IX vs. SONY
Compare and contrast key facts about ORIX Corporation (IX) and Sony Group Corporation (SONY).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IX or SONY.
Correlation
The correlation between IX and SONY is 0.38, 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. SONY - Performance Comparison
Key characteristics
IX:
-0.03
SONY:
1.55
IX:
0.15
SONY:
2.29
IX:
1.02
SONY:
1.28
IX:
-0.04
SONY:
1.16
IX:
-0.08
SONY:
7.48
IX:
9.41%
SONY:
5.87%
IX:
26.73%
SONY:
28.27%
IX:
-93.80%
SONY:
-91.85%
IX:
-20.14%
SONY:
-0.56%
Fundamentals
IX:
$23.16B
SONY:
$153.75B
IX:
$11.46
SONY:
$1.23
IX:
8.72
SONY:
20.15
IX:
0.00
SONY:
3.81
IX:
$2.24T
SONY:
$13.34T
IX:
$1.30T
SONY:
$3.66T
IX:
$222.42B
SONY:
$2.67T
Returns By Period
In the year-to-date period, IX achieves a -5.96% return, which is significantly lower than SONY's 17.11% return. Over the past 10 years, IX has underperformed SONY with an annualized return of 7.46%, while SONY has yielded a comparatively higher 18.07% annualized return.
IX
-5.96%
-5.72%
-19.27%
-2.78%
6.33%
7.46%
SONY
17.11%
18.45%
34.57%
43.14%
15.38%
18.07%
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Risk-Adjusted Performance
IX vs. SONY — Risk-Adjusted Performance Rank
IX
SONY
IX vs. SONY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ORIX Corporation (IX) and Sony Group Corporation (SONY). 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. SONY - Dividend Comparison
IX's dividend yield for the trailing twelve months is around 1.80%, more than SONY's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IX ORIX Corporation | 1.80% | 1.69% | 3.22% | 1.94% | 1.93% | 4.64% | 4.47% | 4.33% | 2.98% | 2.69% | 3.32% | 1.79% |
SONY Sony Group Corporation | 0.50% | 0.58% | 2.95% | 0.69% | 1.27% | 1.36% | 0.54% | 1.70% | 1.30% | 2.05% | 1.71% | 0.72% |
Drawdowns
IX vs. SONY - Drawdown Comparison
The maximum IX drawdown since its inception was -93.80%, roughly equal to the maximum SONY drawdown of -91.85%. Use the drawdown chart below to compare losses from any high point for IX and SONY. For additional features, visit the drawdowns tool.
Volatility
IX vs. SONY - Volatility Comparison
The current volatility for ORIX Corporation (IX) is 7.13%, while Sony Group Corporation (SONY) has a volatility of 9.46%. This indicates that IX experiences smaller price fluctuations and is considered to be less risky than SONY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
IX vs. SONY - Financials Comparison
This section allows you to compare key financial metrics between ORIX Corporation and Sony Group 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