Search OPY
OPPENHEIMER HOLDINGS INC
NYSE · CIK 791963
Last close120.13
Daily change+0.66 (0.55%)
10 Years gain+803.58%
Dividends TTM1.76 (+144.44%)
Dividend yield1.47%
Fundamental Analysis
OPY · STANDARD
SIC 6211 · Security Brokers, Dealers & Flotation Companies · Fiscal year end 1231
Fundamental
36.1Momentum
22.9Acceleration
22.9Confidence
85.0Annual Revenue17
Quarterly Revenue71
Annual CFO17
Balance SheetAvailable
RankingEligible
Score Breakdown
Growth10.9 / 25
Quality20.0 / 25
Capital Efficiency3.5 / 20
Balance Sheet0.0 / 15
Shareholder Economics0.0 / 10
Forward Indicators0.0 / 5
Signals
Net debt reductionNet debt declined versus the comparison period.
Warnings
Operating margin compression · MEDIUMOperating margin compressed by 5.416 percentage points.
Key Metrics
Revenue Growth TTM19.96%OK
Revenue CAGR 3Y10.79%OK
Gross Margin115.3%OK
Operating Margin5.18%OK
FCF Marginn/aMISSING
FCF Growthn/aINSUFFICIENT_HISTORY
ROIC5.57%OK
Incremental Operating Margin 3Y10.09%OK
Net Debt / CFOn/aNOT_MEANINGFUL
Diluted Share Growth 1Y1.82%OK
SBC / Revenuen/aMISSING
SBC / FCFn/aNOT_MEANINGFUL
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025 FY Dec 31, 2025 | $1.42B | $1.64B | $211.19M | $188.75M | $183.56M | 115.03% | 14.83% | 12.89% | 16.79% | 11.38M |
| 2025 FY Dec 31, 2024 | $1.23B | $1.43B | $105.76M | -$108.17M | -$113.32M | 116.55% | 8.6% | -9.22% | n/a | 11.23M |
| 2025 FY Dec 31, 2023 | n/a | $1.25B | $46.77M | -$18.81M | -$35.87M | n/a | n/a | n/a | n/a | 11.65M |
| 2024 FY Dec 31, 2023 | $1.07B | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| 2024 FY Dec 31, 2022 | n/a | $1.11B | $45.55M | $64.49M | $48.18M | n/a | n/a | n/a | n/a | 12.61M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $1.47B | sum latest 4 fiscal quarters Revenue | OK | 0001628280-26-051238, 0001628280-25-047684 |
| Revenue Growth TTM | 19.96% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0001628280-26-051238, 0001628280-25-047684 |
| Revenue CAGR 3Y | 10.79% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0001628280-26-012313 |
| Revenue CAGR 5Y | 4.84% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0001628280-26-012313 |
| Gross Profit CAGR 3Y | n/a | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | INSUFFICIENT_HISTORY | 0001628280-26-012313 |
| Operating Income Growth | -41.35% | OperatingIncome_current / OperatingIncome_prior_year - 1 | OK | 0001628280-26-051238, 0001628280-25-047684 |
| FCF Growth | n/a | FCF_current / FCF_prior_year - 1 | INSUFFICIENT_HISTORY | derived |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 115.3% | Gross Profit / Revenue | OK | 0001628280-26-051238, 0001628280-25-047684 |
| Operating Margin | 5.18% | Operating Income / Revenue | OK | 0001628280-26-051238, 0001628280-25-047684 |
| ROIC | 5.57% | NOPAT / Average Invested Capital | OK | 0001628280-26-051238, 0001628280-25-047684 |
| Net Debt / CFO | n/a | Net Debt / CFO | NOT_MEANINGFUL | 0001628280-26-051238 |
| Revenue per Diluted Share | $128.22 | Revenue / Diluted Shares | OK | 0001628280-26-051238, 0001628280-25-047684 |
| SBC / FCF | n/a | SBC / FCF | NOT_MEANINGFUL | derived |
| Dividend Payout Ratio | 5.1% | Cash dividends paid / Net income | OK | 0001628280-26-012313 |