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Oppenheimer Holdings, Inc. (OPY)
Price$113.54
Favorite Metrics
Price vs S&P 500 (26W)62.27%
Price vs S&P 500 (4W)27.03%
Market Capitalization$1.21B
P/E Ratio (Annual)8.15x
Indicated Dividend Yield (Annual)0.63%
All Metrics
P/CF (Annual)6.41x
Book Value / Share (Quarterly)$93.81
P/TBV (Annual)0.79x
Indicated Dividend (Annual)$0.72
Revenue Growth (3Y)13.82%
Cash Flow / Share (Quarterly)$17.50
Payout Ratio (TTM)5.10%
Price vs S&P 500 (YTD)53.56%
Gross Margin (TTM)98.30%
Net Profit Margin (TTM)9.06%
EPS (TTM)$13.00
10-Day Avg Trading Volume0.08M
EPS Excl Extra (TTM)$13.00
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)$3.66
P/E Basic Excl Extra (TTM)8.15x
Revenue Growth QoQ (YoY)25.89%
EPS Growth (5Y)6.95%
P/E Normalized (Annual)8.15x
ROA (Last FY)3.99%
Revenue Growth TTM (YoY)14.35%
EBITD / Share (TTM)$27.10
ROE (5Y Avg)10.14%
Operating Margin (TTM)18.18%
Cash Flow / Share (Annual)$17.50
P/B Ratio1.23x
P/B Ratio (Quarterly)0.77x
Net Income / Employee (Annual)$0
EV / Revenue (TTM)1.48x
Net Interest Coverage (TTM)3.44x
ROA (TTM)4.01%
EPS Growth QoQ (YoY)591.09%
EV / EBITDA (TTM)7.84x
EPS Incl Extra (Annual)$13.04
Current Ratio (Annual)0.64x
Quick Ratio (Quarterly)0.64x
3-Month Avg Trading Volume0.05M
52-Week Price Return104.19%
EV / Free Cash Flow (Annual)13.19x
P/E Incl Extra (TTM)8.15x
Revenue / Employee (TTM)$1
Tangible BV / Share (Quarterly)$90.47
P/S Ratio (Annual)0.74x
Asset Turnover (Annual)0.44x
52-Week High$117.19
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 Return71.02%
Quick Ratio (Annual)0.64x
13-Week Price Return52.77%
Total Debt / Equity (Annual)1.27x
Current Ratio (Quarterly)0.64x
Enterprise Value$2,421.095
Revenue / Share Growth (5Y)9.64%
Asset Turnover (TTM)0.44x
Book Value / Share Growth (5Y)11.33%
Revenue / Employee (Annual)$1
Pretax Margin (Annual)12.89%
Cash / Share (Annual)$3.66
3-Month Return Std Dev42.65%
Gross Margin (5Y Avg)98.09%
Net Income / Employee (TTM)$0
EBITDA CAGR (5Y)9.88%
EBITDA Interim CAGR (5Y)1.69%
ROE (Last FY)15.08%
Net Interest Coverage (Annual)3.44x
EPS Basic Excl Extra (Annual)$13.04
P/FCF (TTM)4.37x
Receivables Turnover (TTM)1.03x
EV / Free Cash Flow (TTM)13.19x
Total Debt / Equity (Quarterly)1.27x
EPS Incl Extra (TTM)$13.00
Receivables Turnover (Annual)1.03x
ROI (TTM)6.38%
Dividend Growth Rate (5Y)-13.12%
P/S Ratio (TTM)0.74x
Pretax Margin (5Y Avg)8.85%
Revenue / Share (Annual)$143.90
Tangible BV / Share (Annual)$90.47
Price vs S&P 500 (52W)69.10%
P/E Ratio (TTM)8.15x
EPS Growth TTM (YoY)103.05%
Year-to-Date Return57.70%
5-Day Price Return5.61%
EPS Normalized (Annual)$13.04
ROA (5Y Avg)2.71%
Net Profit Margin (Annual)9.06%
Month-to-Date Return27.82%
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)6.41x
ROI (5Y Avg)5.29%
P/E Excl Extra (TTM)8.15x
LT Debt / Equity (Quarterly)0.00x
EPS Basic Excl Extra (TTM)$13.00
P/TBV (Quarterly)0.79x
Payout Ratio (Annual)5.10%
P/B Ratio (Annual)0.77x
Dividend / Share (TTM)$0.73
Pretax Margin (TTM)12.89%
Book Value / Share (Annual)$93.81
Price vs S&P 500 (13W)49.91%
Net Margin Growth (5Y)-2.46%
Dividend Yield (TTM)0.63%
Beta1.19x
P/FCF (Annual)6.59x
Revenue / Share (TTM)$142.64
ROE (TTM)16.16%
52-Week Low$54.98
Analyst Recommendations
Sep 2021
Oct 2021
Nov 2021
Dec 2021
4.20
4.20
4.20
4.20
Industry Peers — Security Brokers & Dealers(30)
| Symbol | P/E Ratio (Annual) | ROE (TTM) | Operating Margin (TTM) | Revenue Growth TTM (YoY) | Price |
|---|---|---|---|---|---|
OPYOppenheimer Holdings, Inc. | 8.15x | 16.16% | 18.18% | 14.35% | $113.54 |
MSMorgan Stanley | 17.95x | 15.45% | 18.94% | 12.28% | $190.70 |
GSGoldman Sachs Group Inc. | 16.04x | 14.56% | 17.75% | 1.28% | $941.74 |
BLKBlackrock, Inc. | 30.88x | 10.65% | 31.83% | 22.35% | $1048.42 |
SCHWThe Charles Schwab Corporation | 18.30x | 17.90% | 43.04% | 8.11% | $93.15 |
IBKRInteractive Brokers Group, Inc. Class A Common Stock | 140.86x | 19.88% | 45.77% | 11.18% | $81.25 |
HOODRobinhood Markets, Inc. Class A Common Stock | 43.39x | 22.33% | 46.81% | 51.58% | $91.28 |
RJFRaymond James Financial, Inc. | 14.16x | 16.94% | 16.78% | 3.98% | $152.24 |
NMRNomura Holdings, Inc | 11.27x | 10.23% | 11.46% | -4.21% | $8.49 |
SFStifel Financial Corp. | 18.53x | 11.96% | 13.72% | 6.65% | $81.66 |
SFBStifel Financial Corp.5.20 percent Senior Notes due 2047 | 18.53x | 11.96% | 13.72% | 6.65% | $19.86 |
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.