IX vs LITE

Comparison between Orix Corporation (IX, Company) and Lumentum Holdings Inc (LITE, Company).

IX is from the Financial Services sector, while LITE is from the Technology sector.

5-Year PerformanceLITE has outperformed IX, delivering a return of +57.1% compared to +20.3%

IX vs LITE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IX(COMPANY)	LITE(COMPANY)
Market Cap	$44B	$43B
Max Drawdown	93.93%	66.89%
Sharpe Ratio	2.19	2.44
5Y Beta	0.80	2.50
Industry	Financial Conglomerates	Communication Equipment
P/E Ratio	15.51	96.82
Forward P/E	14.24	31.95
PEG Ratio	0.68	0.63
Dividend Yield	2.53%	N/A
5Y Dividends CAGR	33.35%	N/A
5Y EPS CAGR	12.42%	4.88%
Debt to Equity	145.86%	110.37%
Free Cash Flow Yield	19.74%	0.26%
P/S Ratio	3.31	20.38
P/B Ratio	1.56	18.63

Market Cap

Winner

$44B

LITE

$43B

Max Drawdown

93.93%

Winner

LITE

66.89%

Sharpe Ratio

2.19

Winner

LITE

2.44

5Y Beta

Winner

0.80

LITE

2.50

Industry

Financial Conglomerates

LITE

Communication Equipment

P/E Ratio

Winner

15.51

LITE

96.82

Forward P/E

Winner

14.24

LITE

31.95

PEG Ratio

0.68

Winner

LITE

0.63

Dividend Yield

2.53%

LITE

N/A

5Y Dividends CAGR

33.35%

LITE

N/A

5Y EPS CAGR

Winner

12.42%

LITE

4.88%

Debt to Equity

145.86%

Winner

LITE

110.37%

Free Cash Flow Yield

Winner

19.74%

LITE

0.26%

P/S Ratio

Winner

3.31

LITE

20.38

P/B Ratio

Winner

1.56

LITE

18.63

IX vs LITE - Historical Returns

Returns include dividend reinvestment.

Period	IX	LITE
1 month	+2.33%	+7.08%
3 months	+21.64%	-20.11%
6 months	+29.60%	+79.24%
1 year	+75.33%	+601.78%
5 years(CAGR)	+20.28%	+57.10%
10 years(CAGR)	+13.65%	+38.17%
Max(CAGR)	+5.30%	+38.82%

+2.33%

Winner

LITE

+7.08%

Winner

+21.64%

LITE

-20.11%

+29.60%

Winner

LITE

+79.24%

+75.33%

Winner

LITE

+601.78%

5Y(CAGR)

+20.28%

Winner

LITE

+57.10%

10Y(CAGR)

+13.65%

Winner

LITE

+38.17%

Max(CAGR)

+5.30%

Winner

LITE

+38.82%

IX vs LITE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IX	LITE
2026	+35.54%	+101.99%
2025	+43.71%	+330.60%
2024	+18.94%	+61.32%
2023	+19.23%	-0.61%
2022	-19.73%	-51.30%
2021	+34.13%	+9.36%
2020	-5.55%	+14.63%
2019	+14.76%	+86.19%
2018	-16.02%	-16.23%
2017	+9.60%	+31.10%
2016	+14.83%	+73.09%
2015	+11.37%	+4.11%
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 LITE Drawdown Comparison

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

The maximum drawdown for LITE was -66.89%, occurring on Oct 27, 2023. Recovery took 1140 trading sessions.

The current IX drawdown is -1.53%. The current LITE drawdown is -25.94%.

Rank	IX	LITE
#1	-93.82% Apr 4, 2006 - Aug 7, 2025	-66.89% Jan 12, 2021 - Jul 29, 2025
#2	-83.18% Dec 29, 1999 - Dec 14, 2005	-48.77% Mar 14, 2018 - Nov 27, 2019
#3	-20.33% Feb 12, 2026 - May 11, 2026	-42.80% May 11, 2026 - Jul 29, 2026
#4	-15.58% Jan 9, 2006 - Mar 13, 2006	-37.31% Jul 24, 2017 - Mar 9, 2018
#5	-10.33% Nov 5, 1999 - Dec 1, 1999	-34.14% Aug 18, 2015 - Dec 16, 2015
#6	-8.44% Sep 16, 2025 - Nov 12, 2025	-33.07% Feb 12, 2020 - Aug 3, 2020
#7	-8.40% Dec 6, 1999 - Dec 17, 1999	-28.70% Mar 2, 2026 - Mar 24, 2026
#8	-5.75% Jun 22, 2026 - Jul 15, 2026	-26.49% Aug 4, 2020 - Dec 22, 2020
#9	-5.64% Jul 15, 2026 - Jul 20, 2026	-24.49% Oct 10, 2016 - Feb 8, 2017
#10	-5.29% Mar 14, 2006 - Mar 20, 2006	-21.85% Mar 28, 2017 - May 16, 2017
#11	-5.11% May 26, 2026 - Jun 18, 2026	-20.94% Apr 8, 2016 - Jul 22, 2016
#12	-4.83% Nov 12, 2025 - Nov 25, 2025	-18.41% Jan 6, 2026 - Feb 2, 2026
#13	-3.45% May 13, 2026 - May 20, 2026	-18.35% Mar 24, 2026 - Apr 2, 2026
#14	-3.38% Dec 17, 1999 - Dec 22, 1999	-17.98% Feb 21, 2017 - Mar 24, 2017
#15	-3.17% Dec 15, 2025 - Dec 23, 2025	-16.62% Dec 30, 2015 - Feb 5, 2016