Raymond James vs ORIX

This page compares Raymond James and ORIX, examining business models, financial performance, and market context to help readers understand how each company operates and positions itself in its respective markets. The content is neutral and accessible, presenting facts and framing questions for thoughtful analysis. Educational content, not financial advice.

This page compares Raymond James and ORIX, examining business models, financial performance, and market context to help readers understand how each company operates and positions itself in its respect...

Comparison Snapshot

Key Financial Metrics

RJF

Metric

IX

$33.10B

Market Cap

$35.60B

5.90%

Potential Profit

-0.75%

Hold

Analyst Rating

Hold

Why It's Moving

Raymond James Strikes $46B Deal to Acquire Clark Capital, Fueling Expansion Push

Acquisition targets Clark Capital's $46B AUM, enhancing Raymond James' scale in asset management.
TD Cowen lifted its price target to $187 from $180 on January 14, signaling analyst optimism for growth.
Recent stock momentum shows gains in 7 of last 10 days, reflecting positive market reception to strategic developments.

Sentiment:

🐃Bullish

ORIX Rings in 2026 with New CEO, Digital Push, and Solid Growth Outlook

CEO Hidetake Takahashi's New Year's message highlights steady progress in finance, operations, and investments, reinforcing the path to revised FY2026 net income goals.
New Digital Innovation Unit targets business visualization, standardization, and AI-driven efficiencies to supercharge productivity and growth.
Recent management and organizational reforms, effective January 1, streamline Japan & APAC and USA & Europe units for sharper regional focus and long-term expansion.

Sentiment:

🐃Bullish

Raymond James Strikes $46B Deal to Acquire Clark Capital, Fueling Expansion Push

Acquisition targets Clark Capital's $46B AUM, enhancing Raymond James' scale in asset management.
TD Cowen lifted its price target to $187 from $180 on January 14, signaling analyst optimism for growth.
Recent stock momentum shows gains in 7 of last 10 days, reflecting positive market reception to strategic developments.

Sentiment:

🐃Bullish

ORIX Rings in 2026 with New CEO, Digital Push, and Solid Growth Outlook

CEO Hidetake Takahashi's New Year's message highlights steady progress in finance, operations, and investments, reinforcing the path to revised FY2026 net income goals.
New Digital Innovation Unit targets business visualization, standardization, and AI-driven efficiencies to supercharge productivity and growth.
Recent management and organizational reforms, effective January 1, streamline Japan & APAC and USA & Europe units for sharper regional focus and long-term expansion.

Sentiment:

🐃Bullish

Investment Analysis

Raymond James

RJF

Pros

Raymond James reported record client assets of $1.73 trillion, reflecting strong market share and client confidence.
The company achieved robust year-on-year revenue growth of 8% and maintained a high gross profit margin above 93%.
Raymond James has consistently increased dividends for 41 consecutive years, demonstrating reliable shareholder returns.

Considerations

The stock trades at a premium valuation relative to peers, with a forward P/E above the sector average.
Revenue and earnings are highly sensitive to US capital markets activity, exposing the company to cyclical risks.
Recent analyst price targets suggest limited upside, with some forecasts indicating only modest growth over the next year.

ORIX

IX

Pros

ORIX maintains a diversified global business model spanning leasing, banking, insurance, and asset management.
The company has a strong balance sheet with low leverage and consistent cash flow generation from core operations.
ORIX benefits from exposure to high-growth sectors such as renewable energy and infrastructure in Asia and the Americas.

Considerations

ORIX's earnings are exposed to fluctuations in foreign exchange rates due to its international operations.
The company faces competitive pressures in its core leasing and financial services markets, particularly in Japan.
Regulatory changes in key markets, including Japan and the US, could impact profitability and expansion plans.

About The Companies

Raymond James (RJF)

Raymond James Financial, Inc. (RJF) is a diversified US financial services firm best known for its wealth management and investment banking operations. The company combines a large network of financial advisers with capital markets, institutional services and asset management offerings, creating a mix of fee-based and transactional revenue. Investors often watch RJF for its relatively stable recurring revenue from advisory and asset-based fees, which can help smooth volatility from trading and underwriting cycles. That said, results remain sensitive to market conditions, interest rates and investor sentiment, and earnings can fluctuate with market activity. The firm has a history of reinvesting in its advice network and technology to expand client relationships, but faces regulatory oversight and competitive pressures. This summary is educational only, not personalised advice; potential investors should consider risk tolerance, time horizon and seek independent advice when evaluating RJF.

ORIX (IX)

ORIX Corporation (ticker: IX) is a Japan-based diversified financial services group with activities spanning leasing, lending, real estate, infrastructure and asset management. The company generates income from equipment leasing, loans, property investment and management fees from its growing asset-management business, and it has increasingly expanded outside Japan. With a market capitalisation near $29.7 billion, ORIX offers exposure to a mix of fee-based and interest-rate sensitive businesses, which can provide some revenue diversification compared with single-line lenders. Investors should note the company’s scale and global footprint, but also consider cyclical sensitivity in leasing and real estate, credit risk in lending, and foreign-exchange effects from overseas operations. ORIX has historically prioritised steady cashflow and dividend distributions, yet past payments do not guarantee future returns. This summary is for general informational purposes only and not personal financial advice; investors should assess suitability relative to their own objectives and risk tolerance.

Raymond James (RJF) Next Earnings Date

Raymond James Financial (RJF) is expected to report its next earnings on January 28, 2026. This release will cover Q1 2026 results, following the Q4 2025 report issued on October 22, 2025. Note that the date remains an estimate, as the company has not yet officially confirmed it.

ORIX (IX) Next Earnings Date

ORIX Corporation (IX) is scheduled to report its next earnings on February 9, 2026, covering the third quarter results for the period ending December 2025. This date aligns with the company's historical reporting pattern, as confirmed on their official IR calendar. Investors should monitor for any updates, as the exact timing remains subject to final confirmation.

Raymond James (RJF) Next Earnings Date

Raymond James Financial (RJF) is expected to report its next earnings on January 28, 2026. This release will cover Q1 2026 results, following the Q4 2025 report issued on October 22, 2025. Note that the date remains an estimate, as the company has not yet officially confirmed it.

ORIX (IX) Next Earnings Date

ORIX Corporation (IX) is scheduled to report its next earnings on February 9, 2026, covering the third quarter results for the period ending December 2025. This date aligns with the company's historical reporting pattern, as confirmed on their official IR calendar. Investors should monitor for any updates, as the exact timing remains subject to final confirmation.

Which Baskets Do They Appear In?

Anti-Fragile Systems

Companies that don't just survive market chaos—they thrive on it. These carefully selected stocks are designed to become more profitable during volatility, offering you a unique way to potentially benefit from uncertain times.

Published: June 17, 2025

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Which Baskets Do They Appear In?

Anti-Fragile Systems

Companies that don't just survive market chaos—they thrive on it. These carefully selected stocks are designed to become more profitable during volatility, offering you a unique way to potentially benefit from uncertain times.

Published: June 17, 2025

Explore Basket

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Raymond James vs ORIX

Comparison Snapshot

Why It's Moving

Raymond James Strikes $46B Deal to Acquire Clark Capital, Fueling Expansion Push

ORIX Rings in 2026 with New CEO, Digital Push, and Solid Growth Outlook

Raymond James Strikes $46B Deal to Acquire Clark Capital, Fueling Expansion Push

ORIX Rings in 2026 with New CEO, Digital Push, and Solid Growth Outlook