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Upturn AI SWOT - About
OPY 
Oppenheimer Holdings Inc (OPY)
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Upturn Advisory Summary
03/27/2025: OPY (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 30.22% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 643.94M USD | Price to earnings Ratio 9.6 | 1Y Target Price 37 |
Price to earnings Ratio 9.6 | 1Y Target Price 37 | ||
Volume (30-day avg) 24541 | Beta 1.1 | 52 Weeks Range 36.45 - 72.91 | Updated Date 03/27/2025 |
52 Weeks Range 36.45 - 72.91 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 1.18% | Basic EPS (TTM) 6.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.32% | Operating Margin (TTM) 18.67% |
Management Effectiveness
Return on Assets (TTM) 2.28% | Return on Equity (TTM) 8.69% |
Valuation
Trailing PE 9.6 | Forward PE - | Enterprise Value 1296375983 | Price to Sales(TTM) 0.48 |
Enterprise Value 1296375983 | Price to Sales(TTM) 0.48 | ||
Enterprise Value to Revenue 0.91 | Enterprise Value to EBITDA 5.61 | Shares Outstanding 10427400 | Shares Floating 5925394 |
Shares Outstanding 10427400 | Shares Floating 5925394 | ||
Percent Insiders 42.2 | Percent Institutions 36.63 |
Analyst Ratings
Rating - | Target Price 37 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Oppenheimer Holdings Inc
Company Overview
History and Background
Oppenheimer Holdings Inc. traces its roots back to 1950, founded as Oppenheimer & Co. It has evolved from a research-driven brokerage firm into a diversified financial services provider, experiencing periods of growth through acquisitions and organic expansion.
Core Business Areas
- Wealth Management: Provides financial planning, investment advisory, and brokerage services to high-net-worth individuals and families.
- Investment Banking: Offers advisory services on mergers and acquisitions, restructurings, and capital raising to corporations and institutions.
- Capital Markets: Engages in institutional sales and trading, research, and underwriting of securities.
Leadership and Structure
Oppenheimer Holdings Inc. is led by Robert Lowinger (CEO) with a typical corporate structure involving a board of directors and executive management teams overseeing each business segment.
Top Products and Market Share
Key Offerings
- Investment Advisory Services: Personalized investment advice and portfolio management. Market share data is not publicly available at a granular level. Competitors include major wealth management firms such as Morgan Stanley, Merrill Lynch, and Goldman Sachs.
- Equity Underwriting: Assisting companies in raising capital through IPOs and secondary offerings. Market share varies based on deal volume and size, and specific numbers are not disclosed. Competitors include bulge bracket banks like JP Morgan and Goldman Sachs and other mid-tier investment banks.
- M&A Advisory: Advising companies on mergers, acquisitions, divestitures, and other strategic transactions. Market share varies based on deal volume and size, and specific numbers are not disclosed. Competitors include bulge bracket banks like JP Morgan and Goldman Sachs and other mid-tier investment banks.
Market Dynamics
Industry Overview
The financial services industry is experiencing rapid technological advancements, increased regulatory scrutiny, and growing competition. The wealth management sector is driven by demographic shifts and increasing demand for personalized advice. Investment banking is cyclical and influenced by macroeconomic conditions.
Positioning
Oppenheimer Holdings Inc. occupies a position as a mid-sized financial services firm, competing with both larger bulge-bracket firms and smaller regional players. Its competitive advantages include a strong focus on client relationships and expertise in specific sectors.
Total Addressable Market (TAM)
The global financial services market is estimated at trillions of dollars. Oppenheimer's positioning within this TAM is focused primarily on mid-market clients and smaller to mid-cap companies, allowing them to gain an advantage by specializing in the companies they service.
Upturn SWOT Analysis
Strengths
- Established brand reputation
- Diversified revenue streams
- Experienced management team
- Strong client relationships
- Focus on specific sector expertise
Weaknesses
- Smaller scale compared to major competitors
- Limited global presence
- Dependence on market conditions
- Higher operating costs
Opportunities
- Expansion into new geographic markets
- Adoption of new technologies
- Growth in wealth management sector
- Increased M&A activity
- Increased interest rates
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Cybersecurity risks
- Interest Rate Volatility
Competitors and Market Share
Key Competitors
- MS
- GS
- JPM
Competitive Landscape
Oppenheimer Holdings Inc. faces intense competition from larger and more well-capitalized firms. Its competitive advantage lies in its focus on personalized service and expertise in specific sectors, but it needs to continue to innovate and expand its offerings to remain competitive.
Major Acquisitions
Guggenheim Securities' Municipal Bond Business
- Year: 2021
- Acquisition Price (USD millions): 67
- Strategic Rationale: Expanded Oppenheimer's municipal bond capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: Requires historical data on revenue and earnings to assess past growth.
Future Projections: Requires analyst estimates to project future growth.
Recent Initiatives: Requires information on recent initiatives such as acquisitions, partnerships, or new product launches.
Summary
Oppenheimer Holdings Inc. is a mid-sized financial services firm with a diversified business model and a strong focus on client relationships. The company is navigating a competitive and rapidly evolving industry landscape. While its smaller scale presents challenges, its expertise in specific sectors and commitment to personalized service provide a competitive edge. Growth is expected as new initiatives take hold, expansion of new services, as well as economic conditions improve.
Similar Companies
- MS
- GS
- UBS
- RJF
- LPLA
Sources and Disclaimers
Data Sources:
- Company reports
- Financial news articles
- Industry analysis reports
- SEC filings
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Oppenheimer Holdings Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1993-08-16 | Chairman & CEO Mr. Albert Grinsfelder Lowenthal | ||
Sector Financial Services | Industry Capital Markets | Full time employees 2977 | Website https://www.oppenheimer.com |
Full time employees 2977 | Website https://www.oppenheimer.com | ||
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. It offers asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, the company offers underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New Y
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