Skip to content
OpenCapital
Get started

Oppenheimer Holdings OPY Ratios & Valuation

Income StatementBalance SheetCash FlowRatiosSegments
QuarterlyAnnualTTM
YoYQoQ
SimplifiedDetailed
Q1 '26Q4 '25Q3 '25Q2 '25Q1 '25
Profitability
Operating margin8.3%+0.7pp12.9%+5.5pp7.9%+0.1pp8.5%+1.4pp7.6%+2.5pp
Net margin5.7%+0.4pp9.1%+4.1pp5.5%+0.2pp5.9%+1.2pp5.3%+2.0pp
EBITDA margin9%+0.6pp13.6%+5.4pp8.6%0.0pp9.2%+1.2pp8.3%+2.4pp
Free cash flow margin5.1%—11.2%———————
Returns
Return on equity10.7%+1.6pp16.2%+7.5pp9.6%+0.7pp10.2%+2.6pp9.1%+3.9pp
Return on assets2.6%+0.4pp4.2%+1.9pp2.4%+0.1pp2.5%+0.6pp2.2%+0.9pp
Return on invested capital9.3%+2.0pp14.2%+7.2pp8%+1.2pp8.4%+2.6pp7.4%+3.4pp
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×-0.2×0.2×-0.2×0.2×-0.2×
Debt-to-assets0×0.0×0×0.0×0×0.0×0×0.0×0×0.0×
Net debt / EBITDA0.7×-0.4×0.5×-0.7×0.9×-1.2×0.9×-1.5×1.1×-2.3×
Interest coverage1.7×+0.5×2.4×+1.2×1.4×+0.1×1.4×+0.3×1.2×+0.4×
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%
Enterprise value$1.24B+55.1%$877.05M+9.3%$898.11M+15.7%$810.18M+7.9%$762.53M+12.5%
Price / earnings11.6×+2.9×5.1×-4.1×9.2×+1.8×7.8×-0.3×8.2×-1.7×
Price / sales0.7×+0.2×0.5×0.0×0.5×+0.1×0.5×+0.1×0.4×+0.1×
Price / book1.2×+0.4×0.8×0.0×0.8×+0.2×0.8×+0.1×0.7×+0.2×
EV / EBITDA8×+1.4×3.9×-2.9×6.7×+0.2×5.9×-1.3×6.3×-2.6×
EV / sales0.7×+0.2×0.5×0.0×0.6×0.0×0.5×0.0×0.5×0.0×
Free cash flow yield7.7%—24.1%———————
Earnings yield8.6%-2.9pp19.5%+8.7pp10.9%-2.7pp12.8%+0.6pp12.1%+2.1pp
Dividend yield1.6%+0.5pp1%0.0pp1%-0.3pp1.1%-0.2pp1.1%-0.4pp
PEG ratio0.4×+0.3×0×0.0×0.5×+0.4×0.2×+0.1×0.1×-0.9×

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.