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Upturn AI SWOT - About
IX 
Orix Corp Ads (IX)
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Upturn Advisory Summary
10/29/2025: IX (1-star) is currently NOT-A-BUY. Pass it for now.
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 2.94% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 27.77B USD | Price to earnings Ratio 11.69 | 1Y Target Price 26.12 |
Price to earnings Ratio 11.69 | 1Y Target Price 26.12 | ||
Volume (30-day avg) 1 | Beta 0.71 | 52 Weeks Range 17.48 - 26.80 | Updated Date 10/29/2025 |
52 Weeks Range 17.48 - 26.80 | Updated Date 10/29/2025 | ||
Dividends yield (FY) 3.27% | 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 12.68% | Operating Margin (TTM) 22.93% |
Management Effectiveness
Return on Assets (TTM) 2.2% | Return on Equity (TTM) 8.96% |
Valuation
Trailing PE 11.69 | Forward PE - | Enterprise Value 5284026122240 | Price to Sales(TTM) 0.01 |
Enterprise Value 5284026122240 | Price to Sales(TTM) 0.01 | ||
Enterprise Value to Revenue 5.62 | Enterprise Value to EBITDA - | Shares Outstanding 1115218948 | Shares Floating 1128583237 |
Shares Outstanding 1115218948 | 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., Japan's first leasing company. It has since expanded into a diversified financial services group with operations globally. Significant milestones include expanding beyond leasing into lending, investment banking, and asset management.
Core Business Areas
- Corporate Financial Services: Provides leasing, lending, and other financial solutions to corporations.
- Real Estate: Develops, owns, and manages real estate properties.
- PE and Investment: Conducts private equity investments and manages investment funds.
- Environment and Energy: Invests in renewable energy projects and offers environmental solutions.
- Insurance: Offers various insurance products and services.
Leadership and Structure
The leadership team comprises senior executives with expertise in finance, investment, and operations. The organizational structure is divisional, reflecting its diverse business segments, under a global headquarters.
Top Products and Market Share
Key Offerings
- Leasing and Lending: Provides financial leasing and lending services to businesses of all sizes. Market share data is not readily available at a global level for just Orix; it's part of the larger financial services industry where competitors include banks and other financial institutions. Competitors: Mitsubishi UFJ Financial Group (MUFG), Sumitomo Mitsui Financial Group (SMFG)
- Real Estate Development and Management: Develops and manages commercial and residential properties. Specific market share is regionally focused. Competitors: Mitsui Fudosan, Mitsubishi Estate.
- Renewable Energy Investments: Invests in solar, wind, and other renewable energy projects. Competitors: SoftBank Group, NextEra Energy.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to economic cycles. Real estate is impacted by interest rates and economic growth. Renewable energy is driven by government policies and technological advancements.
Positioning
Orix Corp Ads is positioned as a diversified financial services provider with a strong presence in Japan and expanding globally. Its competitive advantage lies in its diversified business model and strong financial position.
Total Addressable Market (TAM)
The total addressable market for Orix Corp Ads across its various segments is substantial, encompassing trillions of dollars. Orix is positioned to capture a portion of this TAM through its diversified financial products and services and strategic investments, but specific percentages are difficult to define due to the broad scope.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Strong financial position
- Global presence
- Experienced management team
Weaknesses
- Exposure to economic cycles
- Complexity of operations
- Dependence on Japanese market
- Regulatory risks
Opportunities
- Expansion into new markets
- Growth in renewable energy sector
- Increased demand for financial services
- Strategic acquisitions
Threats
- Economic downturn
- Increased competition
- Changes in regulations
- Geopolitical risks
Competitors and Market Share
Key Competitors
- MUFG
- SMFG
- Mitsui Fudosan
- Mitsubishi Estate
- SoftBank Group
- NextEra Energy
Competitive Landscape
Orix competes with large financial institutions, real estate developers, and energy companies. Its diversified business model provides a competitive advantage.
Major Acquisitions
Robeco
- Year: 2013
- Acquisition Price (USD millions): 2047.3
- Strategic Rationale: To expand its asset management business and global presence.
Growth Trajectory and Initiatives
Historical Growth: Orix has demonstrated growth through organic expansion and strategic acquisitions.
Future Projections: Future growth depends on economic conditions, market trends, and Orix's strategic initiatives. Analyst estimates are available from financial news sources.
Recent Initiatives: Recent initiatives include investments in renewable energy and expansion into new geographic markets.
Summary
Orix Corp Ads is a diversified financial services company with a strong presence in Japan and expanding globally. Its diversified business model provides stability, but it faces risks from economic cycles and increased competition. Recent initiatives in renewable energy and geographic expansion position the company for future growth. It needs to keep an eye on regulatory risks and geopolitical issues and also remain competitive in the market.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Orix Investor Relations
- Financial News Outlets
- Industry Reports
Disclaimers:
Data is based on available information and may not be entirely accurate. The analysis is for informational purposes only and should not be considered investment advice.
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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