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

NYSE:OPY • US6837971042

Current stock price

83.49 USD
+0.97 (+1.18%)
Last:

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

4

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.
  • Each year in the past 5 years OPY has 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

  • Looking at the Return On Assets, with a value of 2.22%, OPY is in line with its industry, outperforming 46.69% of the companies in the same industry.
  • OPY has a Return On Equity of 9.21%. This is comparable to the rest of the industry: OPY outperforms 57.44% of its industry peers.
  • OPY has a Return On Invested Capital of 5.87%. This is in the better half of the industry: OPY outperforms 73.14% of its industry peers.
Industry RankSector Rank
ROA 2.22%
ROE 9.21%
ROIC 5.87%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
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 worse Profit Margin (5.50%) than 65.29% of its industry peers.
  • In the last couple of years the Profit Margin of OPY has declined.
  • OPY has a worse Operating Margin (13.63%) than 62.40% of its industry peers.
  • OPY's Operating Margin has improved in the last couple of years.
  • OPY has a Gross Margin of 98.08%. This is amongst the best in the industry. OPY outperforms 97.93% 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 RankSector Rank
OM 13.63%
PM (TTM) 5.5%
GM 98.08%
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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1

2. OPY Health Analysis

2.1 Basic Checks

  • There is no outstanding debt for OPY. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
OPY Yearly Shares OutstandingOPY Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 1B 2B 3B

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.
  • OPY's Altman-Z score of 0.74 is in line compared to the rest of the industry. OPY outperforms 50.00% of its industry peers.
  • 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's Debt to FCF ratio of 18.86 is in line compared to the rest of the industry. OPY outperforms 54.55% of its industry peers.
  • A Debt/Equity ratio of 1.62 is on the high side and indicates that OPY has dependencies on debt financing.
  • With a Debt to Equity ratio value of 1.62, OPY is not doing good in the industry: 73.14% of the companies in the same industry are doing better.
Industry RankSector Rank
Debt/Equity 1.62
Debt/FCF 18.86
Altman-Z 0.74
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 0 200M 400M 600M 800M

2.3 Liquidity

  • A Current Ratio of 0.61 indicates that OPY may have some problems paying its short term obligations.
  • OPY has a worse Current ratio (0.61) than 71.07% of its industry peers.
  • 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.
  • OPY's Quick ratio of 0.61 is on the low side compared to the rest of the industry. OPY is outperformed by 71.07% of its industry peers.
Industry RankSector Rank
Current Ratio 0.61
Quick Ratio 0.61
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 500M 1B 1.5B 2B

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3

3. OPY Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an impressive 103.29% over the past year.
  • The Earnings Per Share has been growing slightly by 6.99% on average over the past years.
  • The Revenue has grown by 14.35% in the past year. This is quite good.
  • Measured over the past years, OPY shows a small growth in Revenue. The Revenue has been growing by 6.44% on average per year.
EPS 1Y (TTM)103.29%
EPS 3Y71.91%
EPS 5Y6.99%
EPS Q2Q%592.73%
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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4

4. OPY Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 6.41, the valuation of OPY can be described as very cheap.
  • Compared to the rest of the industry, the Price/Earnings ratio of OPY indicates a rather cheap valuation: OPY is cheaper than 83.47% of the companies listed in the same industry.
  • The average S&P500 Price/Earnings ratio is at 25.71. OPY is valued rather cheaply when compared to this.
Industry RankSector Rank
PE 6.41
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

  • 95.04% of the companies in the same industry are more expensive than OPY, based on the Enterprise Value to EBITDA ratio.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of OPY indicates a somewhat cheap valuation: OPY is cheaper than 73.55% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 11.29
EV/EBITDA 4.18
OPY Per share dataOPY EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 50 100

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)0.92
EPS Next 2YN/A
EPS Next 3YN/A

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3

5. OPY Dividend Analysis

5.1 Amount

  • OPY has a yearly dividend return of 0.86%, which is pretty low.
  • OPY's Dividend Yield is slightly below the industry average, which is at 6.94.
  • Compared to an average S&P500 Dividend Yield of 1.91, OPY's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.86%

5.2 History

  • On average, the dividend of OPY grows each year by 7.74%, which is quite nice.
  • 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)7.74%
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

  • 8.90% of the earnings are spent on dividend by OPY. This is a low number and sustainable payout ratio.
  • OPY's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP8.9%
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 (3/16/2026, 3:00:57 PM)

83.49

+0.97 (+1.18%)

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 Cap894.18M
Revenue(TTM)1.64B
Net Income(TTM)84.77M
Analysts84
Price TargetN/A
Short Float %0.38%
Short Ratio0.46
Dividend
Industry RankSector Rank
Dividend Yield 0.86%
Yearly Dividend0.66
Dividend Growth(5Y)7.74%
DP8.9%
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 6.41
Fwd PE N/A
P/S 0.58
P/FCF 11.29
P/OCF 10.34
P/B 0.97
P/tB 1.21
EV/EBITDA 4.18
EPS(TTM)13.02
EY15.59%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)7.39
FCFY8.86%
OCF(TTM)8.07
OCFY9.67%
SpS143.87
BVpS85.93
TBVpS69.23
PEG (NY)N/A
PEG (5Y)0.92
Graham Number158.66
Profitability
Industry RankSector Rank
ROA 2.22%
ROE 9.21%
ROCE 21.74%
ROIC 5.87%
ROICexc 5.96%
ROICexgc 7.11%
OM 13.63%
PM (TTM) 5.5%
GM 98.08%
FCFM 5.14%
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
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-Score7
Asset Turnover0.4
Health
Industry RankSector Rank
Debt/Equity 1.62
Debt/FCF 18.86
Debt/EBITDA 7.39
Cap/Depr -91.43%
Cap/Sales 0.47%
Interest Coverage 2.39
Cash Conversion 42.78%
Profit Quality 93.42%
Current Ratio 0.61
Quick Ratio 0.61
Altman-Z 0.74
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)103.29%
EPS 3Y71.91%
EPS 5Y6.99%
EPS Q2Q%592.73%
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 1Y9.75%
EBIT growth 3Y62.49%
EBIT growth 5Y10.02%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y163.9%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y173.61%
OCF growth 3YN/A
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 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 4 / 10.


Can you provide the financial health for OPY stock?

The financial health rating of OPPENHEIMER HOLDINGS-CL A (OPY) is 1 / 10.