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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.
Oppenheimer HoldingsOPY -1.84%77 PEG Ratio is 0.64 as of Aug. 20, 2026, which is at its 10-year median of 0.64. 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 311 Capital Markets companies, Oppenheimer Holdings ranks better than 69.45% on this metric.
* The 5-Year EBITDA Growth Rate is the 5-year average EBITDA per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
The historical rank and industry rank for Oppenheimer Holdings's PEG Ratio or its related term are showing as below:
OPY'
s PEG Ratio Range Over the Past 10 Years
Min: 0.03 Med: 0.64 Max: 2.2
Current: 0.64
During the past 13 years, Oppenheimer Holdings's highest PEG Ratio was 2.20. The lowest was 0.03. And the median was 0.64.
OPY's PEG Ratio is ranked better than 69.45% of 311
companies
in the Capital Markets industry
Industry Median: 1.35
vs OPY: 0.64
Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.
Oppenheimer Holdings (NYSE:OPY) PEG Ratio Explanation
To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.
Oppenheimer Holdings PEG Ratio Related Terms
Oppenheimer Holdings PEG Ratio Historical Data
* Premium members only.
The historical data trend for Oppenheimer Holdings's PEG Ratio 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.
For the Capital Markets subindustry, Oppenheimer Holdings's PEG Ratio, along with its competitors' market caps and PEG Ratio 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 PEG Ratio vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Oppenheimer Holdings's PEG Ratio distribution charts can be found below:
* The bar in red indicates where Oppenheimer Holdings's PEG Ratio falls into.
* 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.
* Note: The 5-Year EBITDA Growth Rate is the 5-year average EBITDA per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.
Oppenheimer Holdings (OPY) has a PEG Ratio of 0.64 as of Aug. 20, 2026. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Oppenheimer Holdings and its competitors. This is near median its historical median of 0.64. Over the past decade, Oppenheimer Holdings' PEG Ratio has ranged from 0.03 to 2.20. According to the industry distribution chart, Oppenheimer Holdings ranks #95 out of 311 companies in the Capital Markets industry, placing it in the top 30.5%.
Is Oppenheimer Holdings' PEG Ratio too high?
Oppenheimer Holdings' current PEG Ratio of 0.64 is near median its 10-year median of 0.64. Over the past 10 years, this metric has ranged from a low of 0.03 to a high of 2.20. The Capital Markets industry median PEG Ratio is 1.35. Oppenheimer Holdings' value of 0.64 is 52.6% below this industry median. Based on the distribution chart, Oppenheimer Holdings ranks #95 out of 311 companies in the Capital Markets industry, which is above 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' PEG Ratio compare to PWP and GOLD?
According to the Capital Markets industry distribution chart, Oppenheimer Holdings ranks #95 out of 311 companies for PEG Ratio. This puts Oppenheimer Holdings in the upper half of its industry. The industry median PEG Ratio is 1.35. Oppenheimer Holdings' value of 0.64 is 52.6% below this benchmark. Historically, Oppenheimer Holdings' own PEG Ratio has ranged from 0.03 to 2.20 over the past decade. While the company's 10-year median is 0.64 vs. the industry median of 1.35, Oppenheimer Holdings has consistently been below 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 PEG Ratio for a Capital Markets company?
The median PEG Ratio among Capital Markets companies is 1.35, based on 311 companies in the industry. Companies in the top quartile (top 25%) have a PEG Ratio significantly above this median, while those in the bottom quartile fall well below. However, PEG Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Oppenheimer Holdings's current PEG Ratio of 0.64 is 52.6% below 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 PEG Ratio mean?
A high PEG Ratio can signal that a stock is expensive relative to its fundamentals. Price-earnings to growth ratio is the ratio of price-earnings to a company's earnings growth rate. View historical data on Oppenheimer Holdings and its competitors. For the Capital Markets industry, the median PEG Ratio is 1.35 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oppenheimer Holdings's current PEG Ratio is 0.64, which is near median its own 10-year median of 0.64. 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 PEG Ratio is 0.64, which is near median its 10-year median of 0.64 and 52.6% below the Capital Markets industry median of 1.35. 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 PEG Ratio calculated?
PEG Ratio is calculated from a company's financial statements. For Oppenheimer Holdings (OPY), the current PEG Ratio is 0.64 as of Aug. 20, 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:
PEG Ratio: 0.64 (near median its 10-year median of 0.64)
GF Value™: $80.77 vs. price of $111.75 (38.4% above fair value)
Industry Position: 52.6% below the Capital Markets median (#95 of 311)
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 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
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