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BofA Securities sees limited upside for ORIX stock, citing volatile returns and higher risks

EditorEmilio Ghigini
Published 03/09/2024, 09:46
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On Tuesday, BofA Securities resumed coverage on ORIX Corp (8591:JP) (NYSE: IX) stock with a Neutral rating and set a price target of JPY 3,736.00.

BofA Securities outlined the challenges in forecasting earnings for ORIX Corp, citing significant volatility in profits, particularly from the private equity investment segment. The company's substantial returns on private equity investments and gains from real estate sales contribute to this unpredictability.

The analyst noted the risks involved in ORIX's ventures, especially in U.S. real estate and credit operations. These factors contribute to a higher cost of capital for the company within the insurance and non-bank sector. BofA Securities estimated a return on equity (ROE) for ORIX Corp that is just below 10%, while assuming a 10% cost of capital.

ORIX's stock price target is based on a price-to-book (P/B) ratio of 1x and the firm's end-of-fiscal year March 2025 book value per share (BPS) estimate of JPY 3,736. The Neutral rating reflects the analyst's view that there is limited upside potential for ORIX's share price when compared to other companies in the same sector.

The analyst's commentary highlights the complexity of ORIX's business model, which includes earnings from a variety of sources, such as private equity investments and real estate transactions. These activities can lead to fluctuating profits, making it difficult to project the company’s financial performance with certainty.

In conclusion, BofA Securities has set a price target for ORIX Corp at JPY 3,736.00, equating to an American Depositary Receipt (ADR) value of $128.26. The firm's analysis suggests that while ORIX engages in potentially lucrative activities, the associated risks and capital costs temper the outlook for the company's stock performance relative to its peers.

In other recent news, ORIX Corporation reported a substantial 38% increase in Q1 net income, reaching JPY86.7 billion, driven by steady earnings in the finance sector and significant profit increases in the inbound tourism segment. The company's annualized return on equity (ROE) also rose to 8.7%.

ORIX is optimistic about the future, expecting full-year capital gains to surpass the previous year's figures and planning to capitalize on opportunities in various business segments, including aircraft leasing and inbound tourism.

However, ORIX USA reported a decline in profits due to cautious risk management, while profits in the Asia and Australia segment dropped owing to the absence of valuation gains. The company is closely monitoring its non-performing loans, which currently stand at just over JPY60 billion.

Despite these challenges, ORIX Corporation is strategically focusing on sectors with growth potential, such as inbound tourism. The company expects growth in the aircraft leasing market and anticipates positive impacts from changes in interest rates and FX.

Equity investment in Panasonic (OTC:PCRFY) Connect's projector business is seen as a potential growth driver. These are the recent developments in the company's operations.

InvestingPro Insights

ORIX Corp (NYSE: IX), a prominent player in the Financial Services industry, has demonstrated a strong track record with its dividend payments, maintaining them for 33 consecutive years. This commitment to shareholder returns is mirrored in its recent performance, with robust returns over the past month and a commendable return on assets in the last twelve months. ORIX's current market capitalization stands at 28.92 billion USD, with a P/E ratio of 11.49, showcasing its potential as a value investment when considering its near-term earnings growth.

The company's financial health is further evidenced by its liquid assets, which exceed its short-term obligations, indicating a solid liquidity position. Investors may also take note of ORIX's trading activity, as it is currently trading near its 52-week high, reflecting investor confidence and market momentum. For those interested in deeper analysis, InvestingPro offers additional insights, including more InvestingPro Tips, to help investors make informed decisions.

With 7 more InvestingPro Tips available on the platform, investors can access a comprehensive analysis of ORIX Corp's financial health and market position. These insights include metrics such as the company's revenue growth, which was 5.96% over the last twelve months as of Q1 2023, and its dividend growth, which stood at 17.61% in the same period. For a detailed understanding of ORIX's investment potential, visit https://www.investing.com/pro/IX for an array of valuable tips and real-time data.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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