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Company Analysis

Oppenheimer Holdings, Inc. OPY

A comprehensive view of key metrics, scores, and financial health for Oppenheimer Holdings, Inc.

Overview of Oppenheimer Holdings Inc.

OPY NYQ
Financial Services Capital Markets Small Cap
Oppenheimer Holdings Inc. (OPY), is a Small Cap company, in the Capital Markets industry, last closed at $82.52, about 0.8% undervalued vs fair value, +37.9% 1Y return, ranked 555/1004 in sector.
$82.52
-1.00%
As of March 13, 2026
Previous close • Vol 90d: 36.7%
52-Week Range
Market Cap
$916.20M
Enterprise Value
$1.64B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.oppenheimer.com
HQ New York, NY
Fiscal year Dec 31

Next Events

Earnings Apr 24 Estimated

Fair Value Snapshot

Bear Base Bull
$46
$83
$156
Current: $82.52 +1% vs base

Engine Room Money Flow™

Small Cap

Financial Services - Where revenue goes and how value is created

Flow Steps
Interest Income
$86.6M
-1.6%%
Interest Expense
$88.6M
Net Interest Income
$-88.0M
-28.3%%
Total Revenue
$1.6B
14.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Financial Services

Quality & Reliability Indicators

Return on Equity
8.4%
Fair

Net Income / Equity - key bank profitability metric

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$16.4M
23.0% of Net Income

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
1/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Oppenheimer Holdings, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
69
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Strong
78
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing OPY's balance between Growth (30.1%), Profitability (35.7%), and Safety (34.3%). Growth 30% Safety 34% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

50th percentile vs peers
51
Key Signals
EPS Growth YoY 1.46 82p Revenue CAGR 3Y 13.8% 50p Rev Growth YoY 14.3% 40p TSR 92.0% 81p EPS CAGR 3Y -18.3% 10p
Strengths
  • Eps Growth Yoy in top 20% of peers (1.46, 82th percentile)
  • Tsr in top 20% of peers (92.0%, 81th percentile)
  • Roic in top 20% of peers (15.0%, 81th percentile)
  • Net Debt/Ebitda in top 20% of peers (2.83, 81th percentile)
Risks

No significant risks identified for this axis.

Profitability

60th percentile vs peers
60
Key Signals
Strengths
Risks
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Safety

57th percentile vs peers
58
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Oppenheimer Holdings, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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Bear
-
- - -
- upside
-
Base
$83.16
- - -
+0.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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