ORIX screens as exceptionally cheap at a forward P/E of 3.3x and PEG near zero, with 28% revenue growth placing it among the highest-growth names in the peer group, but free cash flow is deeply negative relative to net income — a severe earnings quality red flag for a leveraged financial conglomerate — and weakening price momentum with active distribution makes the timing unfavorable despite the compelling valuation.
Thesis pillars
- Exceptional Valuation At Low Multiple→Stable
- Strong Revenue Growth Trajectory→Stable
- Negative Free Cash Flow Quality→Stable
- +1 more pillar — see the Why tab for full reasoning
ORIX Corporation (IX) Stock Analysis
Range Bound setup
Financial Services · Financial Conglomerates
Hold if already holding. Not a fresh buy at $39.06, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.9% away).
ORIX Corporation provides financial services in Japan, the United States, and internationally. It operates through Corporate Financial Services and Maintenance Leasing; Real Estate; PE Investment and Concession; Environment and Energy; Insurance; Banking and Credit; Aircraft and... Read more
Hold if already holding. Not a fresh buy at $39.06, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.9% away). Chart setup: RSI 53 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.8/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 34d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.
Recent developments
updated 2026-07-06Recent Developments — ORIX Corporation
Latest news
- NEWS A Look at ORIX Corp (IX) After 11.6% Gain -- GF Value $39.94 vs Price $37.64 - GuruFocus — GuruFocus positive
- NEWS IX Biopharma Allots, Issues More Shares - Moomoo — Moomoo neutral
- NEWS Is ORIX Corp (IX) Overvalued After 8.9% Rally? GF Value Says Ove - GuruFocus — GuruFocus negative
- NEWS Are investors undervaluing Orix Corp ADS (IX) right now? - MSN — MSN positive
- NEWS Are investors undervaluing Orix Corp ADS (IX) right now? - msn.com — msn.com neutral
Generated 2026-07-06T04:20:34Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 ceiling hits
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $39.06, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.9% away). Chart setup: RSI 53 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $39.81 (+1.9%), stop $37.50 (−4.2%), A.R:R -3.1:1. Score 6.8/10, moderate confidence.
Take-profit target: $39.81 (+1.9% upside). Target $39.81 (+1.9%), stop $37.50 (−4.2%), A.R:R -3.1:1. Stop-loss: $37.50.
Analyst target reached - limited upside remaining; Near 52-week high (3.9% away); Leverage penalty (D/E 1.5): -0.5.
ORIX Corporation trades at a P/E of 15.8 (forward 3.3). TrendMatrix value score: 9.5/10. Verdict: Hold.
16 analysts cover IX with a consensus score of 3.9/5. Average price target: $39.
What does ORIX Corporation do?ORIX Corporation provides financial services in Japan, the United States, and internationally. It operates through...
ORIX Corporation provides financial services in Japan, the United States, and internationally. It operates through Corporate Financial Services and Maintenance Leasing; Real Estate; PE Investment and Concession; Environment and Energy; Insurance; Banking and Credit; Aircraft and Ships; ORIX USA; ORIX Europe; and Asia and Australia. The Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; and leasing and rental of automobiles, electronic measuring instruments, and ICT-related equipment businesses. Its Real Estate segment develops, rents, and manages real estate properties; operates facilities; provides real estate asset management services. The PE Investment and Concession segment engages in the private equity 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 renewable energy power. The 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 Aircraft and Ships segment engages in the aircraft investment and management, ship-related finance and investment, maritime asset management, and ship brokerage businesses. Its ORIX USA segment offers finance, investment, asset management, and advisory services. The ORIX Europe segment provides asset management services for equity and fixed income. Its Asia and Australia segment engages in the 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 Minato, Japan.