Oppenheimer Holdings, Inc. (OPY) Stock Price

OPYStock

$100.53+51.45%52W

Market Cap$1.08B

P/E7.19x

PEG Ratio1.49

Div yield1.47%

Beta1.08

OPY Share Price Chart

Favorite Metrics

Price vs S&P 500 (26W)-19.12%

Price vs S&P 500 (4W)-14.32%

PEG Ratio1.49

VGM Score54.81

P/E Ratio (Annual)7.19x

Indicated Dividend Yield (Annual)1.47%

P/CF (Annual)5.65x

Book Value / Share (Quarterly)$91.84

P/TBV (Annual)0.79x

Indicated Dividend (Annual)$0.80

Revenue Growth (3Y)13.82%

Cash Flow / Share (Quarterly)$-0.84

Payout Ratio (TTM)4.80%

Price vs S&P 500 (YTD)27.14%

Gross Margin (TTM)98.48%

Net Profit Margin (TTM)5.72%

EPS (TTM)$8.82

10-Day Avg Trading Volume0.11M

EPS Excl Extra (TTM)$8.82

Revenue Growth (5Y)6.44%

EPS (Annual)$13.04

Dividend / Share (Annual)$0.73

ROI (Annual)6.64%

Gross Margin (Annual)98.30%

Net Profit Margin (5Y Avg)6.16%

Cash / Share (Quarterly)$3.59

P/E Basic Excl Extra (TTM)10.37x

Revenue Growth QoQ (YoY)21.89%

EPS Growth (5Y)6.95%

P/E Normalized (Annual)7.19x

ROA (Last FY)3.99%

Revenue Growth TTM (YoY)20.63%

EBITD / Share (TTM)$21.46

ROE (5Y Avg)10.14%

Operating Margin (TTM)12.87%

Cash Flow / Share (Annual)$17.50

P/B Ratio1.08x

P/B Ratio (Quarterly)1.14x

Net Income / Employee (Annual)$51,100

EV / Revenue (TTM)1.45x

Net Interest Coverage (TTM)3.44x

ROA (TTM)2.64%

EPS Growth QoQ (YoY)24.71%

EV / EBITDA (TTM)10.80x

EPS Incl Extra (Annual)$13.04

Current Ratio (Annual)0.64x

Quick Ratio (Quarterly)0.60x

3-Month Avg Trading Volume0.12M

52-Week Price Return51.45%

EV / Free Cash Flow (Annual)14.23x

P/E Incl Extra (TTM)10.37x

Revenue / Employee (TTM)$618,400

Tangible BV / Share (Quarterly)$88.60

P/S Ratio (Annual)0.65x

Asset Turnover (Annual)0.44x

52-Week High$125.88

Operating Margin (5Y Avg)12.80%

EPS Excl Extra (Annual)$13.04

CapEx CAGR (5Y)2.91%

Tangible BV CAGR (5Y)7.74%

26-Week Price Return-9.21%

Quick Ratio (Annual)0.64x

13-Week Price Return-7.88%

Total Debt / Equity (Annual)1.27x

Current Ratio (Quarterly)0.60x

Enterprise Value$2.61B

Revenue / Share Growth (5Y)9.64%

Asset Turnover (TTM)0.46x

Book Value / Share Growth (5Y)11.33%

Revenue / Employee (Annual)$563,700

Pretax Margin (Annual)12.89%

Cash / Share (Annual)$3.66

3-Month Return Std Dev36.15%

Gross Margin (5Y Avg)98.09%

Net Income / Employee (TTM)$35,400

EBITDA CAGR (5Y)9.88%

EBITDA Interim CAGR (5Y)5.37%

ROE (Last FY)15.08%

Net Interest Coverage (Annual)2.85x

EPS Basic Excl Extra (Annual)$13.04

P/FCF (TTM)3.85x

Receivables Turnover (TTM)1.03x

EV / Free Cash Flow (TTM)50.76x

Total Debt / Equity (Quarterly)1.61x

EPS Incl Extra (TTM)$8.82

Receivables Turnover (Annual)1.03x

ROI (TTM)4.26%

Dividend Growth Rate (5Y)-13.12%

P/S Ratio (TTM)0.59x

Pretax Margin (5Y Avg)8.85%

Revenue / Share (Annual)$143.90

Tangible BV / Share (Annual)$90.47

Price vs S&P 500 (52W)35.91%

P/E Ratio (TTM)10.37x

EPS Growth TTM (YoY)13.98%

Year-to-Date Return39.06%

5-Day Price Return-9.77%

EPS Normalized (Annual)$13.04

ROA (5Y Avg)2.71%

Net Profit Margin (Annual)9.06%

Month-to-Date Return-14.78%

Cash Flow / Share (TTM)$4.27

EBITD / Share (Annual)$27.12

EPS Growth (3Y)71.91%

Operating Margin (Annual)18.18%

LT Debt / Equity (Annual)0.00x

P/CF (TTM)13.43x

ROI (5Y Avg)5.29%

P/E Excl Extra (TTM)10.37x

LT Debt / Equity (Quarterly)0.00x

EPS Basic Excl Extra (TTM)$8.82

P/TBV (Quarterly)1.18x

Payout Ratio (Annual)5.10%

P/B Ratio (Annual)0.77x

Dividend / Share (TTM)$1.73

Pretax Margin (TTM)8.35%

Book Value / Share (Annual)$93.81

Price vs S&P 500 (13W)-10.57%

Net Margin Growth (5Y)-2.46%

Dividend Yield (TTM)1.72%

Beta1.08x

P/FCF (Annual)5.81x

Revenue / Share (TTM)$156.49

ROE (TTM)10.71%

52-Week Low$63.81

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OPY Earnings Surprise History

Quarter	Report date	EPS estimate	EPS actual	Surprise
Q2 2018	Jul 27, 2018	$0.47	$0.63	+34.04%(+$0.16)
Q1 2018	Apr 27, 2018	$0.32	$0.48	+50.00%(+$0.16)
Q4 2017	Feb 1, 2018	$0.69	$0.88	+28.23%(+$0.19)
Q3 2017	Oct 27, 2017	$0.16	$0.53	+232.75%(+$0.37)

OPY Analyst Recommendations

Sep 2021

Oct 2021

Nov 2021

Dec 2021

4.20

Industry Peers — Security Brokers & Dealers(40)

Symbol	Value Score	Growth Score	Momentum Score	P/E Ratio (Annual)	ROE (TTM)	Operating Margin (TTM)	Revenue Growth TTM (YoY)	Price
OPYOppenheimer Holdings, Inc.	B	C	C	7.2x	10.7%	12.9%	20.6%	$100.53
MSMorgan Stanley	D	C	C	16.8x	17.8%	20.3%	12.0%	$180.57
GSGoldman Sachs Group Inc.	D	C	C	14.9x	17.9%	19.9%	10.5%	$881.26
BLKBlackrock, Inc.	D	C	B	33.2x	11.7%	32.5%	24.7%	$1134.38
SCHWThe Charles Schwab Corporation	D	B	D	18.0x	20.4%	45.3%	12.3%	$91.96
IBKRInteractive Brokers Group, Inc. Class A Common Stock	D	B	C	142.5x	20.4%	47.2%	15.9%	$82.69
HOODRobinhood Markets, Inc. Class A Common Stock	F	B	C	47.2x	22.7%	46.0%	38.3%	$98.87
RJFRaymond James Financial, Inc.	C	C	C	14.1x	18.3%	17.3%	8.0%	$156.78
NMRNomura Holdings, Inc	C	C	B	11.5x	11.0%	11.9%	6.4%	$9.24
XPXP Inc. Class A Common Stock	C	C	A	13.8x	22.0%	31.7%	8.9%	$29.23
FUTUFutu Holdings Limited American Depositary Shares	C	A	D	10.7x	28.4%	62.0%	44.9%	$105.48
SEICSEI Investments Co	D	C	B	17.5x	28.9%	28.9%	11.1%	$104.40
FRHCFreedom Holding Corp.	D	B	B	75.5x	11.0%	27.9%	7.1%	$181.57
JEFJefferies Financial Group Inc.	B	D	D	14.5x	8.8%	9.3%	13.4%	$44.80
SFStifel Financial Corp.	C	C	D	14.9x	16.1%	18.2%	11.0%	$67.56
GLXYGalaxy Digital Inc. Class A Common Stock	B	—	F	80.0x	-3.7%	0.6%	—	$16.14
MKTXMarketAxess Holdings Inc.	D	D	B	23.5x	24.7%	40.5%	3.9%	$164.64
VIRTVirtu Financial, Inc. Class A	C	D	B	18.8x	33.2%	31.3%	60.6%	$56.84
PIPRPiper Sandler Companies	B	C	D	16.2x	22.9%	22.9%	32.1%	$64.62
JSMNavient Corporation 6% Senior Notes due December 15, 2043	B	D	C	—	-2.0%	-10.3%	-21.0%	$16.00
BULLWebull Corporation Class A Ordinary Shares	D	C	D	132.5x	4.2%	12.4%	48.8%	$6.07
WTWisdomTree, Inc.	D	B	B	29.4x	19.3%	25.2%	37.1%	$21.39
MIAXMiami International Holdings, Inc.	C	B	D	35.4x	14.5%	4.0%	—	$30.95
ETOReToro Group Ltd. Class A Common Shares	A	B	F	9.2x	19.0%	2.6%	105.5%	$24.39
NAVINavient Corporation	B	D	C	—	-2.0%	-10.3%	-21.0%	$9.28
TIGRUP Fintech Holding Ltd American Depositary Share representing fifteen Class A Ordinary Shares	A	B	F	4.5x	13.1%	32.3%	41.4%	$4.05
CSHRCoinShares PLC Ordinary Shares	—	—	F	—	—	—	—	$3.88
SIEBSiebert Financial Corp	C	C	C	16.1x	-1.3%	-2.3%	21.6%	$1.95
DOMHDominari Holdings Inc. Common Stock	A	B	F	—	-21.9%	-32.3%	152.8%	$1.96
COHNCohen & Company Inc	A	C	D	2.3x	33.2%	22.1%	126.4%	$10.18
AXGSolowin Holdings Class A Ordinary Share	—	A	F	—	-6.7%	-46.4%	624.0%	$0.09
LGHLLion Group Holding Ltd. American Depositary Share	—	F	F	—	-29.6%	38.3%	—	$2.75
BULLWWebull Corporation Warrants	—	—	F	—	—	—	—	$1.56
CSHRWCoinShares PLC Warrants	—	—	D	—	—	—	—	$0.79
DIVBiShares Core Dividend ETF	—	—	A	—	—	—	—	$68.80
GLDIUBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033	—	—	C	—	—	—	—	$141.25
SFBStifel Financial Corp.5.20 percent Senior Notes due 2047	C	C	D	14.9x	16.1%	18.2%	11.0%	$17.95
SLVOUBS AG ETRACS Silver Shares Covered Call ETNs due April 21, 2033	—	—	D	—	—	—	—	$61.47
UGLDDIREXION DAILY GOLD BULL 2X ETF	—	—	B	—	—	—	—	$19.82
USLVDIREXION DAILY SILVER BULL 2X ETF	—	—	D	—	—	—	—	$11.98
USOIUBS AG ETRACS Crude Oil Shares Covered Call ETNs due April 24, 2037	—	—	C	—	—	—	—	$47.47

About Oppenheimer Holdings, Inc.

Oppenheimer Holdings is a diversified securities and financial services firm serving retail, institutional, and corporate clients through wealth management, investment banking, and capital markets operations. The company generates most of its revenue from wealth management services, including asset management fees, brokerage commissions, and advisory services, with additional income from investment banking, trading, and market-making. Operating primarily across the Americas with international presence, the firm operates through two core segments: Wealth Management and Capital Markets.