IX ORIX Corp
$36.83
▲ 0.9%Updated Oct 16, 2:25 PM ET
Report Card
IX at a glance — five pillars scored 0–100 from real filed financials.
How the 0–100 rating is calculatedOverall: 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% in the year to Jul 6, 2026
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
4.0%
Interest Coverage
2.35x
Current Ratio
—
Dividend Yield
2.9%
Implied Growth (rev. DCF)
—
Rating Score
61/100
Business Overview
ORIX Corp (IX) is a large-cap NYSE-listed company in the Financial Services industry, within the Financials sector, 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.
Economic Moat
Evidence of durable competitive advantage in the filed financials (10 years of history).
Profit margins and economic moats, explainedThe 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 (Educational)
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 $36.83, around its 50-day average ($37.15) and 200-day average ($31.10). Price tangled in its moving averages means there is no clear trend — the stock is ranging.
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 (~2.2% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.
Support & resistance. In the month to Jul 6, 2026, IX found buyers near $37.73 (support) and sellers near $40.63 (resistance); its 52-week range then was $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. The indicators were last computed on Jul 6, 2026; the price is current.
Revenue Growth
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.
Profitability
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.
Debt Analysis
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.
Cash Flow Analysis
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.
Dividend Safety
Can the payout survive a bad year? Scored from filed cash flow, earnings coverage, and the raise/cut record.
What to look for in a dividend stockThe 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.
Valuation Analysis
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.
Metrics vs. Sector Range
Where IX sits versus the Financials companies we cover.
Bands show the middle half (25th–75th percentile) of the 141 Financials companies in our coverage that have fundamentals data — 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.
Among the 141 rated Financials companies we cover, IX ranks #83 by our overall rating. It trades at roughly in line versus the sector on earnings (14.8x P/E vs. 14.9x 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 14.9x
ROE vs sector
10.1%
median 13.6%
Growth vs sector
15.9%
median 15.9%
Sector rank
#83
of 141 rated
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, preferring ones with full data. Sector medians and rank use the 141 rated companies among the 289 Financials stocks we cover. Educational, not a recommendation.
5-Year Projection Model
Project revenue → earnings → price. Edit the assumptions to build your own case.
What drives this projection, and its limits2030 scenario price range (Base Case)
$47.60 – $79.33
vs. $36.83 today · implied 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 | $2.92 | $3.39 | $3.93 | $4.56 | $5.29 |
| Share price (low) | $26.29 | $30.49 | $35.37 | $41.03 | $47.60 |
| Share price (high) | $43.81 | $50.82 | $58.96 | $68.39 | $79.33 |
| CAGR (low–high) | -29% / 19% | -9% / 17% | -1% / 17% | 3% / 17% | 5% / 17% |
Educational scenario model, not a forecast or investment advice. It starts from the latest annual revenue in SEC filings. By default, growth is trailing revenue growth (held between 3% and 45% a year), the net margin is the latest one (held between 3% and 50%, so a loss-making company is modeled with a small profit), and the Base case P/E runs from 60% to 100% of today's. Carrying recent growth forward five years can miss badly in either direction. Outputs are only as good as the 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 (2.4x), so debt costs bite.
- Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
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
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 (September 2026). Consensus is a useful sanity check — not a substitute for your own homework.
Analysts have turned more cautious over the last three months (-19 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. How to read a 10-K
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 starts from the latest annual revenue and net margin in SEC filings, grows revenue at an assumed rate (trailing revenue growth by default), and applies a P/E range built around today's multiple to show the resulting share-price range. When a stock has no growth or P/E data, the starting values are placeholders. 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.