ScoreWhy is Oppenheimer Holdings, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 11.18%
2
The company has declared Positive results for the last 3 consecutive quarters
- OPERATING CASH FLOW(Y) Highest at USD 197.27 MM
- ROCE(HY) Highest at 10.25%
- RAW MATERIAL COST(Y) Fallen by -0.46% (YoY)
3
With ROE of 8.73%, it has a attractive valuation with a 0.76 Price to Book Value
- The stock is trading at a premium compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of 13.55%, its profits have risen by 83% ; the PEG ratio of the company is 0.1
Real-Time Research ReportHow much should you buy?
- Overall Portfolio exposure to Oppenheimer Holdings, Inc. should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Oppenheimer Holdings, Inc. for you?
Medium Risk, High Return
Absolute
Risk Adjusted
Volatility
Oppenheimer Holdings, Inc.
-100.0%
1.76
31.10%
S&P 500
13.95%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
7.59%
EBIT Growth (5y)
15.70%
EBIT to Interest (avg)
9.13
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
30.56%
Dividend Payout Ratio
10.36%
Pledged Shares
0
Institutional Holding
41.34%
ROCE (avg)
23.27%
ROE (avg)
11.18%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
9
Industry P/E
Price to Book Value
0.76
EV to EBIT
3.14
EV to EBITDA
2.64
EV to Capital Employed
0.75
EV to Sales
0.43
PEG Ratio
0.11
Dividend Yield
0.87%
ROCE (Latest)
23.76%
ROE (Latest)
8.73%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
Bearish
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bearish
Dow Theory
Bullish
Bullish
OBV
Mildly Bullish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend6What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 197.27 MM
ROCE(HY)
Highest at 10.25%
RAW MATERIAL COST(Y)
Fallen by -0.46% (YoY
DIVIDEND PER SHARE(HY)
Highest at USD 0.92
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Oppenheimer Holdings, Inc.
Operating Cash Flow
Highest at USD 197.27 MM
in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Dividend per share
Highest at USD 0.92
in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Raw Material Cost
Fallen by -0.46% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Depreciation
Highest at USD 9.48 MM
in the last five periodsMOJO Watch
The expenditure on assets done by the company may have gone into operation
Depreciation (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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