Business Description
Oppenheimer Holdings Inc
NAICS : 523120
SIC : 6211
ISIN : US6837971042
Share Class Description:
OPY: Class ADescription
Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in 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 three segments: private client, asset management, and capital markets. The Private Client segment, commissions and a proportionate amount of fee income earned on assets under management ("AUM"), net interest earnings on client margin loans and cash balances, fees from money market funds, and custodian fees. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.02 | |||||
| Equity-to-Asset | 0.28 | |||||
| Debt-to-Equity | 1.56 | |||||
| Debt-to-EBITDA | 8.09 | |||||
| Interest Coverage | 4.14 | |||||
| Piotroski F-Score | 6/9 | |||||
| Altman Z-Score | 1.75 | |||||
| Beneish M-Score | -2.36 | |||||
| WACC vs ROIC | ||||||
Growth Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 5.7 | |||||
| 3-Year EBITDA Growth Rate | -7.4 | |||||
| 3-Year EPS without NRI Growth Rate | -26.4 | |||||
| 3-Year FCF Growth Rate | 11.4 | |||||
| 3-Year Book Growth Rate | 11.8 |
Momentum Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 23.12 | |||||
| 9-Day RSI | 33.6 | |||||
| 14-Day RSI | 39.09 | |||||
| 6-1 Month Momentum % | 6.66 | |||||
| 12-1 Month Momentum % | 5.1 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 4.18 | |||||
| Quick Ratio | 4.18 | |||||
| Cash Ratio | 0.05 | |||||
| Days Sales Outstanding | 319.79 | |||||
| Days Payable | 38.82 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 1.63 | |||||
| Dividend Payout Ratio | 0.2 | |||||
| 3-Year Dividend Growth Rate | 7.7 | |||||
| Forward Dividend Yield % | 1.63 | |||||
| 5-Year Yield-on-Cost % | 2.32 | |||||
| 3-Year Average Share Buyback Ratio | 6.2 | |||||
| Shareholder Yield % | 25.78 |
Profitability Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 35.35 | |||||
| Operating Margin % | 22.76 | |||||
| Net Margin % | 2.42 | |||||
| FCF Margin % | -2.87 | |||||
| ROE % | 3.82 | |||||
| ROA % | 1.04 | |||||
| ROIC % | 8.29 | |||||
| ROC (Joel Greenblatt) % | 9.25 | |||||
| ROCE % | 5.1 | |||||
| Years of Profitability over Past 10-Year | 9 |
GF Value Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 14.6 | |||||
| PE Ratio without NRI | 12.46 | |||||
| Shiller PE Ratio | 9.48 | |||||
| PEG Ratio | 1.73 | |||||
| PS Ratio | 0.34 | |||||
| PB Ratio | 0.49 | |||||
| Price-to-Tangible-Book | 0.63 | |||||
| EV-to-EBIT | 13.84 | |||||
| EV-to-EBITDA | 10.46 | |||||
| EV-to-Revenue | 1.28 | |||||
| EV-to-FCF | -44.51 | |||||
| Price-to-Projected-FCF | 0.29 | |||||
| Price-to-Median-PS-Value | 0.94 | |||||
| Price-to-Peter-Lynch-Fair-Value | 1.58 | |||||
| Price-to-Graham-Number | 0.59 | |||||
| Price-to-Net-Current-Asset-Value | 3.06 | |||||
| Earnings Yield (Greenblatt) % | 7.23 | |||||
| FCF Yield % | -9.18 | |||||
| Forward Rate of Return (Yacktman) % | 19.41 |
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