IX vs. SONY
IX (ORIX Corporation) and SONY (Sony Group Corporation) are both stocks. IX operates in Credit Services (Financial Services), while SONY operates in Consumer Electronics (Technology). Over the past 10 years, IX returned 13.24%/yr vs 15.45%/yr for SONY. At a 0.39 correlation, their price movements are largely independent.
Performance
IX vs. SONY - 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 SONY's -13.28% return. Over the past 10 years, IX has underperformed SONY with an annualized return of 13.24%, while SONY has yielded a comparatively higher 15.45% annualized return.
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%
SONY
- 1D
- -2.59%
- 1M
- 13.03%
- YTD
- -13.28%
- 6M
- -22.00%
- 1Y
- -16.85%
- 3Y*
- 4.78%
- 5Y*
- 2.53%
- 10Y*
- 15.45%
IX vs. SONY - 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% |
SONY Sony Group Corporation | -13.28% | 21.65% | 12.49% | 24.95% | -39.26% | 25.64% | 49.70% | 41.89% | 7.96% | 61.31% |
Correlation
The correlation between IX and SONY is 0.51, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.46 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 1998 | 0.39 |
The correlation between IX and SONY shifts across timeframes, from 0.39 (all time) to 0.51 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
IX:
$42.64B
SONY:
$134.01B
IX:
$401.75
SONY:
-$57.09
IX:
0.01
SONY:
0.01
IX:
0.01
SONY:
0.02
IX:
$3.34T
SONY:
$12.60T
IX:
$1.17T
SONY:
$3.88T
IX:
$1.27T
SONY:
$2.87T
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Return for Risk
IX vs. SONY — Risk / Return Rank
IX
SONY
IX vs. SONY - Risk-Adjusted Trends 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.
| IX | SONY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.93 | ||
| Sortino ratioReturn per unit of downside risk | +4.98 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 0.92 | +0.64 |
| Calmar ratioReturn relative to maximum drawdown | 4.31 | -0.48 | +4.79 |
| Martin ratioReturn relative to average drawdown | 12.41 | -0.90 | +13.31 |
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 | SONY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.35 | -0.57 | +3.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.09 | +0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.54 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.23 | -0.03 |
Drawdowns
IX vs. SONY - Drawdown Comparison
The maximum IX drawdown since its inception was -93.82%, roughly equal to the maximum SONY drawdown of -93.18%. Use the drawdown chart below to compare losses from any high point for IX and SONY.
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Drawdown Indicators
| IX | SONY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.82% | -93.18% | -0.64% |
Max Drawdown (1Y)Largest decline over 1 year | -20.33% | -35.10% | +14.77% |
Max Drawdown (3Y)Largest decline over 3 years | -24.34% | -35.10% | +10.76% |
Max Drawdown (5Y)Largest decline over 5 years | -37.67% | -50.56% | +12.89% |
Max Drawdown (10Y)Largest decline over 10 years | -47.23% | -50.56% | +3.33% |
Current DrawdownCurrent decline from peak | -1.68% | -26.64% | +24.96% |
Average DrawdownAverage peak-to-trough decline | -44.98% | -42.19% | -2.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.04% | 18.72% | -11.68% |
Volatility
IX vs. SONY - Volatility Comparison
ORIX Corporation (IX) and Sony Group Corporation (SONY) have volatilities of 11.66% and 11.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IX | SONY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.66% | 11.66% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 21.81% | 20.33% | +1.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.13% | 29.48% | -3.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.95% | 28.97% | -4.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.67% | 28.80% | -3.13% |
Dividends
IX vs. SONY - Dividend Comparison
IX's dividend yield for the trailing twelve months is around 1.53%, more than SONY's 0.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
SONY Sony Group Corporation | 0.36% | 0.59% | 0.58% | 0.59% | 0.69% | 0.43% | 0.46% | 0.54% | 0.56% | 0.45% | 0.63% | 0.34% |
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
IX vs. SONY - 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%.
SONY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sony Group Corporation reported a gross profit of 951.43B and revenue of 3.09T. Therefore, the gross margin over that period was 30.8%.
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%.
SONY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sony Group Corporation reported an operating income of 292.32B and revenue of 3.09T, resulting in an operating margin of 9.5%.
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%.
SONY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sony Group Corporation reported a net income of 84.39B and revenue of 3.09T, resulting in a net margin of 2.7%.
Frequently Asked Questions
IX and SONY have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SONY has higher volatility (11.66%) compared to IX (11.66%). In terms of maximum drawdown, IX dropped -93.82% vs SONY's -93.18%.
IX currently has the higher Sharpe Ratio (3.35 vs -0.57), 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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