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HPE vs IX

Comparison between Hewlett Packard Enterprise Company (HPE, Company) and Orix Corporation (IX, Company).

HPE is from the Technology sector, while IX is from the Financial Services sector.

5-Year PerformanceHPE has outperformed IX, delivering a return of +21.7% compared to +20.2%

HPE vs IX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
HPE
$45B
IX
$44B
Max Drawdown
Winner
HPE
68.40%
IX
93.93%
Sharpe Ratio
HPE
2.04
Winner
IX
2.53
5Y Beta
HPE
1.62
Winner
IX
0.81
Industry
HPE
Communication Equipment
IX
Financial Conglomerates
P/E Ratio
Winner
HPE
-348.08
IX
18.83
Forward P/E
Winner
HPE
13.99
IX
14.24
PEG Ratio
Winner
HPE
0.85
IX
4.68
Dividend Yield
HPE
1.57%
Winner
IX
2.55%
5Y Dividends CAGR
HPE
2.57%
Winner
IX
33.35%
5Y EPS CAGR
HPE
-22.17%
Winner
IX
-1.40%
Debt to Equity
Winner
HPE
83.86%
IX
153.62%
Free Cash Flow Yield
HPE
9.99%
Winner
IX
19.64%
P/S Ratio
HPE
1.25
Winner
IX
0.01
P/B Ratio
HPE
1.81
Winner
IX
1.50

HPE vs IX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HPE
+31.81%
IX
+27.29%
3M
Winner
HPE
+89.02%
IX
+10.21%
6M
Winner
HPE
+85.30%
IX
+49.19%
1Y
Winner
HPE
+119.37%
IX
+93.20%
5Y(CAGR)
Winner
HPE
+21.75%
IX
+20.20%
10Y(CAGR)
Winner
HPE
+18.09%
IX
+12.96%
Max(CAGR)
Winner
HPE
+16.74%
IX
+5.23%

HPE vs IX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHPEIX
2026+56.41%+31.74%
2025+14.86%+43.71%
2024+29.45%+18.94%
2023+9.00%+19.23%
2022+2.10%-19.73%
2021+40.71%+34.13%
2020-23.44%-5.55%
2019+21.44%+14.76%
2018-7.25%-16.02%
2017+7.52%+9.60%
2016+54.71%+14.83%
2015-7.83%+11.37%
2014N/A-27.49%
2013N/A+53.29%
2012N/A+35.53%
2011N/A-16.25%
2010N/A+41.30%
2009N/A+20.49%
2008N/A-65.61%
2007N/A-41.90%
2006N/A+11.34%
2005N/A+87.14%
2004N/A+63.85%
2003N/A+26.81%
2002N/A-27.50%
2001N/A-9.93%
2000N/A-57.65%
1999N/A+68.00%

HPE vs IX Drawdown Comparison

The maximum drawdown for HPE was -56.91%, occurring on Mar 23, 2020. Recovery took 969 trading sessions.

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

The current IX drawdown is -1.04%.

RankHPEIX
#1-56.91%
Mar 6, 2018 - Jan 7, 2022
-93.82%
Apr 4, 2006 - Aug 7, 2025
#2-48.36%
Jan 22, 2025 - Sep 10, 2025
-83.18%
Dec 29, 1999 - Dec 14, 2005
#3-30.59%
Mar 29, 2022 - Jun 15, 2023
-20.33%
Feb 12, 2026 - May 11, 2026
#4-28.81%
Oct 23, 2015 - Mar 16, 2016
-15.58%
Jan 9, 2006 - Mar 13, 2006
#5-26.28%
Jun 18, 2024 - Nov 8, 2024
-10.33%
Nov 5, 1999 - Dec 1, 1999
#6-23.73%
Oct 9, 2025 - Apr 17, 2026
-8.44%
Sep 16, 2025 - Nov 12, 2025
#7-16.52%
Aug 8, 2023 - Mar 5, 2024
-8.40%
Dec 6, 1999 - Dec 17, 1999
#8-14.84%
Apr 1, 2016 - May 31, 2016
-5.29%
Mar 14, 2006 - Mar 20, 2006
#9-14.03%
Dec 6, 2024 - Jan 22, 2025
-4.83%
Nov 12, 2025 - Nov 25, 2025
#10-13.43%
May 16, 2017 - Sep 26, 2017
-3.45%
May 13, 2026 - May 20, 2026
#11-12.96%
Jun 21, 2016 - Jul 14, 2016
-3.38%
Dec 17, 1999 - Dec 22, 1999
#12-12.64%
Feb 16, 2022 - Mar 25, 2022
-3.17%
Dec 15, 2025 - Dec 23, 2025
#13-12.49%
Oct 2, 2017 - Dec 18, 2017
-2.97%
Dec 23, 2005 - Jan 3, 2006
#14-11.76%
Mar 6, 2024 - Jun 5, 2024
-2.76%
Jan 12, 2026 - Feb 3, 2026
#15-11.37%
Jan 29, 2018 - Feb 23, 2018
-2.44%
Dec 14, 2005 - Dec 20, 2005

Correlation

Correlation between HPE and IX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2000 - 2026)

HPE vs IX dividend yield comparison.

YearHPEIX
20260.38%0.00%
20252.22%3.43%
20242.44%3.63%
20232.89%3.22%
20223.01%1.94%
20213.04%0.00%
20204.05%2.17%
20192.88%0.00%
20183.12%0.00%
201770.61%1.41%
20160.99%2.40%
20150.36%0.00%
20140.00%1.60%
20130.00%0.67%
20120.00%0.94%
20110.00%1.11%
20100.00%0.77%
20090.00%0.97%
20080.00%4.26%
20060.00%0.12%
20050.00%0.09%
20040.00%0.16%
20030.00%0.16%
20020.00%0.18%
20010.00%0.14%
20000.00%0.11%

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