ORIX (IX) versus SWK (SWKH) Critical Comparison

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ORIX (NYSE:IX) and SWK (OTCMKTS:SWKH) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their dividends, profitability, risk, analyst recommendations, valuation, earnings and institutional ownership.

Dividends

ORIX pays an annual dividend of $1.78 per share and has a dividend yield of 2.2%. SWK does not pay a dividend.

Profitability

This table compares ORIX and SWK’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
ORIX 11.35% 10.98% 2.68%
SWK 5.69% 7.31% 7.24%

Analyst Ratings

This is a breakdown of current ratings for ORIX and SWK, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ORIX 0 0 1 0 3.00
SWK 0 0 0 0 N/A

Volatility and Risk

ORIX has a beta of 1.18, indicating that its share price is 18% more volatile than the S&P 500. Comparatively, SWK has a beta of 0.31, indicating that its share price is 69% less volatile than the S&P 500.

Insider and Institutional Ownership

2.0% of ORIX shares are owned by institutional investors. 0.1% of ORIX shares are owned by insiders. Comparatively, 1.4% of SWK shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Valuation & Earnings

This table compares ORIX and SWK’s revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
ORIX $25.76 billion 0.79 $2.82 billion N/A N/A
SWK $37.49 million 3.30 $3.04 million N/A N/A

ORIX has higher revenue and earnings than SWK.

Summary

ORIX beats SWK on 9 of the 12 factors compared between the two stocks.

ORIX Company Profile

ORIX Corporation provides diversified financial services primarily in Japan and the Americas. It operates through six segments: Corporate Financial Services, Maintenance Leasing, Real Estate, Investment and Operation, Retail, and Overseas Business. The Corporate Financial Services segment engages in lending, leasing, and fee businesses. The Maintenance Leasing segment is involved in leasing, automobile rental, and car sharing businesses; lease and rental of precision measuring, information technology related, medical equipment, and environmental analysis equipment, as well as tablet computers; and the sale of software packages and equipment calibration and asset management. The Real Estate segment develops and leases office buildings, commercial properties, logistics centers, and residences; and operates accommodations, aquariums, golf courses, training facilities, senior housings, baseball stadiums, and theaters. This segment also offers REIT asset management and real estate investment advisory services. The Investment and Operation segment is involved in the collection and disposal of waste generated from end-of-lease assets; environment and energy business, such as mega-solar and electric power retailing; and investment in wind power generation and hydropower projects. The Retail segment engages in life insurance, banking, and card loan businesses. The Overseas Business segment is involved in leasing, financing, management, investment, intermediary and sales activities in the field of aircraft and ship. The company was formerly known as Orient Leasing Co., Ltd. and changed its name to ORIX Corporation in 1989. ORIX Corporation was founded in 1964 and is headquartered in Tokyo, Japan.

SWK Company Profile

SWK Holdings Corporation, a specialized finance company, focuses on the healthcare sector. It intends to provide customized financing solutions to a range of life science companies, including companies in the biotechnology, medical device, medical diagnostics and related tools, animal health, and pharmaceutical industries, as well as institutions and inventors. The company, through its subsidiary, SWK Advisors LLC, offers non-discretionary investment advisory services to institutional clients in separately managed accounts to invest in life science finance. The company was formerly known as Kana Software, Inc. and changed its name to SWK Holdings Corporation in December 2009. SWK Holdings Corporation was founded in 1996 and is headquartered in Dallas, Texas.

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