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Oppenheimer Holdings Inc

OPY | US

112.51

USD

-3.41

-2.94%

OPY | US

About Oppenheimer Holdings Inc

Sector

Financial Services

Industry

Capital Markets

Earnings date

30/06/2024

As of date

23/04/2026

Close

112.51

Open

115.91

High

116.01

Low

111.96

Oppenheimer Holdings Inc. through its subsidiaries operates as a middle-market investment bank and full-service broker-dealer in the Americas Europe the Middle East and Asia. The company offers brokerage services covering corporate equity and debt securities money market instruments exchange-traded options and futures contracts municipal bonds mutual funds exchange-traded funds and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides 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 trading and investment services. Further it provides institutional fixed income sales and trading fixed income research public finance and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally the company offers underwritings market-making trust and discount services. 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.

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OPY | US

Risk
32.7
Sharpe
3.10
Luna's Score
52/100
Recommendation
Hold

Luna says (OPY | US)

What's Working

Value Stock (Price to Book < 3)

Strong Sharpe Ratio (> 1.2)

What's not Working

Smallcap (300M - 2B USD)

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

10 days

30.6%

1 month

32.7%

3 months

41.4%

6 months

35.2%

Returns

Fundamental Ratios

PE

9.27

Fwd. PE

-

Price to book

0.64

Debt to equity

1.66

Debt to assets

0.41

Ent. to EBITDA

5.97

Ent. to rev.

0.97

PEG

12.00

Other Fundamentals

EBITDA

-

MarketCap

1.16B

MarketCap(USD)

1.16B

Div. yield

1.43

Op. margin

13.26

Erngs. growth

94.30

Rev. growth

6.90

Ret. on equity

7.55

Short ratio

3.45

Short perc.

1.63

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bullish (SMA1M > SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

17.94

Range1M

35.17

Range3M

44.05

Volumes: Market Activity

Rel. volume

0.69

Price X volume

5.36M

Peers

Name
Ticker
Industry
Close
Marketcap
Day Return
PE Ratio
Debt to Equity
 
 
 
 
 
 
 
 
Ellington Financial LLCEFCSpecialty Finance13.051.13B0.46%10.59850.48%
Arlington Asset Investment CorpAISpecialty Finance8.541.08B-9.05%n/a0.59%
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Transcat IncTRNSScientific & Technical Instruments80.34734.72M-0.45%76.128.45%
LendingTree IncTREESpecialty Finance46.98626.84M-2.19%n/a384.66%
Satellogic Inc. Class A Ordinary SharesSATLScientific & Technical Instruments6.81620.42M-5.94%n/a191.09%
Mesa Laboratories IncMLABScientific & Technical Instruments96.9524.15M-4.32%n/a96.59%
KKR Real Estate Finance Trust IncKREFSpecialty Finance6.09422.24M-9.10%57.33401.23%
  • 1

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  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA5.97-Cheaper
Ent. to Revenue0.97-Cheaper
PE Ratio9.2729.90Cheaper
Price to Book0.645.15Cheaper
Dividend Yield1.43-Par
Std. Deviation (3M)41.44-Lower Risk
Debt to Equity1.660.88Expensive
Debt to Assets0.410.27Expensive
Market Cap1.16B-Emerging
  • 1

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