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ORIX (IX) Competitors

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$100.26 -1.42 (-1.39%)
As of 01:41 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Should you be buying ORIX stock or one of its competitors? The main competitors of ORIX include Sumitomo Mitsui Financial Group (SMFG), Banco Santander (SAN), Bank of Montreal (BMO), Banco Bilbao Vizcaya Argentaria (BBVA), Mizuho Financial Group (MFG), NU (NU), Bank of Nova Scotia (BNS), ING Groep (ING), Itaú Unibanco (ITUB), and Canadian Imperial Bank of Commerce (CM). 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 investment? We will compare the two businesses based on the strength of their media sentiment, valuation, earnings, profitability, community ranking, dividends, risk, analyst recommendations and institutional ownership.

Sumitomo Mitsui Financial Group received 56 more outperform votes than ORIX when rated by MarketBeat users. Likewise, 65.78% of users gave Sumitomo Mitsui Financial Group an outperform vote while only 59.44% of users gave ORIX an outperform vote.

CompanyUnderperformOutperform
ORIXOutperform Votes
192
59.44%
Underperform Votes
131
40.56%
Sumitomo Mitsui Financial GroupOutperform Votes
248
65.78%
Underperform Votes
129
34.22%

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$19.50B1.25$2.39B$11.508.72
Sumitomo Mitsui Financial Group$64.79B1.55$6.12B$1.0314.90

In the previous week, Sumitomo Mitsui Financial Group had 2 more articles in the media than ORIX. MarketBeat recorded 7 mentions for Sumitomo Mitsui Financial Group and 5 mentions for ORIX. Sumitomo Mitsui Financial Group's average media sentiment score of 1.14 beat ORIX's score of 0.98 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
3 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Sumitomo Mitsui Financial Group
5 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

ORIX pays an annual dividend of $3.28 per share and has a dividend yield of 3.3%. Sumitomo Mitsui Financial Group pays an annual dividend of $0.38 per share and has a dividend yield of 2.5%. ORIX pays out 28.5% of its earnings in the form of a dividend. Sumitomo Mitsui Financial Group pays out 36.9% 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 is clearly the better dividend stock, given its higher yield and lower payout ratio.

ORIX has a beta of 0.92, indicating that its share price is 8% less volatile than the S&P 500. Comparatively, Sumitomo Mitsui Financial Group has a beta of 0.63, indicating that its share price is 37% less volatile than the S&P 500.

1.7% of ORIX shares are held by institutional investors. Comparatively, 3.9% of Sumitomo Mitsui Financial Group shares are held by institutional investors. 0.1% of ORIX shares are held by company insiders. Comparatively, 0.1% of Sumitomo Mitsui Financial Group shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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%

Summary

Sumitomo Mitsui Financial Group beats ORIX on 9 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$24.36B$8.28B$11.66B$20.14B
Dividend Yield3.23%3.23%5.57%3.65%
P/E Ratio8.729.0324.2235.11
Price / Sales1.2516.1926.3115.89
Price / Cash5.0236.0218.1320.85
Price / Book0.890.822.624.95
Net Income$2.39B$800.83M$1.03B$1.02B
7 Day Performance-2.87%0.43%-0.98%-0.48%
1 Month Performance-5.45%-5.96%0.63%-0.82%
1 Year Performance-2.70%-6.88%15.73%14.68%

ORIX Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IX
ORIX
4.0476 of 5 stars
$100.27
-1.4%
N/A-0.7%$24.36B$19.50B8.7233,807Analyst Downgrade
SMFG
Sumitomo Mitsui Financial Group
3.599 of 5 stars
$15.14
+2.1%
N/A+45.1%$99.06B$64.79B14.70120,000News Coverage
Positive News
SAN
Banco Santander
4.0482 of 5 stars
$6.02
+1.6%
N/A+47.9%$95.19B$66.96B7.25212,764
BMO
Bank of Montreal
4.7445 of 5 stars
$101.08
+0.6%
$128.00
+26.6%
+6.7%$73.79B$58.27B14.4853,597Upcoming Earnings
Analyst Downgrade
Analyst Revision
BBVA
Banco Bilbao Vizcaya Argentaria
2.999 of 5 stars
$12.63
+1.3%
N/A+28.8%$73.70B$38.40B6.98121,486
MFG
Mizuho Financial Group
4.5915 of 5 stars
$5.74
+2.4%
N/A+57.7%$72.68B$60.60B14.3452,307
NU
NU
4.2639 of 5 stars
$13.70
-0.7%
$15.63
+14.2%
+29.8%$65.27B$7.85B38.047,686Earnings Report
Analyst Forecast
Options Volume
Gap Down
BNS
Bank of Nova Scotia
4.5215 of 5 stars
$51.22
+0.1%
$72.00
+40.6%
+7.7%$63.80B$55.90B11.8688,488Upcoming Earnings
Analyst Downgrade
Analyst Revision
News Coverage
ING
ING Groep
4.0985 of 5 stars
$17.11
+1.7%
N/A+25.8%$59.84B$24.47B7.9946,000
ITUB
Itaú Unibanco
4.2907 of 5 stars
$6.10
+3.7%
$6.90
+13.2%
-20.4%$59.74B$158.57B7.8195,702Positive News
CM
Canadian Imperial Bank of Commerce
4.8922 of 5 stars
$62.10
+0.1%
$92.00
+48.1%
+32.6%$58.53B$47.09B11.6148,552Upcoming Earnings
Analyst Revision
News Coverage

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This page (NYSE:IX) was last updated on 2/21/2025 by MarketBeat.com Staff
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