BKR vs IX

Comparison between Baker Hughes Co - Class A (BKR, Company) and Orix Corporation (IX, Company).

BKR is from the Energy sector, while IX is from the Financial Services sector.

5-Year PerformanceBKR has outperformed IX, delivering a return of +25.6% compared to +21.3%

BKR vs IX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKR(COMPANY)	IX(COMPANY)
Market Cap	$46B	$45B
Max Drawdown	75.39%	93.93%
Sharpe Ratio	1.11	2.14
5Y Beta	1.02	0.83
Industry	Oil & Gas Equipment & Services	Financial Conglomerates
P/E Ratio	18.03	16.06
Forward P/E	21.28	14.24
PEG Ratio	2.26	0.70
Dividend Yield	1.63%	2.44%
5Y Dividends CAGR	9.82%	33.36%
5Y EPS CAGR	N/A	12.42%
Debt to Equity	3.90%	145.86%
Free Cash Flow Yield	7.89%	19.07%
P/S Ratio	2.01	3.38
P/B Ratio	2.90	1.59

Market Cap

Winner

BKR

$46B

$45B

Max Drawdown

Winner

BKR

75.39%

93.93%

Sharpe Ratio

BKR

1.11

Winner

2.14

5Y Beta

BKR

1.02

Winner

0.83

Industry

BKR

Oil & Gas Equipment & Services

Financial Conglomerates

P/E Ratio

BKR

18.03

Winner

16.06

Forward P/E

BKR

21.28

Winner

14.24

PEG Ratio

BKR

2.26

Winner

0.70

Dividend Yield

BKR

1.63%

Winner

2.44%

5Y Dividends CAGR

BKR

9.82%

Winner

33.36%

5Y EPS CAGR

BKR

N/A

12.42%

Debt to Equity

Winner

BKR

3.90%

145.86%

Free Cash Flow Yield

BKR

7.89%

Winner

19.07%

P/S Ratio

Winner

BKR

2.01

3.38

P/B Ratio

BKR

2.90

Winner

1.59

BKR vs IX - Historical Returns

Returns include dividend reinvestment.

Period	BKR	IX
1 month	-4.41%	+2.30%
3 months	-12.73%	+31.91%
6 months	+4.78%	+32.39%
1 year	+27.75%	+74.70%
5 years(CAGR)	+25.60%	+21.28%
10 years(CAGR)	+7.46%	+13.32%
Max(CAGR)	+7.46%	+5.32%

BKR

-4.41%

Winner

+2.30%

BKR

-12.73%

Winner

+31.91%

BKR

+4.78%

Winner

+32.39%

BKR

+27.75%

Winner

+74.70%

5Y(CAGR)

Winner

BKR

+25.60%

+21.28%

10Y(CAGR)

BKR

+7.46%

Winner

+13.32%

Max(CAGR)

Winner

BKR

+7.46%

+5.32%

BKR vs IX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BKR	IX
2026	+19.85%	+35.98%
2025	+11.95%	+43.71%
2024	+23.99%	+18.94%
2023	+21.79%	+19.23%
2022	+20.97%	-19.73%
2021	+18.01%	+34.13%
2020	-15.06%	-5.55%
2019	+25.57%	+14.76%
2018	-31.69%	-16.02%
2017	-14.16%	+9.60%
2016	N/A	+14.83%
2015	N/A	+11.37%
2014	N/A	-27.49%
2013	N/A	+53.29%
2012	N/A	+35.53%
2011	N/A	-16.25%
2010	N/A	+41.30%
2009	N/A	+20.49%
2008	N/A	-65.61%
2007	N/A	-41.90%
2006	N/A	+11.34%
2005	N/A	+87.14%
2004	N/A	+63.85%
2003	N/A	+26.81%
2002	N/A	-27.50%
2001	N/A	-9.93%
2000	N/A	-57.65%
1999	N/A	+68.00%

BKR vs IX Drawdown Comparison

The maximum drawdown for BKR was -73.51%, occurring on Mar 23, 2020. Recovery took 1173 trading sessions.

The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.

The current BKR drawdown is -19.22%. The current IX drawdown is -1.21%.

Rank	BKR	IX
#1	-73.51% Jul 7, 2017 - Mar 4, 2022	-93.82% Apr 4, 2006 - Aug 7, 2025
#2	-46.54% Mar 25, 2022 - Jul 26, 2024	-83.18% Dec 29, 1999 - Dec 14, 2005
#3	-28.00% Feb 5, 2025 - Sep 23, 2025	-20.33% Feb 12, 2026 - May 11, 2026
#4	-23.99% Apr 30, 2026 - Jul 2, 2026	-15.58% Jan 9, 2006 - Mar 13, 2006
#5	-16.86% Feb 27, 2026 - Apr 24, 2026	-10.33% Nov 5, 1999 - Dec 1, 1999
#6	-14.43% Jul 31, 2024 - Nov 5, 2024	-8.44% Sep 16, 2025 - Nov 12, 2025
#7	-12.13% Dec 4, 2025 - Jan 15, 2026	-8.40% Dec 6, 1999 - Dec 17, 1999
#8	-12.03% Sep 29, 2025 - Dec 3, 2025	-5.75% Jun 22, 2026 - Jul 15, 2026
#9	-11.32% Nov 21, 2024 - Jan 14, 2025	-5.64% Jul 15, 2026 - Jul 20, 2026
#10	-10.60% Mar 11, 2022 - Mar 24, 2022	-5.29% Mar 14, 2006 - Mar 20, 2006
#11	-8.44% Jan 21, 2025 - Feb 3, 2025	-5.11% May 26, 2026 - Jun 18, 2026
#12	-3.06% Feb 4, 2026 - Feb 9, 2026	-4.83% Nov 12, 2025 - Nov 25, 2025
#13	-2.84% Mar 8, 2022 - Mar 10, 2022	-3.45% May 13, 2026 - May 20, 2026
#14	-2.81% Nov 11, 2024 - Nov 20, 2024	-3.38% Dec 17, 1999 - Dec 22, 1999
#15	-2.12% Feb 12, 2026 - Feb 18, 2026	-3.17% Dec 15, 2025 - Dec 23, 2025

Correlation

Correlation between BKR and IX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

BKR vs IX dividend yield comparison.

Year	BKR	IX
2026	0.82%	0.00%
2025	2.02%	3.43%
2024	2.05%	3.63%
2023	2.28%	3.22%
2022	2.47%	1.94%
2021	2.99%	0.00%
2020	3.45%	2.17%
2019	2.81%	0.00%
2018	3.35%	0.00%
2017	56.42%	1.41%
2016	0.00%	2.40%
2014	0.00%	1.60%
2013	0.00%	0.67%
2012	0.00%	0.94%
2011	0.00%	1.11%
2010	0.00%	0.77%
2009	0.00%	0.97%
2008	0.00%	4.26%
2006	0.00%	0.12%
2005	0.00%	0.09%
2004	0.00%	0.16%
2003	0.00%	0.16%
2002	0.00%	0.18%
2001	0.00%	0.14%
2000	0.00%	0.11%