Oppenheimer Holdings OPY Ratios & Valuation
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Operating margin | 8.3%+0.7pp | 12.9%+5.5pp | 7.9%+0.1pp | 8.5%+1.4pp | 7.6%+2.5pp | |
| Net margin | 5.7%+0.4pp | 9.1%+4.1pp | 5.5%+0.2pp | 5.9%+1.2pp | 5.3%+2.0pp | |
| Returns | ||||||
| Return on equity | 10.7%+1.6pp | 16.2%+7.5pp | 9.6%+0.7pp | 10.2%+2.6pp | 9.1%+3.9pp | |
| Return on invested capital | 9.3%+2.0pp | 14.2%+7.2pp | 8%+1.2pp | 8.4%+2.6pp | 7.4%+3.4pp | |
| Efficiency | ||||||
| Asset turnover | 0.5×0.0× | 0.5×0.0× | 0.4×0.0× | 0.4×0.0× | 0.4×0.0× | |
| Leverage | ||||||
| Debt-to-equity | 0.2×0.0× | 0.2×0.0× | 0.2×-0.2× | 0.2×-0.2× | 0.2×-0.2× | |
| Net debt / EBITDA | 0.7×-0.4× | 0.5×-0.7× | 0.9×-1.2× | 0.9×-1.5× | 1.1×-2.3× | |
| Per Share | ||||||
| Book value per share | $89.49+15.7% | $86.43+14.1% | $80.37+8.2% | $79.02+8.1% | $77.34+6.2% | |
| Valuation | ||||||
| Market capitalization | $1.12B+69.7% | $760.53M+14.9% | $777.57M+47.2% | $681.95M+36.8% | $627.73M+51.1% | |
| Price / earnings | 11.6×+2.9× | 5.1×-4.1× | 9.2×+1.8× | 7.8×-0.3× | 8.2×-1.7× | |
| Price / sales | 0.7×+0.2× | 0.5×0.0× | 0.5×+0.1× | 0.5×+0.1× | 0.4×+0.1× | |
| Price / book | 1.2×+0.4× | 0.8×0.0× | 0.8×+0.2× | 0.8×+0.1× | 0.7×+0.2× | |
| EV / EBITDA | 8×+1.4× | 3.9×-2.9× | 6.7×+0.2× | 5.9×-1.3× | 6.3×-2.6× | |
| Dividend yield | 1.6%+0.5pp | 1%0.0pp | 1%-0.3pp | 1.1%-0.2pp | 1.1%-0.4pp |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- Where do Oppenheimer Holdings's ratios come from?
- Every ratio is computed from Oppenheimer Holdings's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.
