IX vs. MNST
Compare and contrast key facts about ORIX Corporation (IX) and Monster Beverage Corporation (MNST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IX or MNST.
Key characteristics
| IX | MNST | |
|---|---|---|
| YTD Return | 9.74% | -7.74% |
| 1Y Return | 23.72% | -2.05% |
| 3Y Return (Ann) | 9.99% | 3.05% |
| 5Y Return (Ann) | 11.21% | 12.27% |
| 10Y Return (Ann) | 6.89% | 16.96% |
| Sharpe Ratio | 1.13 | -0.09 |
| Daily Std Dev | 20.44% | 21.21% |
| Max Drawdown | -93.80% | -96.53% |
| Current Drawdown | -8.99% | -12.65% |
Fundamentals
| IX | MNST | |
|---|---|---|
| Market Cap | $23.42B | $55.65B |
| EPS | $7.79 | $1.54 |
| PE Ratio | 13.02 | 34.51 |
| PEG Ratio | 0.00 | 1.88 |
| Revenue (TTM) | $2.71T | $7.14B |
| Gross Profit (TTM) | $1.02T | $3.17B |
| EBITDA (TTM) | $923.23B | $2.08B |
Correlation
The correlation between IX and MNST is 0.19, 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.
Performance
IX vs. MNST - Performance Comparison
In the year-to-date period, IX achieves a 9.74% return, which is significantly higher than MNST's -7.74% return. Over the past 10 years, IX has underperformed MNST with an annualized return of 6.89%, while MNST has yielded a comparatively higher 16.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
IX vs. MNST - Risk-Adjusted Performance 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.
Dividends
IX vs. MNST - Dividend Comparison
IX's dividend yield for the trailing twelve months is around 1.44%, while MNST has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IX ORIX Corporation | 1.44% | 3.22% | 1.94% | 1.93% | 4.64% | 4.47% | 4.33% | 2.98% | 2.69% | 3.32% | 1.79% | 0.73% |
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% | 0.00% |
Drawdowns
IX vs. MNST - Drawdown Comparison
The maximum IX drawdown since its inception was -93.80%, roughly equal to the maximum MNST drawdown of -96.53%. Use the drawdown chart below to compare losses from any high point for IX and MNST. For additional features, visit the drawdowns tool.
Volatility
IX vs. MNST - Volatility Comparison
ORIX Corporation (IX) has a higher volatility of 6.58% compared to Monster Beverage Corporation (MNST) at 4.99%. This indicates that IX's price experiences larger fluctuations and is considered to be riskier than MNST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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