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ORIX (IX) Competitors

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$19.12 0.00 (-0.01%)
Closing price 04/15/2025 03:59 PM Eastern
Extended Trading
$19.10 -0.02 (-0.10%)
As of 04/15/2025 05:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

IX vs. SMFG, BBVA, BMO, ING, ITUB, BNS, MFG, CM, LYG, and NU

Should you be buying ORIX stock or one of its competitors? The main competitors of ORIX include Sumitomo Mitsui Financial Group (SMFG), Banco Bilbao Vizcaya Argentaria (BBVA), Bank of Montreal (BMO), ING Groep (ING), Itaú Unibanco (ITUB), Bank of Nova Scotia (BNS), Mizuho Financial Group (MFG), Canadian Imperial Bank of Commerce (CM), Lloyds Banking Group (LYG), and NU (NU). These companies are all part of the "banking" industry.

ORIX vs.

ORIX (NYSE:IX) and Sumitomo Mitsui Financial Group (NYSE:SMFG) are both large-cap finance companies, but which is the superior stock? We will compare the two companies based on the strength of their risk, valuation, profitability, media sentiment, earnings, dividends, analyst recommendations, community ranking and institutional ownership.

ORIX pays an annual dividend of $0.65 per share and has a dividend yield of 3.4%. Sumitomo Mitsui Financial Group pays an annual dividend of $0.11 per share and has a dividend yield of 0.8%. ORIX pays out 28.3% of its earnings in the form of a dividend. Sumitomo Mitsui Financial Group pays out 10.7% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

ORIX has a net margin of 13.66% compared to Sumitomo Mitsui Financial Group's net margin of 12.61%. ORIX's return on equity of 9.73% beat Sumitomo Mitsui Financial Group's return on equity.

Company Net Margins Return on Equity Return on Assets
ORIX13.66% 9.73% 2.40%
Sumitomo Mitsui Financial Group 12.61%8.52%0.44%

Sumitomo Mitsui Financial Group has higher revenue and earnings than ORIX. ORIX is trading at a lower price-to-earnings ratio than Sumitomo Mitsui Financial Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ORIX$1.88T0.01$2.39B$2.308.31
Sumitomo Mitsui Financial Group$5.12T0.02$6.12B$1.0313.17

1.7% of ORIX shares are owned by institutional investors. Comparatively, 3.8% of Sumitomo Mitsui Financial Group shares are owned by institutional investors. 0.1% of ORIX shares are owned by insiders. Comparatively, 0.1% of Sumitomo Mitsui Financial Group shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Sumitomo Mitsui Financial Group received 55 more outperform votes than ORIX when rated by MarketBeat users. Likewise, 65.09% of users gave Sumitomo Mitsui Financial Group an outperform vote while only 59.57% of users gave ORIX an outperform vote.

CompanyUnderperformOutperform
ORIXOutperform Votes
193
59.57%
Underperform Votes
131
40.43%
Sumitomo Mitsui Financial GroupOutperform Votes
248
65.09%
Underperform Votes
133
34.91%

ORIX has a beta of 0.78, meaning that its stock price is 22% less volatile than the S&P 500. Comparatively, Sumitomo Mitsui Financial Group has a beta of 0.41, meaning that its stock price is 59% less volatile than the S&P 500.

In the previous week, Sumitomo Mitsui Financial Group had 2 more articles in the media than ORIX. MarketBeat recorded 10 mentions for Sumitomo Mitsui Financial Group and 8 mentions for ORIX. Sumitomo Mitsui Financial Group's average media sentiment score of 1.42 beat ORIX's score of 0.18 indicating that Sumitomo Mitsui Financial Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
ORIX
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
2 Very Negative mention(s)
Neutral
Sumitomo Mitsui Financial Group
8 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Sumitomo Mitsui Financial Group beats ORIX on 10 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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IX vs. The Competition

MetricORIXbusiness credit IndustryFinance SectorNYSE Exchange
Market Cap$21.81B$7.36B$10.85B$18.54B
Dividend Yield3.59%3.59%6.00%4.24%
P/E Ratio1.667.1321.5831.15
Price / Sales0.015.7225.2025.48
Price / Cash5.0335.6217.6117.54
Price / Book0.170.492.584.30
Net Income$2.39B$800.83M$1.03B$1.02B
7 Day Performance4.63%4.59%3.92%6.53%
1 Month Performance-10.18%-16.13%-3.44%-6.93%
1 Year Performance-8.70%-19.30%535.34%1.22%

ORIX Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IX
ORIX
3.5757 of 5 stars
$19.12
0.0%
N/A-8.6%$21.79B$1.88T1.6632,200High Trading Volume
SMFG
Sumitomo Mitsui Financial Group
3.9551 of 5 stars
$12.20
-1.7%
N/A+17.9%$78.95B$5.12T11.84101,000Short Interest ↓
News Coverage
Positive News
High Trading Volume
BBVA
Banco Bilbao Vizcaya Argentaria
3.3813 of 5 stars
$11.93
-2.4%
N/A+25.6%$69.62B$39.24B6.59115,700Short Interest ↓
Gap Down
BMO
Bank of Montreal
4.6981 of 5 stars
$88.19
-1.1%
$128.40
+45.6%
-0.1%$64.11B$33.61B12.6346,700
ING
ING Groep
4.0225 of 5 stars
$16.89
-2.7%
N/A+16.9%$59.07B$22.53B7.8965,000News Coverage
Positive News
High Trading Volume
ITUB
Itaú Unibanco
3.6779 of 5 stars
$5.31
-0.5%
$6.27
+18.2%
+0.2%$57.19B$158.57B6.8099,600Positive News
BNS
Bank of Nova Scotia
3.9369 of 5 stars
$44.55
-4.7%
$81.00
+81.8%
-1.3%$55.48B$34.49B10.3188,488Short Interest ↑
High Trading Volume
MFG
Mizuho Financial Group
4.5088 of 5 stars
$4.30
+1.1%
N/A+21.2%$54.43B$3.60T10.7452,400Short Interest ↓
Positive News
High Trading Volume
CM
Canadian Imperial Bank of Commerce
4.764 of 5 stars
$54.96
-3.0%
$92.00
+67.4%
+22.3%$51.66B$26.57B10.2750,400Analyst Upgrade
News Coverage
Positive News
LYG
Lloyds Banking Group
2.5304 of 5 stars
$3.34
-1.6%
$2.75
-17.5%
+52.5%$50.66B$18.60B10.1159,400Short Interest ↑
Positive News
High Trading Volume
NU
NU
3.9717 of 5 stars
$9.70
+1.0%
$15.47
+59.5%
-1.1%$46.21B$8.27B24.246,080Short Interest ↓
High Trading Volume
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This page (NYSE:IX) was last updated on 4/16/2025 by MarketBeat.com Staff
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