ORIX Corporation (IX): fair value, margin of safety and Wheel Score

Is IX undervalued?

ORIX Corporation (IX) closed at 37.04 on 5 Nov 2026. The GLS average fair value - the simple average of the 9 valuation models that produced a positive number - is 42.91, so the price sits 14% below it. 6 of the 9 models value the shares above the current price. A margin of safety between 10% and 30% is where most of the Sunday Scan candidates come from.

There is a wide gap between Payback Time (5.72) and 10 Cap (85.34). When the models are this far apart the "fair value" is really a range, and the margin of safety above should be read with that range in mind.

Ranked against every other company we cover, neither cheapness nor growth clearly wins for IX, so the nightly engine files it under Blend (value score 61, growth score 67, out of 100). It also carries the Quality tag (Quality = moat 7.5+ out of 10 and Piotroski 7+).

Nine valuation models for IX

Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.

Quality and financial health

ORIX Corporation scores 8 of 9 on the Piotroski F-score, the nine yes/no tests of profitability, leverage and efficiency on the latest annual accounts - a strong reading that passes the "Piotroski 6 or more" Wheel Trade Filter with room to spare. A GLS Moat score of 7.6/10 puts IX among the more durable businesses we track: over up to ten years its returns on capital have stayed high, its margins steady and its balance sheet sound.

Returns on capital are thin or negative - ROIC 4.3%, ROE 10.6%, ROA 2.6% - with debt at 1.46 times equity and negative free cash flow.

The dividend yield is 2.92% at a payout ratio of 0%; for a wheel trader holding assigned shares the dividend adds to the covered-call premium, and the ex-dividend date is worth knowing before a call is sold. Revenue comes mainly from Sales of Goods and Real Estate and Serv… 51%, Asset Management And Servicing 10%, Product 10% (fiscal year FY2025).

Institutional ownership scores 1/10, insider activity 10/10 and Congressional trading 5/10 on the GLS smart-money scales.

Wheel Score 33: No options

No options are listed on ORIX Corporation in our nightly snapshot, so it fails the first Wheel Trade Filter (options that actually trade) (it reads 33, under 70) and is left out of every options scan; the fair value and health figures above are still useful for a plain stock position.

Volume runs at 188k shares a day on a market cap of $41.1B, with a beta of 0.72 - a low beta, so day-to-day moves are smaller than the market's; the Stability part of the Wheel Score rates that strong.

The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls: a stock must pass all 9 Wheel Trade Filters to score 70, and the score then ranks the ones that pass; the Sunday Scan is the top 10. It is updated nightly and is not a recommendation. How the Wheel Score works · the walkthrough lesson shows how it fits into a trade, start to finish.

Upcoming events

ORIX Corporation reports earnings on 9 Nov 2026 (before the open) - inside the 14-day window the Sunday Scan avoids, because a put sold now would carry the report's gap risk.

Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.

Similar stocks in Financial - Credit Services

The 12 companies below are the closest to ORIX Corporation by market cap within the Financial - Credit Services industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.

⚖ Compare IX with 7 of them   All Financial Services stocks →