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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 : 4/10

vs
industry
vs
history
Cash-to-Debt 0.33
OPY's Cash-to-Debt is ranked lower than
90% of the 775 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. OPY: 0.33 )
Ranked among companies with meaningful Cash-to-Debt only.
OPY' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.06  Med: 0.37 Max: 2.86
Current: 0.33
0.06
2.86
Equity-to-Asset 0.21
OPY's Equity-to-Asset is ranked lower than
77% of the 703 Companies
in the Global Capital Markets industry.

( Industry Median: 0.55 vs. OPY: 0.21 )
Ranked among companies with meaningful Equity-to-Asset only.
OPY' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.13  Med: 0.19 Max: 0.42
Current: 0.21
0.13
0.42
Debt-to-Equity 0.65
OPY's Debt-to-Equity is ranked lower than
56% of the 353 Companies
in the Global Capital Markets industry.

( Industry Median: 0.47 vs. OPY: 0.65 )
Ranked among companies with meaningful Debt-to-Equity only.
OPY' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.05  Med: 0.52 Max: 1.57
Current: 0.65
0.05
1.57
Debt-to-EBITDA 0.38
OPY's Debt-to-EBITDA is ranked lower than
82% of the 420 Companies
in the Global Capital Markets industry.

( Industry Median: 3.13 vs. OPY: 0.38 )
Ranked among companies with meaningful Debt-to-EBITDA only.
OPY' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 0  Med: 0 Max: 0.38
Current: 0.38
0
0.38
Beneish M-Score: -2.32
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 : 2/10

vs
industry
vs
history
Net Margin % 3.78
OPY's Net Margin % is ranked lower than
69% of the 755 Companies
in the Global Capital Markets industry.

( Industry Median: 13.05 vs. OPY: 3.78 )
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: 3.81
Current: 3.78
-2.36
3.81
ROE % 6.72
OPY's ROE % is ranked lower than
57% of the 762 Companies
in the Global Capital Markets industry.

( Industry Median: 6.16 vs. OPY: 6.72 )
Ranked among companies with meaningful ROE % only.
OPY' s ROE % Range Over the Past 10 Years
Min: -4.78  Med: 1.87 Max: 8.15
Current: 6.72
-4.78
8.15
ROA % 1.36
OPY's ROA % is ranked lower than
62% of the 779 Companies
in the Global Capital Markets industry.

( Industry Median: 1.88 vs. OPY: 1.36 )
Ranked among companies with meaningful ROA % only.
OPY' s ROA % Range Over the Past 10 Years
Min: -1.13  Med: 0.33 Max: 1.6
Current: 1.36
-1.13
1.6
3-Year Revenue Growth Rate -1.20
OPY's 3-Year Revenue Growth Rate is ranked lower than
62% of the 642 Companies
in the Global Capital Markets industry.

( Industry Median: 4.90 vs. OPY: -1.20 )
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: 6 Max: 24.6
Current: -1.2
-3.8
24.6
3-Year EPS without NRI Growth Rate 64.40
OPY's 3-Year EPS without NRI Growth Rate is ranked higher than
87% of the 533 Companies
in the Global Capital Markets industry.

( Industry Median: 8.80 vs. OPY: 64.40 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
OPY' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: -13.9 Max: 65
Current: 64.4
0
65
GuruFocus has detected 5 Warning Signs with Oppenheimer Holdings Inc OPY.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» OPY's 30-Y Financials

Financials (Next Earnings Date: 2018-07-27)


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

» Details

Guru Trades

Q2 2017

OPY Guru Trades in Q2 2017

Chuck Royce 120,500 sh (unchged)
HOTCHKIS & WILEY 1,188,087 sh (-0.64%)
Private Capital 374,390 sh (-1.46%)
Jim Simons 49,100 sh (-3.98%)
» More
Q3 2017

OPY Guru Trades in Q3 2017

Jim Simons 67,100 sh (+36.66%)
HOTCHKIS & WILEY 1,190,694 sh (+0.22%)
Chuck Royce 115,266 sh (-4.34%)
Private Capital 352,250 sh (-5.91%)
» More
Q4 2017

OPY Guru Trades in Q4 2017

Jim Simons 133,500 sh (+98.96%)
Private Capital 340,679 sh (-3.28%)
Chuck Royce 111,316 sh (-3.43%)
HOTCHKIS & WILEY 978,315 sh (-17.84%)
» More
Q1 2018

OPY Guru Trades in Q1 2018

Barrow, Hanley, Mewhinney & Strauss 5,541 sh (New)
Jim Simons 190,298 sh (+42.55%)
Chuck Royce 111,316 sh (unchged)
Private Capital 283,584 sh (-16.76%)
HOTCHKIS & WILEY 631,135 sh (-35.49%)
» 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 2018-03-31 Reduce -35.49%0.04%$25.5 - $28.45 $ 28.857%631,135
Private Capital 2018-03-31 Reduce -16.76%0.25%$25.5 - $28.45 $ 28.857%283,584
Barrow, Hanley, Mewhinney & Strauss 2018-03-31 New Buy$25.5 - $28.45 $ 28.857%5,541
HOTCHKIS & WILEY 2017-12-31 Reduce -17.84%0.01%$17.4 - $28.55 $ 28.8523%978,315
Private Capital 2017-12-31 Reduce -3.28%0.03%$17.4 - $28.55 $ 28.8523%340,679
HOTCHKIS & WILEY 2017-09-30 Add 0.22%$15.55 - $17.5 $ 28.8577%1,190,694
Private Capital 2017-09-30 Reduce -5.91%0.06%$15.55 - $17.5 $ 28.8577%352,250
HOTCHKIS & WILEY 2017-06-30 Reduce -0.64%$15.6 - $17.9 $ 28.8575%1,188,087
Private Capital 2017-06-30 Reduce -1.46%0.01%$15.6 - $17.9 $ 28.8575%374,390
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
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Business Description

Industry: Brokers & Exchanges » Capital Markets    NAICS: 523120    SIC: 6211
Compare:HKSE:00064, OSL:ASC, NYSE:GCAP, BSE:SIF1, XKRX:078020, OTCPK:BCII, HKSE:00335, BKK:MBKET, XKRX:030210, BOM:501150, ROCO:6023, TSXV:HIVE, XKRX:001200, BOM:532285, HKSE:01469, TSE:8707, XKRX:001500, XAMS:BINCK, CAI:PIOH, TSE:8708 » details
Headquarter Location:USA
Oppenheimer Holdings Inc. is a middle-market investment bank and service broker-dealer. It is involved in various activities such as retail securities brokerage, institutional sales and trading, investment banking, trust services and many others.

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
PE Ratio 11.54
OPY's PE Ratio is ranked higher than
58% of the 589 Companies
in the Global Capital Markets industry.

( Industry Median: 19.24 vs. OPY: 11.54 )
Ranked among companies with meaningful PE Ratio only.
OPY' s PE Ratio Range Over the Past 10 Years
Min: 6.65  Med: 16.64 Max: 452
Current: 11.54
6.65
452
PE Ratio without NRI 11.68
OPY's PE Ratio without NRI is ranked higher than
56% of the 583 Companies
in the Global Capital Markets industry.

( Industry Median: 19.55 vs. OPY: 11.68 )
Ranked among companies with meaningful PE Ratio without NRI only.
OPY' s PE Ratio without NRI Range Over the Past 10 Years
Min: 6.65  Med: 16.69 Max: 452
Current: 11.68
6.65
452
PB Ratio 0.71
OPY's PB Ratio is ranked higher than
73% of the 743 Companies
in the Global Capital Markets industry.

( Industry Median: 1.33 vs. OPY: 0.71 )
Ranked among companies with meaningful PB Ratio only.
OPY' s PB Ratio Range Over the Past 10 Years
Min: 0.22  Med: 0.57 Max: 1.85
Current: 0.71
0.22
1.85
PS Ratio 0.43
OPY's PS Ratio is ranked higher than
92% of the 716 Companies
in the Global Capital Markets industry.

( Industry Median: 3.81 vs. OPY: 0.43 )
Ranked among companies with meaningful PS Ratio only.
OPY' s PS Ratio Range Over the Past 10 Years
Min: 0.11  Med: 0.31 Max: 0.97
Current: 0.43
0.11
0.97
EV-to-Revenue 0.68
OPY's EV-to-Revenue is ranked higher than
88% of the 683 Companies
in the Global Capital Markets industry.

( Industry Median: 4.20 vs. OPY: 0.68 )
Ranked among companies with meaningful EV-to-Revenue only.
OPY' s EV-to-Revenue Range Over the Past 10 Years
Min: 0.2  Med: 0.5 Max: 1.1
Current: 0.68
0.2
1.1
Shiller PE Ratio 29.45
OPY's Shiller PE Ratio is ranked lower than
67% of the 138 Companies
in the Global Capital Markets industry.

( Industry Median: 25.44 vs. OPY: 29.45 )
Ranked among companies with meaningful Shiller PE Ratio only.
OPY' s Shiller PE Ratio Range Over the Past 10 Years
Min: 3.43  Med: 13.03 Max: 36.41
Current: 29.45
3.43
36.41

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 1.53
OPY's Dividend Yield % is ranked lower than
68% of the 615 Companies
in the Global Capital Markets industry.

( Industry Median: 2.34 vs. OPY: 1.53 )
Ranked among companies with meaningful Dividend Yield % only.
OPY' s Dividend Yield % Range Over the Past 10 Years
Min: 0.71  Med: 2 Max: 6.17
Current: 1.53
0.71
6.17
Dividend Payout Ratio 0.18
OPY's Dividend Payout Ratio is ranked higher than
68% of the 361 Companies
in the Global Capital Markets industry.

( Industry Median: 0.41 vs. OPY: 0.18 )
Ranked among companies with meaningful Dividend Payout Ratio only.
OPY' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.16  Med: 0.3 Max: 3.14
Current: 0.18
0.16
3.14
Forward Dividend Yield % 1.53
OPY's Forward Dividend Yield % is ranked lower than
73% of the 594 Companies
in the Global Capital Markets industry.

( Industry Median: 2.26 vs. OPY: 1.53 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 1.53
OPY's 5-Year Yield-on-Cost % is ranked lower than
73% of the 757 Companies
in the Global Capital Markets industry.

( Industry Median: 3.03 vs. OPY: 1.53 )
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: 2 Max: 6.17
Current: 1.53
0.71
6.17
3-Year Average Share Buyback Ratio 1.00
OPY's 3-Year Average Share Buyback Ratio is ranked higher than
83% of the 348 Companies
in the Global Capital Markets industry.

( Industry Median: -2.60 vs. OPY: 1.00 )
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: -3  Med: -0.3 Max: 1.1
Current: 1
-3
1.1

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 1.06
OPY's Price-to-Tangible-Book is ranked higher than
59% of the 703 Companies
in the Global Capital Markets industry.

( Industry Median: 1.36 vs. OPY: 1.06 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
OPY' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 0.54  Med: 1.19 Max: 4.13
Current: 1.06
0.54
4.13
Price-to-Intrinsic-Value-Projected-FCF 1.30
OPY's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
50% of the 225 Companies
in the Global Capital Markets industry.

( Industry Median: 1.30 vs. OPY: 1.30 )
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: 0.17  Med: 0.92 Max: 90.08
Current: 1.3
0.17
90.08
Price-to-Median-PS-Value 1.39
OPY's Price-to-Median-PS-Value is ranked lower than
69% of the 605 Companies
in the Global Capital Markets industry.

( Industry Median: 1.00 vs. OPY: 1.39 )
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: 0.49  Med: 1.75 Max: 8.44
Current: 1.39
0.49
8.44
Price-to-Graham-Number 0.74
OPY's Price-to-Graham-Number is ranked higher than
61% of the 361 Companies
in the Global Capital Markets industry.

( Industry Median: 1.08 vs. OPY: 0.74 )
Ranked among companies with meaningful Price-to-Graham-Number only.
OPY' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.49  Med: 0.92 Max: 3.72
Current: 0.74
0.49
3.72

More Statistics

Revenue (TTM) (Mil) $909.65
EPS (TTM) $ 2.50
Beta1.05
Volatility36.77%
52-Week Range $15.10 - 29.10
Shares Outstanding (Mil)13.24

Piotroski F-Score Details

Piotroski F-Score: ----
Positive ROAN
Positive CFROAN
Higher ROA yoyN
CFROA > ROAN
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyN
Higher Asset Turnover yoyN

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