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IX 
Orix Corp Ads (IX)
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Upturn Advisory Summary
03/27/2025: IX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 10.76% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 24.04B USD | Price to earnings Ratio 9.2 | 1Y Target Price 25.03 |
Price to earnings Ratio 9.2 | 1Y Target Price 25.03 | ||
Volume (30-day avg) 200613 | Beta 0.87 | 52 Weeks Range 17.80 - 24.74 | Updated Date 04/1/2025 |
52 Weeks Range 17.80 - 24.74 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.64% | Basic EPS (TTM) 2.27 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.63% | Operating Margin (TTM) 25.52% |
Management Effectiveness
Return on Assets (TTM) 2.15% | Return on Equity (TTM) 9.84% |
Valuation
Trailing PE 9.2 | Forward PE - | Enterprise Value 5498833731584 | Price to Sales(TTM) 0.01 |
Enterprise Value 5498833731584 | Price to Sales(TTM) 0.01 | ||
Enterprise Value to Revenue 5.33 | Enterprise Value to EBITDA - | Shares Outstanding 1136169984 | Shares Floating 1136008826 |
Shares Outstanding 1136169984 | Shares Floating 1136008826 | ||
Percent Insiders - | Percent Institutions 2.18 |
Analyst Ratings
Rating 3 | Target Price 120.33 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Orix Corp Ads
Company Overview
History and Background
Orix Corporation was founded in 1964 as Orient Leasing Co., Ltd., in Japan. It initially focused on leasing industrial equipment to support Japan's post-war economic growth. Over time, it diversified into various financial services and expanded globally, including through its American Depository Shares (ADS).
Core Business Areas
- Corporate Financial Services: Provides financing solutions, including leasing, lending, and real estate financing, to businesses of all sizes.
- Maintenance Leasing: Offers maintenance leasing services for automobiles and other equipment, providing fleet management and related services.
- Real Estate: Engages in real estate development, investment, and management, including property leasing and sales.
- Environment and Energy: Invests in and operates renewable energy projects, including solar and wind power, and provides environmental services.
- Insurance: Offers various insurance products and services, including life insurance and property and casualty insurance.
Leadership and Structure
Orix Corp Ads is led by a board of directors and an executive management team. The organizational structure is divided into business segments, each headed by its own management team.
Top Products and Market Share
Key Offerings
- Leasing and Lending: Orix offers a wide range of leasing and lending products. Market share is difficult to pinpoint precisely globally, but they compete with major financial institutions. Competitors include banks, independent leasing companies, and other financial service providers. Specific revenue data is not publicly available per product. Competitors: GE Capital (partially dismantled), DLL Group, Hitachi Capital.
- Renewable Energy: Orix invests heavily in renewable energy projects. ORIX has a significant solar power generation capacity. Market share is regionally variable but significant. Competitors include NextEra Energy, Iberdrola, and other major energy companies. Specific revenue data is not publicly available per product. Competitors: NextEra Energy, Enel Green Power, Invenergy.
- Real Estate Investment: Orix is involved in real estate development and investment. Market share fluctuates depending on specific projects and regions. Competitors include large real estate investment trusts (REITs) and developers. Specific revenue data is not publicly available per product. Competitors: Prologis, Simon Property Group, Boston Properties.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes and economic cycles. The renewable energy sector is growing rapidly due to increasing environmental concerns and government incentives. The real estate market is influenced by economic conditions, interest rates, and demographic trends.
Positioning
Orix Corp Ads is a diversified financial services company with a strong presence in leasing, renewable energy, and real estate. Its competitive advantages include its global reach, diversified business model, and strong financial position.
Total Addressable Market (TAM)
The TAM for financial services, renewable energy, and real estate is immense, totaling trillions of dollars globally. Orix is well-positioned to capture a portion of this TAM through its diverse offerings and global presence.
Upturn SWOT Analysis
Strengths
- Diversified business model
- Global presence
- Strong financial position
- Experience in various sectors
Weaknesses
- Exposure to economic cycles
- Complex organizational structure
- Regulatory risks
- Limited brand recognition in some regions
Opportunities
- Growing demand for renewable energy
- Expansion in emerging markets
- Increasing demand for financial services
- Technological advancements
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Interest rate fluctuations
Competitors and Market Share
Key Competitors
- GE
- SIF
- MS
- GS
Competitive Landscape
Orix Corp Ads's advantages include its diversified business model and global reach. Disadvantages may include regulatory risks and competition from larger financial institutions.
Major Acquisitions
Hartford Investment Management
- Year: 2018
- Acquisition Price (USD millions): 2200
- Strategic Rationale: Expanded asset management capabilities and global reach.
Growth Trajectory and Initiatives
Historical Growth: Orix Corp Ads's historical growth trends would be analyzed based on past financial performance.
Future Projections: Future growth projections would be based on analyst estimates and company guidance.
Recent Initiatives: Recent strategic initiatives undertaken by Orix Corp Ads would be highlighted.
Summary
Orix Corp Ads is a diversified financial services company with strengths in leasing, renewable energy, and real estate. Its global reach and diversified model are key advantages. However, economic cycles and regulatory changes pose threats. Future growth depends on capitalizing on renewable energy demand and expanding in emerging markets.
Similar Companies
- GE
- SIF
- MS
- GS
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Orix Corp Ads
Exchange NYSE | Headquaters - | ||
IPO Launch date 1970-04-01 | Chairman, CEO & Representative Executive Officer Mr. Makoto Inoue | ||
Sector Financial Services | Industry Financial Conglomerates | Full time employees 33807 | Website https://www.orix.co.jp |
Full time employees 33807 | Website https://www.orix.co.jp | ||
ORIX Corporation provides diversified financial services in Japan, the United States, Asia, Europe, Australasia, and the Middle East. The company's Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; leasing and rental of automobiles, electronic measuring instruments, and ICT-related equipment businesses; and provision of life insurance and environment and energy-related products and services. Its Real Estate segment develops, rents, and manages real estate properties; operates facilities; real estate asset management; manages residential condominiums and office building; and provides construction contracting, real estate brokerage, and real estate investment advisory services, as well as operates hotels and Japanese inns. The company's PE Investment and Concession segment engages in the private equity (PE) investment and concession businesses. Its Environment and Energy segment provides ESCO, and recycling and waste management services; retails electric power; sells solar panels; and generates solar power.The company's Insurance segment sells life insurance products through agents, banks, and other financial institutions, as well as face-to-face and online. Its Banking and Credit segment provides banking and consumer finance services. The company's Aircraft and Ships segment engages in the aircraft investment and management, and ship-related finance and investment businesses. Its ORIX USA segment offers finance, investment, and asset management services. The company's ORIX Europe segment provides equity and fixed income asset management services. Its Asia and Australia segment offers finance and investment businesses. The company was formerly known as Orient Leasing Co., Ltd. and changed its name to ORIX Corporation in 1989. ORIX Corporation was incorporated in 1950 and is headquartered in Tokyo, Japan.
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