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OPY$95.60+0.00%
Fair $95.60+0.0%

OPY

Oppenheimer Holdings Inc.

Financial Services / Capital MarketsNYSE

$95.60

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $95.60Fund rank 26/100 · Data gapFallback financials|
SA 20/D
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 34.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

20/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 17Warnings: 0unknown: 17
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · OPYLocal privado en este navegador · Oppenheimer Holdings Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

15.1%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
No hay histórico de precio usable para pintar el gráfico TradingView.

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2009–2025 · 16 años de histórico normalizado

Revenue CAGR

+2.3%

FCF CAGR

+8.9%

FCF margin

12.9%

FCF / Net income

1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.42B · net income $148.4M · FCF $183.6M

2009-FY → 2025-FY

Gross margin

—— pts

Operating margin

14.8%— pts

Net margin

10.4%+8.3% pts

FCF margin

12.9%+8.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
Income Statement
Revenue$1.42B$1.42B$1.23B$1.07B$1.05B$1.32B$1.12B$934.8M$891.6M$920.3M$857.8M$897.8M$981.1M$1.02B$952.6M$959.0M$1.04B$990.5M
Net Income$148.4M$148.4M$71.6M$30.2M$32.4M$159.0M$123.0M$53.0M$28.9M$22.8M$-1.2M$2.0M$8.8M$25.1M$-3.6M$10.3M$38.5M$20.8M
EBITDA$222.2M$222.2M$116.6M$56.7M$53.2M$232.6M$177.1M$82.5M$51.7M—————————
EPS13.0413.046.372.592.5711.709.303.822.051.67-0.090.140.621.77-0.270.742.771.55
Operating Margin14.8%14.8%8.6%4.4%4.4%17.0%15.0%8.0%5.0%—————————
Net Margin10.4%10.4%5.8%2.8%3.1%12.1%10.9%5.7%3.2%2.5%-0.1%0.2%0.9%2.5%-0.4%1.1%3.7%2.1%
Balance Sheet
Debt/Equity——0.000.140.140.150.180.250.370.380.290.29——————
Cash Flow
Free Cash Flow$183.6M$183.6M$-113.3M$-35.9M$48.2M$219.5M$-58.6M$69.1M$159.9M$-21.7M$-72.6M$-25.3M$73.9M$-17.4M$-24.2M$76.3M$-149.4M$47.0M
Returns
ROE15.1%15.1%8.4%3.8%4.1%19.3%17.9%8.9%5.3%4.4%-0.2%0.4%1.7%4.8%-0.7%2.0%7.6%4.5%
Growth & Yield
Revenue Growth15.9%15.9%14.6%2.4%-20.6%17.3%20.3%4.8%-3.1%7.3%-4.5%-8.5%-3.8%7.0%-0.7%-7.5%4.6%—
EPS Growth104.7%104.7%145.9%0.8%-78.0%25.8%143.5%86.3%22.8%1955.6%-164.3%-77.4%-65.0%755.6%-136.5%-73.3%78.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-13.4%

fácil

EPS terminal req.

$8.48

Spread vs growth

118.1%

5Y implied EPS CAGR

-4.7%

fácil

EPS terminal req.

$10.26

Spread vs growth

109.4%

10Y implied EPS CAGR

2.4%

fácil

EPS terminal req.

$16.53

Spread vs growth

102.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · available periodreconcilia total n/d
Return attribution requires positive start and end prices.

Unavailable: positive start/end prices are required.