IX vs PFH

Comparison between Orix Corporation (IX, Company) and Prudential Financial Inc (PFH, Company).

5-Year PerformanceIX has outperformed PFH, delivering a return of +21.4% compared to -4.2%

IX vs PFH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IX(COMPANY)	PFH(COMPANY)
Market Cap	$45B	$45B
Max Drawdown	93.93%	39.12%
Sharpe Ratio	2.23	-0.70
5Y Beta	0.84	0.23
Industry	Financial Conglomerates	N/A
P/E Ratio	16.07	N/A
Forward P/E	14.24	N/A
PEG Ratio	0.70	0.00
Dividend Yield	2.57%	108.90%
5Y Dividends CAGR	33.36%	20.23%
5Y EPS CAGR	12.42%	N/A
Debt to Equity	145.86%	N/A
Free Cash Flow Yield	19.06%	N/A
P/S Ratio	0.01	N/A
P/B Ratio	1.60	N/A

Market Cap

Winner

$45B

PFH

$45B

Max Drawdown

93.93%

Winner

PFH

39.12%

Sharpe Ratio

Winner

2.23

PFH

-0.70

5Y Beta

0.84

Winner

PFH

0.23

Industry

Financial Conglomerates

PFH

N/A

P/E Ratio

16.07

PFH

N/A

Forward P/E

14.24

PFH

N/A

PEG Ratio

0.70

Winner

PFH

0.00

Dividend Yield

2.57%

Winner

PFH

108.90%

5Y Dividends CAGR

Winner

33.36%

PFH

20.23%

5Y EPS CAGR

12.42%

PFH

N/A

Debt to Equity

145.86%

PFH

N/A

Free Cash Flow Yield

19.06%

PFH

N/A

P/S Ratio

0.01

PFH

N/A

P/B Ratio

1.60

PFH

N/A

IX vs PFH - Historical Returns

Returns include dividend reinvestment.

Period	IX	PFH
1 month	+0.15%	-0.80%
3 months	+32.18%	-3.68%
6 months	+33.05%	-5.64%
1 year	+82.87%	-2.97%
5 years(CAGR)	+21.35%	-4.20%
10 years(CAGR)	+13.52%	N/A
Max(CAGR)	+5.35%	-2.95%

Winner

+0.15%

PFH

-0.80%

Winner

+32.18%

PFH

-3.68%

Winner

+33.05%

PFH

-5.64%

Winner

+82.87%

PFH

-2.97%

5Y(CAGR)

Winner

+21.35%

PFH

-4.20%

10Y(CAGR)

+13.52%

PFH

N/A

Max(CAGR)

Winner

+5.35%

PFH

-2.95%

IX vs PFH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IX	PFH
2026	+37.06%	-4.77%
2025	+43.71%	-2.79%
2024	+18.94%	+0.53%
2023	+19.23%	+10.99%
2022	-19.73%	-26.38%
2021	+34.13%	+2.98%
2020	-5.55%	+3.64%
2019	+14.76%	N/A
2018	-16.02%	N/A
2017	+9.60%	N/A
2016	+14.83%	N/A
2015	+11.37%	N/A
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 PFH Drawdown Comparison

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

The maximum drawdown for PFH was -28.59%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current IX drawdown is -0.42%. The current PFH drawdown is -21.00%.

Rank	IX	PFH
#1	-93.82% Apr 4, 2006 - Aug 7, 2025	-28.59% Dec 22, 2021 - Nov 4, 2022
#2	-83.18% Dec 29, 1999 - Dec 14, 2005	-6.22% Dec 31, 2020 - Jun 17, 2021
#3	-20.33% Feb 12, 2026 - May 11, 2026	-2.37% Sep 14, 2020 - Dec 2, 2020
#4	-15.58% Jan 9, 2006 - Mar 13, 2006	-2.21% Sep 22, 2021 - Dec 2, 2021
#5	-10.33% Nov 5, 1999 - Dec 1, 1999	-1.45% Jul 6, 2021 - Aug 5, 2021
#6	-8.44% Sep 16, 2025 - Nov 12, 2025	-1.21% Sep 3, 2020 - Sep 10, 2020
#7	-8.40% Dec 6, 1999 - Dec 17, 1999	-0.95% Aug 6, 2021 - Aug 13, 2021
#8	-5.75% Jun 22, 2026 - Jul 15, 2026	-0.92% Sep 1, 2021 - Sep 22, 2021
#9	-5.64% Jul 15, 2026 - Jul 20, 2026	-0.73% Dec 2, 2021 - Dec 22, 2021
#10	-5.29% Mar 14, 2006 - Mar 20, 2006	-0.50% Aug 13, 2021 - Aug 27, 2021
#11	-5.11% May 26, 2026 - Jun 18, 2026	-0.31% Dec 9, 2020 - Dec 15, 2020
#12	-4.83% Nov 12, 2025 - Nov 25, 2025	-0.27% Jun 17, 2021 - Jun 23, 2021
#13	-3.45% May 13, 2026 - May 20, 2026	-0.23% Dec 23, 2020 - Dec 28, 2020
#14	-3.38% Dec 17, 1999 - Dec 22, 1999	-0.19% Dec 15, 2020 - Dec 21, 2020
#15	-3.17% Dec 15, 2025 - Dec 23, 2025	-0.15% Jun 23, 2021 - Jun 28, 2021

Correlation

Correlation between IX and PFH is -0.33 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.33

-101

Dividend Comparison (2000 - 2026)

IX vs PFH dividend yield comparison.

Year	IX	PFH
2026	0.00%	3.19%
2025	3.43%	5.98%
2024	3.63%	5.57%
2023	3.22%	5.33%
2022	1.94%	5.65%
2021	0.00%	3.96%
2020	2.17%	0.00%
2017	1.41%	0.00%
2016	2.40%	0.00%
2014	1.60%	0.00%
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%