Bull Rankings model

ORIX Corporation (IX) stock analysis

Financial Conglomerates. Scored on the same transparent model behind the daily rankings.

★
IX
ORIX Corporation · Financial Conglomerates
69.3Financial strength
$36.95Oct 9 close$39.8B
1Y Target$42.49Model estimate · no analyst coverage
5Y Target$62.21Compound horizon
10Y Target$92.29Long-dated conviction
FCF$235mFY · 03/26
C
FCF $235m — modest; watch for margin expansion · From the fiscal year ended 03/26 (operating cash flow − capex), the latest complete figure on record: a trailing-twelve-month cash flow couldn't be assembled for this company.
Rev+18.6%FY YoY
B+
Revenue +18.6% — above sector median, healthy trajectory · Computed from the last two annual revenue figures (FY YoY).
D/E1.30
C+
D/E 1.30 — above the Financial Services debt median (≈75th pctile)
P/E10.3x
A-
P/E 10.3 — cheaper than most Financial Services peers (≈25th pctile)
PEG2.72
C
PEG 2.72 — expensive relative to growth rate

Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology

Financial strength · 69.3 / 100
Profitability71.1
Value (P/B)70.8
Income64.2

A peer-relative read for financials on profitability (ROE), valuation, and covered income — the quality-growth (FCF/ROIC) screen doesn't apply to balance-sheet businesses. Not comparable to the 0–100 quality-growth score shown on other stocks.

Entry · Margin of safety
52-week rangeNear 52-week high
13% off the 12-month high

Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards

Why now
Financial Conglomerates · market cap $39.8b. 13% off the 52-week high of $42.39. Revenue growing +19%, comfortably above the S&P median.
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Horizon
1-3 yr $42.49 (structural (no analyst coverage)) — fundamentals + valuation re-rating. 5 yr $62.21 at ~11% CAGR — compounding case rests on the competitive position widening. 10 yr $92.29 if current growth sustains into durable earnings power.

Not enough history yet — the model records IX's score after each daily run, and the chart appears once a few days have accumulated.

IX at a glance

FINANCIAL STRENGTH · BANKPROFITABILITY71VALUE71COVERED INCOME6469.3/100 on our peer scale — not the quality-growth score.
ONE-YEAR MOVE VS ITS BETAFLATThis stock+50%Trailing one-year price change. Price history is not an inputto the Bull Rankings score.
PRICE IN ITS 52-WEEK RANGE$37LOW $24.2HIGH $42.4Trading at the 70th percentile of its 52-week range ($24.2–$42.4).

Same audited fundamentals as the score, unless a card says otherwise.

Analyst estimate revisions

30-day change+0.0%
90-day change+0.0%
Forward EPS estimate$11.74

Over the last 90 days, what analysts expect IX to earn is essentially unchanged. The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →

Shares to buy
54
Position size
$1,995
4.0% of portfolio
Stop price
$27.71
25% below $36.95
$ at risk if stopped
$498.83
budget $500.00 · 1% of portfolio

Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.

ORIX Corporation (IX): score, valuation & FAQ

ORIX Corporation (IX) is a Financial Conglomerates company. As a bank, insurer or REIT it runs on a different financial model from the rest of the market, so Bull Rankings grades it on a sector-appropriate card — price-to-book, dividend yield, payout ratio and cash-flow coverage — rather than the 0–100 quality-growth score used elsewhere. The read below is a transparent screen, not a buy recommendation.

Its strongest graded signals are P/E (A-) and Rev (B+).

Is IX a good stock to buy?

Bull Rankings grades IX on a sector-appropriate card — price-to-book, dividend yield, payout and cash-flow coverage — rather than a single quality-growth score. That is driven by P/E (A-) and Rev (B+). A score is a quantitative screen of ORIX Corporation's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

How does Bull Rankings grade IX?

As a bank, insurer or REIT, IX isn't given a quality-growth score — signals like free cash flow, debt-to-equity and P/E don't translate cleanly to a balance-sheet business. Instead it's graded on a sector-appropriate card: price-to-book, dividend yield, payout ratio and operating-cash-flow coverage, where it rates strongest on P/E (A-) and Rev (B+).

Is IX overvalued or undervalued?

We don't publish a discounted-cash-flow value for IX, and not because the business is unprofitable. For a lender, insurer or property trust, "free cash flow" measures balance-sheet growth rather than owner earnings — loan originations and repayments run through operating cash flow — so discounting it would produce a confident-looking number with nothing behind it. IX is judged on book value, return on equity and income cover instead, which is what the financial-strength card shows.

What are the main risks of investing in IX?

Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.

New to these metrics? See the guides and the methodology.

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