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Oppenheimer Holdings OPY Return on invested capital

Return on invested capital at other companies

Charles Schwab Corporation logo
Charles Schwab CorporationSCHW
107%-70.0pp
Goldman Sachs Group logo
Goldman Sachs GroupGS
24.3%-7.3pp
Morgan Stanley logo
Morgan StanleyMS
16.9%+0.4pp
Freedom Holding logo
Freedom HoldingFRHC
703%+439pp
Evercore logo
EvercoreEVR
45.3%+17.1pp
Walker & Dunlop logo
Walker & DunlopWD
10.1%-0.1pp

Other financials

Income statement

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Revenue$445.1M+21.0%
Operating income-$27.0M-165%
Net income-$20.6M-167%
EPS (diluted)-$1.93-171%

Balance sheet

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Cash & equivalents$34.6M-5.7%
Total debt$147.5M-14.0%
Total equity$952.4M+9.2%
Total assets$3.8B+6.8%

Cash flow

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Operating cash flow-$190.0M-107%
CapEx--100%
Free cash flow-$190.0M-103%

Valuation

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Market cap$1.12B+69.7%
Enterprise value$1.24B+55.1%
P/E11.6×+2.9×
P/S0.7×+0.2×

Profitability

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Operating margin8.3%+0.7pp
Net margin5.7%+0.4pp
FCF margin5.1%

Returns & leverage

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Return on equity10.7%+1.6pp
Debt / equity0.2×0.0×

Where this comes from

Calculated from Oppenheimer Holdings’s reported figures.

Based on trailing twelve months.

The official record: Oppenheimer Holdings’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Oppenheimer Holdings's return on invested capital?
Oppenheimer Holdings (OPY) reported return on invested capital of 9.3% in Q1 2026.
How has Oppenheimer Holdings's return on invested capital changed year-over-year?
Oppenheimer Holdings's return on invested capital increased by 26.9% year-over-year, from 7.4% to 9.3%.
What is the long-term trend for Oppenheimer Holdings's return on invested capital?
Over 5 years (2020 to 2025), Oppenheimer Holdings's return on invested capital has grown at a -2.1% compound annual growth rate (CAGR), from 15.8% to 14.2%.
What does return on invested capital mean?
Net operating profit after tax (operating income taxed at the effective rate) divided by average invested capital (debt plus equity minus cash). Measures the after-tax return on all capital put to work in the business, independent of capital structure.