OPY$68.38
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Powered by LiveAIOverall Analysis
BuyOppenheimer Holdings Inc. (OPY) presents a mixed investment profile with solid fundamentals and a stable dividend, but current technicals and market sentiment indicate a need for caution. The company is well-established in the financial services sector. A deep dive into its performance metrics and valuation relative to peers is recommended.
Thematic
Oppenheimer operates within the financial services sector, which is subject to evolving regulatory landscapes and technological advancements. Its established presence in middle-market investment banking and wealth management provides a stable, albeit not high-growth, thematic position.
Fundamental
Oppenheimer Holdings demonstrates solid financial health with consistent revenue generation and a manageable debt structure. The company's profitability has shown some fluctuations but remains within a reasonable range. Its dividend yield is attractive for income-seeking investors.
Technical
The stock is trading below its short-term and long-term moving averages, suggesting a bearish trend. Momentum indicators are mixed, with some showing oversold conditions, but the overall trend suggests potential for further downside or consolidation.
| Factor | Score |
|---|---|
| Financial Services Modernization | 65 |
| Regulatory Environment | 70 |
| Market Concentration (Middle Market) | 60 |
| Wealth Management Growth | 75 |
| Economic Sensitivity | 50 |
| Factor | Score |
|---|---|
| Valuation | 85 |
| Profitability | 70 |
| Growth | 75 |
| Balance Sheet Health | 70 |
| Cash Flow | 40 |
| Dividends | 80 |
| Factor | Score |
|---|---|
| Trend Analysis | 40 |
| Momentum | 55 |
| Volume Confirmation | 60 |
| Support & Resistance | 70 |
| Moving Average Convergence Divergence (MACD) | 50 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Attractive P/E Ratio
The trailing P/E ratio of 11.6 is lower than the industry average, suggesting the stock may be undervalued relative to its earnings.
Positive Momentum
The stock has shown consistent positive performance over the last 1M (10.25%) and YTD (12.57%) periods, indicating growing investor interest.
Bearish Points (7)
High P/S Ratio
The Price-to-Sales (P/S) ratio of 0.7 is relatively low, which could indicate the stock is not reflecting its sales potential or that sales may be under pressure.
Declining Net Margin
The net margin in 2024Q4 was 2.9%, a decrease from 5.0% in 2023Q4, indicating potential pressure on profitability.
Calendar
May 2025
9
Ex-Dividend Date
May 2025
23
Next Dividend Date
July 2025
28
Next Earnings Date
H: $
A: $
L: $
Profile
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. It 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, the company offers 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, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, the company offers underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York.
Seasonals
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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