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HUM vs IX

Comparison between Humana Inc (HUM, Company) and Orix Corporation (IX, Company).

HUM is from the Healthcare sector, while IX is from the Financial Services sector.

5-Year PerformanceIX has outperformed HUM, delivering a return of +21.8% compared to -2.2%

HUM vs IX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
HUM
$43B
Winner
IX
$46B
Max Drawdown
Winner
HUM
78.42%
IX
93.93%
Sharpe Ratio
HUM
1.02
Winner
IX
2.48
5Y Beta
Winner
HUM
0.40
IX
0.82
Industry
HUM
Healthcare Plans
IX
Financial Conglomerates
P/E Ratio
Winner
HUM
13.71
IX
19.56
Forward P/E
HUM
39.84
Winner
IX
14.24
PEG Ratio
Winner
HUM
0.81
IX
4.86
Dividend Yield
HUM
0.96%
Winner
IX
2.51%
5Y Dividends CAGR
HUM
12.10%
Winner
IX
33.35%
5Y EPS CAGR
Winner
HUM
8.85%
IX
-1.40%
Debt to Equity
Winner
HUM
75.31%
IX
153.62%
Free Cash Flow Yield
HUM
2.93%
Winner
IX
18.91%

HUM vs IX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HUM
+17.86%
IX
+8.81%
3M
Winner
HUM
+112.73%
IX
+33.08%
6M
Winner
HUM
+39.55%
IX
+38.83%
1Y
HUM
+50.52%
Winner
IX
+92.73%
5Y(CAGR)
HUM
-2.20%
Winner
IX
+21.85%
10Y(CAGR)
HUM
+7.68%
Winner
IX
+13.91%
Max(CAGR)
Winner
HUM
+16.28%
IX
+5.34%

HUM vs IX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHUMIX
2026+37.08%+36.15%
2025+2.79%+43.71%
2024-45.42%+18.94%
2023-7.84%+19.23%
2022+10.77%-19.73%
2021+13.27%+34.13%
2020+13.71%-5.55%
2019+31.18%+14.76%
2018+14.62%-16.02%
2017+26.58%+9.60%
2016+14.05%+14.83%
2015+25.64%+11.37%
2014+40.88%-27.49%
2013+52.73%+53.29%
2012-21.24%+35.53%
2011+60.46%-16.25%
2010+19.83%+41.30%
2009+17.76%+20.49%
2008-52.28%-65.61%
2007+34.43%-41.90%
2006-0.84%+11.34%
2005+86.32%+87.14%
2004+29.48%+63.85%
2003+121.63%+26.81%
2002-13.04%-27.50%
2001-21.08%-9.93%
2000+101.64%-57.65%
1999+10.08%+68.00%

HUM vs IX Drawdown Comparison

The maximum drawdown for HUM was -78.42%, occurring on Mar 5, 2009. Recovery took 961 trading sessions.

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

The current HUM drawdown is -33.37%.

RankHUMIX
#1-78.42%
Jan 14, 2008 - Nov 3, 2011
-93.82%
Apr 4, 2006 - Aug 7, 2025
#2-69.92%
Nov 3, 2022 - Mar 12, 2026
-83.18%
Dec 29, 1999 - Dec 14, 2005
#3-49.21%
Jun 19, 2002 - Jul 28, 2003
-20.33%
Feb 12, 2026 - May 11, 2026
#4-48.65%
Jan 13, 2000 - Sep 15, 2000
-15.58%
Jan 9, 2006 - Mar 13, 2006
#5-44.21%
Dec 28, 2000 - Apr 18, 2002
-10.33%
Nov 5, 1999 - Dec 1, 1999
#6-43.60%
Feb 13, 2020 - Apr 30, 2020
-8.44%
Sep 16, 2025 - Nov 12, 2025
#7-35.10%
Jan 17, 2012 - Aug 8, 2013
-8.40%
Dec 6, 1999 - Dec 17, 1999
#8-34.96%
Jan 26, 2004 - Nov 24, 2004
-5.29%
Mar 14, 2006 - Mar 20, 2006
#9-33.95%
Nov 7, 2018 - Dec 13, 2019
-5.11%
May 26, 2026 - Jun 18, 2026
#10-28.07%
Jun 1, 2015 - Dec 1, 2016
-4.83%
Nov 12, 2025 - Nov 25, 2025
#11-27.60%
Jan 5, 2006 - Aug 2, 2006
-3.45%
May 13, 2026 - May 20, 2026
#12-24.08%
Oct 4, 2006 - Jul 18, 2007
-3.38%
Dec 17, 1999 - Dec 22, 1999
#13-22.68%
Jul 23, 2021 - Jun 29, 2022
-3.17%
Dec 15, 2025 - Dec 23, 2025
#14-20.60%
Nov 17, 2000 - Dec 26, 2000
-2.97%
Dec 23, 2005 - Jan 3, 2006
#15-18.18%
Nov 22, 1999 - Jan 7, 2000
-2.76%
Jan 12, 2026 - Feb 3, 2026

Correlation

Correlation between HUM and IX is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50
-101

Dividend Comparison (2000 - 2026)

HUM vs IX dividend yield comparison.

YearHUMIX
20260.25%0.00%
20251.38%3.43%
20241.40%3.63%
20230.77%3.22%
20220.62%1.94%
20210.60%0.00%
20200.61%2.17%
20190.60%0.00%
20180.70%0.00%
20170.76%1.41%
20160.43%2.40%
20150.64%0.00%
20140.77%1.60%
20131.04%0.67%
20121.50%0.94%
20110.86%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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