IX vs. APH

Last updated Apr 1, 2026

Compare and contrast key facts about ORIX Corporation (IX) and Amphenol Corporation (APH).

Performance

IX vs. APH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ORIX Corporation (IX) and Amphenol Corporation (APH). The values are adjusted to include any dividend payments, if applicable.

IX vs. APH - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IX ORIX Corporation	2.64%	43.44%	17.66%	19.98%	-19.17%	31.62%	-4.86%	16.58%	-15.61%	10.64%
APH Amphenol Corporation	-6.32%	96.08%	41.30%	31.85%	-11.96%	35.25%	22.09%	34.91%	-6.82%	31.81%

Fundamentals

Market Cap IX : $33.40B APH : $162.83B
EPS IX : $419.72 APH : $3.34
PE Ratio IX : 0.07 APH : 37.88
PEG Ratio IX : 0.00 APH : 1.26
PS Ratio IX : 0.01 APH : 7.00
PB Ratio IX : 0.01 APH : 12.14
Total Revenue (TTM) IX : $2.68T APH : $23.09B
Gross Profit (TTM) IX : $1.66T APH : $8.52B
EBITDA (TTM) IX : $882.08B APH : $6.89B

Returns By Period

In the year-to-date period, IX achieves a 2.64% return, which is significantly higher than APH's -6.32% return. Over the past 10 years, IX has underperformed APH with an annualized return of 9.87%, while APH has yielded a comparatively higher 25.30% annualized return.

IX

• 1D: 2.85%
• 1M: -15.64%
• YTD: 2.64%
• 6M: 14.82%
• 1Y: 46.87%
• 3Y*: 26.02%
• 5Y*: 15.21%
• 10Y*: 9.87%

APH

• 1D: 6.04%
• 1M: -13.32%
• YTD: -6.32%
• 6M: 2.50%
• 1Y: 94.00%
• 3Y*: 46.92%
• 5Y*: 31.66%
• 10Y*: 25.30%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

IX vs. APH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IX

IX Risk / Return Rank: 86
IX Sharpe Ratio Rank: 90
IX Sortino Ratio Rank: 86
IX Omega Ratio Rank: 86
IX Calmar Ratio Rank: 81
IX Martin Ratio Rank: 86

APH

APH Risk / Return Rank: 90
APH Sharpe Ratio Rank: 93
APH Sortino Ratio Rank: 89
APH Omega Ratio Rank: 91
APH Calmar Ratio Rank: 87
APH Martin Ratio Rank: 91

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IX vs. APH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ORIX Corporation (IX) and Amphenol Corporation (APH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	IX	APH	Difference
Sharpe ratio Return per unit of total volatility	1.89	2.30	-0.41
Sortino ratio Return per unit of downside risk	2.49	2.65	-0.16
Omega ratio Gain probability vs. loss probability	1.34	1.40	-0.06
Calmar ratio Return relative to maximum drawdown	2.35	3.23	-0.89
Martin ratio Return relative to average drawdown	8.13	11.34	-3.21
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IX vs. APH - Sharpe Ratio Comparison

The current IX Sharpe Ratio is 1.89, which is comparable to the APH Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of IX and APH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	IX	APH	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.89	2.30	-0.41
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.63	1.08	-0.45
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.39	0.93	-0.55
Sharpe Ratio (All Time) Calculated using the full available price history	0.17	0.62	-0.45

Correlation

The correlation between IX and APH is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

IX vs. APH - Dividend Comparison

IX's dividend yield for the trailing twelve months is around 2.00%, more than APH's 0.66% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IX ORIX Corporation	2.00%	3.43%	3.63%	3.22%	1.94%	0.00%	2.17%	0.00%	0.00%	1.41%	2.40%	0.00%
APH Amphenol Corporation	0.66%	0.55%	0.79%	1.07%	1.06%	0.89%	0.80%	0.89%	1.09%	0.80%	0.86%	1.01%

Drawdowns

IX vs. APH - Drawdown Comparison

The maximum IX drawdown since its inception was -93.82%, which is greater than APH's maximum drawdown of -63.41%. Use the drawdown chart below to compare losses from any high point for IX and APH.

Drawdown Indicators

	IX	APH	Difference
Max Drawdown Largest peak-to-trough decline	-93.82%	-63.41%	-30.41%
Max Drawdown (1Y) Largest decline over 1 year	-20.33%	-28.19%	+7.86%
Max Drawdown (5Y) Largest decline over 5 years	-37.67%	-28.73%	-8.94%
Max Drawdown (10Y) Largest decline over 10 years	-47.23%	-37.56%	-9.67%
Current Drawdown Current decline from peak	-18.06%	-23.85%	+5.79%
Average Drawdown Average peak-to-trough decline	-45.21%	-13.55%	-31.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.86%	8.03%	-2.17%

Volatility

IX vs. APH - Volatility Comparison

The current volatility for ORIX Corporation (IX) is 10.05%, while Amphenol Corporation (APH) has a volatility of 14.30%. This indicates that IX experiences smaller price fluctuations and is considered to be less risky than APH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IX	APH	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.05%	14.30%	-4.25%
Volatility (6M) Calculated over the trailing 6-month period	18.24%	33.98%	-15.74%
Volatility (1Y) Calculated over the trailing 1-year period	24.96%	41.10%	-16.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.35%	29.47%	-5.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.50%	27.16%	-1.66%

Financials

IX vs. APH - Profitability Comparison

The chart below illustrates the profitability comparison between ORIX Corporation and Amphenol Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

IX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, ORIX Corporation reported a gross profit of 368.49B and revenue of 855.49B. Therefore, the gross margin over that period was 43.1%.

APH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Amphenol Corporation reported a gross profit of 2.46B and revenue of 6.44B. Therefore, the gross margin over that period was 38.2%.

IX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, ORIX Corporation reported an operating income of 174.18B and revenue of 855.49B, resulting in an operating margin of 20.4%.

APH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Amphenol Corporation reported an operating income of 1.77B and revenue of 6.44B, resulting in an operating margin of 27.5%.

IX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, ORIX Corporation reported a net income of 120.72B and revenue of 855.49B, resulting in a net margin of 14.1%.

APH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Amphenol Corporation reported a net income of 1.20B and revenue of 6.44B, resulting in a net margin of 18.6%.