Oppenheimer Holdings (OPY) Fundamental Analysis: Revenue, Earnings & Valuation

6.47 / 10

Outperform

Fundamental rating is Outperform with a 6.5/10 score. Strengths include high inventory turnover (210 days, ratio 106.6), robust gross margin (100%), and solid ROA (8.38%). Asset‑MV is negative but weighted heavily. Accounts receivable turnover is low, indicating a minor weakness.

Analysis Checks(9/10)

Inventory turnover ratio

Value106.57

Score2/3

Weight3.72%

1M Return1.46%

Gross profit margin (%)

Value100.00

Score3/3

Weight9.58%

1M Return3.74%

Accounts receivable turnover ratio

Value1.20

Score1/3

Weight3.39%

1M Return1.33%

Rate of return on total assets (%)

Value8.38

Score3/3

Weight17.10%

1M Return5.43%

Fixed assets turnover ratio

Value9.92

Score2/3

Weight2.89%

1M Return1.15%

Annualized return on total assets (%)

Value8.38

Score3/3

Weight17.10%

1M Return5.43%

Diluted earnings per share (YoY growth rate %)

Value104.71

Score2/3

Weight7.82%

1M Return3.07%

Asset-MV

Value-0.55

Score3/3

Weight30.25%

1M Return9.59%

Inventory turnover days

Value210.83

Score3/3

Weight3.78%

1M Return1.49%

Current assets / Total assets (%)

Value41.94

Score2/3

Weight4.38%

1M Return1.81%

Is OPY undervalued or overvalued?

OPY scores 6.47/10 on fundamentals and holds a Discounted valuation at present. Backed by its 16.07% ROE, 9.03% net margin, 6.23 P/E ratio, 0.93 P/B ratio, and 104.49% earnings growth, these metrics solidify its Outperform investment rating.