OPY Fundamental Analysis - OPPENHEIMER HOLDINGS-CL A

Fundamental Rating

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. While OPY is still in line with the averages on profitability rating, there are concerns on its financial health. OPY does not seem to be growing, but still is valued expensively.

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1. Profitability

1.1 Basic Checks

In the past year OPY was profitable.

OPY had a positive operating cash flow in the past year.

Each year in the past 5 years OPY has been profitable.

In multiple years OPY reported negative operating cash flow during the last 5 years.

1.2 Ratios

Looking at the Return On Assets, with a value of 2.37%, OPY is in line with its industry, outperforming 45.15% of the companies in the same industry.

OPY has a Return On Equity of 9.76%. This is comparable to the rest of the industry: OPY outperforms 56.12% of its industry peers.

The Return On Invested Capital of OPY (6.12%) is better than 70.46% of its industry peers.

The Average Return On Invested Capital over the past 3 years for OPY is below the industry average of 7.61%.

The 3 year average ROIC (4.83%) for OPY is below the current ROIC(6.12%), indicating increased profibility in the last year.

		Industry Rank	Sector Rank
ROA	2.37%
ROE	9.76%
ROIC	6.12%

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

OPY has a worse Profit Margin (5.88%) than 65.82% of its industry peers.

OPY's Profit Margin has been stable in the last couple of years.

With a Operating Margin value of 14.46%, OPY is not doing good in the industry: 64.98% of the companies in the same industry are doing better.

In the last couple of years the Operating Margin of OPY has grown nicely.

OPY has a Gross Margin of 98.00%. This is amongst the best in the industry. OPY outperforms 97.05% 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	14.46%
PM (TTM)	5.88%
GM	98%

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%

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

2.1 Basic Checks

OPY has more shares outstanding than it did 1 year ago.

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

Based on the Altman-Z score of 0.76, we must say that OPY is in the distress zone and has some risk of bankruptcy.

OPY has a Altman-Z score (0.76) which is comparable to the rest of the industry.

The Debt to FCF ratio of OPY is 48.97, which is on the high side as it means it would take OPY, 48.97 years of fcf income to pay off all of its debts.

OPY's Debt to FCF ratio of 48.97 is in line compared to the rest of the industry. OPY outperforms 45.57% of its industry peers.

A Debt/Equity ratio of 1.54 is on the high side and indicates that OPY has dependencies on debt financing.

OPY's Debt to Equity ratio of 1.54 is on the low side compared to the rest of the industry. OPY is outperformed by 72.57% of its industry peers.

		Industry Rank	Sector Rank
Debt/Equity	1.54
Debt/FCF	48.97
Altman-Z	0.76

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.

OPY has a worse Current ratio (0.61) than 73.42% of its industry peers.

A Quick Ratio of 0.61 indicates that OPY may have some problems paying its short term obligations.

With a Quick ratio value of 0.61, OPY is not doing good in the industry: 73.42% of the companies in the same industry are doing better.

		Industry Rank	Sector Rank
Current Ratio	0.61
Quick Ratio	0.61

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

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3. Growth

3.1 Past

OPY shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 41.15%, which is quite impressive.

OPY shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 10.78% yearly.

Looking at the last year, OPY shows a quite strong growth in Revenue. The Revenue has grown by 14.19% in the last year.

The Revenue has been growing slightly by 6.75% on average over the past years.

EPS 1Y (TTM)41.15%

EPS 3Y-18.34%

EPS 5Y10.78%

EPS Q2Q%106.71%

Revenue 1Y (TTM)14.19%

Revenue growth 3Y0.91%

Revenue growth 5Y6.75%

Sales Q2Q%12.88%

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.

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4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 10.10, the valuation of OPY can be described as reasonable.

OPY's Price/Earnings ratio is a bit cheaper when compared to the industry. OPY is cheaper than 71.31% of the companies in the same industry.

The average S&P500 Price/Earnings ratio is at 27.38. OPY is valued rather cheaply when compared to this.

		Industry Rank	Sector Rank
PE	10.1
Fwd PE	N/A

4.2 Price Multiples

Based on the Enterprise Value to EBITDA ratio, OPY is valued cheaply inside the industry as 96.20% of the companies are valued more expensively.

The rest of the industry has a similar Price/Free Cash Flow ratio as OPY.

		Industry Rank	Sector Rank
P/FCF	29.18
EV/EBITDA	3.17

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)0.94

EPS Next 2YN/A

EPS Next 3YN/A

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5. Dividend

5.1 Amount

OPY has a yearly dividend return of 0.90%, which is pretty low.

OPY's Dividend Yield is slightly below the industry average, which is at 7.96.

With a Dividend Yield of 0.90, OPY pays less dividend than the S&P500 average, which is at 2.38.

		Industry Rank	Sector Rank
Dividend Yield	0.9%

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

5.3 Sustainability

8.57% of the earnings are spent on dividend by OPY. This is a low number and sustainable payout ratio.

OPY's earnings are growing more than its dividend. This makes the dividend growth sustainable.

DP8.57%

EPS Next 2YN/A

EPS Next 3YN/A

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OPPENHEIMER HOLDINGS-CL A

NYSE:OPY (9/19/2025, 8:04:00 PM)

After market: 78.17 0 (0%)

78.17

-1.68 (-2.1%)

Chartmill FA Rating

GICS SectorFinancials

GICS IndustryGroupFinancial Services

GICS IndustryCapital Markets

Earnings (Last)08-01 2025-08-01

Earnings (Next)10-23 2025-10-23

Inst Owners37.09%

Inst Owner Change4.27%

Ins Owners42.44%

Ins Owner Change-0.36%

Market Cap822.35M

Analysts84

Price TargetN/A

Short Float %1.13%

Short Ratio1.31

Dividend

		Industry Rank	Sector Rank
Dividend Yield	0.9%

Yearly Dividend0.66

Dividend Growth(5Y)7.74%

DP8.57%

Div Incr Years1

Div Non Decr Years2

Ex-Date08-15 2025-08-15 (0.18)

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 Rank	Sector Rank
PE	10.1
Fwd PE	N/A
P/S	0.55
P/FCF	29.18
P/OCF	23.85
P/B	0.92
P/tB	1.15
EV/EBITDA	3.17

EPS(TTM)7.74

EY9.9%

EPS(NY)N/A

Fwd EYN/A

FCF(TTM)2.68

FCFY3.43%

OCF(TTM)3.28

OCFY4.19%

SpS141.61

BVpS85.25

TBVpS68.24

PEG (NY)N/A

PEG (5Y)0.94

Profitability

		Industry Rank	Sector Rank
ROA	2.37%
ROE	9.76%
ROCE	22.81%
ROIC	6.12%
ROICexc	6.22%
ROICexgc	7.32%
OM	14.46%
PM (TTM)	5.88%
GM	98%
FCFM	1.89%

ROA(3y)1.45%

ROA(5y)2.82%

ROE(3y)5.44%

ROE(5y)10.71%

ROIC(3y)4.83%

ROIC(5y)6.65%

ROICexc(3y)5.02%

ROICexc(5y)7.14%

ROICexgc(3y)6.44%

ROICexgc(5y)9.57%

ROCE(3y)13.71%

ROCE(5y)16.21%

ROICexcg growth 3Y-23.15%

ROICexcg growth 5Y-7.99%

ROICexc growth 3Y-20.03%

ROICexc growth 5Y-4.24%

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%

F-Score6

Asset Turnover0.4

Health

		Industry Rank	Sector Rank
Debt/Equity	1.54
Debt/FCF	48.97
Debt/EBITDA	5.46
Cap/Depr	16.74%
Cap/Sales	0.42%
Interest Coverage	3.13
Cash Conversion	13.63%
Profit Quality	32.19%
Current Ratio	0.61
Quick Ratio	0.61
Altman-Z	0.76

F-Score6

WACCN/A

ROIC/WACCN/A

Cap/Depr(3y)35.68%

Cap/Depr(5y)37.37%

Cap/Sales(3y)1.06%

Cap/Sales(5y)0.83%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)41.15%

EPS 3Y-18.34%

EPS 5Y10.78%

EPS Q2Q%106.71%

EPS Next YN/A

EPS Next 2YN/A

EPS Next 3YN/A

EPS Next 5YN/A

Revenue 1Y (TTM)14.19%

Revenue growth 3Y0.91%

Revenue growth 5Y6.75%

Sales Q2Q%12.88%

Revenue Next YearN/A

Revenue Next 2YN/A

Revenue Next 3YN/A

Revenue Next 5YN/A

EBIT growth 1Y24.33%

EBIT growth 3Y-6.16%

EBIT growth 5Y9.95%

EBIT Next YearN/A

EBIT Next 3YN/A

EBIT Next 5YN/A

FCF growth 1Y-76.77%

FCF growth 3YN/A

FCF growth 5YN/A

OCF growth 1Y-76.23%

OCF growth 3YN/A

OCF growth 5YN/A

OPPENHEIMER HOLDINGS-CL A (OPY) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

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5. Dividend

5.1 Amount

5.2 History

5.3 Sustainability

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