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IX vs UAL

Comparison between Orix Corporation (IX, Company) and United Airlines Holdings Inc (UAL, Company).

IX is from the Financial Services sector, while UAL is from the Industrials sector.

5-Year PerformanceUAL has outperformed IX, delivering a return of +20.4% compared to +20.0%

IX vs UAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IX
$43B
UAL
$42B
Max Drawdown
IX
93.93%
Winner
UAL
93.92%
Sharpe Ratio
Winner
IX
2.23
UAL
1.24
5Y Beta
Winner
IX
0.82
UAL
2.02
Industry
IX
Financial Conglomerates
UAL
Airlines
P/E Ratio
IX
15.20
Winner
UAL
11.53
Forward P/E
IX
14.24
Winner
UAL
13.39
PEG Ratio
Winner
IX
0.66
UAL
7.40
Dividend Yield
IX
2.58%
UAL
N/A
5Y Dividends CAGR
IX
33.35%
UAL
N/A
5Y EPS CAGR
IX
12.42%
UAL
N/A
Debt to Equity
IX
145.86%
Winner
UAL
0.00%
Free Cash Flow Yield
IX
20.15%
Winner
UAL
22.47%
P/S Ratio
Winner
IX
0.01
UAL
0.70
P/B Ratio
Winner
IX
1.52
UAL
2.67

IX vs UAL - Historical Returns

Returns include dividend reinvestment.

1M
IX
-4.11%
Winner
UAL
+28.50%
3M
IX
+29.19%
Winner
UAL
+46.84%
6M
Winner
IX
+30.43%
UAL
+19.35%
1Y
Winner
IX
+78.56%
UAL
+75.51%
5Y(CAGR)
IX
+20.04%
Winner
UAL
+20.35%
10Y(CAGR)
Winner
IX
+13.98%
UAL
+13.69%
Max(CAGR)
IX
+5.15%
Winner
UAL
+7.43%

IX vs UAL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXUAL
2026+29.81%+20.44%
2025+43.71%+17.17%
2024+18.94%+138.46%
2023+19.23%+10.88%
2022-19.73%-17.12%
2021+34.13%+5.16%
2020-5.55%-51.81%
2019+14.76%+4.64%
2018-16.02%+21.45%
2017+9.60%-7.30%
2016+14.83%+31.06%
2015+11.37%-13.63%
2014-27.49%+77.29%
2013+53.29%+56.39%
2012+35.53%+23.70%
2011-16.25%-24.91%
2010+41.30%+86.09%
2009+20.49%+8.76%
2008-65.61%-63.01%
2007-41.90%-23.08%
2006+11.34%+29.79%
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 UAL Drawdown Comparison

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

The maximum drawdown for UAL was -93.47%, occurring on Jul 15, 2008. Recovery took 1572 trading sessions.

The current IX drawdown is -5.15%.

RankIXUAL
#1-93.82%
Apr 4, 2006 - Aug 7, 2025
-93.47%
Oct 23, 2007 - Jan 22, 2014
#2-83.18%
Dec 29, 1999 - Dec 14, 2005
-79.40%
Nov 30, 2018 - Nov 25, 2024
#3-20.33%
Feb 12, 2026 - May 11, 2026
-49.19%
Jan 21, 2025 - Dec 16, 2025
#4-15.58%
Jan 9, 2006 - Mar 13, 2006
-48.72%
Jan 26, 2015 - Dec 9, 2016
#5-10.33%
Nov 5, 1999 - Dec 1, 1999
-47.63%
Mar 22, 2006 - Nov 22, 2006
#6-8.44%
Sep 16, 2025 - Nov 12, 2025
-35.17%
Jan 16, 2007 - Oct 23, 2007
#7-8.40%
Dec 6, 1999 - Dec 17, 1999
-30.27%
Jun 2, 2017 - Aug 7, 2018
#8-5.29%
Mar 14, 2006 - Mar 20, 2006
-27.50%
Jan 6, 2026 - Jun 15, 2026
#9-5.15%
Jun 22, 2026 - Jun 26, 2026
-21.63%
Sep 10, 2014 - Oct 28, 2014
#10-5.11%
May 26, 2026 - Jun 18, 2026
-21.47%
Jan 22, 2014 - Aug 20, 2014
#11-4.83%
Nov 12, 2025 - Nov 25, 2025
-14.16%
Dec 20, 2016 - May 9, 2017
#12-3.45%
May 13, 2026 - May 20, 2026
-12.62%
Sep 14, 2018 - Nov 7, 2018
#13-3.38%
Dec 17, 1999 - Dec 22, 1999
-10.71%
Dec 5, 2024 - Jan 8, 2025
#14-3.17%
Dec 15, 2025 - Dec 23, 2025
-8.93%
Nov 24, 2006 - Dec 11, 2006
#15-2.97%
Dec 23, 2005 - Jan 3, 2006
-6.34%
Dec 11, 2014 - Dec 30, 2014

Correlation

Correlation between IX and UAL is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

Dividend Comparison (2000 - 2025)

IX vs UAL dividend yield comparison.

YearIXUAL
20253.43%0.00%
20243.63%0.00%
20233.22%0.00%
20221.94%0.00%
20202.17%0.00%
20171.41%0.00%
20162.40%0.00%
20141.60%0.00%
20130.67%0.00%
20120.94%0.00%
20111.11%0.00%
20100.77%0.00%
20090.97%0.00%
20084.26%19.51%
20060.12%0.00%
20050.09%0.00%
20040.16%0.00%
20030.16%0.00%
20020.18%0.00%
20010.14%0.00%
20000.11%0.00%

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