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IX vs EXC

Comparison between Orix Corporation (IX, Company) and Exelon Corp (EXC, Company).

IX is from the Financial Services sector, while EXC is from the Utilities sector.

5-Year PerformanceIX has outperformed EXC, delivering a return of +20.6% compared to +10.0%

IX vs EXC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
IX
$46B
Winner
EXC
$47B
Max Drawdown
IX
93.93%
Winner
EXC
72.22%
Sharpe Ratio
Winner
IX
2.13
EXC
0.16
5Y Beta
IX
0.78
Winner
EXC
-0.07
Industry
IX
Financial Conglomerates
EXC
Utilities - Regulated Electric
P/E Ratio
Winner
IX
16.38
EXC
16.75
Forward P/E
Winner
IX
14.24
EXC
16.08
PEG Ratio
Winner
IX
0.72
EXC
12.11
Dividend Yield
IX
2.46%
Winner
EXC
3.58%
5Y Dividends CAGR
Winner
IX
33.35%
EXC
8.49%
5Y EPS CAGR
IX
12.42%
Winner
EXC
15.19%
Debt to Equity
Winner
IX
145.86%
EXC
165.53%
Free Cash Flow Yield
Winner
IX
18.70%
EXC
-4.62%
P/S Ratio
Winner
IX
0.01
EXC
1.86
P/B Ratio
Winner
IX
1.55
EXC
1.59

IX vs EXC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IX
+3.51%
EXC
-3.68%
3M
Winner
IX
+20.97%
EXC
+1.61%
6M
Winner
IX
+27.71%
EXC
+4.08%
1Y
Winner
IX
+77.37%
EXC
+4.22%
5Y(CAGR)
Winner
IX
+20.57%
EXC
+9.97%
10Y(CAGR)
Winner
IX
+13.73%
EXC
+9.69%
Max(CAGR)
IX
+5.42%
Winner
EXC
+8.48%

IX vs EXC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXEXC
2026+39.88%+5.05%
2025+43.71%+19.99%
2024+18.94%+8.55%
2023+19.23%-13.84%
2022-19.73%+9.61%
2021+34.13%+45.02%
2020-5.55%-3.55%
2019+14.76%+6.72%
2018-16.02%+17.79%
2017+9.60%+16.03%
2016+14.83%+31.86%
2015+11.37%-23.18%
2014-27.49%+41.75%
2013+53.29%-3.74%
2012+35.53%-25.11%
2011-16.25%+8.63%
2010+41.30%-10.46%
2009+20.49%-10.90%
2008-65.61%-28.58%
2007-41.90%+33.97%
2006+11.34%+16.54%
2005+87.14%+27.00%
2004+63.85%+38.30%
2003+26.81%+27.70%
2002-27.50%+12.68%
2001-9.93%-27.16%
2000-57.65%+112.20%
1999+68.00%-8.97%

IX vs EXC Drawdown Comparison

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

The maximum drawdown for EXC was -62.24%, occurring on Jan 3, 2014. Recovery took 3352 trading sessions.

The current IX drawdown is -0.15%. The current EXC drawdown is -9.03%.

RankIXEXC
#1-93.82%
Apr 4, 2006 - Aug 7, 2025
-62.24%
Jul 10, 2008 - Nov 1, 2021
#2-83.18%
Dec 29, 1999 - Dec 14, 2005
-40.74%
Dec 27, 2000 - Oct 1, 2003
#3-20.33%
Feb 12, 2026 - May 11, 2026
-29.05%
Apr 20, 2022 - Mar 28, 2025
#4-15.58%
Jan 9, 2006 - Mar 13, 2006
-17.61%
Nov 3, 1999 - Jan 13, 2000
#5-10.33%
Nov 5, 1999 - Dec 1, 1999
-17.40%
Jul 19, 2007 - Oct 31, 2007
#6-8.44%
Sep 16, 2025 - Nov 12, 2025
-17.29%
Sep 16, 2005 - Jan 17, 2006
#7-8.40%
Dec 6, 1999 - Dec 17, 1999
-15.58%
Jan 9, 2008 - Apr 16, 2008
#8-5.75%
Jun 22, 2026 - Jul 15, 2026
-15.13%
Feb 3, 2000 - Apr 13, 2000
#9-5.64%
Jul 15, 2026 - Aug 5, 2026
-13.74%
Mar 16, 2026 - May 15, 2026
#10-5.29%
Mar 14, 2006 - Mar 20, 2006
-11.88%
May 24, 2000 - Aug 4, 2000
#11-5.11%
May 26, 2026 - Jun 18, 2026
-11.81%
Jan 24, 2006 - Jun 2, 2006
#12-4.83%
Nov 12, 2025 - Nov 25, 2025
-10.87%
May 18, 2007 - Jul 18, 2007
#13-3.45%
May 13, 2026 - May 20, 2026
-10.29%
Oct 20, 2025 - Feb 13, 2026
#14-3.38%
Dec 17, 1999 - Dec 22, 1999
-10.10%
Apr 22, 2025 - Oct 7, 2025
#15-3.17%
Dec 15, 2025 - Dec 23, 2025
-9.65%
Oct 2, 2000 - Oct 17, 2000

Correlation

Correlation between IX and EXC is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

IX vs EXC dividend yield comparison.

YearIXEXC
20260.00%1.85%
20253.43%3.67%
20243.63%5.05%
20233.22%4.01%
20221.94%3.12%
20210.00%2.65%
20202.17%3.62%
20190.00%3.18%
20180.00%3.06%
20171.41%3.32%
20162.40%3.56%
20150.00%4.46%
20141.60%3.34%
20130.67%5.31%
20120.94%7.06%
20111.11%4.84%
20100.77%5.04%
20090.97%4.30%
20084.26%3.64%
20070.00%2.16%
20060.12%2.59%
20050.09%3.01%
20040.16%2.85%
20030.16%2.89%
20020.18%3.33%
20010.14%3.80%
20000.11%1.65%
19990.00%0.72%

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