IX vs. MNST
IX (ORIX Corporation) and MNST (Monster Beverage Corporation) are both stocks. IX operates in Credit Services (Financial Services), while MNST operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, IX returned 13.24%/yr vs 13.33%/yr for MNST. At a 0.19 correlation, their price movements are largely independent.
Performance
IX vs. MNST - Performance Comparison
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Returns By Period
In the year-to-date period, IX achieves a 34.33% return, which is significantly higher than MNST's 16.13% return. Both investments have delivered pretty close results over the past 10 years, with IX having a 13.24% annualized return and MNST not far ahead at 13.33%.
IX
- 1D
- 1.13%
- 1M
- 19.45%
- YTD
- 34.33%
- 6M
- 42.26%
- 1Y
- 87.12%
- 3Y*
- 34.46%
- 5Y*
- 19.83%
- 10Y*
- 13.24%
MNST
- 1D
- 0.91%
- 1M
- 18.40%
- YTD
- 16.13%
- 6M
- 20.35%
- 1Y
- 39.15%
- 3Y*
- 14.39%
- 5Y*
- 13.30%
- 10Y*
- 13.33%
IX vs. MNST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IX ORIX Corporation | 34.33% | 43.44% | 17.66% | 19.98% | -19.17% | 31.62% | -4.86% | 16.58% | -15.61% | 10.64% |
MNST Monster Beverage Corporation | 16.13% | 45.87% | -8.77% | 13.48% | 5.72% | 3.85% | 45.52% | 29.11% | -22.23% | 42.74% |
Correlation
The correlation between IX and MNST is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 1998 | 0.19 |
The correlation between IX and MNST shifts across timeframes, from 0.08 (1 year) to 0.24 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
IX:
$42.64B
MNST:
$87.99B
IX:
$401.75
MNST:
$2.06
IX:
0.10
MNST:
43.21
IX:
0.01
MNST:
3.38
IX:
0.01
MNST:
9.98
IX:
0.01
MNST:
10.08
IX:
$3.34T
MNST:
$8.79B
IX:
$1.17T
MNST:
$4.88B
IX:
$1.27T
MNST:
$2.70B
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Return for Risk
IX vs. MNST — Risk / Return Rank
IX
MNST
IX vs. MNST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ORIX Corporation (IX) and Monster Beverage Corporation (MNST). 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 | MNST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.35 | 1.49 | +1.86 |
Sortino ratioReturn per unit of downside risk | 4.26 | 2.36 | +1.90 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.30 | +0.26 |
Calmar ratioReturn relative to maximum drawdown | 4.31 | 2.22 | +2.09 |
Martin ratioReturn relative to average drawdown | 12.41 | 6.31 | +6.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IX | MNST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.35 | 1.49 | +1.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.54 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.51 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.60 | -0.40 |
Drawdowns
IX vs. MNST - Drawdown Comparison
The maximum IX drawdown since its inception was -93.82%, which is greater than MNST's maximum drawdown of -69.17%. Use the drawdown chart below to compare losses from any high point for IX and MNST.
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Drawdown Indicators
| IX | MNST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.82% | -69.17% | -24.65% |
Max Drawdown (1Y)Largest decline over 1 year | -20.33% | -17.70% | -2.63% |
Max Drawdown (3Y)Largest decline over 3 years | -24.34% | -26.04% | +1.70% |
Max Drawdown (5Y)Largest decline over 5 years | -37.67% | -26.62% | -11.05% |
Max Drawdown (10Y)Largest decline over 10 years | -47.23% | -30.42% | -16.81% |
Current DrawdownCurrent decline from peak | -1.68% | -0.22% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -44.98% | -20.68% | -24.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.04% | 6.25% | +0.79% |
Volatility
IX vs. MNST - Volatility Comparison
The current volatility for ORIX Corporation (IX) is 11.66%, while Monster Beverage Corporation (MNST) has a volatility of 13.66%. This indicates that IX experiences smaller price fluctuations and is considered to be less risky than MNST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IX | MNST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.66% | 13.66% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 21.81% | 19.99% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.13% | 26.34% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.95% | 24.59% | +0.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.67% | 26.25% | -0.58% |
Dividends
IX vs. MNST - Dividend Comparison
IX's dividend yield for the trailing twelve months is around 1.53%, while MNST has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IX ORIX Corporation | 1.53% | 3.43% | 3.63% | 3.22% | 1.94% | 0.00% | 2.17% | 0.00% | 0.00% | 1.41% | 2.40% |
MNST Monster Beverage Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
IX vs. MNST - Financials Comparison
This section allows you to compare key financial metrics between ORIX Corporation and Monster Beverage Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
IX vs. MNST - Profitability Comparison
IX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ORIX Corporation reported a gross profit of 326.61B and revenue of 938.86B. Therefore, the gross margin over that period was 34.8%.
MNST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported a gross profit of 1.29B and revenue of 2.35B. Therefore, the gross margin over that period was 55.0%.
IX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ORIX Corporation reported an operating income of 415.02B and revenue of 938.86B, resulting in an operating margin of 44.2%.
MNST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported an operating income of 729.96M and revenue of 2.35B, resulting in an operating margin of 31.0%.
IX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ORIX Corporation reported a net income of 58.65B and revenue of 938.86B, resulting in a net margin of 6.3%.
MNST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported a net income of 569.49M and revenue of 2.35B, resulting in a net margin of 24.2%.
Frequently Asked Questions
IX and MNST have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MNST has higher volatility (13.66%) compared to IX (11.66%). In terms of maximum drawdown, IX dropped -93.82% vs MNST's -69.17%.
IX currently has the higher Sharpe Ratio (3.35 vs 1.49), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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