KB vs. IX
KB (KB Financial Group Inc.) and IX (ORIX Corporation) are both stocks. Both are in the Financial Services sector — KB in Banks - Regional, IX in Credit Services. Over the past 10 years, KB returned 16.60%/yr vs 13.30%/yr for IX. At a 0.33 correlation, their price movements are largely independent.
Performance
KB vs. IX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, KB achieves a 17.76% return, which is significantly lower than IX's 31.86% return. Over the past 10 years, KB has outperformed IX with an annualized return of 16.60%, while IX has yielded a comparatively lower 13.30% annualized return.
KB
- 1D
- -6.97%
- 1M
- -9.67%
- YTD
- 17.76%
- 6M
- 17.24%
- 1Y
- 31.93%
- 3Y*
- 43.18%
- 5Y*
- 20.13%
- 10Y*
- 16.60%
IX
- 1D
- 1.72%
- 1M
- 14.23%
- YTD
- 31.86%
- 6M
- 38.70%
- 1Y
- 84.12%
- 3Y*
- 33.61%
- 5Y*
- 19.31%
- 10Y*
- 13.30%
KB vs. IX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KB KB Financial Group Inc. | 17.76% | 56.57% | 45.22% | 10.35% | -11.26% | 22.62% | -0.46% | -1.45% | -28.25% | 65.80% |
IX ORIX Corporation | 31.86% | 43.44% | 17.66% | 19.98% | -19.17% | 31.62% | -4.86% | 16.58% | -15.61% | 10.64% |
Correlation
The correlation between KB and IX is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2001 | 0.33 |
Fundamentals
KB:
$37.91B
IX:
$41.85B
KB:
$16.37K
IX:
$401.75
KB:
0.01
IX:
0.10
KB:
0.00
IX:
0.01
KB:
0.00
IX:
0.01
KB:
0.00
IX:
0.01
KB:
$43.88T
IX:
$3.34T
KB:
$22.91T
IX:
$1.17T
KB:
$9.39T
IX:
$1.27T
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
KB vs. IX — Risk / Return Rank
KB
IX
KB vs. IX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for KB Financial Group Inc. (KB) and ORIX Corporation (IX). 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.
| KB | IX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.28 | ||
| Sortino ratioReturn per unit of downside risk | -2.54 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.53 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | 1.92 | 4.16 | -2.24 |
| Martin ratioReturn relative to average drawdown | 3.87 | 11.97 | -8.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| KB | IX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.90 | 3.18 | -2.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.77 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.52 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.20 | -0.02 |
Drawdowns
KB vs. IX - Drawdown Comparison
The maximum KB drawdown since its inception was -84.27%, smaller than the maximum IX drawdown of -93.82%. Use the drawdown chart below to compare losses from any high point for KB and IX.
Loading charts...
Drawdown Indicators
| KB | IX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.27% | -93.82% | +9.55% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -20.33% | +3.59% |
Max Drawdown (3Y)Largest decline over 3 years | -34.41% | -24.34% | -10.07% |
Max Drawdown (5Y)Largest decline over 5 years | -42.89% | -37.67% | -5.22% |
Max Drawdown (10Y)Largest decline over 10 years | -66.92% | -47.23% | -19.69% |
Current DrawdownCurrent decline from peak | -14.29% | -3.48% | -10.81% |
Average DrawdownAverage peak-to-trough decline | -40.16% | -44.96% | +4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.26% | 7.05% | +1.21% |
Volatility
KB vs. IX - Volatility Comparison
The current volatility for KB Financial Group Inc. (KB) is 10.59%, while ORIX Corporation (IX) has a volatility of 12.41%. This indicates that KB experiences smaller price fluctuations and is considered to be less risky than IX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| KB | IX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.59% | 12.41% | -1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 25.13% | 22.43% | +2.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.66% | 26.67% | +8.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.40% | 25.06% | +8.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.77% | 25.73% | +7.04% |
Dividends
KB vs. IX - Dividend Comparison
KB's dividend yield for the trailing twelve months is around 2.37%, more than IX's 1.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IX ORIX Corporation | 1.55% | 3.43% | 3.63% | 3.22% | 1.94% | 0.00% | 2.17% | 0.00% | 0.00% | 1.41% | 2.40% | 0.00% |
KB KB Financial Group Inc. | 2.37% | 2.92% | 4.98% | 2.81% | 5.78% | 5.27% | 3.97% | 0.00% | 0.00% | 0.00% | 3.10% | 3.05% |
Financials
KB vs. IX - Financials Comparison
This section allows you to compare key financial metrics between KB Financial Group Inc. and ORIX 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
KB vs. IX - Profitability Comparison
KB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KB Financial Group Inc. reported a gross profit of 2.71T and revenue of 2.71T. Therefore, the gross margin over that period was 100.0%.
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%.
KB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KB Financial Group Inc. reported an operating income of 2.71T and revenue of 2.71T, resulting in an operating margin of 100.0%.
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%.
KB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KB Financial Group Inc. reported a net income of 1.97T and revenue of 2.71T, resulting in a net margin of 72.8%.
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%.
Frequently Asked Questions
KB and IX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IX has higher volatility (12.41%) compared to KB (10.59%). In terms of maximum drawdown, KB dropped -84.27% vs IX's -93.82%.
IX currently has the higher Sharpe Ratio (3.18 vs 0.90), 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.
Find the right allocation for KB and IX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer