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IXORIX Corporation
$38.28$42.5B
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  4. Financial Ratios

ORIX Corporation (IX) Financial Ratios

Latest Ratios: P/E Ratio 14.6x · EV/EBITDA 10.0x · ROE 10.8%. (1998–2026 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

IX Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Market Cap$42.5B$33.6B$23.9B$25.6B$19.4B$24.1B$21.0B$15.1B$18.4B$23.0B$19.5B
Enterprise Value$74.1B$5.14T$5.10T$5.46T$4.80T$4.23T$4.11T$3.96T$3.37T$2.84T$3.12T
P/E Ratio →14.620.070.070.070.070.080.110.050.060.070.07
P/S Ratio1.950.010.010.010.010.010.010.010.010.010.01
P/B Ratio1.490.010.010.010.010.010.010.000.010.010.01
P/FCF4.980.020.020.020.020.020.020.020.040.070.06
P/OCF4.710.020.020.020.020.020.020.020.040.050.05

P/E links to full P/E history page with 30-year chart

IX EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
EV / Revenue—1.461.771.941.801.691.791.741.390.991.17
EV / EBITDA9.984.296.977.537.096.897.156.905.394.615.36
EV / EBIT15.555.489.369.8810.159.9812.1110.288.016.847.40
EV / FCF—3.734.244.656.174.273.954.247.848.259.51

IX Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Gross Margin32.1%32.1%41.8%41.7%39.1%37.5%35.4%37.7%36.1%30.7%32.0%
Operating Margin21.8%21.8%11.5%12.8%12.6%11.7%11.3%11.8%13.6%11.7%12.3%
Net Profit Margin13.5%13.5%12.2%12.3%10.9%12.7%8.4%13.3%13.3%10.9%10.2%

Return on Capital

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
ROE10.8%10.8%8.6%9.1%8.3%9.8%6.2%10.0%11.2%11.5%10.6%
ROA2.7%2.7%2.1%2.2%2.0%2.3%1.4%2.4%2.7%2.8%2.5%
ROIC5.3%5.3%2.4%2.7%2.8%2.6%2.4%2.6%3.4%3.7%3.6%
ROCE5.0%5.0%2.3%2.4%2.4%2.2%2.1%2.3%3.0%3.1%3.1%

IX Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Debt / Equity1.411.411.511.611.661.531.621.601.521.471.56
Debt / EBITDA5.475.478.598.928.898.418.778.597.226.727.11
Net Debt / Equity—1.101.221.351.321.251.321.281.131.001.17
Net Debt / EBITDA4.264.266.947.497.076.857.126.885.364.575.32
Debt / FCF—3.704.224.626.144.243.934.227.798.189.45
Interest Coverage4.574.573.222.933.706.214.353.894.515.415.79

IX Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Current Ratio10.5610.561.286.407.246.889.488.939.1210.449.50
Quick Ratio10.5610.561.286.407.246.889.488.939.1210.449.50
Cash Ratio2.542.540.360.941.271.001.441.361.732.201.61
Asset Turnover—0.200.170.170.170.180.170.170.200.250.24
Inventory Turnover———————————
Days Sales Outstanding———————————

IX Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Dividend Yield2.6%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%
Payout Ratio——38.6%28.9%36.6%31.3%49.5%34.3%27.3%23.2%22.4%

Total Shareholder Return Metrics

MetricTTMFY 2026FY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017
Earnings Yield6.8%1411.9%1470.4%1352.3%1407.1%1297.3%916.2%2006.5%1758.5%1358.7%1403.4%
FCF Yield20.1%4107.6%5028.9%4589.8%4007.0%4117.2%4951.0%6193.2%2336.2%1494.0%1686.6%
Buyback Yield2.3%100.0%100.0%100.0%100.0%100.0%100.0%100.0%3.8%100.0%62.3%
Total Shareholder Yield4.9%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%100.0%
Shares Outstanding—$1.1B$1.1B$1.2B$1.2B$1.2B$1.2B$1.3B$1.3B$1.3B$1.3B

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetAdequate
Cash FlowMixed
Top Statement Risk

Asset disposal timing volatility

Conglomerate Discount Masks Underlying Value

As reported in recent financial statements, ORIX trades at a P/E of 14.62, which, when viewed alongside a PEG ratio of 0.66, suggests the market may be undervaluing the firm's growth potential relative to its complex, multi-segment operational structure and historical earnings volatility.

The current valuation appears to reflect a persistent conglomerate discount, as investors struggle to reconcile the firm's diverse revenue streams with traditional financial sector benchmarks. This pricing suggests that the market remains skeptical of the synergy between ORIX's capital-intensive leasing operations and its higher-margin asset management business.

Capital Efficiency Constrained by Scale

Based on reported figures, ORIX's ROIC has remained in a low single-digit range, peaking at 2.7% in 2026Q4, which indicates that the firm's massive asset base often struggles to generate returns that significantly exceed its cost of capital in the current interest rate environment.

The persistent gap between ROIC and ROE suggests that ORIX relies heavily on financial leverage to boost shareholder returns rather than pure operational efficiency. Investors should monitor whether the shift toward fee-based income can eventually drive a structural improvement in these return metrics.

Working Capital Cycles Remain Opaque

According to recent financial data, ORIX's DSO has shown extreme volatility, ranging from 349 to 734 days, which highlights the difficulty in assessing the firm's collection efficiency given the lumpy, project-based nature of its real estate and private equity asset disposals.

The lack of consistent DIO and DPO data suggests that traditional working capital metrics are poorly suited for a business model that prioritizes asset rotation over inventory turnover. This opacity warrants further investigation into how management monitors the liquidity of its diverse, non-financial asset portfolio.

Debt Service Comfort Amidst Expansion

As indicated by financial statements, ORIX maintains an interest coverage ratio of 3.51 as of 2026Q4, suggesting that while the firm carries a significant debt load, its ability to service obligations remains adequate despite the inherent volatility of its diverse, capital-intensive business segments.

The debt-to-EBITDA ratio, which has fluctuated between 12.61 and 44.56, indicates that ORIX's leverage is highly sensitive to the timing of earnings recognition. This volatility suggests that the firm's balance sheet risk is more closely tied to asset valuation markdowns than to immediate cash flow insolvency.

Misapplication of Traditional Banking Ratios

The most commonly misapplied metric for ORIX is the standard P/B ratio, which fails to account for the significant hidden value in the firm's operating assets, such as aircraft and renewable energy plants, that are often carried at depreciated book values rather than market value.

Investors should instead focus on a sum-of-the-parts valuation that adjusts for the market value of these underlying assets, as the P/B ratio obscures the firm's evolution into an active asset manager. Relying on book value alone likely leads to an underestimation of the firm's true net asset worth.

Download Financial Ratios Data

Includes 30+ ratios · 29 years · Updated daily

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IX — Frequently Asked Questions

Quick answers to the most common questions about buying IX stock.

What is ORIX Corporation's P/E ratio?

ORIX Corporation's current P/E ratio is 14.6x. The historical average is 0.1x. This places it at the 100th percentile of its historical range.

What is ORIX Corporation's EV/EBITDA?

ORIX Corporation's current EV/EBITDA is 10.0x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 9.7x.

What is ORIX Corporation's ROE?

ORIX Corporation's return on equity (ROE) is 10.8%. The historical average is 9.3%.

Is IX stock overvalued?

Based on historical data, ORIX Corporation is trading at a P/E of 14.6x. This is at the 100th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is ORIX Corporation's dividend yield?

ORIX Corporation's current dividend yield is 2.61%.

What are ORIX Corporation's profit margins?

ORIX Corporation has 32.1% gross margin and 21.8% operating margin. Operating margin above 20% indicates strong pricing power and cost efficiency.

How much debt does ORIX Corporation have?

ORIX Corporation's Debt/EBITDA ratio is 5.5x, indicating high leverage. A ratio above 4x may signal elevated financial risk.