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.
42.58%
1.76
31.10%
S&P 500
13.68%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
6.45%
EBIT Growth (5y)
10.02%
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
5.52%
Pledged Shares
0
Institutional Holding
41.39%
ROCE (avg)
23.27%
ROE (avg)
11.18%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
6
Industry P/E
Price to Book Value
0.90
EV to EBIT
2.97
EV to EBITDA
2.72
EV to Capital Employed
0.90
EV to Sales
0.54
PEG Ratio
0.06
Dividend Yield
1.79%
ROCE (Latest)
30.27%
ROE (Latest)
15.08%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bearish
Dow Theory
Mildly Bearish
Bullish
OBV
No Trend
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend29What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 24.02 MM
ROCE(HY)
Highest at 16.18%
INTEREST COVERAGE RATIO(Q)
The company hardly has any interest cost
RAW MATERIAL COST(Y)
Fallen by -3.56% (YoY
DEBT-EQUITY RATIO
(HY)
Lowest at 0 %
NET SALES(Q)
Highest at USD 472.63 MM
PRE-TAX PROFIT(Q)
Highest at USD 105.97 MM
NET PROFIT(Q)
Highest at USD 74.36 MM
EPS(Q)
Highest at USD 6.51
-3What is not working for the Company
DIVIDEND PAYOUT RATIO(Y)
Lowest at 2.76%
CASH AND EQV(HY)
Lowest at USD 38.29 MM
DEBTORS TURNOVER RATIO(HY)
Lowest at 0 times
Here's what is working for Oppenheimer Holdings, Inc.
Pre-Tax Profit
At USD 105.97 MM has Grown at 246.62%
over average net sales of the previous four periods of USD 30.57 MMMOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (USD MM)
Net Profit
At USD 74.36 MM has Grown at 250.89%
over average net sales of the previous four periods of USD 21.19 MMMOJO Watch
Near term Net Profit trend is very positive
Net Profit (USD MM)
Operating Cash Flow
Highest at USD 24.02 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Net Sales
Highest at USD 472.63 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Net Sales
At USD 472.63 MM has Grown at 23.06%
over average net sales of the previous four periods of USD 384.08 MMMOJO Watch
Near term sales trend is positive
Net Sales (USD MM)
Pre-Tax Profit
Highest at USD 105.97 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (USD MM)
Net Profit
Highest at USD 74.36 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (USD MM)
EPS
Highest at USD 6.51
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (USD)
Debt-Equity Ratio
Lowest at 0 %
in the last five Semi-Annual periodsMOJO Watch
The company has been reducing its borrowing as compared to equity capital
Debt-Equity Ratio
Raw Material Cost
Fallen by -3.56% (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.
Cash and Eqv
Lowest at USD 38.29 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is deteriorating
Cash and Cash Equivalents
Debtors Turnover Ratio
Lowest at 0 times
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio
Dividend Payout Ratio
Lowest at 2.76%
in the last five yearsMOJO Watch
Company is distributing lower proportion of profits generated as dividend
DPR (%)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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