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Oppenheimer Holdings Inc

OPY | US

103.51

USD

-9.00

-8.00%

OPY | US
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About Oppenheimer Holdings Inc

Sector

Financial Services

Industry

Capital Markets

Earnings date

30/06/2024

As of date

24/04/2026

Close

103.51

Open

110.36

High

113.30

Low

103.19

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
45.3
Sharpe
2.46
Luna's Score
45/100
Recommendation
Sell

Luna says (OPY | US)

What's Working

Value Stock (Price to Book < 3)

Strong Sharpe Ratio (> 1.2)

What's not Working

Weakness based on declining price with high volume

Price Below SMA10D

High Short-term Volatility

Smallcap (300M - 2B USD)

High Market Beta (> 0.8)

High Debt to Equity (> 0.75)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

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10 days

50.9%

1 month

45.3%

3 months

44.8%

6 months

37.1%

Returns

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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

1.07B

MarketCap(USD)

1.07B

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

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Range10D

16.73

Range1M

35.17

Range3M

44.05

Volumes: Market Activity

Volume Averages

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Rel. volume

1.23

Price X volume

9.13M

Peers

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PE Ratio
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Mesa Laboratories IncMLABScientific & Technical Instruments97.96529.88M1.09%n/a96.59%
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  • 1

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  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA5.979.60Cheaper
Ent. to Revenue0.9713.87Cheaper
PE Ratio9.2729.90Cheaper
Price to Book0.645.15Cheaper
Dividend Yield1.431.31Par
Std. Deviation (3M)44.7754.12Par
Debt to Equity1.660.88Expensive
Debt to Assets0.410.27Expensive
Market Cap1.07B25.62BEmerging
  • 1

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