IX:NYE-Orix Corp Ads (USD)

EQUITY | Credit Services | New York Stock Exchange

Last Closing

USD 110.2

Change

-0.06 (-0.05)%

Market Cap

USD 21.02B

Volume

0.03M

Analyst Target

USD 94.47
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

ORIX Corp provides financial products and services to corporate and retail customers in Japan. Its business segments are Corporate Financial Services, Maintenance Leasing, Real Estate, Investment and Operation, Retail, and Overseas Business.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-28 )

Largest Industry Peers for Credit Services

Symbol Name Price(Change) Market Cap
V Visa Inc. Class A

N/A

USD 569.26B
MA Mastercard Inc

N/A

USD 424.83B
AXP American Express Company

N/A

USD 169.50B
COF Capital One Financial Corporat..

N/A

USD 54.59B
DFS Discover Financial Services

N/A

USD 31.41B
SYF Synchrony Financial

N/A

USD 16.91B
ALLY Ally Financial Inc

N/A

USD 11.95B
OBDC Blue Owl Capital Corporation

N/A

USD 6.00B
OMF OneMain Holdings Inc

N/A

USD 5.83B
LU Lufax Holding Ltd

N/A

USD 4.89B

ETFs Containing IX

1649:TSE 10.75 % 0.00 %

N/A

N/A
HADM:CA 0.00 % 1.03 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Credit Services) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 18.00% 88% B+ 89% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.00% 84% B 88% B+
Trailing 12 Months  
Capital Gain 35.07% 72% C 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.07% 70% C- 82% B
Trailing 5 Years  
Capital Gain 53.33% 54% F 72% C
Dividend Return 2.24% 6% D- 8% B-
Total Return 55.57% 50% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 7.26% 61% D- 66% D+
Dividend Return 7.79% 61% D- 61% D-
Total Return 0.53% 3% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 23.62% 54% F 48% F
Risk Adjusted Return 32.99% 73% C 58% F
Market Capitalization 21.02B 83% B 90% A-

Key Financial Ratios

  Ratio vs. Industry/Classification (Credit Services) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 8.80 34% 64%
Price/Book Ratio 0.99 59% 71%
Price / Cash Flow Ratio 0.03 90% 82%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 7.82% 31% 48%
Return on Invested Capital 3.17% 44% 36%
Return on Assets 2.26% 64% 47%
Debt to Equity Ratio 155.21% 51% 20%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.