ORIX CORPORATION vs TransUnion, two Credit Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Return on assets separates these two by business model: TransUnion at 5.85% against Orix's 2.48%, the asset-light credit bureau out-earning the capital-heavy Japanese conglomerate per dollar deployed. TransUnion earns 14.3% on equity to Orix's 9.8%, nets 14.9% of revenue to Orix's 13.4%. TransUnion trades at 19.5 times earnings, Orix has no usable P/E; Orix pays the bigger dividend, 2.64% against 0.65%. A focused US credit-data toll booth sits beside a diversified Japanese financial holding; TransUnion's clean recurring revenue earns more per asset dollar and commands a real multiple, Orix's sprawling balance sheet earns less and trades as value, the market rewarding the toll model.
Comparison updated 2026-07-11.
| Metric | IX | TRU |
|---|---|---|
| Price | $38.30 | $70.34 |
| Market cap | $42.9B | $13.7B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +23.5% |
| P/E | — | 19.5 |
| P/B | 1.41 | 2.78 |
| P/S | 1.93 | 2.89 |
| EV/EBITDA | 13.5 | 12.9 |
| Revenue growth | +7.5% | +11.0% |
| Operating margin | 13.7% | 19.6% |
| Net margin | 13.4% | 14.9% |
| Return on equity | 9.8% | 14.3% |
| Return on assets | 2.5% | 5.8% |
| Dividend yield | 2.6% | 0.7% |
| Debt / equity | 1.43 | 1.14 |
| Current ratio | — | 1.93 |
| Altman Z (solvency) | 0.83 | 2.07 |
| Piotroski F (quality) | 9 / 9 | 5 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.