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IX vs UMC

Comparison between Orix Corporation (IX, Company) and United Micro Electronics (UMC, Company).

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

5-Year PerformanceUMC has outperformed IX, delivering a return of +23.3% compared to +20.2%

IX vs UMC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
IX
$44B
UMC
$44B
Max Drawdown
IX
93.93%
Winner
UMC
85.72%
Sharpe Ratio
Winner
IX
2.53
UMC
2.07
5Y Beta
Winner
IX
0.81
UMC
0.98
Industry
IX
Financial Conglomerates
UMC
Semiconductors
P/E Ratio
Winner
IX
18.83
UMC
27.10
Forward P/E
Winner
IX
14.24
UMC
24.39
PEG Ratio
IX
4.68
Winner
UMC
1.48
Dividend Yield
IX
2.55%
Winner
UMC
2.63%
5Y Dividends CAGR
IX
33.35%
Winner
UMC
58.47%
5Y EPS CAGR
IX
-1.40%
Winner
UMC
11.50%
Debt to Equity
IX
153.62%
Winner
UMC
13.95%
Free Cash Flow Yield
Winner
IX
19.64%
UMC
3.73%
P/S Ratio
Winner
IX
0.01
UMC
0.18
P/B Ratio
Winner
IX
1.50
UMC
3.42

IX vs UMC - Historical Returns

Returns include dividend reinvestment.

1M
IX
+27.29%
Winner
UMC
+43.35%
3M
IX
+10.21%
Winner
UMC
+74.86%
6M
IX
+49.19%
Winner
UMC
+151.66%
1Y
IX
+93.20%
Winner
UMC
+139.40%
5Y(CAGR)
IX
+20.20%
Winner
UMC
+23.29%
10Y(CAGR)
IX
+12.96%
Winner
UMC
+31.96%
Max(CAGR)
IX
+5.23%
Winner
UMC
+7.63%

IX vs UMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearIXUMC
2026+31.74%+132.40%
2025+43.71%+27.63%
2024+18.94%-17.24%
2023+19.23%+37.28%
2022-19.73%-40.26%
2021+34.13%+50.62%
2020-5.55%+226.41%
2019+14.76%+57.74%
2018-16.02%-23.54%
2017+9.60%+37.65%
2016+14.83%+0.83%
2015+11.37%-12.78%
2014-27.49%+16.82%
2013+53.29%+2.10%
2012+35.53%-6.57%
2011-16.25%-28.20%
2010+41.30%-18.16%
2009+20.49%+79.63%
2008-65.61%-36.82%
2007-41.90%+0.65%
2006+11.34%+12.28%
2005+87.14%-9.79%
2004+63.85%-11.53%
2003+26.81%+71.20%
2002-27.50%-52.32%
2001-9.93%+27.76%
2000-57.65%-41.07%
1999+68.00%N/A

IX vs UMC Drawdown Comparison

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

The maximum drawdown for UMC was -73.00%, occurring on Oct 27, 2008. Recovery took 4992 trading sessions.

The current IX drawdown is -1.04%. The current UMC drawdown is -0.71%.

RankIXUMC
#1-93.82%
Apr 4, 2006 - Aug 7, 2025
-73.00%
Sep 20, 2000 - Jul 27, 2020
#2-83.18%
Dec 29, 1999 - Dec 14, 2005
-54.48%
Dec 7, 2021 - Jan 20, 2026
#3-20.33%
Feb 12, 2026 - May 11, 2026
-31.01%
Jan 27, 2026 - Apr 20, 2026
#4-15.58%
Jan 9, 2006 - Mar 13, 2006
-26.99%
Apr 26, 2021 - Aug 4, 2021
#5-10.33%
Nov 5, 1999 - Dec 1, 1999
-25.51%
Feb 12, 2021 - Apr 26, 2021
#6-8.44%
Sep 16, 2025 - Nov 12, 2025
-24.35%
Aug 6, 2020 - Sep 28, 2020
#7-8.40%
Dec 6, 1999 - Dec 17, 1999
-18.72%
Sep 3, 2021 - Dec 7, 2021
#8-5.29%
Mar 14, 2006 - Mar 20, 2006
-13.07%
Aug 5, 2021 - Sep 1, 2021
#9-4.83%
Nov 12, 2025 - Nov 25, 2025
-12.61%
Dec 7, 2020 - Jan 11, 2021
#10-3.45%
May 13, 2026 - May 20, 2026
-11.88%
Jan 22, 2021 - Feb 9, 2021
#11-3.38%
Dec 17, 1999 - Dec 22, 1999
-10.62%
Oct 22, 2020 - Nov 23, 2020
#12-3.17%
Dec 15, 2025 - Dec 23, 2025
-8.60%
Oct 9, 2020 - Oct 22, 2020
#13-2.97%
Dec 23, 2005 - Jan 3, 2006
-8.26%
Apr 22, 2026 - Apr 29, 2026
#14-2.76%
Jan 12, 2026 - Feb 3, 2026
-7.68%
Jan 14, 2021 - Jan 19, 2021
#15-2.44%
Dec 14, 2005 - Dec 20, 2005
-5.43%
Jul 27, 2020 - Aug 3, 2020

Correlation

Correlation between IX and UMC is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68
-101

Dividend Comparison (2000 - 2025)

IX vs UMC dividend yield comparison.

YearIXUMC
20253.43%6.06%
20243.63%7.14%
20233.22%6.93%
20221.94%7.92%
20210.00%2.44%
20202.17%1.61%
20190.00%3.51%
20180.00%6.59%
20171.41%2.41%
20162.40%3.61%
20150.00%3.15%
20141.60%3.28%
20130.67%2.32%
20120.94%2.93%
20111.11%6.70%
20100.77%1.73%
20090.97%0.00%
20084.26%3.81%
20070.00%1.88%
20060.12%1.38%
20050.09%0.40%
20040.16%19.83%
20030.16%14.14%
20020.18%20.83%
20010.14%7.29%
20000.11%0.00%

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