IX vs KDP

Comparison between Orix Corporation (IX, Company) and Keurig Dr Pepper Inc (KDP, Company).

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

5-Year PerformanceIX has outperformed KDP, delivering a return of +18.4% compared to -2.2%

IX vs KDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IX(COMPANY)	KDP(COMPANY)
Market Cap	$39B	$39B
Max Drawdown	93.93%	84.17%
Sharpe Ratio	2.24	-0.47
5Y Beta	0.81	0.17
Industry	Financial Conglomerates	Beverages - Non-alcoholic
P/E Ratio	16.61	21.18
Forward P/E	14.24	12.53
PEG Ratio	4.13	0.98
Dividend Yield	2.97%	3.23%
5Y Dividends CAGR	33.36%	13.90%
5Y EPS CAGR	-1.40%	4.93%
Debt to Equity	153.62%	90.60%
Free Cash Flow Yield	22.26%	4.07%
P/S Ratio	0.01	2.29
P/B Ratio	1.23	1.55

Market Cap

Winner

$39B

KDP

$39B

Max Drawdown

93.93%

Winner

KDP

84.17%

Sharpe Ratio

Winner

2.24

KDP

-0.47

5Y Beta

0.81

Winner

KDP

0.17

Industry

Financial Conglomerates

KDP

Beverages - Non-alcoholic

P/E Ratio

Winner

16.61

KDP

21.18

Forward P/E

14.24

Winner

KDP

12.53

PEG Ratio

4.13

Winner

KDP

0.98

Dividend Yield

2.97%

Winner

KDP

3.23%

5Y Dividends CAGR

Winner

33.36%

KDP

13.90%

5Y EPS CAGR

-1.40%

Winner

KDP

4.93%

Debt to Equity

153.62%

Winner

KDP

90.60%

Free Cash Flow Yield

Winner

22.26%

KDP

4.07%

P/S Ratio

Winner

0.01

KDP

2.29

P/B Ratio

Winner

1.23

KDP

1.55

IX vs KDP - Historical Returns

Returns include dividend reinvestment.

Period	IX	KDP
1 month	+7.57%	+11.57%
3 months	-0.72%	+2.01%
6 months	+34.76%	+12.96%
1 year	+72.94%	-12.73%
5 years(CAGR)	+18.37%	-2.16%
10 years(CAGR)	+10.88%	+8.13%
Max(CAGR)	+4.68%	+13.10%

+7.57%

Winner

KDP

+11.57%

-0.72%

Winner

KDP

+2.01%

Winner

+34.76%

KDP

+12.96%

Winner

+72.94%

KDP

-12.73%

5Y(CAGR)

Winner

+18.37%

KDP

-2.16%

10Y(CAGR)

Winner

+10.88%

KDP

+8.13%

Max(CAGR)

+4.68%

Winner

KDP

+13.10%

IX vs KDP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IX	KDP
2026	+14.43%	+4.88%
2025	+43.71%	-9.12%
2024	+18.94%	-1.19%
2023	+19.23%	-3.94%
2022	-19.73%	-0.82%
2021	+34.13%	+19.02%
2020	-5.55%	+13.23%
2019	+14.76%	+17.05%
2018	-16.02%	+54.52%
2017	+9.60%	+9.51%
2016	+14.83%	+0.63%
2015	+11.37%	+33.35%
2014	-27.49%	+54.51%
2013	+53.29%	+10.45%
2012	+35.53%	+18.95%
2011	-16.25%	+15.10%
2010	+41.30%	+23.81%
2009	+20.49%	+71.91%
2008	-65.61%	-39.93%
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 KDP Drawdown Comparison

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

The maximum drawdown for KDP was -57.42%, occurring on Mar 9, 2009. Recovery took 357 trading sessions.

The current IX drawdown is -7.80%. The current KDP drawdown is -20.24%.

Rank	IX	KDP
#1	-93.82% Apr 4, 2006 - Aug 7, 2025	-57.42% Apr 30, 2008 - Sep 29, 2009
#2	-83.18% Dec 29, 1999 - Dec 14, 2005	-36.87% Nov 27, 2019 - Jul 27, 2020
#3	-20.33% Feb 12, 2026 - Mar 30, 2026	-31.18% Aug 16, 2022 - Oct 6, 2025
#4	-15.58% Jan 9, 2006 - Mar 13, 2006	-18.22% Jul 6, 2011 - Jun 7, 2012
#5	-10.33% Nov 5, 1999 - Dec 1, 1999	-15.88% Jul 29, 2016 - Mar 22, 2017
#6	-8.44% Sep 16, 2025 - Nov 12, 2025	-14.89% Jul 26, 2010 - Apr 27, 2011
#7	-8.40% Dec 6, 1999 - Dec 17, 1999	-13.60% Nov 9, 2018 - Feb 13, 2019
#8	-5.29% Mar 14, 2006 - Mar 20, 2006	-13.52% Jun 20, 2019 - Nov 21, 2019
#9	-4.83% Nov 12, 2025 - Nov 25, 2025	-13.49% Apr 18, 2017 - Dec 29, 2017
#10	-3.38% Dec 17, 1999 - Dec 22, 1999	-13.49% Jul 29, 2020 - Dec 17, 2020
#11	-3.17% Dec 15, 2025 - Dec 23, 2025	-12.96% Oct 9, 2009 - Feb 25, 2010
#12	-2.97% Dec 23, 2005 - Jan 3, 2006	-12.42% May 15, 2013 - Jan 21, 2014
#13	-2.76% Jan 12, 2026 - Feb 3, 2026	-12.17% Jan 14, 2022 - Aug 1, 2022
#14	-2.44% Dec 14, 2005 - Dec 20, 2005	-11.51% Feb 13, 2019 - Apr 26, 2019
#15	-2.27% Aug 18, 2025 - Aug 22, 2025	-11.06% Mar 22, 2010 - May 12, 2010

Correlation

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

0.74

-101

Dividend Comparison (2000 - 2026)

IX vs KDP dividend yield comparison.

Year	IX	KDP
2026	0.00%	1.60%
2025	3.43%	3.28%
2024	3.63%	2.72%
2023	3.22%	2.45%
2022	1.94%	2.14%
2021	0.00%	1.83%
2020	2.17%	1.88%
2019	0.00%	2.07%
2018	0.00%	407.49%
2017	1.41%	2.39%
2016	2.40%	2.34%
2015	0.00%	2.06%
2014	1.60%	2.29%
2013	0.67%	3.12%
2012	0.94%	3.08%
2011	1.11%	3.06%
2010	0.77%	2.56%
2009	0.97%	0.53%
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%