IX
ORIX Corp
$40.32
▲ 5.3%Updated Today 3:42 PM ET
IX at a glance — five pillars scored 0–100 from real filed financials.
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.
▲ Up 73.6% over the last 12 months
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
4.0%
Interest Coverage
2.35x
Current Ratio
—
Dividend Yield
2.9%
Implied Growth (rev. DCF)
—
Rating Score
61/100
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 $10.08B in revenue and $3.00B in net profit.
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.
Evidence of durable competitive advantage in the filed financials (10 years of history).
The numbers don't show a durable competitive advantage — margins, growth, or returns on capital have been unstable or thin. Great returns are still possible; they just aren't protected.
27.5% average over the last 3 years
±6.3 pts around 21.6% across 10 years
grew in 5 of the last 9 year-over-year periods
positive in 10 of 10 years
4.0% latest fiscal year
A moat can't be proven by numbers alone — this scores the evidence a durable advantage leaves behind (pricing power, consistency, returns on capital), computed the same way for every stock. Pair it with the business overview before concluding anything.
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 $40.32, 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.
4Y CAGR
4.8%
Revenue moved from $17.95B in 2017 to $10.08B 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.
Gross Margin
44.2%
Operating Margin
30.3%
Net Margin
29.7%
ROE
10.1%
ORIX Corp keeps about 13.4% of each sales dollar as net profit, with a 44.2% gross margin and 30.3% operating margin. Return on equity is 10.1% and return on invested capital about 4.0%. Margins are moderate — typical of a competitive but profitable business.
Total Debt
$51.92B
Net Debt
$42.35B
Net Debt / EBITDA
13.85x
Debt / Equity
1.46x
Leverage: debt-to-equity is 1.5x, and operating profit covers interest about 2.4x. That is a moderate, manageable debt load for most businesses. It carries roughly $51.92B of total debt against $9.57B of cash.
Operating CF
$9.18B
Free Cash Flow
$9.18B
FCF Margin
91.1%
In the latest year ORIX Corp produced about $9.18B of operating cash flow and $9.18B of free cash flow after capital spending. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.
Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.
The dividend is being paid, but coverage or consistency is thinner than an income investor should rely on without a closer look.
Dividend yield
2.9%
Per share (latest FY)
$1.02
Total paid (latest FY)
$1.14B
History on record
10 years
dividend uses 12% of free cash flow
38% of net income paid out
total dividends increased 2 years in a row
payout was cut at least once in the last 10 years
Coverage uses the latest fiscal year as filed with the SEC; the streak counts total dollars paid (per-share figures can carry split artifacts). Educational information, not income advice.
P/E
14.76x
P/S
1.98x
P/B
1.15x
EV / EBITDA
15.01x
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.
Where IX sits versus its Financials sector peers in the S&P 500.
Bands show the middle half (25th–75th percentile) of the 141 Financials companies in the S&P 500 — the peer-relative anchor professional comps analysis uses. Context only — not investment advice.
How IX stacks up against its Financials peers — valuation, profitability, and growth versus the sector median.
In the Financials sector (289 S&P 500 companies), IX ranks #83 of 289 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. 15.9%).
P/E vs sector
14.8x
median 15.3x
ROE vs sector
10.1%
median 13.6%
Growth vs sector
15.9%
median 15.9%
Sector rank
#83
of 289 by rating
Valuation vs. quality map
The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.
Peers are the closest Financials companies by sub-industry and size. Sector median is across all 289 S&P 500 names in the sector. Educational, not a recommendation.
Project revenue → earnings → price. Edit the assumptions to build your own case.
2030 price target (Base Case)
$0.00 – $0.00
vs. $40.32 today · expected CAGR 5% – 17%
| Metric | 2026 | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|---|
| Revenue | $11.69B | $13.56B | $15.73B | $18.25B | $21.17B |
| Net income | $3.51B | $4.07B | $4.72B | $5.47B | $6.35B |
| EPS | $3.20 | $3.71 | $4.30 | $4.99 | $5.79 |
| Share price (low) | $28.78 | $33.38 | $38.73 | $44.92 | $52.11 |
| Share price (high) | $47.97 | $55.64 | $64.54 | $74.87 | $86.85 |
| CAGR (low–high) | -29% / 19% | -9% / 17% | -1% / 17% | 3% / 17% | 5% / 17% |
Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.
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).
The case against IX:
- Interest coverage is thin (2.4x), so debt costs bite.
- Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
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.
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.
Analyst Ratings
What 16 Wall Street analysts covering IX recommend (July 2026). Consensus is a useful sanity check — not a substitute for your own homework.
Analysts have turned more cautious over the last three months (-12 pts of buy ratings).
Latest SEC Filings
IX's most recent filings, straight from SEC EDGAR. Annual and quarterly reports are the deep dives; 8-Ks flag material events the moment they happen.
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.