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Oppenheimer Holdings OPY Ratios & Valuation

Income StatementBalance SheetCash FlowRatiosSegments
QuarterlyAnnualTTM
YoYQoQ
SimplifiedDetailed
TTM Q1 '26TTM Q4 '25TTM Q3 '25TTM Q2 '25TTM Q1 '25
Profitability
Operating margin8.3%-4.6pp12.9%+5.0pp7.9%-0.5pp8.5%+0.9pp7.6%+0.2pp
Net margin5.7%-3.4pp9.1%+3.6pp5.5%-0.4pp5.9%+0.6pp5.3%+0.3pp
EBITDA margin9%-4.6pp13.6%+4.9pp8.6%-0.5pp9.2%+0.9pp8.3%+0.2pp
Returns
Return on equity10.7%-5.5pp16.2%+6.5pp9.6%-0.6pp10.2%+1.1pp9.1%+0.4pp
Return on assets2.6%-1.5pp4.2%+1.8pp2.4%-0.2pp2.5%+0.3pp2.2%-0.1pp
Return on invested capital9.3%-4.8pp14.2%+6.2pp8%-0.4pp8.4%+1.0pp7.4%+0.4pp
Efficiency
Asset turnover0.5×0.0×0.5×0.0×0.4×0.0×0.4×0.0×0.4×0.0×
Leverage
Debt-to-equity0.2×0.0×0.2×0.0×0.2×0.0×0.2×0.0×0.2×0.0×
Debt-to-assets0×0.0×0×0.0×0×0.0×0×0.0×0×0.0×
Net debt / EBITDA0.7×+0.2×0.5×-0.4×0.9×0.0×0.9×-0.2×1.1×-0.1×
Interest coverage1.7×-0.7×2.4×+1.0×1.4×0.0×1.4×+0.2×1.2×0.0×
Per Share
Book value per share$89.49+3.5%$86.43+7.5%$80.37+1.7%$79.02+2.2%$77.34+2.1%
Valuation
Market capitalization$1.12B+69.5%$760.53M-2.2%$777.57M+14.0%$681.95M+8.6%$627.73M-5.2%
Enterprise value$1.24B+55.0%$877.05M-2.3%$898.11M+10.9%$810.18M+6.2%$762.53M-5.0%
Price / earnings11.6×+2.9×5.1×-4.0×9.2×+1.4×7.8×-0.5×8.2×-1.0×
Price / sales0.7×+0.2×0.5×0.0×0.5×0.0×0.5×0.0×0.4×0.0×
Price / book1.2×+0.4×0.8×-0.1×0.8×+0.1×0.8×0.0×0.7×-0.1×
EV / EBITDA8×+1.4×3.9×-2.8×6.7×+0.8×5.9×-0.4×6.3×-0.6×
EV / sales0.7×+0.2×0.5×0.0×0.6×0.0×0.5×0.0×0.5×0.0×
Earnings yield8.7%-2.8pp19.5%+8.6pp10.9%-1.9pp12.8%+0.7pp12.1%+1.3pp
Dividend yield1.6%+0.5pp1%0.0pp1%-0.1pp1.1%0.0pp1.1%+0.1pp
PEG ratio0.4×+0.3×0×-0.5×0.5×+0.3×0.2×+0.1×0.1×0.0×

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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.