Skip to Content

Oppenheimer Holdings Inc Class A OPY

Morningstar Rating
$52.94 −5.00 (8.63%)
View Full Chart
Unlock our analysis with Morningstar Investor

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

OPY is trading at a 897% premium.
Price
$57.77
Fair Value
$96.22
Uncertainty
High
1-Star Price
$11.18
5-Star Price
$76.22
Economic Moat
Qjw
Capital Allocation
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if OPY is a good fit for your portfolio.

News

Trading Information

Previous Close Price
$57.94
Day Range
$52.1057.45
52-Week Range
$32.8258.35
Bid/Ask
$51.49 / $0.00
Market Cap
$546.82 Mil
Volume/Avg
138,597 / 46,357

Key Statistics

Price/Earnings (Normalized)
12.77
Price/Sales
0.47
Dividend Yield (Trailing)
1.13%
Dividend Yield (Forward)
1.13%
Total Yield
8.40%

Company Profile

Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has three segments: private client, asset management, and capital markets. The Private Client segment, commissions and a proportionate amount of fee income earned on assets under management ("AUM"), net interest earnings on client margin loans and cash balances, fees from money market funds, and custodian fees. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Small Value
Total Number of Employees
2,951

Comparables

Valuation

Metric
OPY
HLI
MC
Price/Earnings (Normalized)
12.7733.40282.55
Price/Book Value
0.685.6413.40
Price/Sales
0.475.345.08
Price/Cash Flow
5.1319.4828.77
Price/Earnings
OPY
HLI
MC

Financial Strength

Metric
OPY
HLI
MC
Quick Ratio
2.031.320.49
Current Ratio
3.371.320.49
Interest Coverage
1.86
Quick Ratio
OPY
HLI
MC

Profitability

Metric
OPY
HLI
MC
Return on Assets (Normalized)
1.73%10.64%1.55%
Return on Equity (Normalized)
6.59%18.30%4.55%
Return on Invested Capital (Normalized)
5.80%14.73%2.79%
Return on Assets
OPY
HLI
MC
See how this stock stacks up to its competitors with Morningstar Investor

Capital Markets Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Morgan Stanley
MS
QctgqbnnfyShpdcd$168.7 Bil
The Goldman Sachs Group Inc
GS
DmqcyggxMzzdqp$160.9 Bil
Charles Schwab Corp
SCHW
XkqxchvfkClxf$121.8 Bil
Raymond James Financial Inc
RJF
PylbntkrcQpzdlvc$24.0 Bil
Tradeweb Markets Inc
TW
BjcqghffxdBqb$22.8 Bil
LPL Financial Holdings Inc
LPLA
DpwqvffsJwcfxmq$16.5 Bil
Interactive Brokers Group Inc Class A
IBKR
QbknnyrPlvfdx$12.7 Bil
Evercore Inc Class A
EVR
MhwkvczmFjdfn$9.6 Bil
Stifel Financial Corp
SF
SzlxbxqxTznkqq$9.0 Bil
MarketAxess Holdings Inc
MKTX
RmlwxtmdNkfv$8.6 Bil

Sponsor Center