COMP <GO>
IX vs BBDC // RSI-14 & 200D SMA MOMENTUM
ORIX Corporation (NYSE) VS. Barings BDC Inc. (NYSE) • 15-METRIC TALLY: IX 3
— BBDC 3
▲ RSI-14 & 200D SMA MOMENTUM LEADER: BBDC
LAST: $36.83 (-1.39%) • MKT CAP: $40.70B
rsi-technicals
50.5
LAST: $8.65 (-0.69%) • MKT CAP: $912.0M
rsi-technicals
57.3
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IX VS. BBDC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IX | BBDC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 8.80% | +1.10 | IX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 17.60% | -15.39 | BBDC | /fcf-yield <GO> |
| Operating Margin | 13.90% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 15.40% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | IX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum ACTIVE | 50.5 | 57.3 | -6.80 | BBDC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 8.3x | +19.30 | BBDC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $40.70B | $912.0M | $39.78B | IX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IX REV | BBDC REV | IX GROSS % | BBDC GROSS % | IX FCF | BBDC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $0 | — | — | — | $160.5M |
| FY 2024 | — | $0 | — | — | — | $122.2M |
| FY 2023 | — | $0 | — | — | — | $76.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IX // BETA 0.93
BBDC // BETA —