Oppenheimer Capital Financial Statements From 2010 to 2024

OPTFX Fund  USD 86.82  0.69  0.80%   
Oppenheimer Capital financial statements provide useful quarterly and yearly information to potential Oppenheimer Capital Appreciation investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Oppenheimer Capital financial statements helps investors assess Oppenheimer Capital's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Oppenheimer Capital's valuation are summarized below:
Oppenheimer Capital Appreciation does not presently have any trending fundamental ratios for analysis.
Check Oppenheimer Capital financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oppenheimer Capital's main balance sheet or income statement drivers, such as , as well as many indicators such as . Oppenheimer financial statements analysis is a perfect complement when working with Oppenheimer Capital Valuation or Volatility modules.
  
This module can also supplement various Oppenheimer Capital Technical models . Check out the analysis of Oppenheimer Capital Correlation against competitors.

Oppenheimer Capital Appreciation Mutual Fund Price To Earning Analysis

Oppenheimer Capital's Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.

P/E

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Market Value Per Share

Earnings Per Share

More About Price To Earning | All Equity Analysis

Current Oppenheimer Capital Price To Earning

    
  2.02 X  
Most of Oppenheimer Capital's fundamental indicators, such as Price To Earning, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Oppenheimer Capital Appreciation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Competition

Based on the latest financial disclosure, Oppenheimer Capital Appreciation has a Price To Earning of 2.02 times. This is much higher than that of the Invesco family and significantly higher than that of the Large Growth category. The price to earning for all United States funds is notably lower than that of the firm.

Oppenheimer Capital Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Capital's current stock value. Our valuation model uses many indicators to compare Oppenheimer Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Capital competition to find correlations between indicators driving Oppenheimer Capital's intrinsic value. More Info.
Oppenheimer Capital Appreciation is number one fund in price to earning among similar funds. It also is number one fund in price to book among similar funds fabricating about  2.00  of Price To Book per Price To Earning. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Oppenheimer Capital's earnings, one of the primary drivers of an investment's value.

About Oppenheimer Capital Financial Statements

Oppenheimer Capital investors use historical fundamental indicators, such as Oppenheimer Capital's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Oppenheimer Capital. Please read more on our technical analysis and fundamental analysis pages.
The fund mainly invests in common stocks of growth companies. Growth companies are companies that the portfolio managers expect to have above-average growth rates. The Advisor intends, under normal circumstances, to focus primarily on companies that are similar in size to companies in the Russell 1000 Growth Index. The fund invests primarily in U.S. companies but may also purchase securities of issuers in any country, including developed countries and emerging markets. It is non-diversified.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Oppenheimer Mutual Fund

Oppenheimer Capital financial ratios help investors to determine whether Oppenheimer Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Oppenheimer with respect to the benefits of owning Oppenheimer Capital security.
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