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Upturn AI SWOT - About
IX 
Orix Corp Ads (IX)
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Upturn Advisory Summary
09/16/2025: IX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $26.12
1 Year Target Price $26.12
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 9.43% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 30.05B USD | Price to earnings Ratio 12.15 | 1Y Target Price 26.12 |
Price to earnings Ratio 12.15 | 1Y Target Price 26.12 | ||
Volume (30-day avg) 1 | Beta 0.72 | 52 Weeks Range 17.75 - 27.16 | Updated Date 09/16/2025 |
52 Weeks Range 17.75 - 27.16 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 4.54% | Basic EPS (TTM) 2.21 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.68% | Operating Margin (TTM) 22.93% |
Management Effectiveness
Return on Assets (TTM) 2.2% | Return on Equity (TTM) 8.96% |
Valuation
Trailing PE 12.15 | Forward PE - | Enterprise Value 5286238093312 | Price to Sales(TTM) 0.01 |
Enterprise Value 5286238093312 | Price to Sales(TTM) 0.01 | ||
Enterprise Value to Revenue 5.75 | Enterprise Value to EBITDA - | Shares Outstanding 1118649984 | Shares Floating 1128583237 |
Shares Outstanding 1118649984 | Shares Floating 1128583237 | ||
Percent Insiders - | Percent Institutions 2.32 |
Upturn AI SWOT
Orix Corp Ads
Company Overview
History and Background
Orix Corporation was founded in 1964 as Orient Leasing Co., Ltd., Japan's first leasing company. It evolved into a diversified financial services group, expanding globally and diversifying its business segments through acquisitions and organic growth.
Core Business Areas
- Corporate Financial Services: Provides leasing, lending, and other financial services to corporations.
- Real Estate: Involves property development, investment, and management.
- Environment and Energy: Focuses on renewable energy projects and environmental solutions.
- Insurance: Offers various insurance products and services.
- Asset Management and Investment: Manages assets for institutional and individual investors.
Leadership and Structure
Orix Corporation is led by a team of experienced executives. The company operates under a hierarchical structure with various business units and divisions reporting to the executive management.
Top Products and Market Share
Key Offerings
- Operating Leases: Orix provides various leases including financing and operating, primarily for equipment and vehicles. Market share data is not readily available. Competitors include Hitachi Capital, Mitsubishi HC Capital.
- Direct Lending: Orix originates and manages a portfolio of commercial loans. Market share data is not readily available. Competitors include traditional banks and other financial institutions.
- Renewable Energy Development: Orix invests in and develops solar, wind, and other renewable energy projects. Market share data is not readily available. Competitors include NextEra Energy Resources, AES Corp.
Market Dynamics
Industry Overview
The financial services industry is dynamic, driven by technological advancements, regulatory changes, and economic cycles. Renewable energy is a high-growth sector.
Positioning
Orix holds a strong position as a diversified financial services provider with a global presence. Its competitive advantage lies in its diversified portfolio and its expertise in various sectors.
Total Addressable Market (TAM)
The combined TAM across Orix's business segments is significant, encompassing trillions of dollars. Orix is well-positioned to capture a portion of this TAM through its diverse offerings. No specific TAM figure available.
Upturn SWOT Analysis
Strengths
- Diversified business portfolio
- Global presence
- Strong financial performance
- Experience in various sectors
- Established brand reputation
Weaknesses
- Exposure to economic cycles
- Complexity of managing diverse businesses
- Regulatory risks
- Geopolitical risks
- Competition from larger financial institutions
Opportunities
- Expansion into emerging markets
- Growth in renewable energy sector
- Acquisitions of complementary businesses
- Technological innovation
- Increasing demand for financial services
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Geopolitical instability
- Interest rate fluctuations
Competitors and Market Share
Key Competitors
- MFG (MUFG)
- Hitachi Capital (8591.T)
- Mitsubishi HC Capital (8593.T)
Competitive Landscape
Orix faces competition from large financial institutions and specialized players in each of its business segments. Its diversified portfolio provides a competitive advantage, but it must continually innovate and adapt to changing market conditions.
Major Acquisitions
Hartford Investment Management
- Year: 2018
- Acquisition Price (USD millions): 2200
- Strategic Rationale: Expanded ORIXu2019s asset management platform and increased its AUM in the U.S. market.
Growth Trajectory and Initiatives
Historical Growth: Orix has demonstrated consistent growth over the past decade, driven by acquisitions and organic expansion.
Future Projections: Analyst estimates suggest continued growth for Orix, particularly in renewable energy and asset management. No specific data provided as I cannot access live data
Recent Initiatives: Recent strategic initiatives include investments in renewable energy projects, acquisitions of asset management companies, and expansion into new markets.
Summary
Orix is a diversified financial services company with a strong global presence and a solid track record of growth. Its diversified portfolio provides resilience, but the company must manage the complexity of its operations and adapt to changing market conditions. Growth opportunities exist in renewable energy, emerging markets, and asset management. External risks include economic downturns and regulatory changes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company reports
- Financial news outlets
- Analyst reports
- Market research reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly. Investment decisions should be made in consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Orix Corp Ads
Exchange NYSE | Headquaters - | ||
IPO Launch date 1970-04-01 | Chairman, CEO & Representative Executive Officer Mr. Makoto Inoue | ||
Sector Financial Services | Industry Financial Conglomerates | Full time employees 33982 | Website https://www.orix.co.jp |
Full time employees 33982 | Website https://www.orix.co.jp | ||
ORIX Corporation provides financial services in Japan, the United States, Asia, Europe, and Australasia. The company's Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; and leasing and rental of automobiles, electronic measuring instruments, and ICT-related equipment businesses. Its Real Estate segment develops, rents, and manages real estate properties; operates facilities; provides real estate asset management services. The company's PE Investment and Concession segment engages in the private equity investment and concession businesses. Its Environment and Energy segment provides ESCO, and recycling and waste management services; retails electric power; sells solar panels; and generates renewable energy power. The company's Insurance segment sells life insurance products through agents, banks, and other financial institutions, as well as face-to-face and online. Its Banking and Credit segment provides banking and consumer finance services. The company's Aircraft and Ships segment engages in the aircraft investment and management, ship-related finance and investment, maritime asset management, and ship brokerage businesses. Its ORIX USA segment offers finance, investment, and asset management services. The company's ORIX Europe segment provides asset management services for equity and fixed income. Its Asia and Australia segment engages in the finance and investment businesses. The company was formerly known as Orient Leasing Co., Ltd. and changed its name to ORIX Corporation in 1989. ORIX Corporation was incorporated in 1950 and is headquartered in Tokyo, Japan.
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