ORIX Corporation (IX) is a publicly traded company in the Financial Services — Financial - Credit Services industry listed on NYSE. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
ORIX Corporation, a diversified global financial services firm, traces its origins to Tokyo, Japan, where it was founded in 1950. Originally established as Orient Leasing Co., Ltd., the company adopted its current name in 1989. Its operations extend worldwide, covering Japan, the Americas, Asia, Europe, Australasia, and the Middle East.
Is ORIX Corporation stock overvalued or undervalued in 2026?
ORIX Corporation (IX) trades at 10.3× earnings (P/E), below the median of the 324 financial services companies over $2bn in Kaplio's universe. At the decade median (9.8×) $35 (-5 %); at its sector median (13.0×) $47 (+27 %).
Kaplio overview: ORIX Corporation
Market cap $41B · 52 weeks $24 – $41 (11 % below the high) · P/E 10.3× · 2027 expected P/E 7.5× · Dividend 2.9 % · Next earnings November 9, 2026 · expected EPS $1.55 · Closing price, Oct 30 · accounts published Aug 6.
- Valuation: P/E 10.3× (fairly priced).
- Business: ROE 13.6 % (fair).
- Balance sheet: Debt/Equity 1.34 (fragile).
- Earnings: 5 of 8 (uneven).
What would it be worth at its usual multiples?
At the decade median (9.8×) $35 (-5 %); at its sector median (13.0×) $47 (+27 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
What matters in financial services: 2 of 6 pass
- Operating margin 21.8 %, fails.
- FCF / Net Income 7.8 %, fails.
- Debt / Equity 1.34, fails.
- ROE 13.6 %, borderline.
- 5y revenue growth 11.3 %, passes.
- P/E vs own 5y 10.3×, passes.
Against its peers (reference peers) — ORIX Corporation: P/E 10.3×; EV/EBITDA 7.5×; ROIC 3.4 %; $40.9B. Synchrony Financial (P/E 7.9×; EV/EBITDA 5.3×; ROIC 2.7 %; $24.5B), SoFi Technologies, Inc. (P/E 30.5×; EV/EBITDA 15.7×; ROIC 4.5 %; $21.6B), FirstCash Holdings, Inc (P/E 19.6×; EV/EBITDA 10.2×; ROIC 9.6 %; $7.8B).
Expensive or cheap against its last ten years?
P/E at each close: today 10.3× · median 9.8× · minimum 3.0× · maximum 15.3× · cheap below 6.9× · expensive above 11.9×. It has been cheaper than today 58% of the time over its last ten years.
Dividend
tight (only raised recently) · Yield 2.9 % ($0.97 per ADS in 2026) · Years raising it 2 · 5-year growth +15 % a year · Free cash flow coverage 5.9× · With $1,000 invested today you'd collect $29.40 a year ($2.45 a month).
Investor methods verdict
Would Buffett approve ORIX today?
The Buffett Method would not approve ORIX today: it fails its quality rules. Business quality: 55 out of 100 (price not included). Kaplio assessment with data from the week of 2026-10-26; not investment advice.
Would Peter Lynch approve ORIX today?
The Lynch Method approves ORIX today: P/E 10.3 with 22% growth; it asks that the P/E not exceed growth. Business quality: 100 out of 100 (price not included). Lynch classifies it as a fast grower. Kaplio assessment with data from the week of 2026-10-26; not investment advice.
Profitability
| Return on Equity | 13.63% |
| Return on Invested Capital | 3.42% |
| Return on Assets | 3.40% |
| Gross Margin | 32.19% |
| Operating Margin | 27.22% |
| Net Margin | 18.07% |
Financial Health
| Debt / Equity | 1.34 |
| Current Ratio | 7.31 |
| Piotroski F-Score | 8 |
| Altman Z-Score | 1.21 |
Price Performance
| 1 month | -1.42% |
| 3 months | -8.63% |
| Year-to-date | +26.04% |
| 1 year | +50.39% |
| 3 years | +102.36% |
| 5 years | +81.61% |
| 10 years | +137.92% |
Dividend History
Paid in the last 12 months: $1.0500 per share in 2 payments.
| Date | Amount |
|---|---|
| 2026-09-29 | $0.6607 |
| 2026-03-31 | $0.3893 |
| 2025-09-30 | $0.5987 |
| 2025-03-31 | $0.4035 |
| 2024-09-30 | $0.4115 |
| 2024-03-27 | $0.3599 |
| 2023-09-28 | $0.2956 |
| 2023-03-30 | $0.3061 |
| 2022-09-29 | $0.3129 |
| 2022-03-30 | $0.3563 |
Amounts adjusted for stock splits.
Related companies: SOFI · FCFS · SYF · V · MA · 0R2Z.L · AXP · COF
Explore sector: Financial Services · Financial - Credit Services
More sections of IX: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
Discover more: Weekly Radar: the S&P 500 through the Buffett and Lynch methods · Companies that pass the Buffett method today · Companies that pass the Lynch method today · Stocks that pass Graham's defensive investor test today · Investment Academy — learn to analyze stocks