IX vs ARES

Comparison between Orix Corporation (IX, Company) and Ares Management Corp - Class A (ARES, Company).

Both IX and ARES are from the Financial Services sector.

5-Year PerformanceARES has outperformed IX, delivering a return of +22.5% compared to +18.4%

IX vs ARES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IX(COMPANY)	ARES(COMPANY)
Market Cap	$39B	$39B
Max Drawdown	93.93%	51.32%
Sharpe Ratio	2.24	-0.41
5Y Beta	0.81	1.60
Industry	Financial Conglomerates	Asset Management
P/E Ratio	16.61	195.45
Forward P/E	14.24	19.30
PEG Ratio	4.13	0.96
Dividend Yield	2.97%	3.82%
5Y Dividends CAGR	33.36%	31.93%
5Y EPS CAGR	-1.40%	-11.79%
Debt to Equity	153.62%	0.00%
Free Cash Flow Yield	22.26%	8.43%
P/S Ratio	0.01	7.06
P/B Ratio	1.23	9.61

Market Cap

Winner

$39B

ARES

$39B

Max Drawdown

93.93%

Winner

ARES

51.32%

Sharpe Ratio

Winner

2.24

ARES

-0.41

5Y Beta

Winner

0.81

ARES

1.60

Industry

Financial Conglomerates

ARES

Asset Management

P/E Ratio

Winner

16.61

ARES

195.45

Forward P/E

Winner

14.24

ARES

19.30

PEG Ratio

4.13

Winner

ARES

0.96

Dividend Yield

2.97%

Winner

ARES

3.82%

5Y Dividends CAGR

Winner

33.36%

ARES

31.93%

5Y EPS CAGR

Winner

-1.40%

ARES

-11.79%

Debt to Equity

153.62%

Winner

ARES

0.00%

Free Cash Flow Yield

Winner

22.26%

ARES

8.43%

P/S Ratio

Winner

0.01

ARES

7.06

P/B Ratio

Winner

1.23

ARES

9.61

IX vs ARES - Historical Returns

Returns include dividend reinvestment.

Period	IX	ARES
1 month	+7.57%	+20.42%
3 months	-0.72%	-6.85%
6 months	+34.76%	-15.95%
1 year	+72.94%	-21.00%
5 years(CAGR)	+18.37%	+22.45%
10 years(CAGR)	+10.88%	+29.69%
Max(CAGR)	+4.68%	+22.29%

+7.57%

Winner

ARES

+20.42%

Winner

-0.72%

ARES

-6.85%

Winner

+34.76%

ARES

-15.95%

Winner

+72.94%

ARES

-21.00%

5Y(CAGR)

+18.37%

Winner

ARES

+22.45%

10Y(CAGR)

+10.88%

Winner

ARES

+29.69%

Max(CAGR)

+4.68%

Winner

ARES

+22.29%

IX vs ARES - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IX	ARES
2026	+14.43%	-23.13%
2025	+43.71%	-6.68%
2024	+18.94%	+57.27%
2023	+19.23%	+79.67%
2022	-19.73%	-10.48%
2021	+34.13%	+79.18%
2020	-5.55%	+38.20%
2019	+14.76%	+113.38%
2018	-16.02%	-6.51%
2017	+9.60%	+13.96%
2016	+14.83%	+58.10%
2015	+11.37%	-19.10%
2014	-27.49%	-5.54%
2013	+53.29%	N/A
2012	+35.53%	N/A
2011	-16.25%	N/A
2010	+41.30%	N/A
2009	+20.49%	N/A
2008	-65.61%	N/A
2007	-41.90%	N/A
2006	+11.34%	N/A
2005	+87.14%	N/A
2004	+63.85%	N/A
2003	+26.81%	N/A
2002	-27.50%	N/A
2001	-9.93%	N/A
2000	-57.65%	N/A
1999	+68.00%	N/A

IX vs ARES Drawdown Comparison

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

The maximum drawdown for ARES was -49.73%, occurring on Mar 12, 2026. This drawdown has not yet recovered.

The current IX drawdown is -7.80%. The current ARES drawdown is -33.40%.

Rank	IX	ARES
#1	-93.82% Apr 4, 2006 - Aug 7, 2025	-49.73% Jan 31, 2025 - Mar 12, 2026
#2	-83.18% Dec 29, 1999 - Dec 14, 2005	-45.88% Jun 15, 2015 - Dec 30, 2016
#3	-20.33% Feb 12, 2026 - Mar 30, 2026	-43.97% Feb 19, 2020 - Jun 22, 2020
#4	-15.58% Jan 9, 2006 - Mar 13, 2006	-38.04% Nov 17, 2021 - Feb 7, 2023
#5	-10.33% Nov 5, 1999 - Dec 1, 1999	-30.20% Mar 5, 2018 - Mar 14, 2019
#6	-8.44% Sep 16, 2025 - Nov 12, 2025	-23.08% Feb 24, 2017 - Jan 10, 2018
#7	-8.40% Dec 6, 1999 - Dec 17, 1999	-21.33% Jul 24, 2014 - Jan 26, 2015
#8	-5.29% Mar 14, 2006 - Mar 20, 2006	-15.95% Sep 18, 2019 - Nov 1, 2019
#9	-4.83% Nov 12, 2025 - Nov 25, 2025	-15.28% Feb 7, 2023 - Apr 18, 2023
#10	-3.38% Dec 17, 1999 - Dec 22, 1999	-14.14% Jan 24, 2018 - Mar 1, 2018
#11	-3.17% Dec 15, 2025 - Dec 23, 2025	-13.87% Mar 2, 2015 - Jun 11, 2015
#12	-2.97% Dec 23, 2005 - Jan 3, 2006	-13.68% Apr 5, 2021 - Jun 11, 2021
#13	-2.76% Jan 12, 2026 - Feb 3, 2026	-12.71% Jul 31, 2024 - Sep 17, 2024
#14	-2.44% Dec 14, 2005 - Dec 20, 2005	-11.42% May 15, 2024 - Jul 22, 2024
#15	-2.27% Aug 18, 2025 - Aug 22, 2025	-11.29% Oct 11, 2023 - Nov 29, 2023

Correlation

Correlation between IX and ARES is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2000 - 2026)

IX vs ARES dividend yield comparison.

Year	IX	ARES
2026	0.00%	1.07%
2025	3.43%	3.29%
2024	3.63%	2.10%
2023	3.22%	2.59%
2022	1.94%	3.57%
2021	0.00%	2.31%
2020	2.17%	3.40%
2019	0.00%	3.59%
2018	0.00%	7.50%
2017	1.41%	5.65%
2016	2.40%	4.32%
2015	0.00%	6.81%
2014	1.60%	2.45%
2013	0.67%	0.00%
2012	0.94%	0.00%
2011	1.11%	0.00%
2010	0.77%	0.00%
2009	0.97%	0.00%
2008	4.26%	0.00%
2006	0.12%	0.00%
2005	0.09%	0.00%
2004	0.16%	0.00%
2003	0.16%	0.00%
2002	0.18%	0.00%
2001	0.14%	0.00%
2000	0.11%	0.00%