ORIX (IX) 3-Year Book Growth Rate: 10.50% (As of Jun. 2026) — 24% Above Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

IX ORIX Corp IX
68 GF Score
Price $39.70
GF Value $28.60
Valuation Significantly Overvalued
! 6 Warning Signs
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What is ORIX 3-Year Book Growth Rate?

ORIX IX -0.40% 68 3-Year Book Growth Rate is 10.50% as of Jun. 2026, which is 24% above its 10-year median of 8.50. GuruFocus rates IX with a GF Score™ of 68/100 and a GF Value™ of $28.60 (Significantly Overvalued). The stock has 6 warning signs investors should review. Among 218 Diversified Financial Services companies, ORIX ranks better than 77.98% on this metric.

ORIX's Book Value per Share for the quarter that ended in Jun. 2026 was $26.72.

During the past 12 months, ORIX's average Book Value per Share Growth Rate was 16.90% per year. During the past 3 years, the average Book Value per Share Growth Rate was 10.50% per year. During the past 5 years, the average Book Value per Share Growth Rate was 10.30% per year. During the past 10 years, the average Book Value per Share Growth Rate was 8.40% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

During the past 13 years, the highest 3-Year average Book Value per Share Growth Rate of ORIX was 24.90% per year. The lowest was -2.50% per year. And the median was 8.50% per year.


ORIX  (NYSE:IX) 3-Year Book Growth Rate Explanation

Book Value per Share is the ratio of equity available to common shareholders divided by the shares outstanding. Book value per share effectively indicates a firm's net asset value on a per-share basis. It can be used by investors to gauge whether a stock price is undervalued by comparing it to the firm's market value per share. Theoretically, it is what the shareholders will receive if the company is liquidated.


ORIX 3-Year Book Growth Rate Related Terms


IX vs FRHC, VOYA: 3-Year Book Growth Rate Comparison

For the Financial Conglomerates subindustry, ORIX's 3-Year Book Growth Rate, along with its competitors' market caps and 3-Year Book Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


ORIX 3-Year Book Growth Rate vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, ORIX's 3-Year Book Growth Rate distribution charts can be found below:

* The bar in red indicates where ORIX's 3-Year Book Growth Rate falls into.


IX
68GF Score
ORIX Corp IX
3-Year Book Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
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ORIX 3-Year Book Growth Rate Calculation

This is the 3-year average growth rate of Book Value per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average Book Value per Share growth rate.

What does a 3-Year Book Growth Rate of 10.50% mean?
ORIX (IX) has a 3-Year Book Growth Rate of 10.50% as of Jun. 2026. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for ORIX and its competitors. This is 24% above median its historical median of 8.50. According to the industry distribution chart, ORIX ranks #48 out of 218 companies in the Diversified Financial Services industry, placing it in the top 22%.
Is ORIX's 3-Year Book Growth Rate too high?
ORIX's current 3-Year Book Growth Rate of 10.50% is 24% above median its 10-year median of 8.50. Based on the distribution chart, ORIX ranks #48 out of 218 companies in the Diversified Financial Services industry, which is in the top quartile — a strong position relative to peers. Overall, ORIX has a GF Score™ of 68/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does ORIX's 3-Year Book Growth Rate compare to FRHC and VOYA?
According to the Diversified Financial Services industry distribution chart, ORIX ranks #48 out of 218 companies for 3-Year Book Growth Rate. This places ORIX in the top 22% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Book Growth Rate for a Diversified Financial Services company?
A good 3-Year Book Growth Rate depends on the Diversified Financial Services industry context. However, 3-Year Book Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Book Growth Rate mean?
A high 3-Year Book Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Book Growth Rate is the 3-year average growth rate of Book Value per Share. View historical data for ORIX and its competitors. ORIX's current 3-Year Book Growth Rate is 10.50%, which is 24% above median its own 10-year median of 8.50. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ORIX stock overvalued right now?
Based on GuruFocus' analysis, ORIX (IX) is currently considered Significantly Overvalued. The stock's GF Value™ is $28.60, compared to a current price of $39.70 — trading 38.8% above its estimated fair value. The current 3-Year Book Growth Rate is 10.50%, which is 24% above median its 10-year median of 8.50. ORIX's overall GF Score™ is 68/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Book Growth Rate calculated?
3-Year Book Growth Rate is calculated from a company's financial statements. For ORIX (IX), the current 3-Year Book Growth Rate is 10.50% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is ORIX (IX) Overvalued in 2026?

Based on GuruFocus' analysis, ORIX stock appears to be overvalued. The current stock price of $39.70 is trading 38.8% above its estimated GF Value™ of $28.60. GuruFocus considers ORIX to be Significantly Overvalued.

Key valuation signals for IX:

  • 3-Year Book Growth Rate: 10.50% (24% above median its 10-year median of 8.50)
  • GF Value™: $28.60 vs. price of $39.70 (38.8% above fair value)
  • GF Score™: 68/100 with 6 warning signs

No single metric tells the full story. See the IX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


ORIX Business Description

Address 2-4-1 Hamamatsu-cho, World Trade Center Building, South Tower, Minato-ku, Tokyo, JPN, 105-5135
ORIX Corp is a diversified financial services company with operations in Corporate Financial Services, Maintenance Leasing, Real Estate, PE Investment and Concession, Environment and Energy, Insurance, Banking and Credit, Aircraft and Ships, ORIX USA, ORIX Europe, Asia, and Australia and engages in various other fee businesses by providing products and services aligned with customer needs to its core customer base of domestic small and medium-sized enterprises. Orix's numerous divisions finance leases of large-ticket items like ships, airplanes, and technology equipment. The company generates the majority of its revenue from Corporate Financial Services and Maintenance Leasing operations and Real Estate operations.
68GF Score

Get the complete analysis for IX

3-Year Book Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$39.70
Price
$28.60
GF Value