IX:NYE-ORIX Corporation (USD)

COMMON STOCK | Credit Services | NYE

Last Closing Price

USD 90.52

Change

+0.97 (+1.08)%

Market Cap

USD 21.35B

Volume

0.01M

Avg Analyst Target

N/A

Avg User Target

USD
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

ORIX Corporation provides diversified financial services in Japan, the Americas, Asia, Europe, Australasia, the Middle East, and internationally. The company's Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; leasing and rental of automobiles, electronic measuring instruments, and IT-related equipment businesses; and provision of life insurance and environment and energy-related products and services. Its Real Estate segment develops, rents, and manages real estate properties; operates facilities; manages residential and office building; construction contracting; real estate brokerage; and REIT and real estate investment advisory services. The company's PE Investment and Concession segment engages in the private equity (PE) investment and concession businesses. Its Environment and Energy segment provides renewable energy; retails electric power; sells solar panels and electricity storage systems; and recycling and waste management services, as well as offers ESCO services. The company's Insurance segment sells life insurance products through agents, banks, and other financial institutions, as well as face-to-face and online. Its Banking and Credit segment provides banking and consumer finance services. The company's Aircraft and Ships segment engages in the aircraft leasing and management, and ship-related finance and investment businesses. Its ORIX USA segment offers finance, investment, and asset management services. The company's ORIX Europe segment provides equity and fixed income asset management services. Its Asia and Australia segment offers finance and investment businesses. The company was formerly known as Orient Leasing Co., Ltd. and changed its name to ORIX Corporation in 1989. ORIX Corporation was incorporated in 1950 and is headquartered in Tokyo, Japan.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2021-08-03 )

Largest Industry Peers for Credit Services

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
V Visa Inc

-2.69 (-1.12%)

USD544.61B 49.83 34.02
MA Mastercard Incorporated

-7.66 (-2.04%)

USD380.84B 59.21 43.20
AXP American Express Company

-0.23 (-0.14%)

USD134.47B 19.68 N/A
COF Capital One Financial Corporat..

+1.33 (+0.83%)

USD71.42B 6.39 N/A
COF-PG Capital One Financial Corporat..

+0.01 (+0.04%)

USD43.25B 1.02 N/A
COF-PH Capital One Financial Corporat..

+0.02 (+0.08%)

USD41.68B 1.03 N/A
COF-PF Capital One Financial Corporat..

N/A

USD41.28B 12.11 N/A
DFS Discover Financial Services

+2.13 (+1.72%)

USD37.10B 7.93 N/A
SYF Synchrony Financial

+0.27 (+0.58%)

USD26.79B 8.40 N/A
ALLY Ally Financial Inc

-0.15 (-0.29%)

USD18.63B 6.77 N/A

ETFs Containing IX

Symbol Name Weight Mer Price(Change) Market Cap

Market Performance

  Market Performance vs.
Industry/Classification (Credit Services)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.06% 49% F 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 17.06% 43% F 61% D-
Trailing 12 Months  
Capital Gain 53.95% 51% F 76% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 53.95% 51% F 74% C
Trailing 5 Years  
Capital Gain 34.10% 24% F 55% F
Dividend Return 2.38% 8% F 7% F
Total Return 36.49% 19% F 46% F
Average Annual (5 Year Horizon)  
Capital Gain 1.70% 41% F 39% F
Dividend Return 0.53% 8% F 16% F
Total Return 2.23% 35% F 26% F
Risk Return Profile  
Volatility (Standard Deviation) 18.22% 76% C 60% D-
Risk Adjusted Return 12.26% 27% F 24% F
Market Capitalization 21.35B 78% C+ 88% B+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Credit Services)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 12.38 22% F 69% D+
Price/Book Ratio 0.77 84% B 88% B+
Price / Cash Flow Ratio 0.02 67% D+ 81% B-
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 6.37% 24% F 45% F
Return on Invested Capital 2.19% 38% F 39% F
Return on Assets 1.63% 32% F 40% F
Debt to Equity Ratio 145.84% 45% F 24% F
Technical Ratios  
Short Ratio 2.69 38% F 40% F
Short Percent 0.04% 97% A+ 97% A+
Beta 1.13 54% F 46% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

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:
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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value 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.

Positive cash flow

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

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median total returns

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

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

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.

Poor return on equity

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

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 assets

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

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.