IX vs AL

For growth investors, Air Lease Corporation (AL) is the stronger pick with 10.

3% revenue growth year-over-year, versus 2. 1% for ORIX Corporation (IX). Air Lease Corporation (AL) offers the better valuation at 7. 0x trailing P/E (12. 8x forward), making it the more compelling value choice. Analysts rate Air Lease Corporation (AL) a "Buy" — based on 20 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Air Lease Corporation (AL) is the cheapest at 7.

0x versus ORIX Corporation at 16. 9x. On forward P/E, ORIX Corporation is actually cheaper at 0. 1x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: ORIX Corporation wins at 0. 02x versus Air Lease Corporation's 0. 79x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, ORIX Corporation (IX) delivered a total return of +120.

4%, compared to +56. 3% for Air Lease Corporation (AL). Over 10 years, the gap is even starker: IX returned +172. 9% versus AL's +129. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Air Lease Corporation (AL) is the lower-risk stock at 0.

30β versus ORIX Corporation's 0. 89β — meaning IX is approximately 201% more volatile than AL relative to the S&P 500. On balance sheet safety, ORIX Corporation (IX) carries a lower debt/equity ratio of 151% versus 2% for Air Lease Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Air Lease Corporation (AL) is pulling ahead at 10.

3% versus 2. 1% for ORIX Corporation (IX). On earnings-per-share growth, the picture is similar: Air Lease Corporation grew EPS 179. 0% year-over-year, compared to 3. 1% for ORIX Corporation. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Air Lease Corporation (AL) is the more profitable company, earning 36.

1% net margin versus 12. 2% for ORIX Corporation — meaning it keeps 36. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AL leads at 50. 5% versus 11. 5% for IX. At the gross margin level — before operating expenses — AL leads at 59. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, ORIX Corporation (IX) is the more undervalued stock at a PEG of 0. 02x versus Air Lease Corporation's 0. 79x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, ORIX Corporation (IX) trades at 0. 1x forward P/E versus 12. 8x for Air Lease Corporation — 12. 7x cheaper on a one-year earnings basis.

All stocks in this comparison pay dividends.

ORIX Corporation (IX) offers the highest yield at 2. 2%, versus 1. 3% for Air Lease Corporation (AL).

For long-horizon retirement investors, Air Lease Corporation (AL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

30), 1. 3% yield, +129. 9% 10Y return). Both have compounded well over 10 years (AL: +129. 9%, IX: +172. 9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (IX (Financial Services) and AL (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.