ORIX (ORXCF) ROE %: 5.04% (As of Mar. 2026) — 51% Below Median


ORXCF ORIX Corp ORXCF
75 GF Score
Price $36.37
GF Value $27.75
Valuation Significantly Overvalued
! 7 Warning Signs
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What is ORIX ROE %?

ORIX ORXCF -2.58% 75 ROE % is 5.04% as of Mar. 2026, which is 51% below its 10-year median of 10.19. GuruFocus rates ORXCF with a GF Score™ of 75/100 and a GF Value™ of $27.75 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 492 Diversified Financial Services companies, ORIX ranks better than 89.23% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. ORIX's annualized net income for the quarter that ended in Mar. 2026 was $1,452 Mil. ORIX's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was $28,828 Mil. Therefore, ORIX's annualized ROE % for the quarter that ended in Mar. 2026 was 5.04%.

The historical rank and industry rank for ORIX's ROE % or its related term are showing as below:

ORXCF' s ROE % Range Over the Past 10 Years
Min: 6.39   Med: 10.19   Max: 12.07
Current: 10.28

During the past 13 years, ORIX's highest ROE % was 12.07%. The lowest was 6.39%. And the median was 10.19%.

ORXCF's ROE % is ranked better than
89.23% of 492 companies
in the Diversified Financial Services industry
Industry Median: 1.65 vs ORXCF: 10.28

ORIX  (OTCPK:ORXCF) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=1451.704/28827.5965
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(1451.704 / 15290.44)*(15290.44 / 114852.277)*(114852.277 / 28827.5965)
=Net Margin %*Asset Turnover*Equity Multiplier
=9.49 %*0.1331*3.9841
=ROA %*Equity Multiplier
=1.26 %*3.9841
=5.04 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=1451.704/28827.5965
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (1451.704 / 3118.476) * (3118.476 / 15290.44) * (15290.44 / 114852.277) * (114852.277 / 28827.5965)
= Tax Burden * Pretax Margin % * Asset Turnover * Equity Multiplier
= 0.4655 * 20.39 % * 0.1331 * 3.9841
=5.04 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


ORIX ROE % Related Terms


ORIX ROE % Historical Data

* Premium members only.

The historical data trend for ORIX's ROE % 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 ROE % Chart

ORIX Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 9.67 8.04 8.75 8.78 10.12

ORIX Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % 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 7.94 10.58 15.09 10.23 5.04

ORXCF vs FRHC, VOYA: ROE % Comparison

For the Financial Conglomerates subindustry, ORIX's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, ORIX's ROE % distribution charts can be found below:

* The bar in red indicates where ORIX's ROE % falls into.


ORXCF
75GF Score
ORIX Corp ORXCF
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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ORIX ROE % Calculation

ORIX's annualized ROE % for the fiscal year that ended in Mar. 2026 is calculated as

ROE %=Net Income (A: Mar. 2026 )/( (Total Stockholders Equity (A: Mar. 2025 )+Total Stockholders Equity (A: Mar. 2026 ))/ count )
=2818.612/( (27437.595+28248.196)/ 2 )
=2818.612/27842.8955
=10.12 %

ORIX's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=1451.704/( (29406.997+28248.196)/ 2 )
=1451.704/28827.5965
=5.04 %

* 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.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 5.04% mean?
ORIX (ORXCF) has a ROE % of 5.04% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on ORIX and its competitors. This is 51% below median its historical median of 10.19. Over the past decade, ORIX's ROE % has ranged from 6.39 to 12.07. According to the industry distribution chart, ORIX ranks #53 out of 492 companies in the Diversified Financial Services industry, placing it in the top 10.8%.
Is ORIX's ROE % too high?
ORIX's current ROE % of 5.04% is 51% below median its 10-year median of 10.19. Over the past 10 years, this metric has ranged from a low of 6.39 to a high of 12.07. The Diversified Financial Services industry median ROE % is 1.65. ORIX's value of 5.04% is 205.5% above this industry median. Based on the distribution chart, ORIX ranks #53 out of 492 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 75/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does ORIX's ROE % compare to FRHC and VOYA?
According to the Diversified Financial Services industry distribution chart, ORIX ranks #53 out of 492 companies for ROE %. This places ORIX in the top 11% of its industry — outperforming the majority of peers. The industry median ROE % is 1.65. ORIX's value of 5.04% is 205.5% above this benchmark. Historically, ORIX's own ROE % has ranged from 6.39 to 12.07 over the past decade. While the company's 10-year median is 10.19 vs. the industry median of 1.65, ORIX has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % for a Diversified Financial Services company?
The median ROE % among Diversified Financial Services companies is 1.65, based on 492 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. ORIX's current ROE % of 5.04% is 205.5% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on ORIX and its competitors. For the Diversified Financial Services industry, the median ROE % is 1.65 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. ORIX's current ROE % is 5.04%, which is 51% below median its own 10-year median of 10.19. 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 (ORXCF) is currently considered Significantly Overvalued. The stock's GF Value™ is $27.75, compared to a current price of $36.37 — trading 31.1% above its estimated fair value. The current ROE % is 5.04%, which is 51% below median its 10-year median of 10.19 and 205.5% above the Diversified Financial Services industry median of 1.65. ORIX's overall GF Score™ is 75/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % calculated?
ROE % is calculated from a company's financial statements. For ORIX (ORXCF), the current ROE % is 5.04% as of Mar. 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 (ORXCF) Overvalued in 2026?

Based on GuruFocus' analysis, ORIX stock appears to be overvalued. The current stock price of $36.37 is trading 31.1% above its estimated GF Value™ of $27.75. GuruFocus considers ORIX to be Significantly Overvalued.

Key valuation signals for ORXCF:

  • ROE %: 5.04% (51% below median its 10-year median of 10.19)
  • GF Value™: $27.75 vs. price of $36.37 (31.1% above fair value)
  • GF Score™: 75/100 with 7 warning signs
  • Industry Position: 205.5% above the Diversified Financial Services median (#53 of 492)

No single metric tells the full story. See the ORXCF 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.
75GF Score

Get the complete analysis for ORXCF

ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$36.37
Price
$27.75
GF Value