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Upturn AI SWOT - About
IX 
Orix Corp Ads (IX)
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Upturn Advisory Summary
08/28/2025: 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 5.75% | Avg. Invested days 51 | 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 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 29.38B USD | Price to earnings Ratio 11.83 | 1Y Target Price 26.12 |
Price to earnings Ratio 11.83 | 1Y Target Price 26.12 | ||
Volume (30-day avg) 1 | Beta 0.73 | 52 Weeks Range 17.75 - 26.25 | Updated Date 08/29/2025 |
52 Weeks Range 17.75 - 26.25 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 4.66% | 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 2025-08-07 | When After Market | Estimate 0.54 | Actual 0.6536 |
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 11.83 | Forward PE - | Enterprise Value 5285436981248 | Price to Sales(TTM) 0.01 |
Enterprise Value 5285436981248 | Price to Sales(TTM) 0.01 | ||
Enterprise Value to Revenue 5.69 | Enterprise Value to EBITDA - | Shares Outstanding 1123330048 | Shares Floating 1128583237 |
Shares Outstanding 1123330048 | Shares Floating 1128583237 | ||
Percent Insiders - | Percent Institutions 2.31 |
Upturn AI SWOT
Orix Corp Ads
Company Overview
History and Background
Orix Corporation was founded in 1964 as Orient Leasing Co., Ltd. It began as a leasing company and has evolved into a diversified financial services group with global operations. Significant milestones include international expansion in the 1970s and diversification into various financial products and services.
Core Business Areas
- Corporate Financial Services: Provides leasing, lending, and other financial services to corporations.
- Real Estate: Involves the development, investment, and management of real estate properties.
- Private Equity: Focuses on investments in private companies across various sectors.
- Asset Management and Investment: Offers asset management services and invests in a range of asset classes.
- Environment and Energy: Invests in renewable energy projects and provides environmental services.
Leadership and Structure
Orix Corporation is led by a team of executives with expertise in finance, investment, and management. The organizational structure includes business divisions focused on specific sectors, supported by corporate functions.
Top Products and Market Share
Key Offerings
- Leasing Solutions: Orix provides leasing solutions for various assets, including equipment, vehicles, and real estate. Market share data is not publicly available. Competitors include DLL Group, Sumitomo Mitsui Finance and Leasing Co., Ltd.
- Real Estate Investments: Orix invests in and manages real estate properties across different asset classes. Market share data is not publicly available. Competitors include Mitsui Fudosan, Mitsubishi Estate.
- Renewable Energy Projects: Orix invests in solar, wind, and other renewable energy projects. Market share data is not publicly available. Competitors include NextEra Energy Resources, Iberdrola.
Market Dynamics
Industry Overview
The financial services industry is competitive and subject to regulatory changes, economic cycles, and technological advancements. The renewable energy sector is growing rapidly due to increasing demand for clean energy and government incentives.
Positioning
Orix is a diversified financial services group with a global presence and a strong track record. Its competitive advantages include its broad range of products and services, its expertise in various sectors, and its access to capital.
Total Addressable Market (TAM)
The total addressable market across Orix's diverse sectors is substantial. Orix is positioned to capitalize on growth opportunities in financial services, real estate, renewable energy, and other sectors.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Global presence
- Strong financial performance
- Experienced management team
- Access to capital
Weaknesses
- Exposure to economic cycles
- Regulatory risks
- Competition in various sectors
- Complexity of operations
- Dependence on financial markets
Opportunities
- Growth in emerging markets
- Expansion of renewable energy sector
- Increased demand for financial services
- Technological advancements
- Strategic acquisitions
Threats
- Economic downturn
- Increased competition
- Regulatory changes
- Geopolitical risks
- Interest rate fluctuations
Competitors and Market Share
Key Competitors
- CIT (CIT)
- Mitsubishi UFJ Lease & Finance Co. Ltd.
- Sumitomo Mitsui Finance and Leasing Co., Ltd.
Competitive Landscape
Orixu2019s has an advantage because of its diversified business lines in comparison to its competitors which are primarily focused on one sector.
Major Acquisitions
Robeco Groep N.V.
- Year: 2013
- Acquisition Price (USD millions): 2713
- Strategic Rationale: Expansion of asset management business and geographic reach.
Growth Trajectory and Initiatives
Historical Growth: Orix has experienced growth over the past years due to its diversified business model and strategic investments.
Future Projections: Future growth projections would require analyzing analyst estimates and company guidance.
Recent Initiatives: Recent initiatives include investments in renewable energy projects, strategic acquisitions, and expansion into new markets.
Summary
Orix is a large, diversified financial services company that has a number of different lines of business to help weather the economic changes. It is important to note that they can be highly volatile given the exposure to the global markets. Its strengths lie in its diversification and it should look out for regulatory risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Outlets
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise.
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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