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.
Key characteristics
| IX | SONY | |
|---|---|---|
| YTD Return | 11.10% | -13.87% |
| 1Y Return | 22.93% | -11.10% |
| 3Y Return (Ann) | 10.46% | -9.05% |
| 5Y Return (Ann) | 11.78% | 12.57% |
| 10Y Return (Ann) | 7.11% | 17.04% |
| Sharpe Ratio | 1.09 | -0.43 |
| Daily Std Dev | 20.44% | 24.28% |
| Max Drawdown | -93.80% | -93.20% |
| Current Drawdown | -7.87% | -38.17% |
Fundamentals
| IX | SONY | |
|---|---|---|
| Market Cap | $23.42B | $99.25B |
| EPS | $7.79 | $4.48 |
| PE Ratio | 13.02 | 18.15 |
| PEG Ratio | 0.00 | 4.35 |
| Revenue (TTM) | $2.71T | $13.15T |
| Gross Profit (TTM) | $1.02T | $3.14T |
| EBITDA (TTM) | $923.23B | $1.44T |
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
In the year-to-date period, IX achieves a 11.10% return, which is significantly higher than SONY's -13.87% return. Over the past 10 years, IX has underperformed SONY with an annualized return of 7.11%, while SONY has yielded a comparatively higher 17.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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 1.42%, more than SONY's 0.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IX ORIX Corporation | 1.42% | 3.22% | 1.94% | 1.93% | 4.64% | 4.47% | 4.33% | 2.98% | 2.69% | 3.32% | 1.79% | 0.73% |
SONY Sony Group Corporation | 0.33% | 0.59% | 0.69% | 0.43% | 0.46% | 0.54% | 0.49% | 0.42% | 0.63% | 0.33% | 0.60% | 1.42% |
Drawdowns
IX vs. SONY - Drawdown Comparison
The maximum IX drawdown since its inception was -93.80%, roughly equal to the maximum SONY drawdown of -93.20%. 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
ORIX Corporation (IX) has a higher volatility of 6.40% compared to Sony Group Corporation (SONY) at 4.64%. This indicates that IX's price experiences larger fluctuations and is considered to be riskier 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