IX

NEUTRAL

$32.51 Live

ORIX Corporation · NYSE

Target $34.66 (+6.6%)

$19.79 52W Range $37.04

IX ORIX Corporation - Fundamental Analysis

NEUTRAL

Console Chart News

IX Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Financial Conglomerates

Current Price Live

$32.51

Analyst Target

$34.66

+6.6% Upside

52W High

$37.04

52W Low

$19.79

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026

Market cap

$35.7B

P/E

12.46

ROE

10.7%

Profit margin

15.0%

Debt/Equity

1.42

Dividend yield

3.08%

AI Analysis

AI-powered fundamental assessment

Confidence

80%

ORIX Corporation presents a stark contrast between strong valuation and weak fundamental health, highlighted by a critical Piotroski F-Score of 2/9. While the stock is significantly undervalued relative to its Graham Number ($39.02) and Intrinsic Value ($76.99), the low health score suggests deteriorating operational efficiency or financial stability. Strong earnings growth (36.6% YoY) and an exceptionally low forward P/E of 2.77 provide a bullish growth narrative, but these are offset by a bearish technical trend score and poor insider sentiment.

Key Strengths

Significant undervaluation relative to Graham Number ($39.02) and Intrinsic Value ($76.99)

Strong earnings growth (36.6% YoY) with massive recent EPS surprises

Very low Forward P/E (2.77) suggesting high expected future profitability

Sustainable dividend profile with a conservative payout ratio of 35.86%

Strong long-term price performance (110.3% 5-year change)

Key Risks

Critical Piotroski F-Score of 2/9 indicating weak financial health

High Debt/Equity ratio (1.42) compared to typical conservative benchmarks

Bearish Technical Trend score (0/100) despite recent price gains

Low Insider Sentiment (40/100) suggesting lack of internal confidence

Limited analyst coverage (only 1 analyst) increasing information risk

AI Fair Value Estimate

Based on comprehensive analysis

$46.5

+43.0% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Strong

Value

Future

Past

Health

Dividend

AI Verdict

Value Trap Risk

Key drivers: Extreme valuation discount, Critical fundamental health failure (Piotroski), Strong growth momentum

Confidence

85%

Value

90/100

Ref P/E, PEG, Graham Number

Positives

Price is below Graham Number
P/E of 12.46 is low for the sector
Forward P/E is exceptionally low

Watchpoints

PEG ratio of 2.72 suggests growth may be overpriced relative to P/E

Future

85/100

Ref Growth rates

Positives

36.6% Earnings Growth
12.5% Revenue Growth
Strong Q/Q EPS progression

Watchpoints

Dependence on high-growth expectations to justify intrinsic value

Past

80/100

Ref Historical trends

Positives

Consistent 1Y, 3Y, and 5Y positive returns
Strong recent 6-month momentum (+30.6%)

Watchpoints

Technical trend score is currently 0/100

Health

20/100

Ref Altman Z-Score, Piotroski F-Score

Positives

High Current Ratio (4.38)

Watchpoints

Piotroski F-Score of 2/9 is very weak
Debt/Equity of 1.42 is elevated

Dividend

70/100

Ref Yield, Payout

Positives

3.08% yield is stable
Low payout ratio (35.86%) allows for growth

Watchpoints

Yield is not exceptionally high for a financial conglomerate

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$32.51

Analyst Target

$34.66

Upside/Downside

+6.6%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for IX and closest competitors.

Updated 2026-04-28

Company	5Y	3Y	1Y	6M	1M	1W
IX ORIX Corporation Primary	+110.3%	+100.9%	+61.3%	+30.6%	+11.5%	+6.3%
ACGL Arch Capital Group Ltd. Peer	+154.3%	+36.0%	+6.4%	+14.6%	+1.5%	-1.8%
HIG The Hartford Insurance Group, Inc. Peer	+123.7%	+103.9%	+15.4%	+10.3%	+3.3%	-1.6%
PRU Prudential Financial, Inc. Peer	+21.8%	+29.5%	-1.5%	-1.9%	+2.6%	+0.5%
KB KB Financial Group Inc. Peer	+159.9%	+218.6%	+79.1%	+30.4%	+10.0%	-0.1%

ORIX Corporation

Primary

+110.3%

+100.9%

+61.3%

+30.6%

+11.5%

+6.3%

ACG

Arch Capital Group Ltd.

Peer

+154.3%

+36.0%

+6.4%

+14.6%

+1.5%

-1.8%

HIG

The Hartford Insurance Group, Inc.

Peer

+123.7%

+103.9%

+15.4%

+10.3%

+3.3%

-1.6%

PRU

Prudential Financial, Inc.

Peer

+21.8%

+29.5%

-1.5%

-1.9%

+2.6%

+0.5%

KB Financial Group Inc.

Peer

+159.9%

+218.6%

+79.1%

+30.4%

+10.0%

-0.1%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

12.46

2.77

2.72

1.25

0.01

1.78

5.22

$35.7B

Profitability

Profit margins and return metrics

Profit Margin 15.0%

Operating Margin 19.55%

Gross Margin 42.42%

ROE 10.69%

ROA 2.29%

Growth

Revenue and earnings growth rates

Revenue Growth +12.5%

Earnings Growth +36.6%

Q/Q Revenue Growth +10.68%

Q/Q Earnings Growth +33.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

1.42

Moderate

Current Ratio

4.38

Strong

Quick Ratio

4.17

Excellent

Cash/Share

$1180.88

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$552.3B

Net Margin

21.5%

Total Assets

$18125.6B

Liabilities

$13452.3B

Equity

$4585.0B

Debt/Equity

2.93x

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-11

$N/A

2025-05-12

$2.42

+264.5% surprise

2025-02-10

$0.51

-2.5% surprise

2024-11-08

$0.55

+9.9% surprise

Financial Services Sector Comparison

Comparing IX against 853 companies in the Financial Services sector (144 bullish, 363 neutral, 346 bearish)

P/E Ratio

12.46

This Stock

35.08

Sector Avg

-64.5% (Discount)

Return on Equity (ROE)

10.69%

This Stock

-0.46%

Sector Avg

-2404.8% (Below Avg)

Profit Margin

15.0%

This Stock

93.89%

Sector Avg

-84.0% (Weaker)

Debt to Equity

1.42

This Stock

1.33

Sector Avg

+6.6% (Higher)

Revenue Growth

12.5%

This Stock

36.58%

Sector Avg

-65.8% (Slower)

Current Ratio

4.38

This Stock

3.1

Sector Avg

+41.4% (Stronger)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
IX ORIX Corporation	NEUTRAL	$35.7B	12.46	10.7%	15.0%	$32.51
ACGL Arch Capital Group Ltd.	BULLISH	$34.58B	8.37	19.5%	22.1%	$97.06	Compare
HIG The Hartford Insurance Group, Inc.	BULLISH	$37.48B	9.63	22.7%	14.1%	$136.71	Compare
PRU Prudential Financial, Inc.	NEUTRAL	$33.72B	9.7	11.4%	5.8%	$96.91	Compare
KB KB Financial Group Inc.	NEUTRAL	$38.03B	10.37	-%	22.5%	$107.23	Compare

IX ORIX Corporation

NEUTRAL

Mkt Cap

$35.7B

P/E

12.5

ROE

10.7%

Price

$32.51

ACGL Arch Capital Group Ltd.

Compare with IX

Compare with IX

Compare with IX

KB KB Financial Group Inc.

Compare with IX

SEC Filings

Recent regulatory filings from the SEC EDGAR database

20-F

ANNUAL REPORT

2025-06-24

IX filed its annual report on Form 20-F on June 24, 2025. Specific financial highlights and risk factors were not provided in the available metadata.

20-F

ANNUAL REPORT

2024-06-27

IX filed its annual report on Form 20-F on June 27, 2024. Due to the absence of provided excerpts, specific financial highlights and risk factors are unavailable for summary.

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning IX from our newsroom.

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IX

IX ORIX Corporation - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Financial Services Sector Comparison

Similar Companies

SEC Filings

Past News Coverage

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