IX vs. XYZ: ORIX vs. Block Stock Comparison
How do ORIX (IX) and Block (XYZ) 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 Block (XYZ) both belong to the Financial Services industry, though IX is classified under Diversified Financial Services while XYZ falls under Transaction & Payment Processing Services.
Block (XYZ) 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 | XYZ |
|---|---|---|
| Name | ORIX Corporation Sponsored ADR | Block 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 | Financial Services |
| GICS Sub-Industry | Diversified Financial Services | Transaction & Payment Processing Services |
| Market Capitalization | 37.30 billion USD | 51.67 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 16, 1998 | November 19, 2015 |
| Security Type | ADR | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IX | XYZ |
|---|---|---|
| Total Return (1Y) | 37.72% | 35.34% |
| Total Return (3Y, Annualized) | 27.79% | 20.17% |
| Total Return (5Y, Annualized) | 12.59% | -17.43% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
Block (XYZ) carries a highly aggressive beta of 2.48, 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.
| Metric | IX | XYZ |
|---|---|---|
| Volatility (1Y, Annualized) | 29.12% | 48.01% |
| Beta (5Y) | 0.94 | 2.48 |
| Max Drawdown (5Y) | -38.99% | -83.55% |
| Avg. Volume (3M) | 317.58K | 4.73M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IX | XYZ |
|---|---|---|
| Sharpe Ratio (1Y) | 1.15 | 0.65 |
| Sortino Ratio (1Y) | 1.77 | 1.03 |
Profitability
ROE (TTM)
ORIX (IX) at 14.04% is around its peer norm for ROE, while Block (XYZ) at 2.02% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.
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%
XYZ
Financial Services industry group
2.02%
- Max
- 44.78%
- Q3
- 21.85%
- Median
- 12.91%
- Q1
- 4.48%
- XYZ
- 2.02%
- Min
- -18.71%
Net Margin (TTM)
ORIX (IX) at 17.94% keeps about the industry-typical share of revenue as profit, while Block (XYZ) at 1.80% 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%
XYZ
Financial Services industry group
1.80%
- Max
- 62.84%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- XYZ
- 1.80%
- Min
- -28.52%
Operating Margin (TTM)
ORIX (IX) at 21.52% runs core operations around its industry’s norm, while Block (XYZ) at 6.65% operates in the bottom quartile.
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%
XYZ
Financial Services industry group
6.65%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- Q1
- 14.60%
- XYZ
- 6.65%
- Min
- -44.34%
Profitability Metrics
| Metric | IX | XYZ |
|---|---|---|
| ROE (TTM) | 14.04% | 2.02% |
| ROA (TTM) | 2.65% | 1.94% |
| Net Margin (TTM) | 17.94% | 1.80% |
| Operating Margin (TTM) | 21.52% | 6.65% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
ORIX (IX) at 18.57% is around its peer norm for revenue growth, while Block (XYZ) at 0.30% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
ORIX (IX) at 30.03% is around its peer norm for EPS growth, while Block (XYZ) at -53.95% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | IX | XYZ |
|---|---|---|
| Revenue Growth (YoY) | 18.57% | 0.30% |
| Revenue Growth (3Y CAGR) | 9.97% | 11.33% |
| EPS Growth (YoY) | 30.03% | -53.95% |
| 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 Block (XYZ) 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 Block (XYZ) 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 | XYZ |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Block (XYZ) 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%
XYZ
Financial Services industry group
0.00%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- XYZ
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Block (XYZ) 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.
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%
XYZ
Financial Services industry group
0.00%
- Max
- 241.07%
- Q3
- 97.36%
- Median
- 25.77%
- XYZ
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IX | XYZ |
|---|---|---|
| Dividend Yield (TTM) | 435.55% | 0.00% |
| Dividend Payout Ratio (TTM) | 26.52% | 0.00% |
Valuation
P/E Ratio (TTM)
ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while Block (XYZ) at 112.47 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
XYZ
Financial Services industry group
112.47
- XYZ
- 112.47
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while Block (XYZ) at 2.01 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
XYZ
Financial Services industry group
2.01
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- XYZ
- 2.01
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both ORIX (IX) at 1.28 and Block (XYZ) at 2.26 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
XYZ
Financial Services industry group
2.26
- Max
- 7.79
- Q3
- 3.63
- XYZ
- 2.26
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IX | XYZ |
|---|---|---|
| P/E Ratio (TTM) | 9.68 | 112.47 |
| P/S Ratio (TTM) | 0.01 | 2.01 |
| P/B Ratio (MRQ) | 1.28 | 2.26 |
| Free Cash Flow Yield (TTM) | -- | -- |