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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 2/10

vs
industry
vs
history
Cash to Debt 0.40
OPY's Cash to Debt is ranked lower than
90% of the 631 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. OPY: 0.40 )
Ranked among companies with meaningful Cash to Debt only.
OPY' s Cash to Debt Range Over the Past 10 Years
Min: 0.06  Med: 0.39 Max: 1.42
Current: 0.4
0.06
1.42
Equity to Asset 0.19
OPY's Equity to Asset is ranked lower than
80% of the 617 Companies
in the Global Capital Markets industry.

( Industry Median: 0.58 vs. OPY: 0.19 )
Ranked among companies with meaningful Equity to Asset only.
OPY' s Equity to Asset Range Over the Past 10 Years
Min: 0.13  Med: 0.19 Max: 0.42
Current: 0.19
0.13
0.42
F-Score: 1
M-Score: -2.62
WACC vs ROIC
7.07%
-1.03%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 3/10

vs
industry
vs
history
Operating margin (%) -1.26
OPY's Operating margin (%) is ranked lower than
77% of the 661 Companies
in the Global Capital Markets industry.

( Industry Median: 14.28 vs. OPY: -1.26 )
Ranked among companies with meaningful Operating margin (%) only.
OPY' s Operating margin (%) Range Over the Past 10 Years
Min: -4.09  Med: 3.10 Max: 14.85
Current: -1.26
-4.09
14.85
Net-margin (%) -0.86
OPY's Net-margin (%) is ranked lower than
76% of the 663 Companies
in the Global Capital Markets industry.

( Industry Median: 11.83 vs. OPY: -0.86 )
Ranked among companies with meaningful Net-margin (%) only.
OPY' s Net-margin (%) Range Over the Past 10 Years
Min: -2.36  Med: 1.57 Max: 8.79
Current: -0.86
-2.36
8.79
ROE (%) -1.46
OPY's ROE (%) is ranked lower than
78% of the 665 Companies
in the Global Capital Markets industry.

( Industry Median: 4.40 vs. OPY: -1.46 )
Ranked among companies with meaningful ROE (%) only.
OPY' s ROE (%) Range Over the Past 10 Years
Min: -4.78  Med: 3.25 Max: 18.77
Current: -1.46
-4.78
18.77
ROA (%) -0.27
OPY's ROA (%) is ranked lower than
74% of the 679 Companies
in the Global Capital Markets industry.

( Industry Median: 1.63 vs. OPY: -0.27 )
Ranked among companies with meaningful ROA (%) only.
OPY' s ROA (%) Range Over the Past 10 Years
Min: -1.13  Med: 0.62 Max: 3.51
Current: -0.27
-1.13
3.51
Revenue Growth (3Y)(%) -1.90
OPY's Revenue Growth (3Y)(%) is ranked lower than
63% of the 519 Companies
in the Global Capital Markets industry.

( Industry Median: 4.20 vs. OPY: -1.90 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
OPY' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -2.2  Med: 8.50 Max: 24.1
Current: -1.9
-2.2
24.1
EBITDA Growth (3Y)(%) 0.20
OPY's EBITDA Growth (3Y)(%) is ranked lower than
61% of the 391 Companies
in the Global Capital Markets industry.

( Industry Median: 8.70 vs. OPY: 0.20 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
OPY' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -36  Med: 0.30 Max: 47.2
Current: 0.2
-36
47.2
» OPY's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-07-31)


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q2 2015

OPY Guru Trades in Q2 2015

Barrow, Hanley, Mewhinney & Strauss 31,278 sh (+5.46%)
HOTCHKIS & WILEY 611,925 sh (+4.17%)
Chuck Royce 232,712 sh (unchged)
Private Capital 323,398 sh (-0.19%)
» More
Q3 2015

OPY Guru Trades in Q3 2015

HOTCHKIS & WILEY 900,625 sh (+47.18%)
Private Capital 400,034 sh (+23.70%)
Barrow, Hanley, Mewhinney & Strauss 31,278 sh (unchged)
Chuck Royce 232,712 sh (unchged)
» More
Q4 2015

OPY Guru Trades in Q4 2015

HOTCHKIS & WILEY 1,267,490 sh (+40.73%)
Chuck Royce 256,512 sh (+10.23%)
Private Capital 409,961 sh (+2.48%)
Barrow, Hanley, Mewhinney & Strauss 29,847 sh (-4.58%)
» More
Q1 2016

OPY Guru Trades in Q1 2016

Private Capital 464,081 sh (+13.20%)
HOTCHKIS & WILEY 1,262,614 sh (-0.38%)
Chuck Royce 246,512 sh (-3.90%)
Barrow, Hanley, Mewhinney & Strauss 22,746 sh (-23.79%)
» More
» Details

Insider Trades

Latest Guru Trades with OPY

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Business Description

Industry: Brokers & Exchanges » Capital Markets
Compare:HKSE:08097, HKSE:00335, HKSE:00218, XPAR:SY, TSE:8706, XSWX:SQN » details
Oppenheimer Holdings Inc provides retail securities brokerage, institutional sales & trading, investment banking (corporate & public finance), research, market-making, trust services, mortgage banking & investment advisory & asset management services.

Oppenheimer Holdings Inc is a Delaware corporation incorporated on May 11, 2005. The Company through its operating subsidiaries is a middle-market investment bank and full service broker-dealer. It provides full-service brokerage investment alternatives including exchange-traded options and future contracts, over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, and unit investment trusts. The Company also provides financial and wealth planning services which include individual asset and corporate retirement solutions, including insurance and annuity products, IRAs and 401(k) plans, U.S. stock plan services to corporate executives and businesses, education saving programs, and trust and fiduciary services to individual and corporate clients. The Company's operating segments include: Private Client, Asset Management, Capital Markets and Commercial Mortgage Banking. Its Private Client segment includes commissions and a proportionate amount of income on AUM, net interest earnings on client margin loans and cash balances, fees from money market funds, net contributions from stock loan activities and financing activities, and direct expenses associated with this segment. Asset Management, includes a proportionate amount of income earned on AUM from investment management services of its subsidiary, OAM. Capital Markets, includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading, as well as the Company's operations in the United Kingdom, Hong Kong and Israel, and direct expenses associated with this segment; and Commercial Mortgage Banking, includes loan origination and servicing fees from the Company's subsidiary, OMHHF. The Company extends credit to its customers, collateralized by securities and cash in the customer's account, for a portion of the purchase price, and receives income from interest charged on such extensions of credit. In connection with both its trading and brokerage activities, it borrows securities to cover short sales and to complete transactions in which customers have failed to deliver securities by the required settlement date and lends securities to other brokers and dealers for similar purposes. The Company offers investment advisory services to its retail and institutional clients through proprietary and third party distribution channels. It provides clients with three wrap fee-based programs: Investment Advisory Services through which clients might select among those managers approved by the Company, Strategic Asset Review through which clients may select among those managers reviewed and recommended by the Company and those outside of the Company's approved list of managers, and Unified Managed Account which allows multiple investment managers, mutual funds and ETFs to be combined in a single cus

Ratios

vs
industry
vs
history
P/B 0.41
OPY's P/B is ranked higher than
83% of the 649 Companies
in the Global Capital Markets industry.

( Industry Median: 1.12 vs. OPY: 0.41 )
Ranked among companies with meaningful P/B only.
OPY' s P/B Range Over the Past 10 Years
Min: 0.01  Med: 0.67 Max: 1.86
Current: 0.41
0.01
1.86
P/S 0.23
OPY's P/S is ranked higher than
94% of the 630 Companies
in the Global Capital Markets industry.

( Industry Median: 3.39 vs. OPY: 0.23 )
Ranked among companies with meaningful P/S only.
OPY' s P/S Range Over the Past 10 Years
Min: 0.11  Med: 0.34 Max: 1.04
Current: 0.23
0.11
1.04
Shiller P/E 11.13
OPY's Shiller P/E is ranked higher than
77% of the 87 Companies
in the Global Capital Markets industry.

( Industry Median: 21.29 vs. OPY: 11.13 )
Ranked among companies with meaningful Shiller P/E only.
OPY' s Shiller P/E Range Over the Past 10 Years
Min: 3.46  Med: 13.16 Max: 25.92
Current: 11.13
3.46
25.92

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.80
OPY's Dividend Yield is ranked lower than
52% of the 462 Companies
in the Global Capital Markets industry.

( Industry Median: 3.22 vs. OPY: 2.80 )
Ranked among companies with meaningful Dividend Yield only.
OPY' s Dividend Yield Range Over the Past 10 Years
Min: 0.71  Med: 1.81 Max: 6.17
Current: 2.8
0.71
6.17
Forward Dividend Yield 2.80
OPY's Forward Dividend Yield is ranked lower than
56% of the 428 Companies
in the Global Capital Markets industry.

( Industry Median: 3.46 vs. OPY: 2.80 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 2.78
OPY's Yield on cost (5-Year) is ranked lower than
55% of the 548 Companies
in the Global Capital Markets industry.

( Industry Median: 3.52 vs. OPY: 2.78 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
OPY' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 0.71  Med: 1.81 Max: 6.17
Current: 2.78
0.71
6.17
3-Year Average Share Buyback Ratio 0.70
OPY's 3-Year Average Share Buyback Ratio is ranked higher than
78% of the 304 Companies
in the Global Capital Markets industry.

( Industry Median: -2.10 vs. OPY: 0.70 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
OPY' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -2.5  Med: -0.30 Max: 1.1
Current: 0.7
-2.5
1.1

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.67
OPY's Price/Tangible Book is ranked higher than
71% of the 613 Companies
in the Global Capital Markets industry.

( Industry Median: 1.11 vs. OPY: 0.67 )
Ranked among companies with meaningful Price/Tangible Book only.
OPY' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.01  Med: 1.31 Max: 4.13
Current: 0.67
0.01
4.13
Price/Projected FCF 0.66
OPY's Price/Projected FCF is ranked higher than
67% of the 218 Companies
in the Global Capital Markets industry.

( Industry Median: 0.92 vs. OPY: 0.66 )
Ranked among companies with meaningful Price/Projected FCF only.
OPY' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.16  Med: 0.91 Max: 112
Current: 0.66
0.16
112
Price/Median PS Value 0.73
OPY's Price/Median PS Value is ranked higher than
75% of the 575 Companies
in the Global Capital Markets industry.

( Industry Median: 0.94 vs. OPY: 0.73 )
Ranked among companies with meaningful Price/Median PS Value only.
OPY' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.46  Med: 1.97 Max: 5.24
Current: 0.73
0.46
5.24
Earnings Yield (Greenblatt) (%) -2.83
OPY's Earnings Yield (Greenblatt) (%) is ranked lower than
80% of the 650 Companies
in the Global Capital Markets industry.

( Industry Median: 3.90 vs. OPY: -2.83 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
OPY' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: -3.07  Med: 7.45 Max: 35
Current: -2.83
-3.07
35
Forward Rate of Return (Yacktman) (%) -11.27
OPY's Forward Rate of Return (Yacktman) (%) is ranked lower than
83% of the 182 Companies
in the Global Capital Markets industry.

( Industry Median: 11.01 vs. OPY: -11.27 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
OPY' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -28  Med: 10.80 Max: 56.2
Current: -11.27
-28
56.2

More Statistics

Revenue (TTM) (Mil) $883.0
EPS (TTM) $ -0.57
Beta1.34
Short Percentage of Float3.13%
52-Week Range $13.58 - 27.99
Shares Outstanding (Mil)13.36
» More Articles for OPY

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Oppenheimer Holdings Inc. Reports Operating Results (10-Q) Aug 07 2009 
Oppenheimer Holdings Inc. Reports Operating Results (10-Q) May 07 2009 

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