IX:NYE-ORIX Corporation (USD)

COMMON STOCK | Credit Services | NYE

Last Closing Price

USD 83.52

Change

0.00 (0.00)%

Market Cap

USD 20.49B

Volume

0.02M

Average Target Price

N/A
Average Analyst Rating

Verdict

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 segment offers leasing, loans, life insurance, environment and energy, auto leasing related, and other fee based services to primarily small- and medium-sized enterprises. Its Maintenance Leasing segment engages in the leasing, automobile rental, and car sharing businesses; rental of precision measuring, information technology-related and medical, and environmental analysis equipment, as well as tablet computers, robots, and drones; sale of software packages; equipment calibration and asset management activities; and provision of technical support, vehicle maintenance outsourcing, and tailor-made services for corporate and individual clients. The company's Real Estate segment develops and leases office buildings, commercial properties, logistics centers, and residences; operates accommodations, aquariums, training facilities, baseball stadiums, and theaters; and offers real estate rental and investment management, and REIT and real estate investment advisory services. Its Investment and Operation segment engages in the collection and disposal of waste generated from end-of-lease assets; environment and energy business, such as mega-solar and electric power retailing; and investment in wind power generation and geothermal projects. The company's Retail segment offers life insurance, banking, and card loan products and services. Its Overseas Business segment is involved in leasing, financing, management, investment, intermediary, and sales activities in the field of aircraft and ship; and corporate finance, securities investment, private equity, and loan origination and servicing activities. The company was formerly known as Orient Leasing Co., Ltd. and changed its name to ORIX Corporation in 1989. The company 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: 2021-01-23 )

Largest Industry Peers for Credit Services

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

N/A

USD445.33B 41.33 30.09
MA Mastercard Incorporated

N/A

USD327.98B 49.38 36.10
AXP American Express Company

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USD101.57B 31.05 N/A
COF Capital One Financial Corporat..

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USD48.18B 50.99 N/A
COF-PG Capital One Financial Corporat..

N/A

USD44.52B 12.72 N/A
COF-PH Capital One Financial Corporat..

N/A

USD42.85B 12.79 N/A
COF-PF Capital One Financial Corporat..

N/A

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

N/A

USD28.33B 25.66 N/A
SYF Synchrony Financial

N/A

USD21.82B 16.78 N/A
ALLY Ally Financial Inc

N/A

USD15.18B 13.99 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 8.00% 75% C 76% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 8.00% 75% C 75% C
Trailing 12 Months  
Capital Gain -1.96% 41% F 39% F
Dividend Return 1.89% 37% F 38% F
Total Return -0.07% 44% F 36% F
Trailing 5 Years  
Capital Gain 27.59% 19% F 48% F
Dividend Return 4.11% 8% F 9% F
Total Return 31.70% 19% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain -0.67% 41% F 39% F
Dividend Return 0.51% 21% F 13% F
Total Return -0.16% 38% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 13.57% 82% B- 59% F
Risk Adjusted Return -1.21% 38% F 30% F
Market Capitalization 20.49B 76% C 89% B+
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%

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 7.80 64% D 83% B
Price/Book Ratio 0.73 80% B- 86% B
Price / Cash Flow Ratio 0.02 75% C 84% B
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 7.92% 50% F 60% D-
Return on Invested Capital 2.18% 36% F 32% F
Return on Assets 1.62% 56% F 44% F
Debt to Equity Ratio 142.95% 50% F 22% F
Technical Ratios  
Short Ratio 2.28 53% F 45% F
Short Percent N/A N/A N/A N/A N/A
Beta 1.15 58% F 44% 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

Target Price Action Rating Action Analyst Rating Price Date

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.

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.

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.

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.

Higly 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.