Oppenheimer Holdings Inc Class A OPY

Morningstar Rating
$109.13 −3.17 (2.82%)
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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 LOCK|%@!gZ premium.
Price
$109.13
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation

Trading Information

Previous Close Price
$112.30
Day Range
$107.34111.85
52-Week Range
$63.81123.24
Bid/Ask
$98.00 / $175.40
Shares Outstanding
10.71M
Market Cap
$1.17B
Volume/Avg
81,235 / 100,813

Key Statistics

Price/Earnings (Normalized)
13.01
Price/Sales
0.71
Dividend Yield (Trailing)
0.68%
Dividend Yield (Forward)
0.73%
Total Yield
0.93%

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 two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. 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
2,947

Valuation

Metric
OPY
Price/Earnings (Normalized)
13.01
Price/Book Value
1.23
Price/Sales
0.71
Price/Cash Flow
5.95
Price/Earnings
OPY

Financial Strength

Metric
OPY
Quick Ratio
3.08
Current Ratio
5.20
Interest Coverage
2.70
Quick Ratio
OPY

Profitability

Metric
OPY
Return on Assets (Normalized)
3.65%
Return on Equity (Normalized)
14.68%
Return on Invested Capital (Normalized)
11.22%
Return on Assets
OPY

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1-Day Chart
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Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|%cL&JQq!LOCK|wPj$339B
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LOCK|<v>gp#&LOCK|^Dt$N$90B
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LOCK|qxWHC>rLOCK|#Z$26B
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LOCK|M^LZgB!LOCK|!%t$21B
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LOCK|#>?ntFLOCK|#@f@$13B
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