IX vs. RKT: ORIX vs. Rocket Stock Comparison

Company Profile

ORIX (IX) and Rocket (RKT) both belong to the Financial Services industry, though IX is classified under Diversified Financial Services while RKT falls under Commercial & Residential Mortgage Finance.

ORIX (IX) has more than two decades of public-market history since September 16, 1998, whereas Rocket (RKT) listed on August 6, 2020 and has a much shorter record to draw on.

Rocket (RKT) 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.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Rocket (RKT) carries a highly aggressive beta of 2.19, indicating much higher sensitivity to broad-market moves, whereas ORIX (IX) is closer to market-like at 0.94 — a noticeable difference in market-sensitivity profile.

Rocket (RKT) is heavily traded at around 34.27M 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-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both ORIX (IX) at 14.04% and Rocket (RKT) at 7.86% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Both ORIX (IX) at 17.94% and Rocket (RKT) at 11.02% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

Both ORIX (IX) at 21.52% and Rocket (RKT) at 43.54% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Rocket (RKT) at 26.87% sits in the top revenue growth quartile, while ORIX (IX) at 18.57% is closer to the peer norm — faster top-line expansion for RKT.

ORIX (IX) at 30.03% is around its peer norm for EPS growth, while Rocket (RKT) at -123.81% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: ORIX (IX) in Financial Services and Rocket (RKT) 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-to-equity ratio is set aside for both: ORIX (IX) in Financial Services and Rocket (RKT) 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

Dividends

Rocket (RKT) 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.

Rocket (RKT) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile ORIX (IX) reports a payout of 26.52%, ranking against industry peers normally.

Dividend Metrics

Valuation

An earnings multiple is available for just one side: ORIX (IX) trades at 9.68 times trailing earnings, ranked against its peers, while Rocket (RKT) has no P/E ratio this period.

ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while Rocket (RKT) at 3.61 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.

On P/B ratio, both ORIX (IX) at 1.28 and Rocket (RKT) at 1.76 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics