What is Oppenheimer Holdings Inc.'s (OPY) StockRank?

MoatMap's StockRank for Oppenheimer Holdings Inc. (OPY) is 77/100, with a Buy signal. This is a composite score combining Quality (62), Value (46), and Momentum (64) factor ranks across MoatMap's universe of 25,000+ stocks.

Does Oppenheimer Holdings Inc. have an economic moat?

Oppenheimer Holdings Inc. (OPY) has a Quality factor score of 62/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Oppenheimer Holdings Inc. a buy, hold, or sell?

MoatMap's current signal for Oppenheimer Holdings Inc. (OPY) is Buy, based on a StockRank of 77/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.

What sector is Oppenheimer Holdings Inc. in?

Oppenheimer Holdings Inc. (OPY) operates in the Financial Services sector, specifically the Capital Markets industry (United States).

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OPY

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Oppenheimer Holdings Inc. · Financial Services · United States · $1.3B · Avg Vol: $15M/d

StockRank

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P/E (TTM)

13.6x

ROE

10.8%

D/E

1.5x

Dividend %

0.6%

COMPANY DESCRIPTION

Oppenheimer Holdings Inc. is a diversified financial services firm offering a broad range of services including wealth management, capital markets, and asset management. The company leverages its long-standing reputation and specialized expertise, particularly in serving middle-market companies and high-net-worth individuals. Its integrated platform and research-driven approach provide a competitive edge in a fragmented capital markets landscape.

FINANCIAL SUMMARY (USD)

Year	2022	2023	2024	2025	CAGR	TTM
Revenue	1.1B	1.2B	1.4B	1.6B	13.8%	1.7B
EPS	2.77	2.81	6.91	14.13	72.1%	9.01
Shares	11.0M	10.3M	10.3M	10.5M	-4.4%	10.6M
Debt	633.2M	593.6M	687.6M	628.5M	-0.3%	1.5B
Equity	794.2M	789.2M	850.4M	983.8M	7.4%	—
Op CF	64.5M	-18.8M	-108.2M	188.8M	43.0%	-4.6M
Inv CF	-14.1M	-15.6M	-3.8M	-1.4M	—	—
Fin CF	-253.9M	-74.8M	116.3M	-182.1M	—	—

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PRICE (1Y)+11.3%

SMA 50SMA 200

$122.22

RSI (14)

66.4

52W High

$125.88

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC

9.3%84.0

ROE

10.8%54.8

GP/Assets

42.5%94.6

Op. Margin

17.6%34.1

FCF/Assets

n/mN/A

Piotroski

776.1

Int. Cover

3.4x31.6

D/E Ratio

1.48x22.0

Current Ratio

1.25x39.2

Value

P/E (TTM)

13.6x45.7

EV/EBITDA

n/mN/A

P/FCF

n/mN/A

P/B

1.3x43.2

P/S

0.8x92.9

Div Yield

0.6%5.8

Momentum

52W High %

97%87.1

RS 6M

31%92.8

SMA 50/200

1.21x94.0

EPS Rev 4W

0.0%27.7

EPS Rev 12W

0.0%38.4

EPS Improve

-72%2.9

Q Growth

26%58.9

FUNDAMENTALS

Market Cap

$1.3B

P/E (Forward)

48.0x

Gross Margin

92.1%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of OPY are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
OPY	Oppenheimer Holdings Inc.(you)	$1.3B	77	Buy
GOLD	Gold.com, Inc.	$1.3B	41	Hold
VIRT	Virtu Financial, Inc.	$5.9B	85	Strong Buy
PURR	Hyperliquid Strategies Inc.	$2.3B	47	Hold
MC	Moelis & Company	$5.1B	58	Hold
MIAX	Miami International Holdings, Inc.	$4.3B	54	Hold
BGC	BGC Group, Inc.	$5.8B	57	Hold
PJT	PJT Partners Inc.	$7.8B	61	Hold
PIPR	Piper Sandler Companies	$5.3B	53	Hold
PWP	Perella Weinberg Partners	$1.7B	30	Sell

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

Oppenheimer Holdings Inc. (OPY): Stock Score Summary

Oppenheimer Holdings Inc. (OPY) has a MoatMap StockRank of 77/100 based on Quality (62/100), Value (46/100), and Momentum (64/100) factor scores. The current signal is BUY.

Key Financial Metrics

Price	$122.22
Market Cap	$1.3B
P/E (TTM)	13.64
P/E (Forward)	48.00
Price/Book	1.34
Return on Equity	10.8%
Return on Invested Capital	9.3%
Debt/Equity	1.48x
Gross Margin	92.1%
Operating Margin	17.6%
Revenue Growth	24.1%
Dividend Yield	0.6%

Oppenheimer Holdings Inc. operates in the Capital Markets industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Oppenheimer Holdings Inc.’s (OPY) StockRank?: MoatMap’s StockRank for Oppenheimer Holdings Inc. (OPY) is 77/100, with a Buy signal. It is a composite of Quality (62), Value (46), and Momentum (64) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Oppenheimer Holdings Inc. have an economic moat?: Oppenheimer Holdings Inc. (OPY) has a Quality factor score of 62/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Oppenheimer Holdings Inc. a buy, hold, or sell?: MoatMap’s current signal for Oppenheimer Holdings Inc. (OPY) is Buy, based on a StockRank of 77/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Oppenheimer Holdings Inc. in?: Oppenheimer Holdings Inc. (OPY) operates in the Financial Services sector, specifically the Capital Markets industry (United States).