OPPENHEIMER HOLDINGS INC OPY

Latest FY: 2025 Financial Services Capital Markets
Market Price $115.61
Market Cap $1.23B
P/E Ratio 8.87
Quick Peer Compare (Financial Services):
Revenue (FY 2025) ↑14.4% YoY
$1.64B
3-Yr CAGR: 13.8%
Net Income ↑107.4% YoY
$148.40M
Net Margin: 9.1%
Free Cash Flow ↑262.0% YoY
$183.56M
FCF Yield: 14.88%
EPS (Diluted) ↑104.7% YoY
$13.04
Basic: $14.13
Return on Equity Efficiency
15.1%
ROA: 423.5%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (OPY)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2016 $857.8M $838.3M $-1.2M $-0.09 $-67.5M $-73.2M
FY 2017 $920.3M +7.3% $892.0M $22.8M +2,065.2% $1.67 +1,955.6% $-16.1M $-21.7M +70.3%
FY 2018 $891.6M -3.1% $845.2M $28.9M +26.6% $2.05 +22.8% $168.6M $159.9M +835.3%
FY 2019 $934.8M +4.8% $889.1M $53.0M +83.3% $3.82 +86.3% $79.1M $69.1M -56.8%
FY 2020 $1,198.7M +28.2% $1,183.0M $123.0M +132.3% $9.30 +143.5% $-54.1M $-58.6M -184.8%
FY 2021 $1,394.0M +16.3% $1,384.2M $159.0M +29.3% $11.70 +25.8% $227.8M $219.5M +474.7%
FY 2022 $1,110.9M -20.3% $1,087.1M $32.4M -79.6% $2.57 -78.0% $64.5M $48.2M -78.1%
FY 2023 $1,248.8M +12.4% $1,180.2M $30.2M -6.7% $2.59 +0.8% $-18.8M $-35.9M -174.4%
FY 2024 $1,432.5M +14.7% $1,344.5M $71.6M +137.1% $6.37 +145.9% $-108.2M $-113.3M -215.9%
FY 2025 $1,638.1M +14.4% $1,551.5M $148.4M +107.4% $13.04 +104.7% $188.8M $183.6M +262.0%
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Valuation

Market Price $115.61
Market Cap $1.23B
Enterprise Value N/A
P/E Ratio 8.87
P/B Ratio 1.26
FCF Yield 14.88%
Dividend Yield 1.49%
Shares Outstanding 10,708,000
%

Profitability & Margins

Gross Margin 94.72%
Operating Margin 12.89%
Net Margin 9.06%
Return on Equity (ROE) 15.08%
Return on Assets (ROA) 423.50%
Asset Turnover 46.75x
Revenue 3-Yr CAGR 13.82%
🛡️

Financial Health & Liquidity

Current Ratio N/A
Cash Ratio N/A
Debt / Equity N/A
Debt / Assets N/A
Cash & Equivalents $38.41M
Total Debt N/A
Book Value / Share $91.88
💧

Cash Flow Efficiency

Operating Cash Flow $188.75M
Capital Expenditures (CapEx) $5.19M
Free Cash Flow $183.56M
OCF / Revenue 11.52%
FCF / Revenue 11.21%
FCF 3-Yr CAGR 56.18%
🏷️

Per Share Metrics

EPS (Diluted) $13.04
EPS (Basic) $14.13
Dividends / Share $1.72
Book Value / Share $91.88
EPS YoY Growth 104.71%
🏛️

Balance Sheet (FY 2025)

Total Assets $35.04M
Total Liabilities $47.06M
Stockholders' Equity $983.82M
Current Assets N/A
Current Liabilities N/A