IX) and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) both fall under the Financial Services industry group, but IX is classified in Financial Services while RJF is classified in Capital Markets.
Raymond James Financial (RJF) 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 | RJF |
|---|---|---|
| Name | ORIX Corporation Sponsored ADR | Raymond James Financial, Inc. |
| 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 | Investment Banking & Brokerage |
| Market Capitalization | 37.30 billion USD | 31.28 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 16, 1998 | July 1, 1983 |
| Security Type | ADR | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IX | RJF |
|---|---|---|
| Total Return (1Y) | 37.72% | 3.99% |
| Total Return (3Y, Annualized) | 27.79% | 20.73% |
| Total Return (5Y, Annualized) | 12.59% | 12.47% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IX | RJF |
|---|---|---|
| Volatility (1Y, Annualized) | 29.12% | 25.94% |
| Beta (5Y) | 0.94 | 0.91 |
| Max Drawdown (5Y) | -38.99% | -32.11% |
| Avg. Volume (3M) | 317.58K | 1.20M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IX | RJF |
|---|---|---|
| Sharpe Ratio (1Y) | 1.15 | -0.01 |
| Sortino Ratio (1Y) | 1.77 | -0.02 |
Profitability
ROE (TTM)
Both ORIX (IX) at 14.04% and Raymond James Financial (RJF) at 18.73% 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%
RJF
Financial Services industry group
18.73%
- Max
- 44.78%
- Q3
- 21.85%
- RJF
- 18.73%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
Both ORIX (IX) at 17.94% and Raymond James Financial (RJF) at 14.97% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
RJF
Financial Services industry group
14.97%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- RJF
- 14.97%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both ORIX (IX) at 21.52% and Raymond James Financial (RJF) at 20.88% 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%
RJF
Financial Services industry group
20.88%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- RJF
- 20.88%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IX | RJF |
|---|---|---|
| ROE (TTM) | 14.04% | 18.73% |
| ROA (TTM) | 2.65% | -- |
| Net Margin (TTM) | 17.94% | 14.97% |
| Operating Margin (TTM) | 21.52% | 20.88% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Only one side can be read here: ORIX (IX) reports revenue growth of 18.57%, ranked against its industry; Raymond James Financial (RJF) has no revenue growth figure this period.
EPS Growth
Both ORIX (IX) at 30.03% and Raymond James Financial (RJF) at 15.63% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | IX | RJF |
|---|---|---|
| Revenue Growth (YoY) | 18.57% | -- |
| Revenue Growth (3Y CAGR) | 9.97% | -- |
| EPS Growth (YoY) | 30.03% | 15.63% |
| EPS Growth (3Y CAGR) | 20.02% | 14.33% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: ORIX (IX) in Financial Services and Raymond James Financial (RJF) 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 Raymond James Financial (RJF) 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 | RJF |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Raymond James Financial (RJF) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile ORIX (IX) reports a yield of 435.55%, ranking against industry peers normally.
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%
RJF
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- RJF
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both ORIX (IX) at 26.52% and Raymond James Financial (RJF) at 18.48% 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%
RJF
Financial Services industry group
18.48%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- RJF
- 18.48%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IX | RJF |
|---|---|---|
| Dividend Yield (TTM) | 435.55% | 0.00% |
| Dividend Payout Ratio (TTM) | 26.52% | 18.48% |
Valuation
P/E Ratio (TTM)
ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Raymond James Financial (RJF) at 13.67 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.
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
RJF
Financial Services industry group
13.67
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- RJF
- 13.67
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while Raymond James Financial (RJF) at 1.98 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.
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
RJF
Financial Services industry group
1.98
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- RJF
- 1.98
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both ORIX (IX) at 1.28 and Raymond James Financial (RJF) at 2.46 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
RJF
Financial Services industry group
2.46
- Max
- 7.79
- Q3
- 3.63
- RJF
- 2.46
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IX | RJF |
|---|---|---|
| P/E Ratio (TTM) | 9.68 | 13.67 |
| P/S Ratio (TTM) | 0.01 | 1.98 |
| P/B Ratio (MRQ) | 1.28 | 2.46 |
| Free Cash Flow Yield (TTM) | -- | -- |