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18.99 (1y: +35%)
Market Cap 256.65 M P/E(ttm) 59.70
Enterprise Value 655.65 M P/B 0.50
OPY- NYSE (USA)
Oppenheimer Holdings, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$18.99
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GuruFocus Financial Strength Rank measures how strong a companyย’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 : 4/10

vs
industry		 vs
history
Cash to Debt 0.499
OPY's Cash to Debt is ranked lower than
51% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 4.11 vs. OPY: 0.499 )
OPY' s 10-Year Cash to Debt Range
Min: 0.08   Max: 0.72
Current: 0.5
0.08
0.72
Equity to Asset 0.187
OPY's Equity to Asset is ranked lower than
53% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 0.31 vs. OPY: 0.187 )
OPY' s 10-Year Equity to Asset Range
Min: 0.14   Max: 0.34
Current: 0.19
0.14
0.34
Interest Coverage No Debt
OPY's Interest Coverage is ranked higher than
91% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 10000.00 vs. OPY: No Debt )
OPY' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 3
Z-Score: 0.68
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 : 4/10

vs
industry		 vs
history
Operating margin (%) -0.10
OPY's Operating margin (%) is ranked lower than
66% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 13.90 vs. OPY: -0.10 )
OPY' s 10-Year Operating margin (%) Range
Min: -4.1   Max: 25.3
Current: -0.1
-4.1
25.3
Net-margin (%) -0.4
OPY's Net-margin (%) is ranked lower than
64% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 6.90 vs. OPY: -0.4 )
OPY' s 10-Year Net-margin (%) Range
Min: -2.4   Max: 14.4
Current: -0.4
-2.4
14.4
ROE (%) -0.7
OPY's ROE (%) is ranked lower than
65% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 3.40 vs. OPY: -0.7 )
OPY' s 10-Year ROE (%) Range
Min: -4.9   Max: 18.4
Current: -0.7
-4.9
18.4
ROA (%) -0.1
OPY's ROA (%) is ranked lower than
64% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 0.70 vs. OPY: -0.1 )
OPY' s 10-Year ROA (%) Range
Min: -1.4   Max: 5.9
Current: -0.1
-1.4
5.9
Revenue Growth (%) -1.7
OPY's Revenue Growth (%) is ranked lower than
54% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 0.00 vs. OPY: -1.7 )
OPY' s 10-Year Revenue Growth (%) Range
Min: -1.7   Max: 17.6
Current: -1.7
-1.7
17.6
EBITDA Growth (%) -28.4
OPY's EBITDA Growth (%) is ranked lower than
74% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 0.00 vs. OPY: -28.4 )
OPY' s 10-Year EBITDA Growth (%) Range
Min: -28.4   Max: 33.8
Current: -28.4
-28.4
33.8
ยป OPY's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

OPY Guru Trades in Q2 2012

Private Capital 650,988 sh (+1.58%)
Chuck Royce 227,879 sh (+0.97%)
» More
Q3 2012

OPY Guru Trades in Q3 2012

Chuck Royce 237,879 sh (+4.39%)
Private Capital 654,538 sh (+0.55%)
» More
Q4 2012

OPY Guru Trades in Q4 2012

Chuck Royce 237,879 sh (unchged)
Private Capital 624,327 sh (-4.62%)
» More
Q1 2013

OPY Guru Trades in Q1 2013

Chuck Royce 237,579 sh (-0.13%)
Private Capital 603,432 sh (-3.35%)
» More
» Details

Insider Trades

Latest Guru Trades with OPY



No Insider Trades Found!
ยป Financial Charts

Peter Lynch Chart

Ratios

vs
industry		 vs
history
P/E(ttm) 59.70
OPY's P/E(ttm) is ranked lower than
69% of the 260 Companies
in the Global Capital Markets industry.

( Industry Median: 21.70 vs. OPY: 59.70 )
OPY' s 10-Year P/E(ttm) Range
Min: 4.91   Max: 502.22
Current: 59.7
4.91
502.22
P/B 0.50
OPY's P/B is ranked higher than
84% of the 320 Companies
in the Global Capital Markets industry.

( Industry Median: 1.08 vs. OPY: 0.50 )
OPY' s 10-Year P/B Range
Min: 0.22   Max: 2.35
Current: 0.5
0.22
2.35
P/S 0.28
OPY's P/S is ranked higher than
97% of the 335 Companies
in the Global Capital Markets industry.

( Industry Median: 2.65 vs. OPY: 0.28 )
OPY' s 10-Year P/S Range
Min: 0.11   Max: 1.51
Current: 0.28
0.11
1.51
EV-to-EBIT 52.6
OPY's EV-to-EBIT is ranked lower than
70% of the 250 Companies
in the Global Capital Markets industry.

( Industry Median: 16.20 vs. OPY: 52.6 )
OPY' s 10-Year EV-to-EBIT Range
Min: 3.6   Max: 255.2
Current: 52.6
3.6
255.2
Shiller P/E 13.7
OPY's Shiller P/E is ranked lower than
100% of the Companies
in the Global Capital Markets industry.

( Industry Median: vs. OPY: 13.7 )
OPY' s 10-Year Shiller P/E Range
Min: 3.81   Max: 29.43
Current: 13.7
3.81
29.43

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 2.32
OPY's Dividend Yield is ranked higher than
61% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 1.47 vs. OPY: 2.32 )
OPY' s 10-Year Dividend Yield Range
Min: 0.71   Max: 6.17
Current: 2.32
0.71
6.17
Dividend Payout 1.2335
OPY's Dividend Payout is ranked lower than
71% of the 208 Companies
in the Global Capital Markets industry.

( Industry Median: 0.59 vs. OPY: 1.2335 )
OPY' s 10-Year Dividend Payout Range
Min: 0.08   Max: 0.59
Current: 1.23
0.08
0.59
Dividend growth (3y) 5.4
OPY's Dividend growth (3y) is ranked higher than
92% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 0.00 vs. OPY: 5.4 )
OPY' s 10-Year Dividend growth (3y) Range
Min: -4.7   Max: 6.5
Current: 5.4
-4.7
6.5
Yield on cost (5-Year) 2.45
OPY's Yield on cost (5-Year) is ranked higher than
65% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 1.37 vs. OPY: 2.45 )
OPY' s 10-Year Yield on cost (5-Year) Range
Min: 0.76   Max: 6.58
Current: 2.45
0.76
6.58
Share Buyback Rate -0.3
OPY's Share Buyback Rate is ranked higher than
50% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 0.00 vs. OPY: -0.3 )
OPY' s 10-Year Share Buyback Rate Range
Min: 5.9   Max: -10.1
Current: -0.3

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 0.3
OPY's Price/Net Current Asset Value is ranked higher than
98% of the 185 Companies
in the Global Capital Markets industry.

( Industry Median: 6.90 vs. OPY: 0.3 )
OPY' s 10-Year Price/Net Current Asset Value Range
Min: 0.3   Max: 8.9
Current: 0.3
0.3
8.9
Price/Tangible Book 0.8
OPY's Price/Tangible Book is ranked higher than
74% of the 268 Companies
in the Global Capital Markets industry.

( Industry Median: 1.20 vs. OPY: 0.8 )
OPY' s 10-Year Price/Tangible Book Range
Min: 0.7   Max: 5.8
Current: 0.8
0.7
5.8
Price/DCF (Projected) 0.8
OPY's Price/DCF (Projected) is ranked higher than
89% of the 118 Companies
in the Global Capital Markets industry.

( Industry Median: 1.00 vs. OPY: 0.8 )
OPY' s 10-Year Price/DCF (Projected) Range
Min: 0.2   Max: 3
Current: 0.8
0.2
3
Price/Median PS Value 0.5
OPY's Price/Median PS Value is ranked higher than
96% of the 291 Companies
in the Global Capital Markets industry.

( Industry Median: 1.10 vs. OPY: 0.5 )
OPY' s 10-Year Price/Median PS Value Range
Min: 0.3   Max: 2.5
Current: 0.5
0.3
2.5
Earnings Yield (Greenblatt) 1.90
OPY's Earnings Yield (Greenblatt) is ranked higher than
51% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 4.10 vs. OPY: 1.90 )
OPY' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.4   Max: 28.1
Current: 1.9
0.4
28.1
Forward Rate of Return (Yacktman) 6.95
OPY's Forward Rate of Return (Yacktman) is ranked higher than
86% of the 385 Companies
in the Global Capital Markets industry.

( Industry Median: 0.00 vs. OPY: 6.95 )
OPY' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -15.8   Max: 54.2
Current: 6.95
-15.8
54.2

Business Description

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 engages in a range of activities in the securities industry, including retail securities brokerage, institutional sales and trading, investment banking, research, market-making, trust services, and investment advisory and asset management services. 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 investme
Company Website
SEC Reports
Industry: Capital Markets
Compare:PJC, SIEB, GHL, SF, MQBKY
ยป 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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