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Upturn AI SWOT - About
IX 
Orix Corp Ads (IX)
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Upturn Advisory Summary
07/02/2025: 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 $24.69
1 Year Target Price $24.69
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -7.71% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 25.79B USD | Price to earnings Ratio 10.69 | 1Y Target Price 24.69 |
Price to earnings Ratio 10.69 | 1Y Target Price 24.69 | ||
Volume (30-day avg) 1 | Beta 0.71 | 52 Weeks Range 17.46 - 24.26 | Updated Date 07/2/2025 |
52 Weeks Range 17.46 - 24.26 | Updated Date 07/2/2025 | ||
Dividends yield (FY) 5.41% | Basic EPS (TTM) 2.13 |
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 10.69 | Forward PE - | Enterprise Value 5430091186176 | Price to Sales(TTM) 0.01 |
Enterprise Value 5430091186176 | Price to Sales(TTM) 0.01 | ||
Enterprise Value to Revenue 5.46 | 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 - |
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. 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.
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 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
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
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
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.
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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