Switch to:

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 : 5/10

vs
industry
vs
history
Cash to Debt 0.39
OPY's Cash to Debt is ranked lower than
59% of the 345 Companies
in the Global Capital Markets industry.

( Industry Median: 16.67 vs. OPY: 0.39 )
OPY' s 10-Year Cash to Debt Range
Min: 0.06   Max: No Debt
Current: 0.39

Equity to Asset 0.17
OPY's Equity to Asset is ranked higher than
52% of the 398 Companies
in the Global Capital Markets industry.

( Industry Median: 0.29 vs. OPY: 0.17 )
OPY' s 10-Year Equity to Asset Range
Min: 0.13   Max: 0.42
Current: 0.17

0.13
0.42
Interest Coverage 1.68
OPY's Interest Coverage is ranked lower than
56% of the 296 Companies
in the Global Capital Markets industry.

( Industry Median: 12.44 vs. OPY: 1.68 )
OPY' s 10-Year Interest Coverage Range
Min: 0.47   Max: 9999.99
Current: 1.68

0.47
9999.99
F-Score: 5
Z-Score: 0.61
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 : 5/10

vs
industry
vs
history
Operating margin (%) 4.42
OPY's Operating margin (%) is ranked higher than
52% of the 359 Companies
in the Global Capital Markets industry.

( Industry Median: 19.05 vs. OPY: 4.42 )
OPY' s 10-Year Operating margin (%) Range
Min: -4.09   Max: 27.27
Current: 4.42

-4.09
27.27
Net-margin (%) 2.52
OPY's Net-margin (%) is ranked higher than
51% of the 364 Companies
in the Global Capital Markets industry.

( Industry Median: 15.57 vs. OPY: 2.52 )
OPY' s 10-Year Net-margin (%) Range
Min: -2.36   Max: 15.32
Current: 2.52

-2.36
15.32
ROE (%) 4.80
OPY's ROE (%) is ranked higher than
60% of the 362 Companies
in the Global Capital Markets industry.

( Industry Median: 7.87 vs. OPY: 4.80 )
OPY' s 10-Year ROE (%) Range
Min: -4.88   Max: 22.28
Current: 4.8

-4.88
22.28
ROA (%) 0.85
OPY's ROA (%) is ranked higher than
57% of the 365 Companies
in the Global Capital Markets industry.

( Industry Median: 1.93 vs. OPY: 0.85 )
OPY' s 10-Year ROA (%) Range
Min: -1.36   Max: 5.86
Current: 0.85

-1.36
5.86
ROC (Joel Greenblatt) (%) 133.30
OPY's ROC (Joel Greenblatt) (%) is ranked higher than
70% of the 344 Companies
in the Global Capital Markets industry.

( Industry Median: 141.27 vs. OPY: 133.30 )
OPY' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -132.39   Max: 2904.2
Current: 133.3

-132.39
2904.2
Revenue Growth (%) -1.10
OPY's Revenue Growth (%) is ranked higher than
66% of the 328 Companies
in the Global Capital Markets industry.

( Industry Median: 1.00 vs. OPY: -1.10 )
OPY' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 24.5
Current: -1.1

0
24.5
EBITDA Growth (%) -13.80
OPY's EBITDA Growth (%) is ranked higher than
59% of the 273 Companies
in the Global Capital Markets industry.

( Industry Median: 0.40 vs. OPY: -13.80 )
OPY' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 47.4
Current: -13.8

0
47.4
EPS Growth (%) -13.90
OPY's EPS Growth (%) is ranked higher than
60% of the 281 Companies
in the Global Capital Markets industry.

( Industry Median: 0.90 vs. OPY: -13.90 )
OPY' s 10-Year EPS Growth (%) Range
Min: -35.2   Max: 65
Current: -13.9

-35.2
65
» OPY's 10-Y Financials

Financials


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

» Details

Guru Trades

Q2 2013

OPY Guru Trades in Q2 2013

Chuck Royce 237,579 sh (unchged)
Private Capital 593,275 sh (-1.68%)
» More
Q3 2013

OPY Guru Trades in Q3 2013

Jim Simons 27,200 sh (New)
Chuck Royce 237,279 sh (-0.13%)
Private Capital 312,884 sh (-47.26%)
» More
Q4 2013

OPY Guru Trades in Q4 2013

Private Capital 325,503 sh (+4.03%)
Chuck Royce 237,279 sh (unchged)
Jim Simons 11,900 sh (-56.25%)
» More
Q1 2014

OPY Guru Trades in Q1 2014

HOTCHKIS & WILEY 177,003 sh (New)
Jim Simons 52,903 sh (+344.56%)
Private Capital 321,553 sh (-1.21%)
Chuck Royce 233,012 sh (-1.8%)
» More
» Details

Insider Trades

Latest Guru Trades with OPY



No Insider Trades Found!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 13.20
OPY's P/E(ttm) is ranked higher than
84% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 23.80 vs. OPY: 13.20 )
OPY' s 10-Year P/E(ttm) Range
Min: 6.65   Max: 502.22
Current: 13.2

6.65
502.22
P/B 0.60
OPY's P/B is ranked higher than
89% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 1.51 vs. OPY: 0.60 )
OPY' s 10-Year P/B Range
Min: 0.22   Max: 1.86
Current: 0.6

0.22
1.86
P/S 0.32
OPY's P/S is ranked higher than
98% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 3.83 vs. OPY: 0.32 )
OPY' s 10-Year P/S Range
Min: 0.11   Max: 1.05
Current: 0.32

0.11
1.05
PFCF 8.38
OPY's PFCF is ranked higher than
90% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 141.14 vs. OPY: 8.38 )
OPY' s 10-Year PFCF Range
Min: 0.46   Max: 71.72
Current: 8.38

0.46
71.72
EV-to-EBIT 13.16
OPY's EV-to-EBIT is ranked higher than
83% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 25.93 vs. OPY: 13.16 )
OPY' s 10-Year EV-to-EBIT Range
Min: 2.8   Max: 259.2
Current: 13.16

2.8
259.2
PEG 7.00
OPY's PEG is ranked higher than
81% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. OPY: 7.00 )
OPY' s 10-Year PEG Range
Min: 0.29   Max: 11.47
Current: 7

0.29
11.47
Shiller P/E 20.24
OPY's Shiller P/E is ranked higher than
85% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. OPY: 20.24 )
OPY' s 10-Year Shiller P/E Range
Min: 3.88   Max: 31.39
Current: 20.24

3.88
31.39

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.91
OPY's Dividend Yield is ranked lower than
61% of the 315 Companies
in the Global Capital Markets industry.

( Industry Median: 2.53 vs. OPY: 1.91 )
OPY' s 10-Year Dividend Yield Range
Min: 0.71   Max: 6.17
Current: 1.91

0.71
6.17
Dividend Payout 0.39
OPY's Dividend Payout is ranked higher than
89% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. OPY: 0.39 )
OPY' s 10-Year Dividend Payout Range
Min: 0.05   Max: 1.29
Current: 0.39

0.05
1.29
Yield on cost (5-Year) 2.44
OPY's Yield on cost (5-Year) is ranked lower than
54% of the 306 Companies
in the Global Capital Markets industry.

( Industry Median: 2.62 vs. OPY: 2.44 )
OPY' s 10-Year Yield on cost (5-Year) Range
Min: 0.91   Max: 7.91
Current: 2.44

0.91
7.91
Share Buyback Rate -0.50
OPY's Share Buyback Rate is ranked higher than
74% of the 296 Companies
in the Global Capital Markets industry.

( Industry Median: -0.90 vs. OPY: -0.50 )
OPY' s 10-Year Share Buyback Rate Range
Min: 7.8   Max: -11.8
Current: -0.5

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.96
OPY's Price/Tangible Book is ranked higher than
81% of the 437 Companies
in the Global Capital Markets industry.

( Industry Median: 2.02 vs. OPY: 0.96 )
OPY' s 10-Year Price/Tangible Book Range
Min: 0.54   Max: 4.12
Current: 0.96

0.54
4.12
Price/DCF (Projected) 0.60
OPY's Price/DCF (Projected) is ranked higher than
91% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 19.55 vs. OPY: 0.60 )
OPY' s 10-Year Price/DCF (Projected) Range
Min: 0.15   Max: 19.68
Current: 0.6

0.15
19.68
Price/Median PS Value 0.80
OPY's Price/Median PS Value is ranked higher than
89% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 1.19 vs. OPY: 0.80 )
OPY' s 10-Year Price/Median PS Value Range
Min: 0.38   Max: 6.52
Current: 0.8

0.38
6.52
Price/Graham Number 0.72
OPY's Price/Graham Number is ranked higher than
86% of the 438 Companies
in the Global Capital Markets industry.

( Industry Median: 1.69 vs. OPY: 0.72 )
OPY' s 10-Year Price/Graham Number Range
Min: 0.48   Max: 1.84
Current: 0.72

0.48
1.84
Earnings Yield (Greenblatt) 7.60
OPY's Earnings Yield (Greenblatt) is ranked higher than
71% of the 355 Companies
in the Global Capital Markets industry.

( Industry Median: 6.80 vs. OPY: 7.60 )
OPY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.4   Max: 35.1
Current: 7.6

0.4
35.1
Forward Rate of Return (Yacktman) -17.04
OPY's Forward Rate of Return (Yacktman) is ranked higher than
53% of the 308 Companies
in the Global Capital Markets industry.

( Industry Median: 4.48 vs. OPY: -17.04 )
OPY' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -17.3   Max: 47.7
Current: -17.04

-17.3
47.7

Business Description

Industry: Brokers & Exchanges » Capital Markets
Compare:PJC, SIEB, GHL, SF, MQBKY » details
Oppenheimer Holdings, Inc., is a Delaware corporation. The Company through its operating subsidiaries is a middle-market investment bank and full service broker-dealer. It offers full-service brokerage covering an array of investment alternatives including exchange-traded and 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 offers financial and wealth planning services which include individual and corporate retirement solutions, including insurance and annuities 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. It 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. Through Freedom, it offers online equity investing and discount brokerage services to individual investors. The Company offers a range of investment advisory services to its retail and institutional clients through proprietary and third party distribution channels. It provides clients with two wrap fee-based programs: Investment Advisory Services through which clients might select among those managers approved by the Company and Strategic Asset Review through which clients might select among those managers approved by the Company and those outside of the Company's approved list of managers. The Company offers a long-term strategic asset allocation program, Portfolio Advisory Services, in which clients select among mutual funds approved by the Company. Through its Omega, Fahnestock Asset Management, and Alpha programs, it offers discretionary investment management wrap programs with a client-focused approach to money management servicing high-net-worth individuals and families, endowments and foundations and institutions. Under the Company's Preference Program, it provides non-discretionary investment advisory services to high net worth individuals and families who pay an advisory fee on a quarterly basis with no commissions or additional charges for transactions. The Company offers high-net-worth and institutional investors the opportunity to participate in a range of non-traditional investment strategies. It advises buyers and sellers on sales, divestitures, mergers, acquisitions, tender offers, privatizations, restructurings, spin-offs and joint ventures. The Company encounters intense competition in all aspects of the securities busin
» More Articles for OPY

Headlines

Articles On GuruFocus.com
Oppenheimer Holdings Inc. Reports Operating Results (10-Q) Aug 03 2010 
Oppenheimer Holdings Inc. Reports Operating Results (10-Q) May 07 2010 
Oppenheimer Holdings Inc. Reports Operating Results (10-Q) Nov 05 2009 
Oppenheimer Holdings Inc. Reports Operating Results (10-Q) Aug 07 2009 
Oppenheimer Holdings Inc. Reports Operating Results (10-Q) May 07 2009 
Oppenheimer & Co. Inc. Extends Relationship with SunGard by Implementing Brass Liquidity Services Al Jan 05 2009 
Oppenheimer Holdings Inc. (OPY) Files Amended Quarterly Report for the Period Ended on 2008-06-30 Dec 15 2008 

More From Other Websites
[video] Visa Cuts Revenue Growth Forecast, Analyst Sees Underlying Health Jul 25 2014
Why Verizon (VZ) Stock Is Rising Today Jul 18 2014
Why Broadcom (BRCM) Stock Is Moving Higher This Morning Jul 09 2014
Oppenheimer Concludes Its Fourteenth Annual Consumer Conference In Boston June 24 And 25 Jun 26 2014
Producers win, refiners lose as U.S. crude-oil export ban dies Jun 25 2014
Lucila Broide Joins Oppenheimer as Head of Latin American Sovereign Research: Key Addition To The... Jun 24 2014
China 'most durable growth story': Fund pro Jun 19 2014
[video] AutoZone Drives Earnings Growth Higher for 31st Straight Quarter May 27 2014
[video] Staples Disappoints, Analysts Concerned Turnaround is Too Late May 20 2014
Oppenheimer Concludes Its Ninth Annual Industrial Growth Conference in New York City May 13 and 14 May 16 2014
OPPENHEIMER HOLDINGS INC Files SEC form 8-K, Submission of Matters to a Vote of Security Holders May 14 2014
OPPENHEIMER HOLDINGS INC Financials May 09 2014
OPPENHEIMER HOLDINGS INC Files SEC form 10-Q, Quarterly Report May 02 2014
Oppenheimer Holdings Inc. Reports First Quarter 2014 Earnings and Announces Quarterly Dividend May 01 2014
Oppenheimer Holdings Inc. Reports First Quarter 2014 Earnings and Announces Quarterly Dividend May 01 2014
Brian Kutsmeda Joins Oppenheimer As Managing Director-Investments And Area Manager In Boca Raton Apr 15 2014
Faruqi & Faruqi, LLP Launches An Investigation Against Oppenheimer Holdings Inc. (OPY) For Potential... Apr 11 2014
Tarena International (TEDU) Stock Soars On Initial Day Of Trading Apr 03 2014
Broker's insider-trading woes may hurt Morgan Stanley, Oppenheimer Mar 28 2014
Two charged in U.S. insider case with tips on chewed-up napkins Mar 19 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide