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Oppenheimer Holdings, Inc. (OPY)
Price$97.33
Value ScoreB
Growth ScoreC
Momentum ScoreA
Favorite Metrics
Price vs S&P 500 (26W)35.14%
Price vs S&P 500 (4W)1.82%
VGM Score70.93
Market Capitalization$1.03B
P/E Ratio (Annual)6.96x
Indicated Dividend Yield (Annual)0.80%
All Metrics
P/CF (Annual)5.47x
Book Value / Share (Quarterly)$88.95
P/TBV (Annual)0.79x
Indicated Dividend (Annual)$0.80
Revenue Growth (3Y)13.82%
Cash Flow / Share (Quarterly)$8.12
Payout Ratio (TTM)5.10%
Price vs S&P 500 (YTD)26.48%
Gross Margin (TTM)98.46%
Net Profit Margin (TTM)5.66%
EPS (TTM)$8.35
10-Day Avg Trading Volume0.09M
EPS Excl Extra (TTM)$8.35
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)$3.23
P/E Basic Excl Extra (TTM)10.63x
Revenue Growth QoQ (YoY)21.01%
EPS Growth (5Y)6.95%
P/E Normalized (Annual)6.96x
ROA (Last FY)3.99%
Revenue Growth TTM (YoY)18.53%
EBITD / Share (TTM)$21.13
ROE (5Y Avg)10.14%
Operating Margin (TTM)13.21%
Cash Flow / Share (Annual)$17.50
P/B Ratio1.08x
P/B Ratio (Quarterly)1.00x
Net Income / Employee (Annual)$51,100
EV / Revenue (TTM)1.45x
Net Interest Coverage (TTM)3.44x
ROA (TTM)2.58%
EPS Growth QoQ (YoY)591.09%
EV / EBITDA (TTM)10.47x
EPS Incl Extra (Annual)$13.04
Current Ratio (Annual)0.64x
Quick Ratio (Quarterly)0.65x
3-Month Avg Trading Volume0.07M
52-Week Price Return55.48%
EV / Free Cash Flow (Annual)13.54x
P/E Incl Extra (TTM)10.63x
Revenue / Employee (TTM)$590,300
Tangible BV / Share (Quarterly)$85.69
P/S Ratio (Annual)0.63x
Asset Turnover (Annual)0.44x
52-Week High$118.77
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 Return43.07%
Quick Ratio (Annual)0.64x
13-Week Price Return10.01%
Total Debt / Equity (Annual)1.27x
Current Ratio (Quarterly)0.65x
Enterprise Value$2.49B
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 Dev44.31%
Gross Margin (5Y Avg)98.09%
Net Income / Employee (TTM)$33,400
EBITDA CAGR (5Y)9.88%
EBITDA Interim CAGR (5Y)1.69%
ROE (Last FY)15.08%
Net Interest Coverage (Annual)2.70x
EPS Basic Excl Extra (Annual)$13.04
P/FCF (TTM)3.73x
Receivables Turnover (TTM)1.02x
EV / Free Cash Flow (TTM)28.57x
Total Debt / Equity (Quarterly)1.56x
EPS Incl Extra (TTM)$8.35
Receivables Turnover (Annual)1.03x
ROI (TTM)4.15%
Dividend Growth Rate (5Y)-13.12%
P/S Ratio (TTM)0.60x
Pretax Margin (5Y Avg)8.85%
Revenue / Share (Annual)$143.90
Tangible BV / Share (Annual)$90.47
Price vs S&P 500 (52W)31.11%
P/E Ratio (TTM)10.63x
EPS Growth TTM (YoY)23.64%
Year-to-Date Return34.64%
5-Day Price Return1.91%
EPS Normalized (Annual)$13.04
ROA (5Y Avg)2.71%
Net Profit Margin (Annual)9.06%
Month-to-Date Return6.17%
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)11.41x
ROI (5Y Avg)5.29%
P/E Excl Extra (TTM)10.63x
LT Debt / Equity (Quarterly)0.00x
EPS Basic Excl Extra (TTM)$8.35
P/TBV (Quarterly)1.04x
Payout Ratio (Annual)5.10%
P/B Ratio (Annual)0.77x
Dividend / Share (TTM)$1.70
Pretax Margin (TTM)8.33%
Book Value / Share (Annual)$93.81
Price vs S&P 500 (13W)1.76%
Net Margin Growth (5Y)-2.46%
Dividend Yield (TTM)1.75%
Beta1.10x
P/FCF (Annual)5.62x
Revenue / Share (TTM)$161.17
ROE (TTM)10.36%
52-Week Low$61.26
vGradeB
gGradeC
mGradeA
vgmGradeB
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Analyst Recommendations
Sep 2021
Oct 2021
Nov 2021
Dec 2021
4.20
4.20
4.20
4.20
Industry Peers — Security Brokers & Dealers(40)
| Symbol | Value Score | Growth Score | Momentum Score | Price |
|---|---|---|---|---|
OPYOppenheimer Holdings, Inc. | B | C | A | $97.33 |
| MSMorgan Stanley | D | C | A | $211.93 |
| GSGoldman Sachs Group Inc. | C | C | A | $1038.68 |
| BLKBlackrock, Inc. | D | C | C | $995.60 |
| SCHWThe Charles Schwab Corporation | D | C | C | $88.84 |
| IBKRInteractive Brokers Group, Inc. Class A Common Stock | D | B | B | $84.40 |
| HOODRobinhood Markets, Inc. Class A Common Stock | F | B | C | $82.47 |
| RJFRaymond James Financial, Inc. | C | C | C | $151.45 |
| NMRNomura Holdings, Inc | B | C | B | $8.41 |
| JEFJefferies Financial Group Inc. | B | D | B | $55.69 |
| SFStifel Financial Corp. | C | C | C | $70.72 |
About
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.