Oppenheimer Holdings Inc.

OPY

$124.74

+6.29%

N/A+$7.38

Financial Services

Financial - Capital Markets

NYSE

Active Trading

Headquartered in New York since its founding in 1881, Oppenheimer Holdings Inc. serves as a prominent middle-market investment bank and full-service broker-dealer, ...

Key Metrics of OPY

Snapshot

Latest / TTM · 6 periods

Market Cap

$1.32B

ROCE

7.5%

EV / EBITDA

8.08x

-3.9% YoY

FCF Yield

-1.7%

-25.9% YoY

Cash Conversion Cycle

134.4d

Current Ratio

4.58

Quick take

TTM —

Positive CCC

Key Metrics

Latest / TTM · 6 periods

Valuation trend

Valuation trend table

Metric	2021	2022	2023	2024	2025	TTM
Market CapTotal market value of all shares outstanding.	$586.21M	$493.82M	$443.61M	$663.33M	$759.27M	$1.32B
Enterprise ValueCompany value including debt and cash adjustments.	$1.01B	$1.01B	$1.01B	$1.32B	$1.35B	$2.18B
EV / SalesHow many dollars investors pay per dollar of sales.	0.73x	0.91x	0.81x	0.92x	0.82x	1.21x
EV / EBITDAValuation multiple versus operating earnings before non-cash charges.	3.77x	9.77x	6.61x	5.70x	4.28x	8.08x
Net Debt / EBITDALeverage ratio using net debt divided by EBITDA.	1.59	5.02	3.70	2.83	1.87	3.17

Returns + ROCE gauge

ROCE latest

7.5%

Prev year 11.4%

Returns + ROCE gauge table

Metric	2021	2022	2023	2024	2025	TTM
ROEProfit generated from shareholders' equity.	19.3%	4.1%	3.8%	8.4%	15.1%	10.7%
ROAProfit generated from total assets.	5.2%	1.2%	1.0%	2.1%	4.0%	2.4%
ROICReturn generated on invested operating capital.	9.5%	3.5%	3.7%	5.0%	6.8%	5.4%
ROCEOperating return on long-term capital used.	14.9%	10.4%	12.1%	10.4%	11.4%	7.5%
Earnings YieldEarnings as a percentage of market value.	27.1%	6.6%	6.8%	10.8%	19.5%	7.7%

Cash flow quality

Cash flow quality table

Metric	2021	2022	2023	2024	2025	TTM
FCFFCash flow available to all capital providers.	$226.49M	$64.99M	$8.53M	$-54.04M	$245.63M	$34.19M
FCFECash flow available to equity holders after debt flows.	$207.02M	$-32.27M	$-36.87M	$25.73M	$8.26M	$4.88M
FCF YieldFree cash flow divided by market capitalization.	37.4%	9.8%	-8.1%	-17.1%	24.2%	-1.7%
Income QualityHow well accounting earnings are backed by cash flow.	1.43	2.01	-0.62	-1.52	1.28	-0.18
Capex / OCFShare of operating cash flow spent on capital expenditures.	3.6%	25.3%	-90.7%	-4.8%	2.8%	-24.2%

Operating efficiency

Operating efficiency table

Metric	2021	2022	2023	2024	2025	TTM
DSOAverage days to collect cash from customers.	378.4d	481.8d	413.4d	402.5d	386.5d	391.5d
DIOAverage days inventory stays before being sold.	0.0d	0.0d	0.0d	0.0d	0.0d	0.0d
DPOAverage days the company takes to pay suppliers.	30.8d	48.7d	37.4d	24.9d	33.6d	257.1d
Operating CycleTime from buying inventory to collecting receivables.	378.4d	481.8d	413.4d	402.5d	386.5d	391.5d
Cash Conversion CycleNet days cash is tied in operations.	347.7d	433.1d	376.0d	377.6d	352.9d	134.4d

Snapshot

Latest / TTM: —

Market Cap

$1.32B

ROE

10.7%

FCF Yield

-1.7%

Current Ratio

4.58

Upstream

DTCC (Depository Trust & Clearing Corporation) - NSCC, FICC, DTCOptions Clearing Corporation (OCC)Intercontinental Exchange Inc. (NYSE parent)NYSE:ICE Nasdaq Inc.NASDAQ:NDAQVestmark, Inc.Pontera (formerly FeeX)SUBSCRIBE (Altvia Solutions LLC)WSFS Financial Corporation / WSFS BankNASDAQ:WSFSBloomberg L.P.S&P Global Inc.NYSE:SPGI

Downstream

High-Net-Worth Individuals and FamiliesMiddle-Market CorporationsInstitutional Investors (Pension Funds, Endowments, Foundations)Correspondent Broker-Dealers (2 non-affiliated firms)Emerging Fund ManagersMunicipal and Government Entities

Proxies

Raymond James Financial Inc.NYSE:RJF Stifel Financial Corp.NYSE:SF Evercore Inc.NYSE:EVR Piper Sandler CompaniesNYSE:PIPR Lazard Inc.NYSE:LAZ Jefferies Financial Group Inc.NYSE:JEF

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Oppenheimer Holdings Inc.

Key Metrics of OPY

Key Metrics

Valuation trend

Returns + ROCE gauge

Cash flow quality

Operating efficiency

Snapshot

Supply Chain of OPY

Upstream

Downstream

Proxies

Key Metrics of OPY

Key Metrics

Valuation trend

Returns + ROCE gauge

Cash flow quality

Operating efficiency

Snapshot

Supply Chain of OPY

Upstream

Downstream

Proxies