Oppenheimer Holdings (Oppenheimer Holdings) Risk Assessment

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What is Oppenheimer Holdings Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Oppenheimer Holdings is: Moderate Risk: Sensitive, better choose undervalued stock.

Competitive Comparison of Oppenheimer Holdings's Risk Assessment

For the Capital Markets subindustry, Oppenheimer Holdings's Risk Assessment, along with its competitors' market caps and Risk Assessment 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's Risk Assessment Distribution in the Capital Markets Industry

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

* The bar in red indicates where Oppenheimer Holdings's Risk Assessment falls into.

Oppenheimer Holdings (NYSE:OPY) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Oppenheimer Holdings Risk Assessment Related Terms

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Oppenheimer Holdings (Oppenheimer Holdings) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Capital Markets » Oppenheimer Holdings Inc (NYSE:OPY) » Definitions » Risk Assessment

Comparable Companies

Traded in Other Exchanges

N/A

Address

85 Broad Street, New York, NY, USA, 10004

Website

https://www.oppenheimer.com

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 three segments: private client, asset management, and capital markets. 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.

Executives

Stacy J. Kanter	director	C/O APPLIED THERAPEUTICS, INC., 340 MADISON AVENUE, 19TH FLOOR, NEW YORK NY 10173
Evan Behrens	director	C/O SEACOR HOLDINGS INC., 2200 ELLER DRIVE, P.O. BOX 13038, FORT LAUDERDALE FL 33316
Brad M Watkins	officer: CFO	72 CANDY LANE, SYOSSET NY 11791
Paul M Friedman	director	11 DEERFIELD LANE, SCARSDALE NY 10583
R Lawrence Roth	director	C/O OPPENHEIMER HOLDINGS INC., 85 BROAD STREET, NEW YORK NY 10004
A Winn Oughtred	director	52 MAPLE AVE, TORONTO ONTARIO A6 M4W 2T7
Timothy Martin Dwyer	director	60 BEACON HILL ROAD, NEW CANAAN CT 06840
William Ehrhardt	director	101 PARK BLVD NORTH, VENICE FL 34285
Teresa Glasser	director	1044 GRAND ISLE TERRACE, PALM BEACH GARDENS FL 33418
Robert S Lowenthal	director	85 BROAD STREET, NEW YORK NY 10004
Albert G Lowenthal	director, 10 percent owner, officer: CEO	OPPENHEIMER HOLDINGS INC., 85 BROAD STREET, NEW YORK NY 10004
Jeffrey J Alfano	officer: CFO	C/O OPPENHEIMER & CO. INC., 85 BROAD STREET, NEW YORK NY 10004
Dennis P Mcnamara	officer: Secretary	C/O OPPENHEIMER & CO. INC., 85 BROAD STREET, NEW YORK NY 10004
Morris Goldfarb	director	C/O G-III APPAREL GROUP, 345 W 37TH ST, NY NY 10018
Richard Crystal	director	41 BLACK BIRCH LN, SCARSDALE NY 10583