Oppenheimer Holdings Inc. (OPY)
Full history for every metric is available with a Kvantra account
No price history available.
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $m | 1,199 | 1,394 | 1,111 | 1,249 | 1,432 | 1,638 | 1,797 | 885 |
| Operating profit | $m | 367 | 263 | ||||||
| Net profit | $m | 123 | 159 | 32 | 30 | 72 | 148 | 103 | 9 |
| EPS reported | $ | 13.04 | 8.86 | ||||||
| Operating cashflow per share | $ | 17.97 | -1.70 | ||||||
| Capex per share | $ | 0.49 | 0.41 | ||||||
| FCF per share | $ | 17.48 | -2.11 | ||||||
| Free cash flow | $m | 184 | -23 | ||||||
| Net debt | $m | 435 | 712 | ||||||
| Book value equity | $m | 984 | 983 | ||||||
| Book value per share | $ | 86.13 | 85.64 | ||||||
| Number of shares | m | 11.42 | 11.48 | ||||||
| DPS (TTM paid) | $ | 1.72 | 1.76 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 5.54 | 13.52 | ||||||
| P/B LTM | x | 0.77 | 0.77 | ||||||
| P/S LTM | x | 0.46 | 0.42 | ||||||
| P/FCF LTM | x | 4.14 | -33.56 | ||||||
| EV/EBITDA LTM | x | 4.28 | 5.01 | ||||||
| EV/Sales LTM | x | 0.82 | 1.16 | ||||||
| Earnings Yield LTM | % | +18.05% | +7.40% | ||||||
| FCF Yield | % | +24.18% | -2.98% | ||||||
| Quality | |||||||||
| ROE | % | +15.08% | +10.71% | ||||||
| ROIC | % | +8.02% | +5.12% | ||||||
| Operating margin | % | +22.43% | +14.61% | ||||||
| Gross margin | % | +51.15% | +80.21% | ||||||
| FCF/Sales | % | +11.21% | -1.26% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +104.71% | +39.09% | ||||||
| Sales Growth YoY | % | +14.35% | +25.45% | ||||||
| Net Income Growth YoY | % | +107.39% | +43.73% | ||||||
| FCF Growth | % | - | - | ||||||
| Operating Profit Growth | % | +20.56% | -13.86% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | +1.00% | +1.51% | ||||||
| Dividend Growth | % | +9.09% | +166.67% | ||||||
| Payout Ratio | % | +5.09% | +18.40% | ||||||
| FCF/Debt | x | 0.29 | -0.03 | ||||||
| Net Debt/EBITDA | x | 1.87 | 3.17 | ||||||
| EBIT/Net interest | x | 4.15 | 3.15 | ||||||
| Net debt/market cap | % | +62.37% | +60.81% | ||||||
| Net debt/Equity | x | 0.44 | 0.72 | ||||||
| Gross debt/equity | x | 0.64 | 0.91 | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Oppenheimer Holdings Inc. (OPY)
No price history available.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, extending its operations across the Americas, Europe, the Middle East, and Asia. The company provides a comprehensive suite of financial services to a diverse clientele, including affluent individuals, corporate executives, public and private enterprises, institutions, governmental bodies, financial sponsors, and investors globally. Its extensive brokerage offerings cover a wide range of assets, from exchange-traded and over-the-counter corporate equities and debt to money market instruments, options, futures, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts, complemented by financial planning and wealth management advice, as well as margin lending. Oppenheimer's asset management division delivers tailored investment solutions, encompassing separately managed accounts, discretionary portfolio programs, advisory and consultation services, alternative investments, and specialized fixed income strategies. For businesses and institutions, the firm provides robust investment banking services, including strategic guidance, capital market products, merger and acquisition facilitation, and equity and debt capital market offerings. Additionally, it offers institutional equity services such as sales, trading, research, derivatives, and convertible bond expertise, alongside institutional fixed income sales, trading, research, public finance, and municipal trading. The company's capabilities are further augmented by repurchase agreements, securities lending, proprietary trading, underwriting, market-making, trust, and discount services.
Unlock all fundamental data
Sign up for FreeUnlock all fundamental data
Sign up for Free