OPY
Research Snapshot
Static fundamentals, valuation context, and investor signals for OPPENHEIMER HOLDINGS INC. (OPY).
DCF ready
Valuation
N/A
EV/FCF, N/A FCF yield
Quality
15.1%
ROIC, 12.9% FCF margin
Growth
4.8%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, N/A current ratio
Superinvestors
1
Top: Polen Capital Management (0.0%)
Strengths to research
- ROIC is strong at 15.1%.
- Free cash flow margin is healthy at 12.9%.
- Debt/equity looks manageable at 0.0x.
- 10 annual periods are available for trend analysis.
Watchouts
- Valuation multiples are limited or unavailable.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for OPY.
Grade D
35
/ 100
Financial Charts
No financial data available for OPY (annual).
1 superinvestors own OPY
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Polen Capital Management Polen Capital Management | 26,954 | $2M | 0.02% | 0.0% |