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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 : 5/10

vs
industry
vs
history
Cash to Debt 0.38
OPY's Cash to Debt is ranked lower than
53% of the 383 Companies
in the Global Capital Markets industry.

( Industry Median: 4.52 vs. OPY: 0.38 )
OPY' s 10-Year Cash to Debt Range
Min: 0.06   Max: No Debt
Current: 0.38

Equity to Asset 0.18
OPY's Equity to Asset is ranked higher than
54% of the 435 Companies
in the Global Capital Markets industry.

( Industry Median: 0.26 vs. OPY: 0.18 )
OPY' s 10-Year Equity to Asset Range
Min: 0.13   Max: 0.42
Current: 0.18

0.13
0.42
Interest Coverage 1.68
OPY's Interest Coverage is ranked lower than
54% of the 349 Companies
in the Global Capital Markets industry.

( Industry Median: 13.78 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: 4
Z-Score: 0.71
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 (%) 3.86
OPY's Operating margin (%) is ranked higher than
54% of the 440 Companies
in the Global Capital Markets industry.

( Industry Median: 19.89 vs. OPY: 3.86 )
OPY' s 10-Year Operating margin (%) Range
Min: -4.09   Max: 27.27
Current: 3.86

-4.09
27.27
Net-margin (%) 1.90
OPY's Net-margin (%) is ranked higher than
51% of the 440 Companies
in the Global Capital Markets industry.

( Industry Median: 16.23 vs. OPY: 1.90 )
OPY' s 10-Year Net-margin (%) Range
Min: -2.36   Max: 15.32
Current: 1.9

-2.36
15.32
ROE (%) 3.73
OPY's ROE (%) is ranked higher than
55% of the 440 Companies
in the Global Capital Markets industry.

( Industry Median: 7.70 vs. OPY: 3.73 )
OPY' s 10-Year ROE (%) Range
Min: -4.78   Max: 38.92
Current: 3.73

-4.78
38.92
ROA (%) 0.65
OPY's ROA (%) is ranked higher than
55% of the 441 Companies
in the Global Capital Markets industry.

( Industry Median: 1.85 vs. OPY: 0.65 )
OPY' s 10-Year ROA (%) Range
Min: -1.13   Max: 6.7
Current: 0.65

-1.13
6.7
ROC (Joel Greenblatt) (%) 122.94
OPY's ROC (Joel Greenblatt) (%) is ranked higher than
70% of the 435 Companies
in the Global Capital Markets industry.

( Industry Median: 132.00 vs. OPY: 122.94 )
OPY' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -158.21   Max: 1156.32
Current: 122.94

-158.21
1156.32
Revenue Growth (3Y)(%) -1.10
OPY's Revenue Growth (3Y)(%) is ranked higher than
65% of the 378 Companies
in the Global Capital Markets industry.

( Industry Median: 2.60 vs. OPY: -1.10 )
OPY' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0   Max: 24.5
Current: -1.1

0
24.5
EBITDA Growth (3Y)(%) -13.80
OPY's EBITDA Growth (3Y)(%) is ranked higher than
61% of the 309 Companies
in the Global Capital Markets industry.

( Industry Median: -0.30 vs. OPY: -13.80 )
OPY' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 47.4
Current: -13.8

0
47.4
EPS Growth (3Y)(%) -13.90
OPY's EPS Growth (3Y)(%) is ranked higher than
62% of the 310 Companies
in the Global Capital Markets industry.

( Industry Median: 0.20 vs. OPY: -13.90 )
OPY' s 10-Year EPS Growth (3Y)(%) 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

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
Q2 2014

OPY Guru Trades in Q2 2014

HOTCHKIS & WILEY 209,109 sh (+18.14%)
Chuck Royce 246,412 sh (+5.75%)
Jim Simons Sold Out
Private Capital 317,553 sh (-1.24%)
» More
Q3 2014

OPY Guru Trades in Q3 2014

HOTCHKIS & WILEY 209,991 sh (+0.42%)
Private Capital 312,733 sh (-1.52%)
Chuck Royce 232,712 sh (-5.56%)
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
HOTCHKIS & WILEY 2014-03-31 New Buy0.02%$22.82 - $29.41 $ 23.27-8%177003
Private Capital 2013-09-30 Reduce -47.26%0.52%$16.79 - $19.74 $ 23.2727%312884
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 16.80
OPY's P/E(ttm) is ranked higher than
80% of the 482 Companies
in the Global Capital Markets industry.

( Industry Median: 24.70 vs. OPY: 16.80 )
OPY' s 10-Year P/E(ttm) Range
Min: 6.65   Max: 502.22
Current: 16.8

6.65
502.22
P/B 0.60
OPY's P/B is ranked higher than
90% of the 482 Companies
in the Global Capital Markets industry.

( Industry Median: 1.72 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 0.30
OPY's P/S is ranked higher than
96% of the 482 Companies
in the Global Capital Markets industry.

( Industry Median: 3.65 vs. OPY: 0.30 )
OPY' s 10-Year P/S Range
Min: 0.11   Max: 1.05
Current: 0.3

0.11
1.05
EV-to-EBIT 12.64
OPY's EV-to-EBIT is ranked higher than
85% of the 482 Companies
in the Global Capital Markets industry.

( Industry Median: 27.54 vs. OPY: 12.64 )
OPY' s 10-Year EV-to-EBIT Range
Min: -814.2   Max: 259.2
Current: 12.64

-814.2
259.2
Shiller P/E 19.50
OPY's Shiller P/E is ranked higher than
87% of the 482 Companies
in the Global Capital Markets industry.

( Industry Median: 57.64 vs. OPY: 19.50 )
OPY' s 10-Year Shiller P/E Range
Min: 3.9   Max: 31.39
Current: 19.5

3.9
31.39

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.90
OPY's Dividend Yield is ranked lower than
63% of the 354 Companies
in the Global Capital Markets industry.

( Industry Median: 2.63 vs. OPY: 1.90 )
OPY' s 10-Year Dividend Yield Range
Min: 0.71   Max: 6.17
Current: 1.9

0.71
6.17
Dividend Payout 0.32
OPY's Dividend Payout is ranked higher than
83% of the 482 Companies
in the Global Capital Markets industry.

( Industry Median: 0.86 vs. OPY: 0.32 )
OPY' s 10-Year Dividend Payout Range
Min: 0.05   Max: 1.29
Current: 0.32

0.05
1.29
Yield on cost (5-Year) 2.44
OPY's Yield on cost (5-Year) is ranked lower than
53% of the 357 Companies
in the Global Capital Markets industry.

( Industry Median: 2.67 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 324 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 0.97
OPY's Price/Tangible Book is ranked higher than
81% of the 482 Companies
in the Global Capital Markets industry.

( Industry Median: 2.44 vs. OPY: 0.97 )
OPY' s 10-Year Price/Tangible Book Range
Min: 0.54   Max: 4.12
Current: 0.97

0.54
4.12
Price/DCF (Projected) 0.40
OPY's Price/DCF (Projected) is ranked higher than
96% of the 482 Companies
in the Global Capital Markets industry.

( Industry Median: 2.99 vs. OPY: 0.40 )
OPY' s 10-Year Price/DCF (Projected) Range
Min: 0.17   Max: 15.71
Current: 0.4

0.17
15.71
Price/Median PS Value 0.86
OPY's Price/Median PS Value is ranked higher than
89% of the 482 Companies
in the Global Capital Markets industry.

( Industry Median: 1.23 vs. OPY: 0.86 )
OPY' s 10-Year Price/Median PS Value Range
Min: 0.41   Max: 7.04
Current: 0.86

0.41
7.04
Price/Graham Number 0.83
OPY's Price/Graham Number is ranked higher than
84% of the 482 Companies
in the Global Capital Markets industry.

( Industry Median: 2.49 vs. OPY: 0.83 )
OPY' s 10-Year Price/Graham Number Range
Min: 0.48   Max: 1.84
Current: 0.83

0.48
1.84
Earnings Yield (Greenblatt) 8.00
OPY's Earnings Yield (Greenblatt) is ranked higher than
83% of the 431 Companies
in the Global Capital Markets industry.

( Industry Median: 4.70 vs. OPY: 8.00 )
OPY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.4   Max: 35.1
Current: 8

0.4
35.1
Forward Rate of Return (Yacktman) -26.32
OPY's Forward Rate of Return (Yacktman) is ranked higher than
52% of the 236 Companies
in the Global Capital Markets industry.

( Industry Median: 3.42 vs. OPY: -26.32 )
OPY' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -27.7   Max: 56.2
Current: -26.32

-27.7
56.2

Business Description

Industry: Brokers & Exchanges » Capital Markets
Compare:PJC, SIEB, GHL, SF, MQBKY » details
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
» 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 

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