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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.

Company profile comparison for ORIX (IX) and Block (XYZ)
Profile ItemIXXYZ
NameORIX Corporation Sponsored ADRBlock Inc. Class A Common Stock
Country/RegionJapanUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryFinancial ServicesFinancial Services
GICS Sub-IndustryDiversified Financial ServicesTransaction & Payment Processing Services
Market Capitalization37.30 billion USD51.67 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 16, 1998November 19, 2015
Security TypeADRCommon Stock

Price Performance

Cumulative Growth

IX
XYZ
GSPC
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ORIX (IX) vs. Block (XYZ), 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 Block (XYZ). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for ORIX (IX) and Block (XYZ). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for ORIX (IX) and Block (XYZ)
MetricIXXYZ
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

IX
XYZ
GSPC
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ORIX (IX) vs. Block (XYZ), 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 Block (XYZ). Each bar is the share of months whose return fell in that 5% bucket.

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.

Risk profile metrics for ORIX (IX) and Block (XYZ)
MetricIXXYZ
Volatility (1Y, Annualized)29.12%48.01%
Beta (5Y)0.942.48
Max Drawdown (5Y)-38.99%-83.55%
Avg. Volume (3M)317.58K4.73M

Risk-Adjusted Performance

Risk-Return Positioning

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IX and XYZ 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 Block (XYZ)
MetricIXXYZ
Sharpe Ratio (1Y)1.150.65
Sortino Ratio (1Y)1.771.03

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%
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ORIX (IX) vs. Block (XYZ): 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 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%
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ORIX (IX) vs. Block (XYZ): A comparison of their net margin against the Financial Services industry group benchmark.

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%
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ORIX (IX) vs. Block (XYZ): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for ORIX (IX) and Block (XYZ)
MetricIXXYZ
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.

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ORIX (IX) vs. Block (XYZ): 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 Block (XYZ) at -53.95% drops into the bottom quartile, signaling weaker earnings momentum.

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ORIX (IX) vs. Block (XYZ): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for ORIX (IX) and Block (XYZ)
MetricIXXYZ
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

Financial strength metrics for ORIX (IX) and Block (XYZ)
MetricIXXYZ
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%
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ORIX (IX) vs. Block (XYZ): A comparison of their dividend yield against the Financial Services industry group benchmark.

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%
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ORIX (IX) vs. Block (XYZ): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for ORIX (IX) and Block (XYZ)
MetricIXXYZ
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
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ORIX (IX) vs. Block (XYZ): A comparison of their P/E ratio against the Financial Services industry group benchmark.

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
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ORIX (IX) vs. Block (XYZ): 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 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
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ORIX (IX) vs. Block (XYZ): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for ORIX (IX) and Block (XYZ)
MetricIXXYZ
P/E Ratio (TTM)9.68112.47
P/S Ratio (TTM)0.012.01
P/B Ratio (MRQ)1.282.26
Free Cash Flow Yield (TTM)----