IX vs MSCI

Comparison between Orix Corporation (IX, Company) and MSCI Inc (MSCI, Company).

Both IX and MSCI are from the Financial Services sector.

5-Year PerformanceIX has outperformed MSCI, delivering a return of +19.0% compared to +6.9%

IX vs MSCI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IX(COMPANY)	MSCI(COMPANY)
Market Cap	$44B	$44B
Max Drawdown	93.93%	69.06%
Sharpe Ratio	2.24	0.35
5Y Beta	0.83	0.72
Industry	Financial Conglomerates	Financial Data & Stock Exchanges
P/E Ratio	18.80	34.12
Forward P/E	14.24	31.35
PEG Ratio	4.67	1.63
Dividend Yield	2.52%	1.20%
5Y Dividends CAGR	33.36%	24.94%
5Y EPS CAGR	-1.40%	17.64%
Debt to Equity	153.62%	-230.84%
Free Cash Flow Yield	19.67%	3.55%
P/S Ratio	0.01	14.17
P/B Ratio	1.50	37.57

Market Cap

Winner

$44B

MSCI

$44B

Max Drawdown

93.93%

Winner

MSCI

69.06%

Sharpe Ratio

Winner

2.24

MSCI

0.35

5Y Beta

0.83

Winner

MSCI

0.72

Industry

Financial Conglomerates

MSCI

Financial Data & Stock Exchanges

P/E Ratio

Winner

18.80

MSCI

34.12

Forward P/E

Winner

14.24

MSCI

31.35

PEG Ratio

4.67

Winner

MSCI

1.63

Dividend Yield

Winner

2.52%

MSCI

1.20%

5Y Dividends CAGR

Winner

33.36%

MSCI

24.94%

5Y EPS CAGR

-1.40%

Winner

MSCI

17.64%

Debt to Equity

153.62%

Winner

MSCI

-230.84%

Free Cash Flow Yield

Winner

19.67%

MSCI

3.55%

P/S Ratio

Winner

0.01

MSCI

14.17

P/B Ratio

Winner

1.50

MSCI

37.57

IX vs MSCI - Historical Returns

Returns include dividend reinvestment.

Period	IX	MSCI
1 month	+13.99%	+6.34%
3 months	+21.29%	+9.10%
6 months	+36.16%	+15.21%
1 year	+82.69%	+10.64%
5 years(CAGR)	+18.97%	+6.88%
10 years(CAGR)	+12.79%	+24.42%
Max(CAGR)	+5.12%	+19.42%

Winner

+13.99%

MSCI

+6.34%

Winner

+21.29%

MSCI

+9.10%

Winner

+36.16%

MSCI

+15.21%

Winner

+82.69%

MSCI

+10.64%

5Y(CAGR)

Winner

+18.97%

MSCI

+6.88%

10Y(CAGR)

+12.79%

Winner

MSCI

+24.42%

Max(CAGR)

+5.12%

Winner

MSCI

+19.42%

IX vs MSCI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IX	MSCI
2026	+28.45%	+9.71%
2025	+43.71%	-2.69%
2024	+18.94%	+9.21%
2023	+19.23%	+23.97%
2022	-19.73%	-21.13%
2021	+34.13%	+40.95%
2020	-5.55%	+69.23%
2019	+14.76%	+77.76%
2018	-16.02%	+16.88%
2017	+9.60%	+62.75%
2016	+14.83%	+12.99%
2015	+11.37%	+53.19%
2014	-27.49%	+10.40%
2013	+53.29%	+36.07%
2012	+35.53%	-5.55%
2011	-16.25%	-16.53%
2010	+41.30%	+21.83%
2009	+20.49%	+70.51%
2008	-65.61%	-47.53%
2007	-41.90%	+47.13%
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 MSCI Drawdown Comparison

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

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The current IX drawdown is -5.11%. The current MSCI drawdown is -4.40%.

Rank	IX	MSCI
#1	-93.82% Apr 4, 2006 - Aug 7, 2025	-69.06% Dec 31, 2007 - Dec 21, 2010
#2	-83.18% Dec 29, 1999 - Dec 14, 2005	-43.74% Nov 16, 2021 - Jun 1, 2026
#3	-20.33% Feb 12, 2026 - May 11, 2026	-36.06% Dec 27, 2010 - Sep 16, 2013
#4	-15.58% Jan 9, 2006 - Mar 13, 2006	-32.21% Feb 19, 2020 - Apr 27, 2020
#5	-10.33% Nov 5, 1999 - Dec 1, 1999	-25.58% Sep 4, 2018 - Feb 28, 2019
#6	-8.44% Sep 16, 2025 - Nov 12, 2025	-14.93% Jul 31, 2015 - Nov 2, 2015
#7	-8.40% Dec 6, 1999 - Dec 17, 1999	-14.85% Jul 18, 2019 - Nov 1, 2019
#8	-5.29% Mar 14, 2006 - Mar 20, 2006	-14.11% Aug 31, 2016 - Feb 3, 2017
#9	-5.11% May 26, 2026 - Jun 5, 2026	-13.71% Jul 27, 2020 - Nov 4, 2020
#10	-4.83% Nov 12, 2025 - Nov 25, 2025	-13.50% May 18, 2020 - Jul 6, 2020
#11	-3.45% May 13, 2026 - May 20, 2026	-13.49% Sep 18, 2014 - Nov 24, 2014
#12	-3.38% Dec 17, 1999 - Dec 22, 1999	-13.30% Dec 29, 2015 - Feb 22, 2016
#13	-3.17% Dec 15, 2025 - Dec 23, 2025	-13.21% Jan 12, 2021 - Apr 12, 2021
#14	-2.97% Dec 23, 2005 - Jan 3, 2006	-12.38% Mar 12, 2014 - Jul 1, 2014
#15	-2.76% Jan 12, 2026 - Feb 3, 2026	-11.20% Sep 24, 2021 - Oct 29, 2021

Correlation

Correlation between IX and MSCI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

IX vs MSCI dividend yield comparison.

Year	IX	MSCI
2026	0.00%	0.67%
2025	3.43%	1.25%
2024	3.63%	1.07%
2023	3.22%	0.98%
2022	1.94%	0.98%
2021	0.00%	0.59%
2020	2.17%	0.65%
2019	0.00%	0.98%
2018	0.00%	1.30%
2017	1.41%	1.04%
2016	2.40%	1.27%
2015	0.00%	1.11%
2014	1.60%	0.38%
2013	0.67%	0.00%
2012	0.94%	0.00%
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%