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Upturn stock ratingUpturn stock rating
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Orix Corp Ads (IX)

Upturn stock ratingUpturn stock rating
$22.52
Last Close (24-hour delay)
Profit since last BUY9.48%
upturn advisory
Consider higher Upturn Star rating
BUY since 26 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

06/30/2025: IX (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

1 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $24.69

1 Year Target Price $24.69

Analysts Price Target For last 52 week
$24.69Target price
Low$17.46
Current$22.52
high$24.26

Analysis of Past Performance

Type Stock
Historic Profit -8.93%
Avg. Invested days 46
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 25.15B USD
Price to earnings Ratio 10.47
1Y Target Price 24.69
Price to earnings Ratio 10.47
1Y Target Price 24.69
Volume (30-day avg) 1
Beta 0.71
52 Weeks Range 17.46 - 24.26
Updated Date 06/30/2025
52 Weeks Range 17.46 - 24.26
Updated Date 06/30/2025
Dividends yield (FY) 5.49%
Basic EPS (TTM) 2.12

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 12.23%
Operating Margin (TTM) 17.9%

Management Effectiveness

Return on Assets (TTM) 2.05%
Return on Equity (TTM) 8.58%

Valuation

Trailing PE 10.47
Forward PE -
Enterprise Value 5429716320256
Price to Sales(TTM) 0.01
Enterprise Value 5429716320256
Price to Sales(TTM) 0.01
Enterprise Value to Revenue 5.4
Enterprise Value to EBITDA -
Shares Outstanding 1133280000
Shares Floating 1136130468
Shares Outstanding 1133280000
Shares Floating 1136130468
Percent Insiders -
Percent Institutions 2.23

Analyst Ratings

Rating 1
Target Price 24.69
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold 1
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Orix Corp Ads

stock logo

Company Overview

overview logo History and Background

Orix Corporation was founded in 1964 as Orient Leasing Co., Ltd., Japan's first leasing company. Over the decades, it diversified into various financial services, including lending, investment, life insurance, and real estate. It became Orix Corporation in 1989 and has expanded globally.

business area logo Core Business Areas

  • Corporate Financial Services: Provides lending, leasing, and other financial services to corporations, including small and medium-sized enterprises (SMEs).
  • Real Estate: Engages in the development, management, and investment in real estate properties, including offices, logistics facilities, and residential properties.
  • Environment & Energy: Invests in renewable energy projects, such as solar, wind, and geothermal power plants, and provides environmental services.
  • Asset Management & Investment: Offers asset management services and invests in various asset classes, including private equity, infrastructure, and credit.
  • Insurance: Provides life insurance products and services.

leadership logo Leadership and Structure

The leadership team consists of a board of directors and executive officers. The organizational structure is divided into business segments, each headed by a senior executive.

Top Products and Market Share

overview logo Key Offerings

  • Corporate Loans: Provides various loan products to corporations. Market share is difficult to pinpoint precisely due to the fragmented nature of the lending market. Competitors include major banks and non-bank financial institutions, such as Mitsubishi UFJ Financial Group (MUFG), Sumitomo Mitsui Financial Group (SMFG).
  • Leasing Services: Offers leasing solutions for equipment and other assets. Again, market share is fragmented; Orix is a significant player. Competitors include DLL Group and Societe Generale Equipment Finance.
  • Renewable Energy Investments: Invests in and operates renewable energy projects, generating revenue through power sales. Orix is a major player in the Japanese renewable energy market, but global market share is smaller. Competitors include NextEra Energy Resources and Iberdrola.
  • Life Insurance: Offers a range of life insurance products, generating revenue from premiums and investment income. Competitors include Dai-ichi Life and Nippon Life.

Market Dynamics

industry overview logo Industry Overview

The financial services industry is highly competitive and regulated. The renewable energy sector is experiencing rapid growth due to increasing demand for clean energy.

Positioning

Orix Corp Ads is positioned as a diversified financial services provider with a strong presence in Japan and a growing international footprint. Its competitive advantage lies in its diverse business portfolio and expertise in various sectors.

Total Addressable Market (TAM)

The total addressable market for financial services and renewable energy is vast and continuously growing. Orix Corp Ads is positioned to capture a share of this market through its diversified offerings and strategic investments.

Upturn SWOT Analysis

Strengths

  • Diversified Business Portfolio
  • Strong Brand Recognition in Japan
  • Expertise in Financial Services
  • Growing Presence in Renewable Energy
  • Global Reach

Weaknesses

  • Exposure to Economic Fluctuations
  • Dependence on Japanese Market
  • Competition from Larger Financial Institutions
  • Complexity of Business Operations

Opportunities

  • Expansion into Emerging Markets
  • Growth in Renewable Energy Demand
  • Increased Demand for Financial Services in Asia
  • Strategic Acquisitions

Threats

  • Economic Downturns
  • Increased Regulatory Scrutiny
  • Competition from New Entrants
  • Technological Disruption

Competitors and Market Share

competitor logo Key Competitors

  • Mitsubishi UFJ Financial Group (MUFG)
  • Sumitomo Mitsui Financial Group (SMFG)
  • Nomura Holdings (NMR)

Competitive Landscape

Orix Corp Ads competes with larger financial institutions and specialized players in various segments. Its diversified business model provides a competitive advantage.

Major Acquisitions

Hannon Armstrong Sustainable Infrastructure Capital, Inc

  • Year: 2023
  • Acquisition Price (USD millions): 400
  • Strategic Rationale: To expand its renewable energy portfolio in the US.

Growth Trajectory and Initiatives

Historical Growth: Orix Corp Ads has experienced growth through organic expansion and strategic acquisitions.

Future Projections: Future growth is expected to be driven by expansion in renewable energy and emerging markets, but real-time analyst data needed to provide accurate projections.

Recent Initiatives: Recent initiatives include investments in renewable energy projects and expansion into new markets.

Summary

Orix Corp Ads is a well-diversified financial services company with a strong presence in Japan and a growing global footprint. Its diverse business model provides stability, and its investments in renewable energy offer growth opportunities. However, it faces competition from larger financial institutions and is exposed to economic fluctuations, but the comapny is well diversified to with stand market pressures.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Website
  • Financial News Articles
  • Analyst Reports

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Market data is subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 33982

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.