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ORIX (IX) Competitors

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$20.04 -0.18 (-0.89%)
As of 04/30/2025 03:59 PM Eastern

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

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

ORIX vs.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
UBS Group$45.35B2.14$5.09B$1.5219.88
ORIX$1.88T0.01$2.39B$2.308.71

ORIX has a net margin of 13.66% compared to UBS Group's net margin of 6.93%. ORIX's return on equity of 9.73% beat UBS Group's return on equity.

Company Net Margins Return on Equity Return on Assets
UBS Group6.93% 5.93% 0.32%
ORIX 13.66%9.73%2.40%

UBS Group pays an annual dividend of $0.22 per share and has a dividend yield of 0.7%. ORIX pays an annual dividend of $0.65 per share and has a dividend yield of 3.2%. UBS Group pays out 14.5% of its earnings in the form of a dividend. ORIX pays out 28.3% 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.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
UBS Group
1 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.33
ORIX
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

1.7% of ORIX shares are held by institutional investors. 1.0% of UBS Group shares are held by insiders. Comparatively, 0.1% of ORIX shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

UBS Group has a beta of 1.16, indicating that its stock price is 16% more volatile than the S&P 500. Comparatively, ORIX has a beta of 0.78, indicating that its stock price is 22% less volatile than the S&P 500.

UBS Group received 551 more outperform votes than ORIX when rated by MarketBeat users. However, 59.57% of users gave ORIX an outperform vote while only 54.63% of users gave UBS Group an outperform vote.

CompanyUnderperformOutperform
UBS GroupOutperform Votes
744
54.63%
Underperform Votes
618
45.37%
ORIXOutperform Votes
193
59.57%
Underperform Votes
131
40.43%

In the previous week, UBS Group had 89 more articles in the media than ORIX. MarketBeat recorded 94 mentions for UBS Group and 5 mentions for ORIX. UBS Group's average media sentiment score of 0.93 beat ORIX's score of 0.39 indicating that UBS Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
UBS Group
26 Very Positive mention(s)
22 Positive mention(s)
35 Neutral mention(s)
10 Negative mention(s)
0 Very Negative mention(s)
Positive
ORIX
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

UBS Group beats ORIX on 11 of the 19 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$22.84B$7.69B$11.12B$18.97B
Dividend Yield3.23%3.23%5.79%4.02%
P/E Ratio1.745.6322.0032.71
Price / Sales0.015.2026.0727.84
Price / Cash5.0335.6217.6017.53
Price / Book0.180.402.654.47
Net Income$2.39B$800.83M$1.03B$1.02B
7 Day Performance-1.33%-4.55%0.57%0.50%
1 Month Performance-3.72%-20.20%-0.43%-2.83%
1 Year Performance-1.04%-26.98%537.91%4.36%

ORIX Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
IX
ORIX
2.7028 of 5 stars
$20.04
-0.9%
N/A-2.1%$22.84B$1.88T1.7432,200Upcoming Earnings
High Trading Volume
UBS
UBS Group
3.4393 of 5 stars
$27.63
-1.1%
N/A+12.5%$88.59B$45.35B18.1872,600Earnings Report
SMFG
Sumitomo Mitsui Financial Group
2.5057 of 5 stars
$13.29
-2.0%
N/A+25.6%$86.04B$5.12T12.90101,000Positive News
BBVA
Banco Bilbao Vizcaya Argentaria
2.5796 of 5 stars
$13.38
-0.7%
N/A+27.8%$78.11B$39.24B7.39115,700Earnings Report
Upcoming Earnings
Short Interest ↑
News Coverage
BMO
Bank of Montreal
4.6434 of 5 stars
$92.40
-1.1%
$128.40
+39.0%
+7.0%$66.90B$33.61B13.2446,700Short Interest ↑
ING
ING Groep
3.6879 of 5 stars
$18.56
-0.5%
N/A+22.6%$64.93B$22.53B8.6765,000Short Interest ↓
Gap Down
ITUB
Itaú Unibanco
3.0553 of 5 stars
$5.69
+0.5%
$6.27
+10.2%
+14.9%$61.34B$158.57B7.2999,600Dividend Cut
Short Interest ↑
MFG
Mizuho Financial Group
4.1479 of 5 stars
$4.81
-0.6%
N/A+30.2%$60.59B$3.60T12.0352,400
BNS
Bank of Nova Scotia
4.3023 of 5 stars
$47.48
+0.0%
$81.00
+70.6%
+8.9%$59.14B$34.49B10.9991,000Short Interest ↓
Positive News
LYG
Lloyds Banking Group
3.9541 of 5 stars
$3.73
-0.8%
$2.75
-26.3%
+53.9%$56.66B$18.60B11.3059,400Short Interest ↓
News Coverage
Positive News
CM
Canadian Imperial Bank of Commerce
4.901 of 5 stars
$58.47
-0.8%
$92.00
+57.3%
+34.8%$54.97B$26.57B10.9350,400Analyst Downgrade
Short Interest ↓
Positive News

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This page (NYSE:IX) was last updated on 5/1/2025 by MarketBeat.com Staff
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