Oppenheimer Holdings Inc.
OPYFinancial ServicesNASDAQCapital Markets
Scan Results
Daily timeframeOppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer. The company carries a $981.6M market cap, placing it firmly in the small-cap category. 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.
Market Cap
$981.6M
Beta
1.18
P/E (TTM)
10.93
P/E (Fwd)
35.81
EPS (TTM)
$8.39
EPS (Fwd)
$2.56
ROE
10.5%
ROA
2.6%
Cash
$1.46B
Total Debt
$1.40B
Free CF
—
52W Change
43.5%
Annual Financials
Cash vs Debt
Oppenheimer Holdings Inc. holds $1.46B in cash against $1.40B in total debt, giving it a net cash position. This means the company could theoretically pay off all its debt and still have cash remaining. ROE of 10.5% points to decent capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 2.6% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from $1.39B to $1.64B.
Investors considering Oppenheimer Holdings Inc. should weigh the typical risks associated with OPY's sector, size, and financial profile against their own risk tolerance and investment objectives. No single metric tells the full story. Reviewing OPY's risk profile alongside its fundamentals and technical indicators provides a more complete picture.