Oppenheimer Holdings, Inc. (OPY) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

StoneX Group, Inc.

Piper Sandler Cos.

B. Riley Financial, Inc.

A-Mark Precious Metals, Inc.

Virtu Financial, Inc.

PJT Partners, Inc.

Lazard, Inc.

Moelis & Co.

Oppenheimer Holdings, Inc.

Perella Weinberg Partners

BGC Group, Inc.

Why is Oppenheimer Holdings, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 11.18%

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)

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 Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Oppenheimer Holdings, Inc. for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Oppenheimer Holdings, Inc.

61.97%

1.76

31.10%

S&P 500

20.78%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

6.44%

EBIT Growth (5y)

10.02%

EBIT to Interest (avg)

9.13

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

30.56%

Dividend Payout Ratio

5.52%

Pledged Shares

Institutional Holding

41.62%

ROCE (avg)

23.27%

ROE (avg)

11.18%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

0.94

EV to EBIT

2.99

EV to EBITDA

2.65

EV to Capital Employed

0.94

EV to Sales

0.54

PEG Ratio

0.06

Dividend Yield

1.71%

ROCE (Latest)

31.49%

ROE (Latest)

15.08%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Mildly Bearish

Dow Theory

Bullish

OBV

No Trend

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

6What is working for the Company

OPERATING CASH FLOW(Y)

Highest at USD 78.14 MM

ROCE(HY)

Highest at 10.65%

RAW MATERIAL COST(Y)

Fallen by -1.16% (YoY

DEBTORS TURNOVER RATIO(HY)

Highest at 0.98 times

-12What is not working for the Company

INTEREST COVERAGE RATIO(Q)

Lowest at 5.75

DIVIDEND PAYOUT RATIO(Y)

Lowest at 0%

PRE-TAX PROFIT(Q)

Lowest at USD -27 MM

NET PROFIT(Q)

Lowest at USD -20.58 MM

EPS(Q)

Lowest at USD -1.93

Here's what is working for Oppenheimer Holdings, Inc.

Operating Cash Flow

Highest at USD 78.14 MM

in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (USD MM)

Debtors Turnover Ratio

Highest at 0.98 times

in the last five Semi-Annual periods

MOJO Watch

Company has been able to sell its Debtors faster

Debtors Turnover Ratio

Raw Material Cost

Fallen by -1.16% (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

Here's what is not working for Oppenheimer Holdings, Inc.

Pre-Tax Profit

At USD -27 MM has Fallen at -151.14%

over average net sales of the previous four periods of USD 52.8 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Net Profit

At USD -20.58 MM has Fallen at -155.47%

over average net sales of the previous four periods of USD 37.1 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (USD MM)

Interest Coverage Ratio

Lowest at 5.75

in the last five periods

MOJO Watch

The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Pre-Tax Profit

Lowest at USD -27 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (USD MM)

Net Profit

Lowest at USD -20.58 MM

in the last five periods

MOJO Watch

Near term Net Profit trend is negative

Net Profit (USD MM)

EPS

Lowest at USD -1.93

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (USD)

Dividend Payout Ratio

Lowest at 0%

in the last five years

MOJO Watch

Company is distributing lower proportion of profits generated as dividend

DPR (%)