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IX 
Orix Corp Ads (IX)
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Upturn Advisory Summary
12/02/2025: 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 $26.96
1 Year Target Price $26.96
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 7.63% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/02/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 30.88B USD | Price to earnings Ratio 10.93 | 1Y Target Price 26.96 |
Price to earnings Ratio 10.93 | 1Y Target Price 26.96 | ||
Volume (30-day avg) 1 | Beta 0.46 | 52 Weeks Range 17.48 - 27.62 | Updated Date 12/3/2025 |
52 Weeks Range 17.48 - 27.62 | Updated Date 12/3/2025 | ||
Dividends yield (FY) 2.99% | Basic EPS (TTM) 2.52 |
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 2025-11-12 | When After Market | Estimate 0.57 | Actual 0.9864 |
Profitability
Profit Margin 14.49% | Operating Margin (TTM) 21.71% |
Management Effectiveness
Return on Assets (TTM) 2.47% | Return on Equity (TTM) 10.39% |
Valuation
Trailing PE 10.93 | Forward PE - | Enterprise Value 5384258453504 | Price to Sales(TTM) 0.01 |
Enterprise Value 5384258453504 | Price to Sales(TTM) 0.01 | ||
Enterprise Value to Revenue 5.73 | Enterprise Value to EBITDA - | Shares Outstanding 1113564821 | Shares Floating 1118464153 |
Shares Outstanding 1113564821 | Shares Floating 1118464153 | ||
Percent Insiders - | Percent Institutions 2.33 |
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 has since evolved into a diversified financial services group with operations in over 30 countries and regions. Significant milestones include expanding into lending, investment banking, real estate, and renewable energy. Over time, Orix has transitioned from a leasing company to a global investment firm.
Core Business Areas
- Corporate Financial Services: Provides various financial products and services to corporations, including leasing, lending, and investment banking.
- Real Estate: Engages in real estate development, investment, and management.
- Investment and Operating Assets: Invests in and operates a wide range of assets, including aircraft, ships, and renewable energy projects.
- Life Insurance: Offers life insurance products and services.
- Banking: Provides banking services, including deposits and loans.
Leadership and Structure
The leadership team consists of a President and CEO, supported by a board of directors and executive officers responsible for different business segments. The organizational structure is decentralized, allowing each business segment to operate with a degree of autonomy while adhering to overall corporate strategy.
Top Products and Market Share
Key Offerings
- Leasing: Orix provides leasing solutions for various assets, including equipment and vehicles. Market share data is not readily available for specific leasing segments, but Orix is a significant player globally. Competitors include GE Capital (now AerCap), Hitachi Capital, and Societe Generale Equipment Finance. Revenue from leasing is estimated to be a significant portion of Corporate Financial Services.
- Asset Management: Orix manages various assets, including real estate and renewable energy projects. Market share data varies by asset class, but Orix is a significant investor in renewable energy projects globally. Competitors include Blackstone, Brookfield Asset Management, and Macquarie. Market share is difficult to determine as renewable assets are not all the same. Asset Management revenue is substantial.
- Aircraft Leasing: Orix Aviation provides aircraft leasing and financing solutions. While exact market share is not available, Orix Aviation is a substantial player in the aircraft leasing market globally. Competitors include AerCap, Avolon, and Air Lease Corporation. Revenue derived from aircraft leasing is significant within Investment and Operating Assets.
Market Dynamics
Industry Overview
The financial services industry is characterized by intense competition, technological disruption, and evolving regulatory landscapes. Key trends include the rise of fintech, increasing demand for sustainable investments, and ongoing consolidation.
Positioning
Orix Corp Ads is positioned as a diversified financial services group with a global presence. Its competitive advantages include its diversified business model, strong balance sheet, and extensive network of relationships. Its adaptability and ability to pivot into growing areas provide a competitive edge.
Total Addressable Market (TAM)
The TAM for Orix's diverse business segments is vast, encompassing trillions of dollars globally. Orix is positioned to capture a portion of this market through its diversified investment strategies and global reach. Specific TAM for each sector (leasing, real estate, etc.) varies and is subject to change.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Strong balance sheet
- Global presence
- Experienced management team
- Established brand reputation
Weaknesses
- Complexity of operations due to diversification
- Exposure to various macroeconomic risks
- Dependence on regulatory approvals
- Potential for conflicts of interest across business segments
Opportunities
- Growing demand for sustainable investments
- Expansion into emerging markets
- Acquisition of complementary businesses
- Development of new financial technologies
Threats
- Increased competition from fintech companies
- Economic downturns and financial crises
- Changes in regulatory environments
- Geopolitical risks
Competitors and Market Share
Key Competitors
- Blackstone (BX)
- Brookfield Asset Management (BAM)
- AerCap (AER)
- Air Lease Corporation (AL)
Competitive Landscape
Orix has the advantage of diversification but faces stiff competition from larger, more specialized firms in each segment. Orix has a strong reputation. Orix Corp ADS requires a broader awareness and needs to focus on customer segments in its marketing strategy.
Major Acquisitions
Robeco
- Year: 2013
- Acquisition Price (USD millions): 2600
- Strategic Rationale: Expansion into asset management and diversification of revenue streams.
Growth Trajectory and Initiatives
Historical Growth: Orix's historical growth has been driven by expansion into new business segments and geographic markets. Key drivers include growth in leasing, asset management, and renewable energy.
Future Projections: Future growth projections depend on various factors, including macroeconomic conditions, industry trends, and Orix's strategic initiatives. Analyst estimates are usually updated quarterly and can be obtained from financial news websites.
Recent Initiatives: Recent strategic initiatives include investments in renewable energy, expansion into new geographic markets, and development of new financial technologies.
Summary
Orix Corp Ads, with its diversified model, shows stability and adaptability, with a solid footprint in leasing, asset management, and renewable energy. Its complex structure exposes it to macroeconomic risks requiring careful navigation. Opportunities abound in sustainable investments and emerging markets. To maintain a competitive edge Orix should leverage the brand and global presence.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- Financial News Outlets
- Industry Reports
Disclaimers:
The information provided is for general informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market share data is based on estimates 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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