# ORIX Corporation (IX) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Financial Services / Payments & Specialty Finance. Price $36.48, market value $39.3 billion.

## Valuation
- **P/E (trailing): 10.1×** (5-yr avg 0.1×, 3-yr avg 0.1×). ORIX Corporation trades at 10.1× trailing earnings, well above its own five-year average of 0.1×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×.
- **Price / sales: 0.0×**. Each dollar of revenue is priced at 0.0×, a low multiple typical of thin-margin businesses or out-of-favour stocks.
- **Price / book: 0.0×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **Free-cash-flow yield: 94.6%**. Free cash flow equals 94.6% of the market value. Above 5% is generally attractive.
- **Earnings yield: 9.9%**. The inverse of the P/E: 9.9% of the price is earned each year.

## Profitability
- **Net margin: 20.6%**. 20.6% of each dollar of sales reaches the bottom line.
- **Return on equity: 10.0%**. 10.0% on shareholders' equity is weak; the business earns little on the capital its owners have in it.
- **Return on assets: 3.4%**. Each dollar of assets produces 3.4% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 18.6%** (3-yr 10.0%/yr, 5-yr 184.4%/yr). Revenue grew 18.6% over the last year, against 184.4% a year compounded over five years: growth is slowing.
- **EPS growth (1 yr): 30.0%** (3-yr 20.0%/yr, 5-yr 128.9%/yr). Earnings per share rose 30.0%, faster than revenue, so margins expanded or the share count shrank.

## Financial health
- **Piotroski F-score: 7/9**. 7 of 9 fundamental checks pass: strong and improving financials.
- **Cash and short-term investments: $1.33 trillion**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 2.71%** ($0.99 per share, trailing). ORIX Corporation yields 2.71%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 38%** (460% of free cash flow). 38% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 1**. 1 straight year of increases.
- **Shareholder yield: 384.7%**. Dividends plus net buybacks return 384.7% of the market value a year.

## Price and momentum
- **Total return (1 yr): 50.1%** (YTD 25.8%, 3-mo -8.0%). The shares are up 50.1% over twelve months including dividends.
- **From 52-week high: -13.9%** (50.1% above the low). Trading 14% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 44**. An RSI of 44 is neutral.
- **Beta (1 yr): 0.97** (volatility 29%). Beta of 0.97 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=IX · Page: https://foliofundamentals.com/stocks/ix

Not investment advice.