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IX

NYSE
Favorable · 61/100

ORIX Corp

Financials
Financial Services

$39.76

1.8%

Updated Today 12:11 PM ET

Report Card

IX at a glance — five pillars scored 0–100 from real filed financials.

Value
0
Growth
0
Profitability
0
Health
0
Dividends
0

Overall: Favorable · 61/100. A wider, greener shape means more pillars look healthy. Dividends scores 0 when a company pays none — that is a choice, not a flaw.

Price — Past Year

▲ Up 73.6% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$44.22B

P/E

14.76x

Forward P/E (est.)

11.48x

ROE

10.1%

Revenue Growth

15.9%

EPS Growth

28.5%

Profit Margin

13.4%

FCF Yield

Debt / Equity

1.46x

ROIC

2.0%

Interest Coverage

1.13x

Current Ratio

Dividend Yield

2.9%

Implied Growth (rev. DCF)

Rating Score

61/100

Business Overview
Research

ORIX Corp (IX) is a large-cap company in the Financial Services industry, part of the Financials sector of the S&P 500, with a market value around $44.22B.

In its latest reported year it generated about $1.50T in revenue.

Our model rates IX Favorable (61/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what IX's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. IX trades near $39.76, above its 50-day average ($37.15) and 200-day average ($31.10). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 58 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. IX's is $0.81 (~2.0% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month IX found buyers near $37.73 (support) and sellers near $40.63 (resistance); its 52-week range is $22.10–$40.63. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 0.3× the 20-day average — lighter than usual, so the move carries less conviction. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Revenue Growth
Research

4Y CAGR

4.8%

3/4 checks passedRevenue growingRevenue growth beats sector midpointEPS growingEPS growing faster than revenue

Revenue moved from $2.68T in 2017 to $1.50T in 2026, a -6.2% compound annual growth rate. The most recent year grew a strong 15.9% year over year. Consistent top-line growth is one sign of healthy demand.

Profitability
Research
1/4 checks passedProfitableNet margin above sector midpointROE above 12%ROIC above 10%

Gross Margin

44.2%

Operating Margin

13.7%

Net Margin

13.4%

ROE

10.1%

ORIX Corp keeps about 13.4% of each sales dollar as net profit, with a 44.2% gross margin and 13.7% operating margin. Return on equity is 10.1% and return on invested capital about 2.0%. Margins are moderate — typical of a competitive but profitable business.

Debt Analysis
Research
1/3 checks passedDebt under 1× equityDebt under 2× equityInterest covered 3×+

Total Debt

$51.92B

Net Debt

$42.35B

Net Debt / EBITDA

Debt / Equity

1.46x

Leverage: debt-to-equity is 1.5x, and operating profit covers interest about 1.1x. That is a moderate, manageable debt load for most businesses. It carries roughly $51.92B of total debt against $9.57B of cash.

Cash Flow Analysis

Operating CF

Free Cash Flow

FCF Margin

Valuation Analysis
Research
3/3 checks passedPositive earnings (P/E meaningful)P/E below sector's upper bandForward P/E below trailing (earnings growing)

P/E

14.76x

P/S

1.98x

P/B

1.15x

EV / EBITDA

24.25x

IX trades at 14.8x trailing earnings (about 11.5x on estimated forward earnings), 2.0x sales, and 1.1x book value. That is an undemanding multiple — potentially cheap if the business is stable.

Metrics vs. Sector Range

Where IX sits versus its Financials sector peers in the S&P 500.

TTM P/E
14.8xFair
Forward P/E
11.5xFair
P/S ratio
2.0xFair
Revenue growth
15.9%Average
EPS growth
28.5%Average
Gross margin
44.2%Average
Net margin
13.4%Average
ROE
10.1%Average

Bands show the middle half (25th–75th percentile) of the 95 Financials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.

Sector Peer Comparison

How IX stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.

In the Financials sector (181 S&P 500 companies), IX ranks #55 of 181 by our overall rating. It trades at roughly in line versus the sector on earnings (14.8x P/E vs. 15.3x median) with a lower return on equity (10.1% vs. 13.6%) and faster revenue growth (15.9% vs. 15.5%).

P/E vs sector

14.8x

median 15.3x

ROE vs sector

10.1%

median 13.6%

Growth vs sector

15.9%

median 15.5%

Sector rank

#55

of 181 by rating

CompanyP/ERev Gr.Rating
IXThis stock14.8x15.9%Favorable· 61
DB8.4x96.6%Favorable· 64
BAM29.1x261.4%Strong· 83
BN72.6x-6.6%Weak· 26
KSPI7.4xStrong· 72
ALLY10x37.4%Favorable· 69
FUTU10.4x53.0%Strong· 93
CRBG54.1x17.0%Weak· 37
Financials median15.3x15.5%26/100

Valuation vs. quality map

sector medianDBBAMBNKSPIALLYFUTUCRBGIXP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Financials companies by sub-industry and size. Sector median is across all 181 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$0.00 $0.00

vs. $39.76 today · expected CAGR 142%168%

Metric20262027202820292030
Revenue$1.74T$2.02T$2.35T$2.72T$3.16T
Net income$226.81B$263.10B$305.19B$354.02B$410.67B
EPS$201.77$234.05$271.50$314.94$365.33
Share price (low)$1,815.90$2,106.45$2,443.48$2,834.44$3,287.94
Share price (high)$3,026.50$3,510.75$4,072.46$4,724.06$5,479.91
CAGR (low–high)4467% / 7512%628% / 840%295% / 368%191% / 230%142% / 168%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for IX:

  • Revenue is growing 15.9% a year, a sign of real demand.
  • Pays a 2.9% dividend on top of any price gains.
  • Our model's overall read is Favorable (61/100).
Bear Case

The case against IX:

  • Interest coverage is thin (1.1x), so debt costs bite.
  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Balance-sheet risk — debt/equity of 1.5x magnifies the impact of higher rates or weaker earnings.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the fundamentals screen favourably: ORIX Corp is a large-cap financials business still growing nicely, with solid profitability, and a heavier debt load to watch. It trades at 14.8x earnings, which our model scores Favorable (61/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

IX — frequently asked questions

Is IX a good stock to buy?

We don't give buy or sell advice. Our model rates ORIX Corp Favorable (61/100) based on its growth, profitability, financial health, and valuation — use that as a research starting point and make your own decision.

What is IX's rating on The Stocks School?

ORIX Corp currently scores 61/100 (Favorable) on our transparent model, which weighs real fundamentals: growth, margins, returns on capital, balance-sheet strength, and valuation.

How our ratings work
Where does IX's data come from?

Live price data plus real fundamentals and 5-year financials pulled directly from ORIX Corp's SEC filings — refreshed automatically, not hand-entered.

How is the 5-year projection for IX calculated?

It's a scenario model: it grows revenue at an assumed rate, applies a profit margin and a valuation multiple, and shows the resulting share-price range. The assumptions are yours to change — it's a tool for thinking, not a prediction.

Is this IX analysis financial advice?

No. Everything on this page is educational research, not financial advice or a recommendation to buy or sell IX. Always do your own research and consider a licensed professional.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.