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5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year.
Oppenheimer Holdings's 5-Year ROIIC % for the quarter that ended in Dec. 2025 was 10.15%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
The industry rank for Oppenheimer Holdings's 5-Year ROIIC % or its related term are showing as below:
OPY's 5-Year ROIIC % is ranked better than 69.61% of 622
companies
in the Capital Markets industry
Industry Median: 2.04
vs OPY: 10.15
Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.
High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.
Be Aware
It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.
Oppenheimer Holdings 5-Year ROIIC % Related Terms
Oppenheimer Holdings 5-Year ROIIC % Historical Data
* Premium members only.
The historical data trend for Oppenheimer Holdings's 5-Year ROIIC % 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 5-Year ROIIC %, along with its competitors' market caps and 5-Year ROIIC % 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 5-Year ROIIC % vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Oppenheimer Holdings's 5-Year ROIIC % distribution charts can be found below:
* The bar in red indicates where Oppenheimer Holdings's 5-Year ROIIC % 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.
** Annual data of NOPAT and Invested Capital was used to calculate 5-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.
Oppenheimer Holdings (OPY) has a 5-Year ROIIC % of 10.15 as of Dec. 2025. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Oppenheimer Holdings and its competitors. According to the industry distribution chart, Oppenheimer Holdings ranks #189 out of 622 companies in the Capital Markets industry, placing it in the top 30.4%.
Is Oppenheimer Holdings' 5-Year ROIIC % too high?
Oppenheimer Holdings' current 5-Year ROIIC % is 10.15. The Capital Markets industry median 5-Year ROIIC % is 2.04. Oppenheimer Holdings' value of 10.15 is 397.5% above this industry median. Based on the distribution chart, Oppenheimer Holdings ranks #189 out of 622 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' 5-Year ROIIC % compare to PWP and GOLD?
According to the Capital Markets industry distribution chart, Oppenheimer Holdings ranks #189 out of 622 companies for 5-Year ROIIC %. This puts Oppenheimer Holdings in the upper half of its industry. The industry median 5-Year ROIIC % is 2.04. Oppenheimer Holdings' value of 10.15 is 397.5% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year ROIIC % for a Capital Markets company?
The median 5-Year ROIIC % among Capital Markets companies is 2.04, based on 622 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year ROIIC % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year ROIIC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Oppenheimer Holdings's current 5-Year ROIIC % of 10.15 is 397.5% 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 5-Year ROIIC % mean?
A high 5-Year ROIIC % can signal that a stock is expensive relative to its fundamentals. 5-Year ROIIC % measures the change in earnings as a percentage of change in investment over 5-year. View historical data on Oppenheimer Holdings and its competitors. For the Capital Markets industry, the median 5-Year ROIIC % is 2.04 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Oppenheimer Holdings's current 5-Year ROIIC % is 10.15. 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 5-Year ROIIC % is 10.15 and 397.5% above the Capital Markets industry median of 2.04. 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 5-Year ROIIC % calculated?
5-Year ROIIC % is calculated from a company's financial statements. For Oppenheimer Holdings (OPY), the current 5-Year ROIIC % is 10.15 as of Dec. 2025. 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:
5-Year ROIIC %: 10.15
GF Value™: $80.77 vs. price of $111.75 (38.4% above fair value)
Industry Position: 397.5% above the Capital Markets median (#189 of 622)
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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