Oppenheimer Holdings Inc Class A OPY

Morningstar Rating

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 613% premium.
Price
$48.94
Fair Value
$53.93
Uncertainty
High
1-Star Price
$78.51
5-Star Price
$27.47
Economic Moat
Xcyy
Capital Allocation

News

Trading Information

Previous Close Price
Day Range
52-Week Range
Bid/Ask
/
Market Cap
Volume/Avg
/

Key Statistics

Price/Earnings (Normalized)
8.32
Price/Sales
0.42
Dividend Yield (Trailing)
1.28%
Dividend Yield (Forward)
1.46%
Total Yield
8.56%

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
3,062

Comparables

Valuation

Metric
OPY
MC
SNEX
Price/Earnings (Normalized)
8.32285.0811.69
Price/Book Value
0.6313.521.65
Price/Sales
0.425.130.03
Price/Cash Flow
3.7529.036.89
Price/Earnings
OPY
MC
SNEX

Financial Strength

Metric
OPY
MC
SNEX
Quick Ratio
3.490.490.82
Current Ratio
5.670.491.62
Interest Coverage
2.151.30
Quick Ratio
OPY
MC
SNEX

Profitability

Metric
OPY
MC
SNEX
Return on Assets (Normalized)
2.49%1.55%1.01%
Return on Equity (Normalized)
9.70%4.55%16.27%
Return on Invested Capital (Normalized)
8.66%2.79%10.84%
Return on Assets
OPY
MC
SNEX

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