OPPENHEIMER HOLDINGS-CL A (OPY) Stock Fundamental Analysis
USA • New York Stock Exchange • NYSE:OPY • US6837971042
84.03 USD
+7.82 (+10.26%)
At close: Jan 30, 2026
86 USD
+1.97 (+2.34%)
After Hours: 1/30/2026, 8:11:49 PM
Taking everything into account, OPY scores 3 out of 10 in our fundamental rating. OPY was compared to 237 industry peers in the Capital Markets industry. OPY has a medium profitability rating, but doesn't score so well on its financial health evaluation. OPY has a valuation in line with the averages, but on the other hand it scores bad on growth.
1. Profitability
1.1 Basic Checks
- In the past year OPY was profitable.
- In the past year OPY had a positive cash flow from operations.
- In the past 5 years OPY has always been profitable.
- In multiple years OPY reported negative operating cash flow during the last 5 years.
1.2 Ratios
- With a Return On Assets value of 2.22%, OPY perfoms like the industry average, outperforming 43.88% of the companies in the same industry.
- OPY has a Return On Equity (9.21%) which is in line with its industry peers.
- OPY has a better Return On Invested Capital (5.64%) than 72.15% of its industry peers.
- Measured over the past 3 years, the Average Return On Invested Capital for OPY is below the industry average of 7.28%.
- The last Return On Invested Capital (5.64%) for OPY is above the 3 year average (4.83%), which is a sign of increasing profitability.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 2.22% | ||
| ROE | 9.21% | ||
| ROIC | 5.64% |
ROA(3y)1.45%
ROA(5y)2.82%
ROE(3y)5.44%
ROE(5y)10.71%
ROIC(3y)4.83%
ROIC(5y)6.65%
1.3 Margins
- Looking at the Profit Margin, with a value of 5.50%, OPY is doing worse than 70.46% of the companies in the same industry.
- OPY's Profit Margin has been stable in the last couple of years.
- OPY has a Operating Margin of 13.63%. This is in the lower half of the industry: OPY underperforms 63.29% of its industry peers.
- OPY's Operating Margin has improved in the last couple of years.
- OPY has a better Gross Margin (98.08%) than 97.47% of its industry peers.
- In the last couple of years the Gross Margin of OPY has remained more or less at the same level.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 13.63% | ||
| PM (TTM) | 5.5% | ||
| GM | 98.08% |
OM growth 3Y-7.01%
OM growth 5Y2.99%
PM growth 3Y-24.05%
PM growth 5Y-0.53%
GM growth 3Y-0.11%
GM growth 5Y0.04%
2. Health
2.1 Basic Checks
- Compared to 1 year ago, OPY has more shares outstanding
- Compared to 5 years ago, OPY has less shares outstanding
- Compared to 1 year ago, OPY has a worse debt to assets ratio.
2.2 Solvency
- OPY has an Altman-Z score of 0.74. This is a bad value and indicates that OPY is not financially healthy and even has some risk of bankruptcy.
- Looking at the Altman-Z score, with a value of 0.74, OPY is in line with its industry, outperforming 48.95% of the companies in the same industry.
- OPY has a debt to FCF ratio of 18.86. This is a negative value and a sign of low solvency as OPY would need 18.86 years to pay back of all of its debts.
- OPY has a Debt to FCF ratio (18.86) which is in line with its industry peers.
- A Debt/Equity ratio of 1.62 is on the high side and indicates that OPY has dependencies on debt financing.
- Looking at the Debt to Equity ratio, with a value of 1.62, OPY is doing worse than 72.15% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.62 | ||
| Debt/FCF | 18.86 | ||
| Altman-Z | 0.74 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
- A Current Ratio of 0.61 indicates that OPY may have some problems paying its short term obligations.
- Looking at the Current ratio, with a value of 0.61, OPY is doing worse than 68.78% of the companies in the same industry.
- OPY has a Quick Ratio of 0.61. This is a bad value and indicates that OPY is not financially healthy enough and could expect problems in meeting its short term obligations.
- Looking at the Quick ratio, with a value of 0.61, OPY is doing worse than 68.78% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 0.61 | ||
| Quick Ratio | 0.61 |
3. Growth
3.1 Past
- The Earnings Per Share has grown by an nice 15.79% over the past year.
- OPY shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 10.78% yearly.
- The Revenue has grown by 12.85% in the past year. This is quite good.
- OPY shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 6.75% yearly.
EPS 1Y (TTM)15.79%
EPS 3Y-18.34%
EPS 5Y10.78%
EPS Q2Q%-12.74%
Revenue 1Y (TTM)12.85%
Revenue growth 3Y0.91%
Revenue growth 5Y6.75%
Sales Q2Q%13.68%
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.
4. Valuation
4.1 Price/Earnings Ratio
- A Price/Earnings ratio of 11.26 indicates a reasonable valuation of OPY.
- 61.60% of the companies in the same industry are more expensive than OPY, based on the Price/Earnings ratio.
- OPY is valuated cheaply when we compare the Price/Earnings ratio to 28.32, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 11.26 | ||
| Fwd PE | N/A |
4.2 Price Multiples
- OPY's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. OPY is cheaper than 94.51% of the companies in the same industry.
- Based on the Price/Free Cash Flow ratio, OPY is valued a bit cheaper than 75.95% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.16 | ||
| EV/EBITDA | 4.18 |
4.3 Compensation for Growth
PEG (NY)N/A
PEG (5Y)1.05
EPS Next 2YN/A
EPS Next 3YN/A
5. Dividend
5.1 Amount
- OPY has a yearly dividend return of 0.94%, which is pretty low.
- OPY's Dividend Yield is slightly below the industry average, which is at 6.00.
- Compared to an average S&P500 Dividend Yield of 1.83, OPY's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.94% |
5.2 History
- The dividend of OPY is nicely growing with an annual growth rate of 7.74%!
- OPY has been paying a dividend for at least 10 years, so it has a reliable track record.
- OPY has decreased its dividend in the last 3 years.
Dividend Growth(5Y)7.74%
Div Incr Years1
Div Non Decr Years2
5.3 Sustainability
- OPY pays out 8.90% of its income as dividend. This is a sustainable payout ratio.
- OPY's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP8.9%
EPS Next 2YN/A
EPS Next 3YN/A
OPPENHEIMER HOLDINGS-CL A / OPY FAQ
What is the fundamental rating for OPY stock?
ChartMill assigns a fundamental rating of 3 / 10 to OPY.
What is the valuation status for OPY stock?
ChartMill assigns a valuation rating of 4 / 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 5 / 10.
Can you provide the financial health for OPY stock?
The financial health rating of OPPENHEIMER HOLDINGS-CL A (OPY) is 1 / 10.