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Orix Corp Ads(IX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IX
09/28/2026: IX (4-star) is currently NOT-A-BUY. Pass it for now.
Orix Corp Ads is a highly diversified global financial services firm that has transitioned from its roots in equipment leasing to a multifaceted powerhouse in asset management, renewable energy, and corporate finance. The company's primary strength lies in its ability to generate stable income across varied economic cycles, bolstered by its long-standing operations. The central investment story is its strategic pivot toward sustainable energy and global asset management, which offers long-term growth potential. Investors should monitor risks related to interest rate fluctuations, global economic sensitivity, and the complexities of managing such a diverse business. Orix remains a suitable candidate for value and dividend-focused investors seeking exposure to international financial markets.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Orix provides steady growth potential through diversification rather than high-octane growth. |
| Momentum investor | Mixed fit | Momentum depends on the broader financial market cycle and interest rate environment. |
| Value investor | Strong fit | The company often trades at reasonable valuations relative to its diversified asset base. |
| Dividend investor | Strong fit | Orix is recognized for its commitment to returning capital through consistent dividends. |
| Low-risk investor | Medium fit | While diversified, the company is still subject to global economic and financial market volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock is influenced by broader financial sector and macroeconomic trends. |
| Valuation risk | Low | Orix generally trades at valuations that reflect its underlying asset value. |
| Competition risk (financial services) | Medium | Intense competition from major banking institutions limits pricing power. |
| Business quality | Strong | Orix possesses a long-established history and a stable, diversified business model. |
| Dividend income | Strong | The company has a well-supported history of consistent dividend payments. |
| Execution risk | Medium | Managing a complex, global, and multi-segment business requires disciplined oversight. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 38.96% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 40.76B USD | Price to earnings Ratio 11.07 | 1Y Target Price 41.38 |
Price to earnings Ratio 11.07 | 1Y Target Price 41.38 | ||
Volume (30-day avg) 329.1K shares | Beta 0.71 | 52 Weeks Range 23.87 - 42.39 | Updated Date 09/27/2026 |
52 Weeks Range 23.87 - 42.39 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 2.52% | Basic EPS (TTM) 3.54 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Corporate Financial Services | Leasing, lending, and corporate finance products for business clients. | The bread and butter of the company, providing steady interest and leasing income. |
| Investment and Operation | Private equity investments and infrastructure project management. | Acts like an investment fund, looking for gains from business development and energy projects. |
| Geography (Japan vs International) | Domestic Japanese operations and global business segments. | Investors are exposed to the Japanese economy with diversification into global markets. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 11.07 | Forward PE 14.24 | Enterprise Value 5.51T | Price to Sales(TTM) 0.01 |
Enterprise Value 5.51T | Price to Sales(TTM) 0.01 | ||
Enterprise Value to Revenue 5.55 | Enterprise Value to EBITDA - | Shares Outstanding 1.04B | Shares Floating 1.08B |
Shares Outstanding 1.04B | Shares Floating 1.08B | ||
Percent Insiders - | Percent Institutions 3.48 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Orix Corp Ads
Exchange NYSE | Headquarters - | ||
IPO Launch date 1970-04-01 | President & CEO for Digital Innovation, Representative Executive Officer and Director Mr. Hidetake Takahashi | ||
Sector Financial Services | Industry Financial Conglomerates | Full time employees 37286 | Website https://www.orix.co.jp |
Full time employees 37286 | Website https://www.orix.co.jp | ||
ORIX Corporation provides financial services in Japan, the United States, and internationally. It operates through Corporate Financial Services and Maintenance Leasing; Real Estate; PE Investment and Concession; Environment and Energy; Insurance; Banking and Credit; Aircraft and Ships; ORIX USA; ORIX Europe; and Asia and Australia. The 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 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 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 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, asset management, and advisory services. The 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 Minato, Japan.
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