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Oppenheimer Holdings Inc. (OPY) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Oppenheimer Holdings Inc.

OPYMarket cap $1.27BPrice $118.2

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Provides investment banking, wealth management, and capital markets services to institutions and individuals. This 140-year-old Wall Street name still runs independently, competing against giants while advising on deals far bigger than its own market cap.

In Bastion Portfolios?

52W Return+80%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+13%8

Revenue Forecast

Rev CAGR (1y)+13%7

Rev CAGR (3y)+8%6

Rev CAGR (5y)+5%5

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2na–

EPS Growth Y+3+4%5

Quality

Margins

EBIT Margin0%5

Net Income Margin6%4

Free Cash Flow Margin-1%3

Debt

Net Debt/EBITDAna–

Efficiency

ROE11%5

ROA3%4

Earnings Stability55

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)79

P/BV1.39

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yield0.0%8

Dividend Yield0.7%2

Momentum

Short term

1 month return-4%6

3 month return+5%8

YTD return+65%10

Mid term

Price vs 52wHigh94%9

1 year return+74%10

Long term

3 year return+239%9

5 year return+161%8

Risk Shield

Price Risk

Beta0.94

Volatility39%5

Free Cash Flow

Free Cash Flow Margin-1%3

Free Cash Flow Yield0.0%8

Quality

ROCE34%4

Earnings Stability55

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

OPYOppenheimer Holdings

Revenue FY25$1.6B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+13%7

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27Ena–

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

Revenue is set to grow 8%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 13%/yr over the last 3 years; forecasts see it cooling to 8%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 8%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: earnings are forecast to fall.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG91 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return+5%8

YTD return+65%10

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+74%10

3-year return+239%9

5-year return+161%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +239% over three years and +161% over five, ahead of 80% of the market.

It's up 74% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+5%) and so far this year (+65%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Oppenheimer Holdings Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

OPYOppenheimer Holdings

Revenue FY25$1.6B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+13%7

Revenue, next 3Y, CAGR+8%6

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27Ena–

EPS growth, FY28E+4%5

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

Revenue is set to grow 8%/yr over the next 3 years, a little ahead of the market.6/10

Revenue grew 13%/yr over the last 3 years; forecasts see it cooling to 8%/yr.

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 8%/yr).

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: earnings are forecast to fall.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG91 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-4%6

3-month return+5%8

YTD return+65%10

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+74%10

3-year return+239%9

5-year return+161%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +239% over three years and +161% over five, ahead of 80% of the market.

It's up 74% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over three months (+5%) and so far this year (+65%).

WATCH

Returns sit at the market level over the past month (-4%).

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Oppenheimer Holdings Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community