ORIX (IX) Cyclically Adjusted PS Ratio: (As of Aug. 06, 2026)

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
64 GF Score
Price $41.52
GF Value $32.71
Valuation Modestly Overvalued
! 7 Warning Signs
View Full Analysis

What is ORIX Cyclically Adjusted PS Ratio?

Shiller PE for Stocks: The True Measure of Stock Valuation


ORIX  (NYSE:IX) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


ORIX Cyclically Adjusted PS Ratio Related Terms


ORIX Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for ORIX's Cyclically Adjusted PS Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

ORIX Cyclically Adjusted PS Ratio Chart

ORIX Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 2.51 2.00 2.77 2.39 3.27

ORIX Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 2.47 2.89 3.31 3.27 0.00

IX vs FRHC, VOYA: Cyclically Adjusted PS Ratio Comparison

For the Financial Conglomerates subindustry, ORIX's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio 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 Cyclically Adjusted PS Ratio vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, ORIX's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where ORIX's Cyclically Adjusted PS Ratio falls into.


IX
64GF Score
ORIX Corp IX
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

ORIX Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

ORIX's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, ORIX's adjusted Revenue per Share data for the three months ended in Jun. 2026 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=3.834/113.6000*113.6000
=3.834

Current CPI (Jun. 2026) = 113.6000.

ORIX Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201609 2.234 98.000 2.590
201612 2.182 98.400 2.519
201703 2.150 98.100 2.490
201706 2.338 98.500 2.696
201709 2.325 98.800 2.673
201712 2.302 99.400 2.631
201803 2.223 99.200 2.546
201806 2.290 99.200 2.622
201809 2.393 99.900 2.721
201812 1.881 99.700 2.143
201903 2.526 99.700 2.878
201906 2.380 99.800 2.709
201909 2.525 100.100 2.866
201912 2.530 100.500 2.860
202003 2.210 100.300 2.503
202006 2.402 99.900 2.731
202009 2.659 99.900 3.024
202012 2.861 99.300 3.273
202103 2.876 99.900 3.270
202106 2.889 99.500 3.298
202109 2.955 100.100 3.354
202112 2.898 100.100 3.289
202203 2.730 101.100 3.068
202206 2.508 101.800 2.799
202209 2.428 103.100 2.675
202212 2.509 104.100 2.738
202303 2.676 104.400 2.912
202306 3.062 105.200 3.306
202309 2.527 106.200 2.703
202312 2.507 106.800 2.667
202403 2.831 107.200 3.000
202406 2.898 108.200 3.043
202409 2.212 108.900 2.307
202412 2.844 110.700 2.919
202503 2.595 111.100 2.653
202506 3.410 111.700 3.468
202509 2.711 112.000 2.750
202512 3.177 113.000 3.194
202603 3.461 112.700 3.489
202606 3.834 113.600 3.834

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

Is ORIX (IX) Overvalued in 2026?

Based on GuruFocus' analysis, ORIX stock appears to be overvalued. The current stock price of $41.52 is trading 26.9% above its estimated GF Value™ of $32.71. GuruFocus considers ORIX to be Modestly Overvalued.

Key valuation signals for IX:

  • Cyclically Adjusted PS Ratio:
  • GF Value™: $32.71 vs. price of $41.52 (26.9% above fair value)
  • GF Score™: 64/100 with 7 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.
64GF Score

Get the complete analysis for IX

Cyclically Adjusted PS Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$41.52
Price
$32.71
GF Value