OPY (Oppenheimer Holdings) 3-Year EBITDA Growth Rate: 53.00% (As of Jun. 2026) — 3319% Above Median

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

OPY Oppenheimer Holdings Inc OPY
77 GF Score
Price $115.99
GF Value $80.81
Valuation Significantly Overvalued
! 7 Warning Signs
View Full Analysis

What is Oppenheimer Holdings 3-Year EBITDA Growth Rate?

Oppenheimer Holdings OPY +3.79% 77 3-Year EBITDA Growth Rate is 53.00% as of Jun. 2026, which is 3319% above its 10-year median of 1.55. GuruFocus rates OPY with a GF Score™ of 77/100 and a GF Value™ of $80.81 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 512 Capital Markets companies, Oppenheimer Holdings ranks better than 81.45% on this metric.

Oppenheimer Holdings's EBITDA per Share for the three months ended in Jun. 2026 was $6.01.

During the past 12 months, Oppenheimer Holdings's average EBITDA Per Share Growth Rate was 5.10% per year. During the past 3 years, the average EBITDA Per Share Growth Rate was 53.00% per year. During the past 5 years, the average EBITDA Per Share Growth Rate was 10.50% per year. During the past 10 years, the average EBITDA Per Share Growth Rate was 37.10% per year. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average EBITDA per share growth rate.

During the past 13 years, the highest 3-Year average EBITDA Per Share Growth Rate of Oppenheimer Holdings was 197.70% per year. The lowest was -58.20% per year. And the median was 1.55% per year.


Oppenheimer Holdings  (NYSE:OPY) 3-Year EBITDA Growth Rate Explanation

EBITDA per Share is the amount of Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) per outstanding share of the company's stock.

Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) is what the company earns before it expenses interest, taxes, depreciation and amortization.


Oppenheimer Holdings 3-Year EBITDA Growth Rate Related Terms


OPY vs PWP, GOLD, PURR: 3-Year EBITDA Growth Rate Comparison

For the Capital Markets subindustry, Oppenheimer Holdings's 3-Year EBITDA Growth Rate, along with its competitors' market caps and 3-Year EBITDA Growth Rate data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Oppenheimer Holdings 3-Year EBITDA Growth Rate vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Oppenheimer Holdings's 3-Year EBITDA Growth Rate distribution charts can be found below:

* The bar in red indicates where Oppenheimer Holdings's 3-Year EBITDA Growth Rate falls into.


OPY
77GF Score
Oppenheimer Holdings Inc OPY
3-Year EBITDA Growth Rate is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Oppenheimer Holdings 3-Year EBITDA Growth Rate Calculation

This is the 3-year average growth rate of EBITDA per Share. The growth rate is calculated using exponential compounding based on the latest four year annual data.

Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average EBITDA per share growth rate.

What does a 3-Year EBITDA Growth Rate of 53.00% mean?
Oppenheimer Holdings (OPY) has a 3-Year EBITDA Growth Rate of 53.00% as of Jun. 2026. 3-Year EBITDA Growth Rate is the 3-year average growth rate of EBITDA per share. View historical data for Oppenheimer Holdings and its competitors. This is 3319% above median its historical median of 1.55. According to the industry distribution chart, Oppenheimer Holdings ranks #95 out of 512 companies in the Capital Markets industry, placing it in the top 18.6%.
Is Oppenheimer Holdings' 3-Year EBITDA Growth Rate too high?
Oppenheimer Holdings' current 3-Year EBITDA Growth Rate of 53.00% is 3319% above median its 10-year median of 1.55. The Capital Markets industry median 3-Year EBITDA Growth Rate is 15.05. Oppenheimer Holdings' value of 53.00% is 252.2% above this industry median. Based on the distribution chart, Oppenheimer Holdings ranks #95 out of 512 companies in the Capital Markets industry, which is in the top quartile — a strong position relative to peers. Overall, Oppenheimer Holdings has a GF Score™ of 77/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Oppenheimer Holdings' 3-Year EBITDA Growth Rate compare to PWP and GOLD?
According to the Capital Markets industry distribution chart, Oppenheimer Holdings ranks #95 out of 512 companies for 3-Year EBITDA Growth Rate. This places Oppenheimer Holdings in the top 19% of its industry — outperforming the majority of peers. The industry median 3-Year EBITDA Growth Rate is 15.05. Oppenheimer Holdings' value of 53.00% is 252.2% above this benchmark. While the company's 10-year median is 1.55 vs. the industry median of 15.05, Oppenheimer Holdings has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year EBITDA Growth Rate for a Capital Markets company?
The median 3-Year EBITDA Growth Rate among Capital Markets companies is 15.05, based on 512 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year EBITDA Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year EBITDA Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Oppenheimer Holdings's current 3-Year EBITDA Growth Rate of 53.00% is 252.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year EBITDA Growth Rate mean?
A high 3-Year EBITDA Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year EBITDA Growth Rate is the 3-year average growth rate of EBITDA per share. View historical data for Oppenheimer Holdings and its competitors. For the Capital Markets industry, the median 3-Year EBITDA Growth Rate is 15.05 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oppenheimer Holdings's current 3-Year EBITDA Growth Rate is 53.00%, which is 3319% above median its own 10-year median of 1.55. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Oppenheimer Holdings stock overvalued right now?
Based on GuruFocus' analysis, Oppenheimer Holdings (OPY) is currently considered Significantly Overvalued. The stock's GF Value™ is $80.81, compared to a current price of $115.99 — trading 43.5% above its estimated fair value. The current 3-Year EBITDA Growth Rate is 53.00%, which is 3319% above median its 10-year median of 1.55 and 252.2% above the Capital Markets industry median of 15.05. Oppenheimer Holdings' overall GF Score™ is 77/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year EBITDA Growth Rate calculated?
3-Year EBITDA Growth Rate is calculated from a company's financial statements. For Oppenheimer Holdings (OPY), the current 3-Year EBITDA Growth Rate is 53.00% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Oppenheimer Holdings (OPY) Overvalued in 2026?

Based on GuruFocus' analysis, Oppenheimer Holdings stock appears to be overvalued. The current stock price of $115.99 is trading 43.5% above its estimated GF Value™ of $80.81. GuruFocus considers Oppenheimer Holdings to be Significantly Overvalued.

Key valuation signals for OPY:

  • 3-Year EBITDA Growth Rate: 53.00% (3319% above median its 10-year median of 1.55)
  • GF Value™: $80.81 vs. price of $115.99 (43.5% above fair value)
  • GF Score™: 77/100 with 7 warning signs
  • Industry Position: 252.2% above the Capital Markets median (#95 of 512)

No single metric tells the full story. See the OPY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Oppenheimer Holdings Business Description

Address 85 Broad Street, New York, NY, USA, 10004
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.
77GF Score

Get the complete analysis for OPY

3-Year EBITDA Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$115.99
Price
$80.81
GF Value