Oppenheimer Holdings Inc.

NYQ: OPY
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📈 ZcoreAI Score

Our AI model analyzes Oppenheimer Holdings Inc.'s price action across multiple timeframes using regression channels and statistical scoring.

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About Oppenheimer Holdings Inc.

Financial Services Capital Markets
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. It provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. The company also offers asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, it provides investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, the company offers institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, it provides underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. The company serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. The company was founded in 1881 and is headquartered in New York, New York.

📊 Fundamental Analysis

Oppenheimer Holdings Inc. demonstrates a profit margin of 9.6%, which is below the sector average, suggesting competitive pressure.

The company recently reported 27.8% revenue growth, which is well above average for the Financial Services sector.

Return on Equity (ROE) is 16.0%, which exceeds the Financial Services sector average, reflecting efficient capital allocation.

At a current price of $105.11, OPY currently trades near the top of its 52-week range (98%) (Range: $53.99 - $106.11).

💰 Valuation Insight

OPY trades at a 32.8% discount (PE: 8.06), which may represent a value opportunity given the sector average of 12.00. Analysts anticipate some earnings pressure, with a higher forward PE.

🏥 Financial Health

🔴 Profit Margin Weak
Debt/Equity Excellent
Revenue Growth Excellent
⚠️ Return on Equity Moderate
⚠️ Beta (Risk) Moderate Volatility

Key Financials

Market Cap
$1.13B
Trailing P/E
8.06
Forward P/E
41.06
Beta (5Y)
1.13
52W High
$106.11
52W Low
$53.99
Avg Volume
57K
Day High
Day Low
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