# Oppenheimer Holdings Inc. Class A Common Stock (DE) (OPY) fundamentals

Data as of 2026-09-08. NYSE, United States. Sector: Financial Services / Capital Markets. Price $122.89, market value $1.3 billion.

## Valuation
- **P/E (trailing): 13.6×** (5-yr avg 10.0×, 3-yr avg 10.2×). Oppenheimer Holdings Inc. Class A Common Stock (DE) trades at 13.6× trailing earnings, well above its own five-year average of 10.0×: investors are paying up relative to the company's past. The Financial Services median in the September 2026 study was 13.1×. Forward P/E is 48.0×, higher than trailing, so analysts expect earnings to fall.
- **PEG: 0.46**. A PEG of 0.46 means the P/E is low relative to expected earnings growth: the market is not paying much for that growth.
- **Price / sales: 0.8×**. Each dollar of revenue is priced at 0.8×, a low multiple typical of thin-margin businesses or out-of-favour stocks.
- **Price / book: 1.3×**. The shares trade at 1.3× book value; book value is a meaningful part of the valuation.
- **Free-cash-flow yield: -0.7%** (5-yr avg 9.1%). Free cash flow is negative: the business is consuming cash, which is normal for heavy investment phases but a warning otherwise.
- **Earnings yield: 7.3%**. The inverse of the P/E: 7.3% of the price is earned each year.

## Profitability
- **Operating margin: 9.5%**. 9.5% of revenue is left after running the business.
- **Net margin: 10.4%**. 10.4% of each dollar of sales reaches the bottom line.
- **Return on equity: 15.1%**. 15.1% on shareholders' equity is solid.
- **Return on invested capital: 12.5%**. Return on all capital, debt included, is 12.5%.
- **Return on assets: 2.8%**. Each dollar of assets produces 2.8% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): 15.9%** (3-yr 10.8%/yr, 5-yr 4.8%/yr). Revenue grew 15.9% over the last year, against 4.8% a year compounded over five years: growth is accelerating.
- **EPS growth (1 yr): 104.7%** (3-yr 71.8%/yr, 5-yr 7.0%/yr). Earnings per share rose 104.7%, faster than revenue, so margins expanded or the share count shrank.
- **Free-cash-flow growth (3 yr): 56.2%/yr**. Free cash flow has compounded at 56.2% a year over three years, lagging earnings: check whether profits are turning into cash.

## Financial health
- **Piotroski F-score: 6/9**. 6 of 9 checks pass: mixed.
- **Cash and short-term investments: $38 million**. Leverage ratios are shown differently for banks and insurers, whose balance sheets are built on deposits and reserves; use return on equity and the regulatory capital in the filings instead.

## Dividends
- **Dividend yield: 0.65%** ($0.76 per share, trailing). Oppenheimer Holdings Inc. Class A Common Stock (DE) yields 0.65%, a modest yield more typical of a growth-oriented payer.
- **Payout ratio: 5%**. 5% of earnings goes out as dividends, leaving room to keep raising it.
- **Consecutive years of increases: 3**. 3 straight years of increases.
- **Dividend growth (5 yr): 3.1%/yr** (1-yr 160.6%). The dividend has grown 3.1% a year over five years.

## Price and momentum
- **Total return (1 yr): 68.4%** (YTD 70.7%, 3-mo 26.3%). The shares are up 68.4% over twelve months including dividends.
- **From 52-week high: -2.1%** (92.6% above the low). Trading within 5% of its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 62**. An RSI of 62 is neutral.
- **Beta (1 yr): 1.06** (volatility 39%). Beta of 1.06 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=OPY · Page: https://foliofundamentals.com/stocks/opy

Not investment advice.