ORIX (IX) 5-Year Yield-on-Cost %: 5.14 (As of Jun. 30, 2026) — 28% Below Median


IX ORIX Corp IX
64 GF Score
Price $38.43
GF Value $29.92
Valuation Modestly Overvalued
! 7 Warning Signs
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What is ORIX 5-Year Yield-on-Cost %?

ORIX IX +0.39% 64 5-Year Yield-on-Cost % is 5.14 as of Jun. 30, 2026, which is 28% below its 10-year median of 7.14. GuruFocus rates IX with a GF Score™ of 64/100 and a GF Value™ of $29.92 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 48 Diversified Financial Services companies, ORIX ranks better than 54.17% on this metric.

ORIX's yield on cost for the quarter that ended in Mar. 2026 was 5.14.


The historical rank and industry rank for ORIX's 5-Year Yield-on-Cost % or its related term are showing as below:

IX' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 4.88   Med: 7.14   Max: 14.07
Current: 5.14


During the past 13 years, ORIX's highest Yield on Cost was 14.07. The lowest was 4.88. And the median was 7.14.


IX's 5-Year Yield-on-Cost % is ranked better than
54.17% of 48 companies
in the Diversified Financial Services industry
Industry Median: 4.17 vs IX: 5.14

ORIX  (NYSE:IX) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


ORIX 5-Year Yield-on-Cost % Related Terms


IX vs VOYA, FRHC: 5-Year Yield-on-Cost % Comparison

For the Financial Conglomerates subindustry, ORIX's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Diversified Financial Services Industry

For the Diversified Financial Services industry and Financial Services sector, ORIX's 5-Year Yield-on-Cost % distribution charts can be found below:

* The bar in red indicates where ORIX's 5-Year Yield-on-Cost % falls into.


IX
64GF Score
ORIX Corp IX
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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ORIX 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of ORIX is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 5.14 mean?
ORIX (IX) has a 5-Year Yield-on-Cost % of 5.14 as of Jun. 30, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on ORIX and its competitors. This is 28% below median its historical median of 7.14. Over the past decade, ORIX's 5-Year Yield-on-Cost % has ranged from 4.88 to 14.07. According to the industry distribution chart, ORIX ranks #22 out of 48 companies in the Diversified Financial Services industry, placing it in the top 45.8%.
Is ORIX's 5-Year Yield-on-Cost % too high?
ORIX's current 5-Year Yield-on-Cost % of 5.14 is 28% below median its 10-year median of 7.14. Over the past 10 years, this metric has ranged from a low of 4.88 to a high of 14.07. The Diversified Financial Services industry median 5-Year Yield-on-Cost % is 4.17. ORIX's value of 5.14 is 23.3% above this industry median. Based on the distribution chart, ORIX ranks #22 out of 48 companies in the Diversified Financial Services industry, which is above the industry midpoint. Overall, ORIX has a GF Score™ of 64/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does ORIX's 5-Year Yield-on-Cost % compare to VOYA and FRHC?
According to the Diversified Financial Services industry distribution chart, ORIX ranks #22 out of 48 companies for 5-Year Yield-on-Cost %. This puts ORIX in the upper half of its industry. The industry median 5-Year Yield-on-Cost % is 4.17. ORIX's value of 5.14 is 23.3% above this benchmark. Historically, ORIX's own 5-Year Yield-on-Cost % has ranged from 4.88 to 14.07 over the past decade. While the company's 10-year median is 7.14 vs. the industry median of 4.17, 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 5-Year Yield-on-Cost % for a Diversified Financial Services company?
The median 5-Year Yield-on-Cost % among Diversified Financial Services companies is 4.17, based on 48 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. ORIX's current 5-Year Yield-on-Cost % of 5.14 is 23.3% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on ORIX and its competitors. For the Diversified Financial Services industry, the median 5-Year Yield-on-Cost % is 4.17 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. ORIX's current 5-Year Yield-on-Cost % is 5.14, which is 28% below median its own 10-year median of 7.14. 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 Modestly Overvalued. The stock's GF Value™ is $29.92, compared to a current price of $38.43 — trading 28.4% above its estimated fair value. The current 5-Year Yield-on-Cost % is 5.14, which is 28% below median its 10-year median of 7.14 and 23.3% above the Diversified Financial Services industry median of 4.17. ORIX's overall GF Score™ is 64/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For ORIX (IX), the current 5-Year Yield-on-Cost % is 5.14 as of Jun. 30, 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 $38.43 is trading 28.4% above its estimated GF Value™ of $29.92. GuruFocus considers ORIX to be Modestly Overvalued.

Key valuation signals for IX:

  • 5-Year Yield-on-Cost %: 5.14 (28% below median its 10-year median of 7.14)
  • GF Value™: $29.92 vs. price of $38.43 (28.4% above fair value)
  • GF Score™: 64/100 with 7 warning signs
  • Industry Position: 23.3% above the Diversified Financial Services median (#22 of 48)

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

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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$38.43
Price
$29.92
GF Value