IX vs SLF
Comparison between Orix Corporation (IX, Company) and Sun Life Financial Inc (SLF, Company).
Both IX and SLF are from the Financial Services sector.
5-Year PerformanceIX has outperformed SLF, delivering a return of +21.8% compared to +14.5%
IX vs SLF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
Winner
IX
$46B
SLF
$45B
Max Drawdown
IX
93.93%
Winner
SLF
80.09%
Sharpe Ratio
Winner
IX
2.48
SLF
1.15
5Y Beta
IX
0.82
Winner
SLF
0.49
Industry
IX
Financial Conglomerates
SLF
Insurance - Diversified
P/E Ratio
IX
19.56
Winner
SLF
18.88
Forward P/E
IX
14.24
Winner
SLF
13.99
PEG Ratio
Winner
IX
4.86
SLF
7.94
Dividend Yield
IX
2.51%
Winner
SLF
4.64%
5Y Dividends CAGR
Winner
IX
33.35%
SLF
13.74%
5Y EPS CAGR
IX
-1.40%
Winner
SLF
-1.29%
Debt to Equity
IX
153.62%
Winner
SLF
33.48%
Free Cash Flow Yield
Winner
IX
18.91%
SLF
18.11%
IX vs SLF - Historical Returns
Returns include dividend reinvestment.
1M
IX
+8.81%
Winner
SLF
+9.50%
3M
Winner
IX
+33.08%
SLF
+25.82%
6M
Winner
IX
+38.83%
SLF
+31.12%
1Y
Winner
IX
+92.73%
SLF
+28.48%
5Y(CAGR)
Winner
IX
+21.85%
SLF
+14.48%
10Y(CAGR)
Winner
IX
+13.91%
SLF
+13.53%
Max(CAGR)
IX
+5.34%
Winner
SLF
+12.88%
IX vs SLF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | IX | SLF |
|---|---|---|
| 2026 | +36.15% | +28.14% |
| 2025 | +43.71% | +10.50% |
| 2024 | +18.94% | +20.82% |
| 2023 | +19.23% | +17.79% |
| 2022 | -19.73% | -13.00% |
| 2021 | +34.13% | +30.55% |
| 2020 | -5.55% | +0.83% |
| 2019 | +14.76% | +42.57% |
| 2018 | -16.02% | -16.04% |
| 2017 | +9.60% | +10.08% |
| 2016 | +14.83% | +31.50% |
| 2015 | +11.37% | -8.64% |
| 2014 | -27.49% | +8.41% |
| 2013 | +53.29% | +36.37% |
| 2012 | +35.53% | +46.51% |
| 2011 | -16.25% | -36.45% |
| 2010 | +41.30% | +5.55% |
| 2009 | +20.49% | +29.81% |
| 2008 | -65.61% | -55.92% |
| 2007 | -41.90% | +36.64% |
| 2006 | +11.34% | +5.41% |
| 2005 | +87.14% | +24.72% |
| 2004 | +63.85% | +35.43% |
| 2003 | +26.81% | +49.26% |
| 2002 | -27.50% | -16.04% |
| 2001 | -9.93% | -16.10% |
| 2000 | -57.65% | +186.37% |
| 1999 | +68.00% | N/A |
IX vs SLF Drawdown Comparison
The maximum drawdown for IX was -93.82%, occurring on Feb 25, 2009. Recovery took 4866 trading sessions.
The maximum drawdown for SLF was -78.55%, occurring on Mar 9, 2009. Recovery took 2274 trading sessions.
| Rank | IX | SLF |
|---|---|---|
| #1 | -93.82% Apr 4, 2006 - Aug 7, 2025 | -78.55% Oct 31, 2007 - Nov 10, 2016 |
| #2 | -83.18% Dec 29, 1999 - Dec 14, 2005 | -50.82% Feb 14, 2020 - Jan 20, 2021 |
| #3 | -20.33% Feb 12, 2026 - May 11, 2026 | -42.49% Dec 29, 2000 - Oct 16, 2003 |
| #4 | -15.58% Jan 9, 2006 - Mar 13, 2006 | -30.75% Feb 9, 2022 - Feb 9, 2024 |
| #5 | -10.33% Nov 5, 1999 - Dec 1, 1999 | -24.79% Jan 22, 2018 - Jul 1, 2019 |
| #6 | -8.44% Sep 16, 2025 - Nov 12, 2025 | -18.09% Feb 15, 2017 - Sep 26, 2017 |
| #7 | -8.40% Dec 6, 1999 - Dec 17, 1999 | -16.46% Sep 6, 2000 - Nov 3, 2000 |
| #8 | -5.29% Mar 14, 2006 - Mar 20, 2006 | -14.91% Jun 30, 2025 - Feb 4, 2026 |
| #9 | -5.11% May 26, 2026 - Jun 18, 2026 | -14.35% Mar 3, 2006 - Nov 15, 2006 |
| #10 | -4.83% Nov 12, 2025 - Nov 25, 2025 | -13.92% Dec 5, 2024 - May 9, 2025 |
| #11 | -3.45% May 13, 2026 - May 20, 2026 | -13.65% Mar 13, 2024 - Aug 26, 2024 |
| #12 | -3.38% Dec 17, 1999 - Dec 22, 1999 | -11.44% Feb 15, 2005 - Jun 24, 2005 |
| #13 | -3.17% Dec 15, 2025 - Dec 23, 2025 | -10.77% Apr 5, 2004 - Jun 8, 2004 |
| #14 | -2.97% Dec 23, 2005 - Jan 3, 2006 | -10.76% Nov 8, 2000 - Dec 6, 2000 |
| #15 | -2.76% Jan 12, 2026 - Feb 3, 2026 | -10.08% Feb 13, 2026 - Apr 15, 2026 |
Correlation
Correlation between IX and SLF is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2000 - 2026)
IX vs SLF dividend yield comparison.
| Year | IX | SLF |
|---|---|---|
| 2026 | 0.00% | 1.73% |
| 2025 | 3.43% | 4.03% |
| 2024 | 3.63% | 4.00% |
| 2023 | 3.22% | 4.98% |
| 2022 | 1.94% | 4.59% |
| 2021 | 0.00% | 3.32% |
| 2020 | 2.17% | 3.69% |
| 2019 | 0.00% | 3.47% |
| 2018 | 0.00% | 4.71% |
| 2017 | 1.41% | 3.17% |
| 2016 | 2.40% | 3.98% |
| 2015 | 0.00% | 4.64% |
| 2014 | 1.60% | 3.99% |
| 2013 | 0.67% | 4.08% |
| 2012 | 0.94% | 5.43% |
| 2011 | 1.11% | 7.78% |
| 2010 | 0.77% | 4.78% |
| 2009 | 0.97% | 5.01% |
| 2008 | 4.26% | 6.22% |
| 2007 | 0.00% | 2.36% |
| 2006 | 0.12% | 2.63% |
| 2005 | 0.09% | 2.35% |
| 2004 | 0.16% | 2.56% |
| 2003 | 0.16% | 2.72% |
| 2002 | 0.18% | 2.40% |
| 2001 | 0.14% | 2.59% |
| 2000 | 0.11% | 0.75% |
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