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IX vs AU

Comparison between Orix Corporation (IX, Company) and AngloGold Ashanti Plc. (AU, Company).

IX is from the Financial Services sector, while AU is from the Basic Materials sector.

5-Year PerformanceAU has outperformed IX, delivering a return of +40.7% compared to +21.8%

IX vs AU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IX
$46B
Winner
AU
$46B
Max Drawdown
IX
93.93%
Winner
AU
90.72%
Sharpe Ratio
Winner
IX
2.48
AU
1.41
5Y Beta
Winner
IX
0.82
AU
0.83
Industry
IX
Financial Conglomerates
AU
Gold
P/E Ratio
IX
19.56
Winner
AU
13.25
Forward P/E
IX
14.24
Winner
AU
10.18
PEG Ratio
IX
4.86
Winner
AU
0.08
Dividend Yield
IX
2.51%
Winner
AU
4.90%
5Y Dividends CAGR
IX
33.35%
Winner
AU
57.96%
5Y EPS CAGR
IX
-1.40%
Winner
AU
14.91%
Debt to Equity
IX
153.62%
Winner
AU
26.78%
Free Cash Flow Yield
Winner
IX
18.91%
AU
8.72%

IX vs AU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IX
+8.81%
AU
-1.62%
3M
Winner
IX
+33.08%
AU
-0.47%
6M
Winner
IX
+38.83%
AU
+9.28%
1Y
IX
+92.73%
Winner
AU
+99.53%
5Y(CAGR)
IX
+21.85%
Winner
AU
+40.65%
10Y(CAGR)
IX
+13.91%
Winner
AU
+21.13%
Max(CAGR)
IX
+5.34%
Winner
AU
+6.56%

IX vs AU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXAU
2026+36.15%+9.39%
2025+43.71%+268.02%
2024+18.94%+28.57%
2023+19.23%-6.25%
2022-19.73%-0.82%
2021+34.13%-15.64%
2020-5.55%+0.40%
2019+14.76%+76.34%
2018-16.02%+20.08%
2017+9.60%-7.33%
2016+14.83%+40.88%
2015+11.37%-19.13%
2014-27.49%-28.43%
2013+53.29%-62.39%
2012+35.53%-27.41%
2011-16.25%-11.92%
2010+41.30%+17.32%
2009+20.49%+46.15%
2008-65.61%-39.32%
2007-41.90%-5.20%
2006+11.34%-9.35%
2005+87.14%+43.03%
2004+63.85%-20.36%
2003+26.81%+39.09%
2002-27.50%+99.99%
2001-9.93%+30.86%
2000-57.65%-37.94%
1999+68.00%-4.85%

IX vs AU Drawdown Comparison

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

The maximum drawdown for AU was -90.13%, occurring on Aug 5, 2015. Recovery took 4873 trading sessions.

The current AU drawdown is -27.00%.

RankIXAU
#1-93.82%
Apr 4, 2006 - Aug 7, 2025
-90.13%
Jan 31, 2006 - Jun 13, 2025
#2-83.18%
Dec 29, 1999 - Dec 14, 2005
-54.88%
Nov 10, 1999 - Mar 27, 2002
#3-20.33%
Feb 12, 2026 - May 11, 2026
-40.51%
May 28, 2002 - Dec 13, 2002
#4-15.58%
Jan 9, 2006 - Mar 13, 2006
-38.29%
Dec 2, 2003 - Dec 22, 2005
#5-10.33%
Nov 5, 1999 - Dec 1, 1999
-36.96%
Mar 2, 2026 - Jun 10, 2026
#6-8.44%
Sep 16, 2025 - Nov 12, 2025
-26.77%
Jan 24, 2003 - Aug 19, 2003
#7-8.40%
Dec 6, 1999 - Dec 17, 1999
-19.75%
Jan 28, 2026 - Feb 23, 2026
#8-5.29%
Mar 14, 2006 - Mar 20, 2006
-19.02%
Oct 16, 2025 - Nov 11, 2025
#9-5.11%
May 26, 2026 - Jun 18, 2026
-13.69%
Jun 13, 2025 - Jul 22, 2025
#10-4.83%
Nov 12, 2025 - Nov 25, 2025
-12.90%
Sep 23, 2003 - Nov 12, 2003
#11-3.45%
May 13, 2026 - May 20, 2026
-12.66%
Mar 27, 2002 - Apr 24, 2002
#12-3.38%
Dec 17, 1999 - Dec 22, 1999
-10.94%
Jul 22, 2025 - Aug 4, 2025
#13-3.17%
Dec 15, 2025 - Dec 23, 2025
-10.52%
Aug 6, 2025 - Sep 2, 2025
#14-2.97%
Dec 23, 2005 - Jan 3, 2006
-10.42%
Nov 26, 2025 - Dec 22, 2025
#15-2.76%
Jan 12, 2026 - Feb 3, 2026
-8.66%
Nov 12, 2025 - Nov 26, 2025

Correlation

Correlation between IX and AU is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47
-101

Dividend Comparison (2000 - 2026)

IX vs AU dividend yield comparison.

YearIXAU
20260.00%3.18%
20253.43%2.96%
20243.63%1.78%
20233.22%1.14%
20221.94%2.26%
20210.00%2.58%
20202.17%0.49%
20190.00%0.30%
20180.00%0.47%
20171.41%0.93%
20162.40%0.00%
20141.60%0.58%
20130.67%0.88%
20120.94%1.67%
20111.11%0.81%
20100.77%0.38%
20090.97%0.32%
20084.26%0.47%
20070.00%1.05%
20060.12%0.83%
20050.09%1.14%
20040.16%2.08%
20030.16%2.84%
20020.18%3.29%
20010.14%4.32%
20000.11%9.35%

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