IX vs FERG

Comparison between Orix Corporation (IX, Company) and Ferguson Plc. (FERG, Company).

IX is from the Financial Services sector, while FERG is from the Industrials sector.

5-Year PerformanceIX has outperformed FERG, delivering a return of +20.3% compared to +14.4%

IX vs FERG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IX(COMPANY)	FERG(COMPANY)
Market Cap	$44B	$44B
Max Drawdown	93.93%	56.03%
Sharpe Ratio	2.19	0.20
5Y Beta	0.80	0.99
Industry	Financial Conglomerates	Industrial Distribution
P/E Ratio	15.51	25.53
Forward P/E	14.24	18.08
PEG Ratio	0.68	1.42
Dividend Yield	2.53%	1.85%
5Y Dividends CAGR	33.35%	-1.25%
5Y EPS CAGR	12.42%	N/A
Debt to Equity	145.86%	70.26%
Free Cash Flow Yield	19.74%	5.32%
P/S Ratio	3.31	1.41
P/B Ratio	1.56	7.66

Market Cap

$44B

Winner

FERG

$44B

Max Drawdown

93.93%

Winner

FERG

56.03%

Sharpe Ratio

Winner

2.19

FERG

0.20

5Y Beta

Winner

0.80

FERG

0.99

Industry

Financial Conglomerates

FERG

Industrial Distribution

P/E Ratio

Winner

15.51

FERG

25.53

Forward P/E

Winner

14.24

FERG

18.08

PEG Ratio

Winner

0.68

FERG

1.42

Dividend Yield

Winner

2.53%

FERG

1.85%

5Y Dividends CAGR

Winner

33.35%

FERG

-1.25%

5Y EPS CAGR

12.42%

FERG

N/A

Debt to Equity

145.86%

Winner

FERG

70.26%

Free Cash Flow Yield

Winner

19.74%

FERG

5.32%

P/S Ratio

3.31

Winner

FERG

1.41

P/B Ratio

Winner

1.56

FERG

7.66

IX vs FERG - Historical Returns

Returns include dividend reinvestment.

Period	IX	FERG
1 month	+2.33%	+8.62%
3 months	+21.64%	-3.73%
6 months	+29.60%	-2.18%
1 year	+75.33%	+12.72%
5 years(CAGR)	+20.28%	+14.40%
10 years(CAGR)	+13.65%	+18.85%
Max(CAGR)	+5.30%	+18.01%

+2.33%

Winner

FERG

+8.62%

Winner

+21.64%

FERG

-3.73%

Winner

+29.60%

FERG

-2.18%

Winner

+75.33%

FERG

+12.72%

5Y(CAGR)

Winner

+20.28%

FERG

+14.40%

10Y(CAGR)

+13.65%

Winner

FERG

+18.85%

Max(CAGR)

+5.30%

Winner

FERG

+18.01%

IX vs FERG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IX	FERG
2026	+35.54%	+12.01%
2025	+43.71%	+30.04%
2024	+18.94%	-6.46%
2023	+19.23%	+53.08%
2022	-19.73%	-27.90%
2021	+34.13%	+54.00%
2020	-5.55%	+34.00%
2019	+14.76%	+50.17%
2018	-16.02%	-14.61%
2017	+9.60%	+23.85%
2016	+14.83%	+10.45%
2015	+11.37%	-3.66%
2014	-27.49%	+6.98%
2013	+53.29%	+16.74%
2012	+35.53%	+63.25%
2011	-16.25%	-4.03%
2010	+41.30%	+47.62%
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 FERG Drawdown Comparison

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

The maximum drawdown for FERG was -55.35%, occurring on Mar 23, 2020. Recovery took 129 trading sessions.

The current IX drawdown is -1.53%. The current FERG drawdown is -6.21%.

Rank	IX	FERG
#1	-93.82% Apr 4, 2006 - Aug 7, 2025	-55.35% Feb 13, 2020 - Aug 18, 2020
#2	-83.18% Dec 29, 1999 - Dec 14, 2005	-43.31% Jan 3, 2022 - Dec 5, 2023
#3	-20.33% Feb 12, 2026 - May 11, 2026	-36.62% Feb 8, 2011 - Feb 23, 2012
#4	-15.58% Jan 9, 2006 - Mar 13, 2006	-32.93% Dec 4, 2024 - Jul 1, 2025
#5	-10.33% Nov 5, 1999 - Dec 1, 1999	-29.14% Jul 14, 2015 - Oct 4, 2017
#6	-8.44% Sep 16, 2025 - Nov 12, 2025	-27.86% Sep 27, 2018 - Oct 22, 2019
#7	-8.40% Dec 6, 1999 - Dec 17, 1999	-19.84% Feb 23, 2010 - Oct 7, 2010
#8	-5.75% Jun 22, 2026 - Jul 15, 2026	-18.31% Feb 11, 2026 - Apr 30, 2026
#9	-5.64% Jul 15, 2026 - Jul 20, 2026	-17.51% Apr 30, 2026 - May 18, 2026
#10	-5.29% Mar 14, 2006 - Mar 20, 2006	-16.64% Apr 5, 2024 - Dec 4, 2024
#11	-5.11% May 26, 2026 - Jun 18, 2026	-14.90% Mar 5, 2014 - Jan 21, 2015
#12	-4.83% Nov 12, 2025 - Nov 25, 2025	-12.40% Nov 11, 2025 - Jan 23, 2026
#13	-3.45% May 13, 2026 - May 20, 2026	-11.22% Sep 5, 2025 - Oct 14, 2025
#14	-3.38% Dec 17, 1999 - Dec 22, 1999	-10.33% Mar 23, 2012 - Aug 23, 2012
#15	-3.17% Dec 15, 2025 - Dec 23, 2025	-9.71% Jan 17, 2018 - Apr 19, 2018

Correlation

Correlation between IX and FERG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2000 - 2026)

IX vs FERG dividend yield comparison.

Year	IX	FERG
2026	0.00%	1.07%
2025	3.43%	1.12%
2024	3.63%	1.84%
2023	3.22%	1.57%
2022	1.94%	2.76%
2021	0.00%	2.34%
2020	2.17%	2.33%
2019	0.00%	2.43%
2018	0.00%	3.75%
2017	1.41%	3.52%
2016	2.40%	1.11%
2014	1.60%	1.44%
2013	0.67%	3.34%
2012	0.94%	3.47%
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%