Stock analysis · Bull Rankings model

IX analysis

ORIX CorporationFinancial Conglomerates. Scored on the same transparent model behind the daily rankings.

IX
ORIX Corporation · Financial Conglomerates
FCF
Rev+18.6%B+
D/E1.30C+
P/E10.8xA-
PEG2.72C
68.7Financial strength
$38.49$41.8B
1Y Target$44.26Model estimate · no analyst coverage
5Y Target$64.81Compound horizon
10Y Target$96.14Long-dated conviction
FCF
FCF not applicable for this sector (bank / insurer / REIT) or data unavailable
Rev+18.6%FY YoY
B+
Revenue +18.6% — above sector median, healthy trajectory · Computed from last two annual revenue figures (FY YoY).
D/E1.30
C+
D/E 1.30 — above the Financial Services debt median (≈75th pctile)
P/E10.8x
A-
P/E 10.8 — cheaper than most Financial Services peers (≈25th pctile)
PEG2.72
C
PEG 2.72 — expensive relative to growth rate

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Financial strength · 68.7 / 100
Profitability71.1
Value (P/B)69.4
Income63.4

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
9% off the 12-month high

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
Financial Conglomerates · market cap $41.8b. 9% 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 $44.26 (structural (no analyst coverage)) — fundamentals + valuation re-rating. 5 yr $64.81 at ~11% CAGR — compounding case rests on the competitive position widening. 10 yr $96.14 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

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

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.

A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →

Shares to buy
51
Position size
$1,963
3.9% of portfolio
Stop price
$28.87
25% below $38.49
$ at risk if stopped
$490.75
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

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 compute a reliable discounted-cash-flow value for IX — typically because it is not yet consistently profitable or free-cash-flow positive — so its valuation rests on growth and price-to-sales rather than on earnings-based intrinsic value. Judge it on the trajectory of the business, not a single multiple.

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? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.

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