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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 0.35
OPY's Cash-to-Debt is ranked lower than
91% of the 686 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. OPY: 0.35 )
Ranked among companies with meaningful Cash-to-Debt only.
OPY' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.1  Med: 0.39 Max: 0.95
Current: 0.35
0.1
0.95
Equity-to-Asset 0.23
OPY's Equity-to-Asset is ranked lower than
75% of the 638 Companies
in the Global Capital Markets industry.

( Industry Median: 0.54 vs. OPY: 0.23 )
Ranked among companies with meaningful Equity-to-Asset only.
OPY' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.14  Med: 0.19 Max: 0.34
Current: 0.23
0.14
0.34
Beneish M-Score: -2.48
WACC vs ROIC
9.06%
-1.47%
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 % -2.68
OPY's Operating Margin % is ranked lower than
77% of the 670 Companies
in the Global Capital Markets industry.

( Industry Median: 13.46 vs. OPY: -2.68 )
Ranked among companies with meaningful Operating Margin % only.
OPY' s Operating Margin % Range Over the Past 10 Years
Min: -4.09  Med: 1.86 Max: 14.85
Current: -2.68
-4.09
14.85
Net Margin % -0.14
OPY's Net Margin % is ranked lower than
71% of the 671 Companies
in the Global Capital Markets industry.

( Industry Median: 9.94 vs. OPY: -0.14 )
Ranked among companies with meaningful Net Margin % only.
OPY' s Net Margin % Range Over the Past 10 Years
Min: -2.36  Med: 1.02 Max: 8.79
Current: -0.14
-2.36
8.79
ROE % -0.23
OPY's ROE % is ranked lower than
70% of the 674 Companies
in the Global Capital Markets industry.

( Industry Median: 4.06 vs. OPY: -0.23 )
Ranked among companies with meaningful ROE % only.
OPY' s ROE % Range Over the Past 10 Years
Min: -4.78  Med: 1.87 Max: 18.77
Current: -0.23
-4.78
18.77
ROA % -0.05
OPY's ROA % is ranked lower than
69% of the 690 Companies
in the Global Capital Markets industry.

( Industry Median: 1.44 vs. OPY: -0.05 )
Ranked among companies with meaningful ROA % only.
OPY' s ROA % Range Over the Past 10 Years
Min: -1.13  Med: 0.33 Max: 3.51
Current: -0.05
-1.13
3.51
3-Year Revenue Growth Rate -3.80
OPY's 3-Year Revenue Growth Rate is ranked lower than
70% of the 549 Companies
in the Global Capital Markets industry.

( Industry Median: 4.40 vs. OPY: -3.80 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
OPY' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -3.8  Med: 4.7 Max: 24.6
Current: -3.8
-3.8
24.6
GuruFocus has detected 2 Warning Signs with Oppenheimer Holdings Inc $OPY.
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» OPY's 10-Y Financials

Financials (Next Earnings Date: 2017-04-29 Est.)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

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
Q2 2016

OPY Guru Trades in Q2 2016

Jim Simons 11,500 sh (New)
Chuck Royce 246,512 sh (unchged)
Barrow, Hanley, Mewhinney & Strauss Sold Out
HOTCHKIS & WILEY 1,250,214 sh (-0.98%)
Private Capital 428,849 sh (-7.59%)
» More
Q3 2016

OPY Guru Trades in Q3 2016

Jim Simons 20,000 sh (+73.91%)
HOTCHKIS & WILEY 1,243,698 sh (-0.52%)
Private Capital 423,469 sh (-1.25%)
Chuck Royce 125,000 sh (-49.29%)
» More
Q4 2016

OPY Guru Trades in Q4 2016

Jim Simons 107,500 sh (+437.50%)
HOTCHKIS & WILEY 1,236,758 sh (-0.56%)
Chuck Royce 120,500 sh (-3.60%)
Private Capital 376,937 sh (-10.99%)
» 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    NAICS: 523120    SIC: 6211
Compare: » 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 is a United States-based company that conducts activities in the securities industry through subsidiaries. The company is involved in a wide range of businesses, including retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset-management services. The company has five segments: private client, asset management, capital markets, commercial mortgage banking, and corporate and other. The private client segment, including full-service brokerage, wealth planning, and margin lending, contributes over half of total revenue. The company generates the majority of revenue from the Americas, with the rest from Europe, the Middle East, and Asia.

Ratios

vs
industry
vs
history
PB Ratio 0.45
OPY's PB Ratio is ranked higher than
86% of the 754 Companies
in the Global Capital Markets industry.

( Industry Median: 1.26 vs. OPY: 0.45 )
Ranked among companies with meaningful PB Ratio only.
OPY' s PB Ratio Range Over the Past 10 Years
Min: 0.22  Med: 0.61 Max: 1.85
Current: 0.45
0.22
1.85
PS Ratio 0.27
OPY's PS Ratio is ranked higher than
95% of the 747 Companies
in the Global Capital Markets industry.

( Industry Median: 3.90 vs. OPY: 0.27 )
Ranked among companies with meaningful PS Ratio only.
OPY' s PS Ratio Range Over the Past 10 Years
Min: 0.11  Med: 0.32 Max: 1.04
Current: 0.27
0.11
1.04
EV-to-EBIT -18.81
OPY's EV-to-EBIT is ranked lower than
99.99% of the 619 Companies
in the Global Capital Markets industry.

( Industry Median: 14.74 vs. OPY: -18.81 )
Ranked among companies with meaningful EV-to-EBIT only.
OPY' s EV-to-EBIT Range Over the Past 10 Years
Min: -813.8  Med: 9.6 Max: 259.2
Current: -18.81
-813.8
259.2
EV-to-EBITDA -29.30
OPY's EV-to-EBITDA is ranked lower than
99.99% of the 635 Companies
in the Global Capital Markets industry.

( Industry Median: 12.78 vs. OPY: -29.30 )
Ranked among companies with meaningful EV-to-EBITDA only.
OPY' s EV-to-EBITDA Range Over the Past 10 Years
Min: -50.1  Med: 9.6 Max: 51.1
Current: -29.3
-50.1
51.1
Shiller PE Ratio 13.58
OPY's Shiller PE Ratio is ranked higher than
84% of the 95 Companies
in the Global Capital Markets industry.

( Industry Median: 25.96 vs. OPY: 13.58 )
Ranked among companies with meaningful Shiller PE Ratio only.
OPY' s Shiller PE Ratio Range Over the Past 10 Years
Min: 3.44  Med: 12.54 Max: 25.22
Current: 13.58
3.44
25.22

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 2.57
OPY's Dividend Yield % is ranked lower than
55% of the 535 Companies
in the Global Capital Markets industry.

( Industry Median: 2.85 vs. OPY: 2.57 )
Ranked among companies with meaningful Dividend Yield % only.
OPY' s Dividend Yield % Range Over the Past 10 Years
Min: 0.71  Med: 1.89 Max: 6.17
Current: 2.57
0.71
6.17
Forward Dividend Yield % 2.60
OPY's Forward Dividend Yield % is ranked lower than
56% of the 516 Companies
in the Global Capital Markets industry.

( Industry Median: 2.95 vs. OPY: 2.60 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 2.60
OPY's 5-Year Yield-on-Cost % is ranked lower than
60% of the 656 Companies
in the Global Capital Markets industry.

( Industry Median: 3.19 vs. OPY: 2.60 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
OPY' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.71  Med: 1.88 Max: 6.17
Current: 2.6
0.71
6.17
3-Year Average Share Buyback Ratio 0.30
OPY's 3-Year Average Share Buyback Ratio is ranked higher than
74% of the 307 Companies
in the Global Capital Markets industry.

( Industry Median: -1.50 vs. OPY: 0.30 )
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: -0.3 Max: 1.1
Current: 0.3
-2.5
1.1

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 0.67
OPY's Price-to-Tangible-Book is ranked higher than
76% of the 708 Companies
in the Global Capital Markets industry.

( Industry Median: 1.32 vs. OPY: 0.67 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
OPY' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.66  Med: 1.34 Max: 4.13
Current: 0.67
0.66
4.13
Price-to-Intrinsic-Value-Projected-FCF 0.54
OPY's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
86% of the 313 Companies
in the Global Capital Markets industry.

( Industry Median: 1.39 vs. OPY: 0.54 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
OPY' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.24  Med: 0.85 Max: 2.94
Current: 0.54
0.24
2.94
Price-to-Median-PS-Value 0.85
OPY's Price-to-Median-PS-Value is ranked higher than
75% of the 680 Companies
in the Global Capital Markets industry.

( Industry Median: 1.06 vs. OPY: 0.85 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
OPY' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.62  Med: 1.66 Max: 4.82
Current: 0.85
0.62
4.82
Earnings Yield (Greenblatt) % -5.32
OPY's Earnings Yield (Greenblatt) % is ranked lower than
85% of the 739 Companies
in the Global Capital Markets industry.

( Industry Median: 5.36 vs. OPY: -5.32 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
OPY' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -5.35  Med: 8.2 Max: 35
Current: -5.32
-5.35
35
Forward Rate of Return (Yacktman) % -18.38
OPY's Forward Rate of Return (Yacktman) % is ranked lower than
85% of the 239 Companies
in the Global Capital Markets industry.

( Industry Median: 10.59 vs. OPY: -18.38 )
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: -29.8  Med: 10.15 Max: 56.2
Current: -18.38
-29.8
56.2

More Statistics

Revenue (TTM) (Mil) $841.9
EPS (TTM) $ -0.09
Beta1.42
Short Percentage of Float0.83%
52-Week Range $13.63 - 19.65
Shares Outstanding (Mil)13.38
» More Articles for OPY

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