ORIX Corporation is a Tokyo-based financial conglomerate whose American Depositary Shares (IX) give U.S. investors exposure to its equipment leasing, asset management, corporate lending, insurance and real estate businesses, with a growing private-equity and renewable-energy footprint. The structural case rests on a diversified fee-and-spread model that has held a 14.0% return on equity while reporting 17.4% revenue growth and a 21.5% operating margin. The shares trade at 10.2 times trailing earnings and 3.1 times forward earnings, a gap that is large enough to warrant checking whether the forward estimates are reliable or are being pulled by one-off items. The stock carries no index membership, which leaves it under-owned by passive vehicles and may partly explain the discount. The next step is to reconcile the forward earnings base against reported segment profits and to examine how much of the recent growth came from asset sales versus recurring income.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 18 Oct 2026, 17:04 CEST | Rating | Undervalued | first publication | $36.89 |
| 18 Oct 2026, 17:04 CEST | Fair value | $42.70 | $43.24 | $36.89 |
| 18 Oct 2026, 01:52 CEST | ACCE price target | $38.00 | $40.00 | $36.89 |
| 15 Oct 2026, 00:00 CEST | Fair value | $43.24 | $38.26 | $36.84 |
| 11 Oct 2026, 00:00 CEST | Fair value | $38.26 | $31.40 | $36.95 |
| 4 Oct 2026, 00:00 CEST | Fair value | $31.40 | $31.95 | $5853 |
| 26 Sept 2026, 00:00 CEST | Fair value | $31.95 | $32.69 | $6087 |
| 21 Sept 2026, 00:00 CEST | Fair value | $32.69 | $33.37 | $6205 |
| 20 Sept 2026, 00:00 CEST | ACCE price target | $40.00 | first publication | $39.30 |
| 7 Sept 2026, 00:00 CEST | Fair value | $33.37 | $34.18 | $6240 |
Answered from ORIX Corporation American Depositary Shares fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| IX ORIX Corporation American Depositary Shares | $36.48 | $43 | 15% below | 10.2x | 14.0% | 70 | 78 |
| 8591.T ORIX Corporation | ¥5732.00 | - | - | 10.4x | 14.0% | 70 | 80 |
| BAJAJFINSV.NS Bajaj Finserv Ltd. | ₹1655.00 | - | - | 26.3x | - | 68 | 56 |
| 8473.T SBI Holdings, Inc. | ¥2925.00 | - | - | 4.7x | 23.4% | 77 | 71 |
| FRHC Freedom Holding Corp. Common Stock | $171.22 | - | - | 66.5x | 10.7% | 53 | 53 |
| ABCAPITAL.NS Aditya Birla Capital Limited | ₹347.25 | - | - | 23.0x | - | 52 | 71 |
| VOYA Voya Financial Inc. Common Stock | $95.81 | $109 | 12% below | 16.1x | 9.6% | 59 | 60 |
Where IX ranks against its sector peers on each metric.