IX vs BKR

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

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

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

IX vs BKR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

$45B

Winner

BKR

$46B

Max Drawdown

93.93%

Winner

BKR

75.39%

Sharpe Ratio

Winner

2.14

BKR

1.11

5Y Beta

Winner

0.83

BKR

1.02

Industry

Financial Conglomerates

BKR

Oil & Gas Equipment & Services

P/E Ratio

Winner

16.06

BKR

18.03

Forward P/E

Winner

14.24

BKR

21.28

PEG Ratio

Winner

0.70

BKR

2.26

Dividend Yield

Winner

2.44%

BKR

1.63%

5Y Dividends CAGR

Winner

33.36%

BKR

9.82%

5Y EPS CAGR

12.42%

BKR

N/A

Debt to Equity

145.86%

Winner

BKR

3.90%

Free Cash Flow Yield

Winner

19.07%

BKR

7.89%

P/S Ratio

3.38

Winner

BKR

2.01

P/B Ratio

Winner

1.59

BKR

2.90

IX vs BKR - Historical Returns

Returns include dividend reinvestment.

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

Winner

+2.30%

BKR

-4.41%

Winner

+31.91%

BKR

-12.73%

Winner

+32.39%

BKR

+4.78%

Winner

+74.70%

BKR

+27.75%

5Y(CAGR)

+21.28%

Winner

BKR

+25.60%

10Y(CAGR)

Winner

+13.32%

BKR

+7.46%

Max(CAGR)

+5.32%

Winner

BKR

+7.46%

IX vs BKR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IX	BKR
2026	+35.98%	+19.85%
2025	+43.71%	+11.95%
2024	+18.94%	+23.99%
2023	+19.23%	+21.79%
2022	-19.73%	+20.97%
2021	+34.13%	+18.01%
2020	-5.55%	-15.06%
2019	+14.76%	+25.57%
2018	-16.02%	-31.69%
2017	+9.60%	-14.16%
2016	+14.83%	N/A
2015	+11.37%	N/A
2014	-27.49%	N/A
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 BKR Drawdown Comparison

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

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

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

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

Correlation

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

0.92

-101

Dividend Comparison (2000 - 2026)

IX vs BKR dividend yield comparison.

Year	IX	BKR
2026	0.00%	0.82%
2025	3.43%	2.02%
2024	3.63%	2.05%
2023	3.22%	2.28%
2022	1.94%	2.47%
2021	0.00%	2.99%
2020	2.17%	3.45%
2019	0.00%	2.81%
2018	0.00%	3.35%
2017	1.41%	56.42%
2016	2.40%	0.00%
2014	1.60%	0.00%
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%