OPPENHEIMER HOLDINGS-CL A (OPY) Fundamental Analysis & Valuation

NYSE:OPY • US6837971042

Current stock price

87.96 USD
-0.1 (-0.11%)
Last:

This OPY fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. OPY Profitability Analysis

1.1 Basic Checks

  • OPY had positive earnings in the past year.
  • OPY had a positive operating cash flow in the past year.
  • In the past 5 years OPY has always been profitable.
  • The reported operating cash flow has been mixed in the past 5 years: OPY reported negative operating cash flow in multiple years.
OPY Yearly Net Income VS EBIT VS OCF VS FCFOPY Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100M -100M 200M

1.2 Ratios

  • OPY's Return On Assets of 3.99% is fine compared to the rest of the industry. OPY outperforms 63.18% of its industry peers.
  • With a decent Return On Equity value of 15.08%, OPY is doing good in the industry, outperforming 74.06% of the companies in the same industry.
  • OPY has a better Return On Invested Capital (8.91%) than 82.01% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for OPY is in line with the industry average of 7.28%.
  • The last Return On Invested Capital (8.91%) for OPY is above the 3 year average (6.65%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 3.99%
ROE 15.08%
ROIC 8.91%
ROA(3y)2.38%
ROA(5y)2.71%
ROE(3y)9.11%
ROE(5y)10.14%
ROIC(3y)6.65%
ROIC(5y)6.89%
OPY Yearly ROA, ROE, ROICOPY Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10 15

1.3 Margins

  • OPY has a Profit Margin of 9.06%. This is comparable to the rest of the industry: OPY outperforms 40.59% of its industry peers.
  • OPY's Profit Margin has declined in the last couple of years.
  • Looking at the Operating Margin, with a value of 18.18%, OPY is in line with its industry, outperforming 41.00% of the companies in the same industry.
  • In the last couple of years the Operating Margin of OPY has grown nicely.
  • OPY has a better Gross Margin (98.30%) than 97.91% of its industry peers.
  • OPY's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 18.18%
PM (TTM) 9.06%
GM 98.3%
OM growth 3Y42.76%
OM growth 5Y3.36%
PM growth 3Y45.98%
PM growth 5Y-2.46%
GM growth 3Y0.2%
GM growth 5Y0.04%
OPY Yearly Profit, Operating, Gross MarginsOPY Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 40 60 80

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2

2. OPY Health Analysis

2.1 Basic Checks

  • The number of shares outstanding for OPY has been increased compared to 1 year ago.
  • The number of shares outstanding for OPY has been reduced compared to 5 years ago.
  • OPY has a better debt/assets ratio than last year.
OPY Yearly Shares OutstandingOPY Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2M 4M 6M 8M 10M
OPY Yearly Total Debt VS Total AssetsOPY Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

2.2 Solvency

  • Based on the Altman-Z score of 0.96, we must say that OPY is in the distress zone and has some risk of bankruptcy.
  • Looking at the Altman-Z score, with a value of 0.96, OPY is in line with its industry, outperforming 54.81% of the companies in the same industry.
  • OPY has a debt to FCF ratio of 6.81. This is a slightly negative value and a sign of low solvency as OPY would need 6.81 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 6.81, OPY is in the better half of the industry, outperforming 63.18% of the companies in the same industry.
  • OPY has a Debt/Equity ratio of 1.27. This is a high value indicating a heavy dependency on external financing.
  • OPY has a Debt to Equity ratio of 1.27. This is in the lower half of the industry: OPY underperforms 62.76% of its industry peers.
Industry RankSector Rank
Debt/Equity 1.27
Debt/FCF 6.81
Altman-Z 0.96
ROIC/WACCN/A
WACCN/A
OPY Yearly LT Debt VS Equity VS FCFOPY Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 200M 400M 600M 800M

2.3 Liquidity

  • A Current Ratio of 0.64 indicates that OPY may have some problems paying its short term obligations.
  • OPY's Current ratio of 0.64 is on the low side compared to the rest of the industry. OPY is outperformed by 71.13% of its industry peers.
  • OPY has a Quick Ratio of 0.64. This is a bad value and indicates that OPY is not financially healthy enough and could expect problems in meeting its short term obligations.
  • OPY has a worse Quick ratio (0.64) than 70.71% of its industry peers.
Industry RankSector Rank
Current Ratio 0.64
Quick Ratio 0.64
OPY Yearly Current Assets VS Current LiabilitesOPY Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B 2B 2.5B

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3

3. OPY Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 103.05% over the past year.
  • OPY shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 6.99% yearly.
  • Looking at the last year, OPY shows a quite strong growth in Revenue. The Revenue has grown by 14.35% in the last year.
  • The Revenue has been growing slightly by 6.44% on average over the past years.
EPS 1Y (TTM)103.05%
EPS 3Y71.91%
EPS 5Y6.99%
EPS Q2Q%591.09%
Revenue 1Y (TTM)14.35%
Revenue growth 3Y13.82%
Revenue growth 5Y6.44%
Sales Q2Q%25.89%

3.2 Future

  • No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
  • No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

  • No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
  • No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
OPY Yearly Revenue VS EstimatesOPY Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B
OPY Yearly EPS VS EstimatesOPY Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 0 0.5 -0.5 1 1.5

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5

4. OPY Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 6.77, the valuation of OPY can be described as very cheap.
  • OPY's Price/Earnings ratio is rather cheap when compared to the industry. OPY is cheaper than 81.59% of the companies in the same industry.
  • The average S&P500 Price/Earnings ratio is at 25.61. OPY is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 6.77
Fwd PE N/A
OPY Price Earnings VS Forward Price EarningsOPY Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

  • 96.65% of the companies in the same industry are more expensive than OPY, based on the Enterprise Value to EBITDA ratio.
  • 84.52% of the companies in the same industry are more expensive than OPY, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 5.13
EV/EBITDA 2.92
OPY Per share dataOPY EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 50 100 150

4.3 Compensation for Growth

  • OPY has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)N/A
PEG (5Y)0.97
EPS Next 2YN/A
EPS Next 3YN/A

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

5. OPY Dividend Analysis

5.1 Amount

  • With a yearly dividend of 0.85%, OPY is not a good candidate for dividend investing.
  • OPY's Dividend Yield is slightly below the industry average, which is at 6.72.
  • Compared to an average S&P500 Dividend Yield of 1.89, OPY's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.85%

5.2 History

  • The dividend of OPY decreases each year by -13.12%.
  • OPY has paid a dividend for at least 10 years, which is a reliable track record.
  • The dividend of OPY decreased in the last 3 years.
Dividend Growth(5Y)-13.12%
Div Incr Years1
Div Non Decr Years2
OPY Yearly Dividends per shareOPY Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • OPY pays out 5.10% of its income as dividend. This is a sustainable payout ratio.
DP5.1%
EPS Next 2YN/A
EPS Next 3YN/A
OPY Yearly Income VS Free CF VS DividendOPY Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 100M -100M 200M
OPY Dividend Payout.OPY Dividend Payout, showing the Payout Ratio.OPY Dividend Payout.PayoutRetained Earnings

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OPY Fundamentals: All Metrics, Ratios and Statistics

OPPENHEIMER HOLDINGS-CL A

NYSE:OPY (3/26/2026, 1:07:51 PM)

87.96

-0.1 (-0.11%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)01-23
Earnings (Next)04-23
Inst Owners39.16%
Inst Owner Change2.45%
Ins Owners42.66%
Ins Owner Change14.92%
Market Cap942.05M
Revenue(TTM)1.64B
Net Income(TTM)148.40M
Analysts84
Price TargetN/A
Short Float %0.38%
Short Ratio0.46
Dividend
Industry RankSector Rank
Dividend Yield 0.85%
Yearly Dividend0.73
Dividend Growth(5Y)-13.12%
DP5.1%
Div Incr Years1
Div Non Decr Years2
Ex-Date02-13
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 6.77
Fwd PE N/A
P/S 0.58
P/FCF 5.13
P/OCF 4.99
P/B 0.96
P/tB 1.17
EV/EBITDA 2.92
EPS(TTM)13
EY14.78%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)17.14
FCFY19.48%
OCF(TTM)17.62
OCFY20.04%
SpS152.95
BVpS91.86
TBVpS75.18
PEG (NY)N/A
PEG (5Y)0.97
Graham Number163.92
Profitability
Industry RankSector Rank
ROA 3.99%
ROE 15.08%
ROCE 28.46%
ROIC 8.91%
ROICexc 9.06%
ROICexgc 10.82%
OM 18.18%
PM (TTM) 9.06%
GM 98.3%
FCFM 11.21%
ROA(3y)2.38%
ROA(5y)2.71%
ROE(3y)9.11%
ROE(5y)10.14%
ROIC(3y)6.65%
ROIC(5y)6.89%
ROICexc(3y)6.76%
ROICexc(5y)7.38%
ROICexgc(3y)8.18%
ROICexgc(5y)9.45%
ROCE(3y)20.8%
ROCE(5y)18.1%
ROICexgc growth 3Y19.22%
ROICexgc growth 5Y-4.14%
ROICexc growth 3Y26.63%
ROICexc growth 5Y-0.56%
OM growth 3Y42.76%
OM growth 5Y3.36%
PM growth 3Y45.98%
PM growth 5Y-2.46%
GM growth 3Y0.2%
GM growth 5Y0.04%
F-Score9
Asset Turnover0.44
Health
Industry RankSector Rank
Debt/Equity 1.27
Debt/FCF 6.81
Debt/EBITDA 4.04
Cap/Depr 44.59%
Cap/Sales 0.32%
Interest Coverage 3.43
Cash Conversion 61.01%
Profit Quality 123.69%
Current Ratio 0.64
Quick Ratio 0.64
Altman-Z 0.96
F-Score9
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)87.5%
Cap/Depr(5y)100.24%
Cap/Sales(3y)0.68%
Cap/Sales(5y)0.82%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)103.05%
EPS 3Y71.91%
EPS 5Y6.99%
EPS Q2Q%591.09%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)14.35%
Revenue growth 3Y13.82%
Revenue growth 5Y6.44%
Sales Q2Q%25.89%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y53.68%
EBIT growth 3Y62.49%
EBIT growth 5Y10.02%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y261.99%
FCF growth 3Y56.18%
FCF growth 5YN/A
OCF growth 1Y274.5%
OCF growth 3Y43.04%
OCF growth 5YN/A

OPPENHEIMER HOLDINGS-CL A / OPY Fundamental Analysis FAQ

What is the fundamental rating for OPY stock?

ChartMill assigns a fundamental rating of 4 / 10 to OPY.


What is the valuation status for OPY stock?

ChartMill assigns a valuation rating of 5 / 10 to OPPENHEIMER HOLDINGS-CL A (OPY). This can be considered as Fairly Valued.


How profitable is OPPENHEIMER HOLDINGS-CL A (OPY) stock?

OPPENHEIMER HOLDINGS-CL A (OPY) has a profitability rating of 6 / 10.


Can you provide the financial health for OPY stock?

The financial health rating of OPPENHEIMER HOLDINGS-CL A (OPY) is 2 / 10.