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IX vs CCEP

Comparison between Orix Corporation (IX, Company) and Coca-Cola Europacific Partners Plc (CCEP, Company).

IX is from the Financial Services sector, while CCEP is from the Consumer Defensive sector.

5-Year PerformanceIX has outperformed CCEP, delivering a return of +20.0% compared to +13.4%

IX vs CCEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IX
$44B
Winner
CCEP
$44B
Max Drawdown
IX
93.93%
Winner
CCEP
73.48%
Sharpe Ratio
Winner
IX
2.27
CCEP
0.37
5Y Beta
IX
0.83
Winner
CCEP
0.24
Industry
IX
Financial Conglomerates
CCEP
Beverages - Non-alcoholic
P/E Ratio
IX
18.58
Winner
CCEP
11.77
Forward P/E
Winner
IX
14.24
CCEP
19.42
PEG Ratio
IX
4.62
Winner
CCEP
0.61
Dividend Yield
Winner
IX
2.55%
CCEP
2.42%
5Y Dividends CAGR
Winner
IX
33.35%
CCEP
26.89%
5Y EPS CAGR
IX
-1.40%
Winner
CCEP
17.83%
Debt to Equity
IX
153.62%
Winner
CCEP
137.77%
Free Cash Flow Yield
Winner
IX
19.90%
CCEP
11.21%
P/S Ratio
Winner
IX
0.01
CCEP
2.07
P/B Ratio
Winner
IX
1.49
CCEP
4.78

IX vs CCEP - Historical Returns

Returns include dividend reinvestment.

1M
IX
+4.80%
Winner
CCEP
+11.25%
3M
Winner
IX
+26.39%
CCEP
-0.13%
6M
Winner
IX
+30.96%
CCEP
+9.29%
1Y
Winner
IX
+81.90%
CCEP
+10.00%
5Y(CAGR)
Winner
IX
+19.97%
CCEP
+13.37%
10Y(CAGR)
IX
+13.40%
Winner
CCEP
+13.51%
Max(CAGR)
IX
+5.17%
Winner
CCEP
+7.40%

IX vs CCEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXCCEP
2026+30.25%+13.91%
2025+43.71%+21.59%
2024+18.94%+18.83%
2023+19.23%+26.69%
2022-19.73%+1.56%
2021+34.13%+19.10%
2020-5.55%+0.21%
2019+14.76%+16.16%
2018-16.02%+18.99%
2017+9.60%+30.87%
2016+14.83%-33.63%
2015+11.37%+14.88%
2014-27.49%+3.69%
2013+53.29%+37.78%
2012+35.53%+25.43%
2011-16.25%+3.21%
2010+41.30%+17.79%
2009+20.49%+74.74%
2008-65.61%-52.29%
2007-41.90%+28.30%
2006+11.34%+7.24%
2005+87.14%-7.86%
2004+63.85%-3.36%
2003+26.81%-0.95%
2002-27.50%+12.94%
2001-9.93%+4.01%
2000-57.65%-3.92%
1999+68.00%-20.13%

IX vs CCEP Drawdown Comparison

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

The maximum drawdown for CCEP was -72.11%, occurring on Nov 20, 2008. Recovery took 1441 trading sessions.

The current IX drawdown is -3.78%. The current CCEP drawdown is -9.01%.

RankIXCCEP
#1-93.82%
Apr 4, 2006 - Aug 7, 2025
-72.11%
Jun 22, 2004 - Mar 12, 2010
#2-83.18%
Dec 29, 1999 - Dec 14, 2005
-51.12%
Feb 4, 2000 - Jun 8, 2004
#3-20.33%
Feb 12, 2026 - May 11, 2026
-48.77%
Oct 18, 2019 - Apr 28, 2021
#4-15.58%
Jan 9, 2006 - Mar 13, 2006
-41.53%
May 10, 2016 - Mar 26, 2019
#5-10.33%
Nov 5, 1999 - Dec 1, 1999
-33.60%
Nov 3, 1999 - Jan 25, 2000
#6-8.44%
Sep 16, 2025 - Nov 12, 2025
-30.79%
Oct 1, 2010 - Sep 6, 2012
#7-8.40%
Dec 6, 1999 - Dec 17, 1999
-29.48%
Jun 22, 2021 - Mar 31, 2023
#8-5.29%
Mar 14, 2006 - Mar 20, 2006
-18.21%
Feb 27, 2026 - May 15, 2026
#9-5.11%
May 26, 2026 - Jun 5, 2026
-17.58%
Jul 24, 2014 - Jul 31, 2015
#10-4.83%
Nov 12, 2025 - Nov 25, 2025
-14.49%
Aug 6, 2015 - Apr 6, 2016
#11-3.45%
May 13, 2026 - May 20, 2026
-14.35%
May 16, 2023 - Dec 22, 2023
#12-3.38%
Dec 17, 1999 - Dec 22, 1999
-13.95%
Jul 24, 2025 - Feb 12, 2026
#13-3.17%
Dec 15, 2025 - Dec 23, 2025
-13.65%
Apr 14, 2010 - Jul 26, 2010
#14-2.97%
Dec 23, 2005 - Jan 3, 2006
-12.51%
May 15, 2013 - Sep 4, 2013
#15-2.76%
Jan 12, 2026 - Feb 3, 2026
-12.42%
Jan 26, 2000 - Feb 1, 2000

Correlation

Correlation between IX and CCEP is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (1999 - 2026)

IX vs CCEP dividend yield comparison.

YearIXCCEP
20260.00%0.97%
20253.43%2.57%
20243.63%2.77%
20233.22%2.95%
20221.94%3.07%
20210.00%2.90%
20202.17%2.01%
20190.00%2.71%
20180.00%2.73%
20171.41%2.97%
20162.40%3.65%
20150.00%2.27%
20141.60%2.26%
20130.67%1.81%
20120.94%2.02%
20111.11%1.98%
20100.77%1.56%
20090.97%1.42%
20084.26%2.33%
20070.00%0.92%
20060.12%1.18%
20050.09%0.83%
20040.16%0.77%
20030.16%0.73%
20020.18%0.74%
20010.14%0.84%
20000.11%0.84%
19990.00%0.20%

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