Oppenheimer Holdings Stock Performance
| OPY Stock | USD 60.92 0.26 0.42% |
The company holds a Beta of 1.09, which implies a somewhat significant risk relative to the market. Oppenheimer Holdings returns are very sensitive to returns on the market. As the market goes up or down, Oppenheimer Holdings is expected to follow. At this point, Oppenheimer Holdings has a negative expected return of -0.0131%. Please make sure to check Oppenheimer Holdings' treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if Oppenheimer Holdings performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Oppenheimer Holdings has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Oppenheimer Holdings is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (0.42) | Five Day Return 2.46 | Year To Date Return (5.96) | Ten Year Return 155.11 | All Time Return 854.86 |
Forward Dividend Yield 0.0118 | Payout Ratio | Forward Dividend Rate 0.72 | Dividend Date 2025-02-28 | Ex Dividend Date 2025-02-14 |
1 | Disposition of 5000 shares by Mcnamara Dennis P of Oppenheimer Holdings subject to Rule 16b-3 | 01/28/2025 |
2 | The Boys Jack Quaid hints at Hughies fate ahead of final season of Amazon show | 03/10/2025 |
3 | Booking Holdings Inc. Shares Acquired by HighTower Advisors LLC | 03/14/2025 |
4 | Chipotle Stock Has Fallen. Some Analysts Say Its Time to Bite | 03/17/2025 |
5 | Wall Street weighs in on Gilead as shares fall on possible U.S. HIV cuts | 03/19/2025 |
6 | KKR Co. Inc. Shares Acquired by Advisors Asset Management Inc. | 03/20/2025 |
7 | Joshua Oppenheimers surreal apocalyptic musical The End | 03/21/2025 |
| Begin Period Cash Flow | 28.8 M |
Oppenheimer |
Oppenheimer Holdings Relative Risk vs. Return Landscape
If you would invest 6,213 in Oppenheimer Holdings on December 23, 2024 and sell it today you would lose (121.00) from holding Oppenheimer Holdings or give up 1.95% of portfolio value over 90 days. Oppenheimer Holdings is generating negative expected returns assuming volatility of 1.9715% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than Oppenheimer, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Oppenheimer Holdings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Oppenheimer Holdings' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Oppenheimer Holdings, and traders can use it to determine the average amount a Oppenheimer Holdings' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0066
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| Negative Returns | OPY |
Estimated Market Risk
| 1.97 actual daily | 17 83% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Oppenheimer Holdings is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Oppenheimer Holdings by adding Oppenheimer Holdings to a well-diversified portfolio.
Oppenheimer Holdings Fundamentals Growth
Oppenheimer Stock prices reflect investors' perceptions of the future prospects and financial health of Oppenheimer Holdings, and Oppenheimer Holdings fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Oppenheimer Stock performance.
| Return On Equity | 0.0869 | |||
| Return On Asset | 0.0228 | |||
| Profit Margin | 0.05 % | |||
| Operating Margin | 0.19 % | |||
| Current Valuation | 1.3 B | |||
| Shares Outstanding | 10.43 M | |||
| Price To Earning | 7.57 X | |||
| Price To Book | 0.75 X | |||
| Price To Sales | 0.48 X | |||
| Revenue | 1.43 B | |||
| Gross Profit | 1.22 B | |||
| EBITDA | 231.03 M | |||
| Net Income | 71.25 M | |||
| Cash And Equivalents | 112.43 M | |||
| Cash Per Share | 70.36 X | |||
| Total Debt | 687.59 M | |||
| Debt To Equity | 0.72 % | |||
| Current Ratio | 1.47 X | |||
| Book Value Per Share | 82.31 X | |||
| Cash Flow From Operations | (108.17 M) | |||
| Earnings Per Share | 6.37 X | |||
| Market Capitalization | 641.3 M | |||
| Total Asset | 3.38 B | |||
| Retained Earnings | 819.96 M | |||
| Working Capital | 2.28 B | |||
| Current Asset | 1.61 B | |||
| Current Liabilities | 1.29 B | |||
About Oppenheimer Holdings Performance
Evaluating Oppenheimer Holdings' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Oppenheimer Holdings has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Oppenheimer Holdings has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 716.00 | 562.07 | |
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.08 | 0.10 |
Things to note about Oppenheimer Holdings performance evaluation
Checking the ongoing alerts about Oppenheimer Holdings for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Oppenheimer Holdings help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Oppenheimer Holdings generated a negative expected return over the last 90 days | |
| Oppenheimer Holdings is unlikely to experience financial distress in the next 2 years | |
| Oppenheimer Holdings has about 112.43 M in cash with (108.17 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 70.36. | |
| Oppenheimer Holdings has a frail financial position based on the latest SEC disclosures | |
| Roughly 42.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from newstatesman.com: Joshua Oppenheimers surreal apocalyptic musical The End |
- Analyzing Oppenheimer Holdings' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Oppenheimer Holdings' stock is overvalued or undervalued compared to its peers.
- Examining Oppenheimer Holdings' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Oppenheimer Holdings' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Oppenheimer Holdings' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Oppenheimer Holdings' stock. These opinions can provide insight into Oppenheimer Holdings' potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Oppenheimer Stock Analysis
When running Oppenheimer Holdings' price analysis, check to measure Oppenheimer Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oppenheimer Holdings is operating at the current time. Most of Oppenheimer Holdings' value examination focuses on studying past and present price action to predict the probability of Oppenheimer Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oppenheimer Holdings' price. Additionally, you may evaluate how the addition of Oppenheimer Holdings to your portfolios can decrease your overall portfolio volatility.