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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 two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
Financial Strength
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.05 | |||||
| Equity-to-Asset | 0.25 | |||||
| Debt-to-Equity | 0.81 | |||||
| Debt-to-EBITDA | 2.98 | |||||
| Interest Coverage | 3.46 | |||||
| Piotroski F-Score | 4/9 | |||||
| Altman Z-Score | 1.91 | |||||
| Beneish M-Score | -1.93 | |||||
| WACC vs ROIC | ||||||
Growth Rank
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 7.5 | |||||
| 3-Year EBITDA Growth Rate | 1.3 | |||||
| 3-Year EPS without NRI Growth Rate | -18.3 | |||||
| 3-Year Book Growth Rate | 7.9 |
Momentum Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 53.23 | |||||
| 9-Day RSI | 45.26 | |||||
| 14-Day RSI | 43.29 | |||||
| 3-1 Month Momentum % | 0.93 | |||||
| 6-1 Month Momentum % | 24.61 | |||||
| 12-1 Month Momentum % | 59.61 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 6.12 | |||||
| Quick Ratio | 6.12 | |||||
| Cash Ratio | 0.07 | |||||
| Days Sales Outstanding | 304.05 | |||||
| Days Payable | 27.66 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 1.13 | |||||
| Dividend Payout Ratio | 0.1 | |||||
| 3-Year Dividend Growth Rate | 6.9 | |||||
| Forward Dividend Yield % | 1.18 | |||||
| 5-Year Yield-on-Cost % | 1.64 | |||||
| 3-Year Average Share Buyback Ratio | 6.3 | |||||
| Shareholder Yield % | -4.18 |
Profitability Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 32.67 | |||||
| Operating Margin % | 21.28 | |||||
| Net Margin % | 5 | |||||
| FCF Margin % | -7.91 | |||||
| ROE % | 8.75 | |||||
| ROA % | 2.22 | |||||
| ROIC % | 7.71 | |||||
| 3-Year ROIIC % | -4.79 | |||||
| ROC (Joel Greenblatt) % | 10.86 | |||||
| ROCE % | 7.19 | |||||
| Years of Profitability over Past 10-Year | 9 |
GF Value Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 9.56 | |||||
| PE Ratio without NRI | 9.56 | |||||
| Shiller PE Ratio | 13.21 | |||||
| PEG Ratio | 2.12 | |||||
| PS Ratio | 0.48 | |||||
| PB Ratio | 0.74 | |||||
| Price-to-Tangible-Book | 0.94 | |||||
| EV-to-EBIT | 6.7 | |||||
| EV-to-EBITDA | 5.62 | |||||
| EV-to-Revenue | 0.91 | |||||
| EV-to-FCF | -11.46 | |||||
| Price-to-GF-Value | 1.15 | |||||
| Price-to-Projected-FCF | 0.66 | |||||
| Price-to-Median-PS-Value | 1.26 | |||||
| Price-to-Peter-Lynch-Fair-Value | 1.85 | |||||
| Price-to-Graham-Number | 0.63 | |||||
| Price-to-Net-Current-Asset-Value | 3.22 | |||||
| Earnings Yield (Greenblatt) % | 14.93 | |||||
| FCF Yield % | -17.67 | |||||
| Forward Rate of Return (Yacktman) % | 7.58 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Peter Lynch Chart
Performance
Dividend
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Annualized Return % Â
Total Annual Return % Â
Oppenheimer Holdings Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 1,432.496 | ||
| EPS (TTM) ($) | 6.37 | ||
| Beta | 1.1 | ||
| 3-Year Sharpe Ratio | 0.49 | ||
| 3-Year Sortino Ratio | 0.71 | ||
| Volatility % | 18.66 | ||
| 14-Day RSI | 43.29 | ||
| 14-Day ATR ($) | 1.840515 | ||
| 20-Day SMA ($) | 61.9915 | ||
| 12-1 Month Momentum % | 59.61 | ||
| 52-Week Range ($) | 36.93 - 73.12 | ||
| Shares Outstanding (Mil) | 10.53 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 4 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Oppenheimer Holdings Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Oppenheimer Holdings Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Oppenheimer Holdings Inc Frequently Asked Questions
What is Oppenheimer Holdings Inc(OPY)'s stock price today?
The current price of OPY is $60.92. The 52 week high of OPY is $73.12 and 52 week low is $36.93.
When is next earnings date of Oppenheimer Holdings Inc(OPY)?
The next earnings date of Oppenheimer Holdings Inc(OPY) is 2025-04-25 Est..
Does Oppenheimer Holdings Inc(OPY) pay dividends? If so, how much?
The Dividend Yield %  of Oppenheimer Holdings Inc(OPY) is 1.13% (As of Today), Highest Dividend Payout Ratio of Oppenheimer Holdings Inc(OPY) was 3.14. The lowest was 0.05. And the median was 0.16. The  Forward Dividend Yield % of Oppenheimer Holdings Inc(OPY) is 1.18%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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