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MRX vs. IX
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MRX vs. IX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Marex Group PLC (MRX) and ORIX Corporation (IX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


MRX

1D
-1.52%
1M
3.84%
6M
YTD
1Y
3Y*
5Y*
10Y*
ALL TIME*

IX

1D
-0.22%
1M
3.20%
6M
32.03%
YTD
37.95%
1Y
80.48%
3Y*
32.29%
5Y*
21.19%
10Y*
13.56%
ALL TIME*
7.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$7.73M$8.21M$10.73M
$42.42M$47.88M$48.68M

MRX vs. IX - Yearly Performance Comparison


2026 (YTD)
MRX
Marex Group PLC
6.51%
IX
ORIX Corporation
5.97%

Correlation

The correlation between MRX and IX is 0.50, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 1, 2026

0.50

Fundamentals

Market Cap

MRX:

$4.67B

IX:

$44.75B

EPS

MRX:

$6.91

IX:

¥403.91

PE Ratio

MRX:

9.39

IX:

15.72

PEG Ratio

MRX:

0.18

IX:

1.06

PS Ratio

MRX:

0.76

IX:

2.11

PB Ratio

MRX:

4.24

IX:

1.53

Total Revenue (TTM)

MRX:

$6.52B

IX:

¥3.34T

Gross Profit (TTM)

MRX:

$4.00B

IX:

¥1.17T

EBITDA (TTM)

MRX:

$2.07B

IX:

¥1.27T

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Return for Risk

MRX vs. IX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MRX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IX
IX Risk / Return Rank: 9595
Overall Rank
IX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
IX Sortino Ratio Rank: 9696
Sortino Ratio Rank
IX Omega Ratio Rank: 9696
Omega Ratio Rank
IX Calmar Ratio Rank: 9292
Calmar Ratio Rank
IX Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MRX vs. IX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Marex Group PLC (MRX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MRXIXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.50

Calmar ratioReturn relative to maximum drawdown

4.10

Martin ratioReturn relative to average drawdown

11.70

MRX vs. IX - Sharpe Ratio Comparison


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Drawdowns

MRX vs. IX - Drawdown Comparison

The maximum MRX drawdown since its inception was -14.41%, smaller than the maximum IX drawdown of -93.82%. Use the drawdown chart below to compare losses from any high point for MRX and IX.


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Drawdown Indicators


MRXIXDifference

Max Drawdown

Largest peak-to-trough decline

-14.41%

-93.82%

+79.41%

Max Drawdown (1Y)

Largest decline over 1 year

-20.33%

Max Drawdown (3Y)

Largest decline over 3 years

-24.34%

Max Drawdown (5Y)

Largest decline over 5 years

-37.67%

Max Drawdown (10Y)

Largest decline over 10 years

-47.23%

Current Drawdown

Current decline from peak

-7.64%

-0.69%

-6.95%

Average Drawdown

Average peak-to-trough decline

-6.26%

-44.73%

+38.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.10%

Volatility

MRX vs. IX - Volatility Comparison


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Volatility by Period


MRXIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.36%

Volatility (6M)

Calculated over the trailing 6-month period

24.08%

Volatility (1Y)

Calculated over the trailing 1-year period

57.03%

27.72%

+29.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

57.03%

25.21%

+31.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

57.03%

25.62%

+31.41%

Dividends

MRX vs. IX - Dividend Comparison

MRX has not paid dividends to shareholders, while IX's dividend yield for the trailing twelve months is around 1.49%.


PositionTTM2025202420232022202120202019201820172016
IX
ORIX Corporation
1.49%3.43%3.63%3.22%1.94%0.00%2.17%0.00%0.00%1.41%2.40%
MRX
Marex Group PLC
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

MRX vs. IX - Financials Comparison

This section allows you to compare key financial metrics between Marex Group PLC 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

MRX vs. IX - Profitability Comparison

The chart below illustrates the profitability comparison between Marex Group PLC and ORIX Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

MRX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Marex Group PLC reported a gross profit of 2.52B and revenue of 3.13B. Therefore, the gross margin over that period was 80.5%.

IX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.

MRX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Marex Group PLC reported an operating income of 1.06B and revenue of 3.13B, resulting in an operating margin of 33.9%.

IX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, ORIX Corporation reported an operating income of 415.02B and revenue of 938.86B, resulting in an operating margin of 44.2%.

MRX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Marex Group PLC reported a net income of 231.50M and revenue of 3.13B, resulting in a net margin of 7.4%.

IX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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


MRX and IX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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