OPY (Oppenheimer Holdings) OCF Margin %: -12.10% (As of Jun. 2026)

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OPY Oppenheimer Holdings Inc OPY
77 GF Score
Price $111.75
GF Value $80.77
Valuation Significantly Overvalued
! 7 Warning Signs
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What is Oppenheimer Holdings OCF Margin %?

Oppenheimer Holdings OPY -1.84% 77 OCF Margin % is -12.10% as of Jun. 2026. GuruFocus rates OPY with a GF Score™ of 77/100 and a GF Value™ of $80.77 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 773 Capital Markets companies, Oppenheimer Holdings ranks worse than 54.98% on this metric.

OCF Margin % is calculated as Cash Flow from Operations divided by its Revenue. Oppenheimer Holdings's Cash Flow from Operations for the three months ended in Jun. 2026 was $-55 Mil. Oppenheimer Holdings's Revenue for the three months ended in Jun. 2026 was $455 Mil. Therefore, Oppenheimer Holdings's OCF Margin % for the quarter that ended in Jun. 2026 was -12.10%.

As of today, Oppenheimer Holdings's current OCF Yield % is -0.38%.

The historical rank and industry rank for Oppenheimer Holdings's OCF Margin % or its related term are showing as below:

OPY' s OCF Margin % Range Over the Past 10 Years
Min: -7.8   Med: 2.15   Max: 17.59
Current: -0.26


During the past 13 years, the highest OCF Margin % of Oppenheimer Holdings was 17.59%. The lowest was -7.80%. And the median was 2.15%.

OPY's OCF Margin % is ranked worse than
54.98% of 773 companies
in the Capital Markets industry
Industry Median: 2.59 vs OPY: -0.26


Oppenheimer Holdings OCF Margin % Related Terms


Oppenheimer Holdings OCF Margin % Historical Data

* Premium members only.

The historical data trend for Oppenheimer Holdings's OCF Margin % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Oppenheimer Holdings OCF Margin % Chart

Oppenheimer Holdings Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
OCF Margin %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 16.34 5.81 -1.51 -7.55 11.52

Oppenheimer Holdings Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
OCF Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 10.74 14.94 37.45 -42.68 -12.10

OPY vs PWP, GOLD, PURR: OCF Margin % Comparison

For the Capital Markets subindustry, Oppenheimer Holdings's OCF Margin %, along with its competitors' market caps and OCF Margin % 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 OCF Margin % vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Oppenheimer Holdings's OCF Margin % distribution charts can be found below:

* The bar in red indicates where Oppenheimer Holdings's OCF Margin % falls into.


OPY
77GF Score
Oppenheimer Holdings Inc OPY
OCF Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Oppenheimer Holdings OCF Margin % Calculation

OCF Margin % is the ratio of Cash Flow from Operations divided by net sales or Revenue, usually presented in percent.

Oppenheimer Holdings's OCF Margin for the fiscal year that ended in Dec. 2025 is calculated as

OCF Margin=Cash Flow from Operations (A: Dec. 2025 )/Revenue (A: Dec. 2025 )
=188.752/1638.071
=11.52 %

Oppenheimer Holdings's OCF Margin for the quarter that ended in Jun. 2026 is calculated as

OCF Margin=Cash Flow from Operations (Q: Jun. 2026 )/Revenue (Q: Jun. 2026 )
=-55.025/454.876
=-12.10 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about OCF Margin % →
What does a OCF Margin % of -12.10% mean?
Oppenheimer Holdings (OPY) has a OCF Margin % of -12.10% as of Jun. 2026. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Oppenheimer Holdings and its competitors. According to the industry distribution chart, Oppenheimer Holdings ranks #425 out of 773 companies in the Capital Markets industry, placing it in the top 55%.
Is Oppenheimer Holdings' OCF Margin % too high?
Oppenheimer Holdings' current OCF Margin % is -12.10%. Based on the distribution chart, Oppenheimer Holdings ranks #425 out of 773 companies in the Capital Markets industry, which is below the industry midpoint. 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' OCF Margin % compare to PWP and GOLD?
According to the Capital Markets industry distribution chart, Oppenheimer Holdings ranks #425 out of 773 companies for OCF Margin %. This places Oppenheimer Holdings in the lower half of its industry. The industry median OCF Margin % is 2.59. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good OCF Margin % for a Capital Markets company?
The median OCF Margin % among Capital Markets companies is 2.59, based on 773 companies in the industry. Companies in the top quartile (top 25%) have a OCF Margin % significantly above this median, while those in the bottom quartile fall well below. However, OCF Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high OCF Margin % mean?
A high OCF Margin % can signal that a stock is expensive relative to its fundamentals. OCF Margin is the ratio of Cash Flow from Operations to Total Revenue. View historical data on Oppenheimer Holdings and its competitors. For the Capital Markets industry, the median OCF Margin % is 2.59 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oppenheimer Holdings's current OCF Margin % is -12.10%. 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 $80.77, compared to a current price of $111.75 — trading 38.4% above its estimated fair value. The current OCF Margin % is -12.10%. 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 OCF Margin % calculated?
OCF Margin % is calculated from a company's financial statements. For Oppenheimer Holdings (OPY), the current OCF Margin % is -12.10% 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 $111.75 is trading 38.4% above its estimated GF Value™ of $80.77. GuruFocus considers Oppenheimer Holdings to be Significantly Overvalued.

Key valuation signals for OPY:

  • OCF Margin %: -12.10%
  • GF Value™: $80.77 vs. price of $111.75 (38.4% above fair value)
  • GF Score™: 77/100 with 7 warning signs

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

OCF Margin % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$111.75
Price
$80.77
GF Value