Oppenheimer Holdings Stock Current Valuation

OPY Stock

USD 60.05 0.80 1.31%

Valuation analysis of Oppenheimer Holdings helps investors to measure Oppenheimer Holdings' intrinsic value by examining its available valuation indicators, including the cash flow records, the balance sheet account changes and income statement patterns. At this time, Oppenheimer Holdings' Enterprise Value Over EBITDA is fairly stable compared to the past year. Enterprise Value Multiple is likely to rise to 10.11 in 2024, whereas Enterprise Value is likely to drop slightly above 510.1 M in 2024. Fundamental drivers impacting Oppenheimer Holdings' valuation include:

Price Book

0.7517

Enterprise Value

1.4 B

Enterprise Value Ebitda

6.0179

Price Sales

0.491

Trailing PE

9.4782

Overvalued

Today

60.05

Please note that Oppenheimer Holdings' price fluctuation is very steady at this time. Calculation of the real value of Oppenheimer Holdings is based on 3 months time horizon. Increasing Oppenheimer Holdings' time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.

Buy or Sell Advice Valuation Matrix

Since Oppenheimer Holdings is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Oppenheimer Stock. However, Oppenheimer Holdings' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.

Historical

Market 60.05

Real 41.02

Target 37.0

Hype 59.96

The intrinsic value of Oppenheimer Holdings' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Oppenheimer Holdings' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.

38.90

Downside

41.02

Real Value

Target Odds

Above Odds

Below Odds

66.06

Upside

Estimating the potential upside or downside of Oppenheimer Holdings helps investors to forecast how Oppenheimer stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Oppenheimer Holdings more accurately as focusing exclusively on Oppenheimer Holdings' fundamentals will not take into account other important factors:

Hype

Prediction

Low	Estimated	High
57.84	59.96	62.08

Details

0 Analysts

Consensus

Low	Target Price	High
33.67	37.00	41.07

Details

Oppenheimer Holdings Company Current Valuation Analysis

Oppenheimer Holdings' Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.

Enterprise Value

Market Cap + Debt

-

Cash

More About Current Valuation | All Equity Analysis

Current Oppenheimer Holdings Current Valuation

1.38 B

Most of Oppenheimer Holdings' fundamental indicators, such as Current Valuation, 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 Holdings is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Oppenheimer Current Valuation Driver Correlations

Understanding the fundamental principles of building solid financial models for Oppenheimer Holdings is extremely important. It helps to project a fair market value of Oppenheimer Stock properly, considering its historical fundamentals such as Current Valuation. Since Oppenheimer Holdings' main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Oppenheimer Holdings' historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Oppenheimer Holdings' interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Short Term Debt	Accounts Payable	Common Stock	Good Will	Short Term Investments	Intangible Assets	Property Plant Equipment	Current Deferred Revenue	Long Term Debt	Net Tangible Assets	Total Permanent Equity	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab	Long Term Investments	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.76	0.46	0.69	0.82	0.98	0.52	0.14	-0.18	0.12	0.89	0.27	0.56	0.18	0.15	-0.05	0.26	0.22	-0.24	0.03	0.14	-0.19	-0.1	0.2	0.22	0.22	-0.1
Total Stockholder Equity	0.76		0.5	0.99	0.94	0.62	0.49	0.47	-0.6	-0.33	0.79	-0.04	0.25	0.53	-0.37	0.06	0.74	0.59	-0.65	-0.19	0.58	-0.37	-0.6	0.53	0.59	0.59	-0.47
Net Debt	0.46	0.5		0.43	0.42	0.42	0.47	-0.08	-0.67	0.23	0.63	-0.36	0.59	-0.08	0.05	-0.27	0.08	0.41	-0.17	0.35	0.01	-0.71	-0.01	-0.11	-0.07	-0.06	0.12
Retained Earnings	0.69	0.99	0.43		0.94	0.53	0.43	0.53	-0.58	-0.44	0.71	-0.08	0.18	0.61	-0.44	0.12	0.82	0.59	-0.7	-0.29	0.65	-0.33	-0.65	0.57	0.68	0.68	-0.57
Net Receivables	0.82	0.94	0.42	0.94		0.7	0.48	0.48	-0.4	-0.35	0.75	-0.02	0.3	0.55	-0.24	0.11	0.71	0.43	-0.65	-0.29	0.6	-0.21	-0.48	0.45	0.61	0.62	-0.52
Total Liab	0.98	0.62	0.42	0.53	0.7		0.46	0.02	-0.06	0.25	0.86	0.33	0.62	0.03	0.3	-0.06	0.08	0.11	-0.09	0.1	-0.01	-0.16	0.05	0.04	0.06	0.07	0.02
Total Current Assets	0.52	0.49	0.47	0.43	0.48	0.46		-0.37	-0.11	0.35	0.45	0.1	0.13	-0.19	0.11	-0.79	0.03	0.16	-0.02	0.38	-0.11	0.02	0.01	0.12	-0.15	-0.19	0.27
Short Term Debt	0.14	0.47	-0.08	0.53	0.48	0.02	-0.37		-0.46	-0.84	0.17	-0.07	0.04	0.86	-0.62	0.78	0.78	0.38	-0.77	-0.53	0.9	-0.19	-0.75	0.53	0.77	0.77	-0.87
Accounts Payable	-0.18	-0.6	-0.67	-0.58	-0.4	-0.06	-0.11	-0.46		0.29	-0.52	0.38	-0.24	-0.37	0.5	-0.16	-0.44	-0.69	0.55	-0.07	-0.48	0.78	0.61	-0.25	-0.28	-0.28	0.35
Common Stock	0.12	-0.33	0.23	-0.44	-0.35	0.25	0.35	-0.84	0.29		0.1	0.26	0.16	-0.88	0.66	-0.68	-0.8	-0.27	0.72	0.77	-0.87	0.05	0.7	-0.49	-0.81	-0.81	0.97
Good Will	0.89	0.79	0.63	0.71	0.75	0.86	0.45	0.17	-0.52	0.1		0.12	0.58	0.17	0.02	-0.01	0.23	0.45	-0.28	0.11	0.16	-0.52	-0.24	0.12	0.14	0.14	-0.12
Short Term Investments	0.27	-0.04	-0.36	-0.08	-0.02	0.33	0.1	-0.07	0.38	0.26	0.12		-0.03	-0.3	0.14	-0.18	-0.23	-0.25	0.17	0.29	-0.2	0.22	0.06	-0.15	-0.31	-0.32	0.24
Intangible Assets	0.56	0.25	0.59	0.18	0.3	0.62	0.13	0.04	-0.24	0.16	0.58	-0.03		0.06	0.41	0.12	-0.12	-0.17	-0.13	0.27	-0.01	-0.49	0.17	-0.08	-0.05	-0.06	-0.01
Property Plant Equipment	0.18	0.53	-0.08	0.61	0.55	0.03	-0.19	0.86	-0.37	-0.88	0.17	-0.3	0.06		-0.55	0.68	0.82	0.33	-0.73	-0.68	0.85	-0.05	-0.65	0.75	0.92	0.89	-0.92
Current Deferred Revenue	0.15	-0.37	0.05	-0.44	-0.24	0.3	0.11	-0.62	0.5	0.66	0.02	0.14	0.41	-0.55		-0.31	-0.66	-0.52	0.42	0.38	-0.7	0.21	0.82	-0.44	-0.49	-0.47	0.57
Long Term Debt	-0.05	0.06	-0.27	0.12	0.11	-0.06	-0.79	0.78	-0.16	-0.68	-0.01	-0.18	0.12	0.68	-0.31		0.42	0.12	-0.39	-0.64	0.56	-0.12	-0.36	0.25	0.6	0.62	-0.71
Net Tangible Assets	0.26	0.74	0.08	0.82	0.71	0.08	0.03	0.78	-0.44	-0.8	0.23	-0.23	-0.12	0.82	-0.66	0.42		0.48	-0.83	-0.59	0.87	-0.14	-0.76	0.68	0.91	0.92	-0.82
Total Permanent Equity	0.22	0.59	0.41	0.59	0.43	0.11	0.16	0.38	-0.69	-0.27	0.45	-0.25	-0.17	0.33	-0.52	0.12	0.48		-0.25	-0.19	0.33	-0.39	-0.57	0.28	0.34	0.34	-0.32
Long Term Debt Total	-0.24	-0.65	-0.17	-0.7	-0.65	-0.09	-0.02	-0.77	0.55	0.72	-0.28	0.17	-0.13	-0.73	0.42	-0.39	-0.83	-0.25		0.34	-0.88	0.33	0.67	-0.49	-0.73	-0.74	0.75
Capital Surpluse	0.03	-0.19	0.35	-0.29	-0.29	0.1	0.38	-0.53	-0.07	0.77	0.11	0.29	0.27	-0.68	0.38	-0.64	-0.59	-0.19	0.34		-0.51	-0.19	0.28	-0.27	-0.72	-0.74	0.78
Deferred Long Term Liab	0.14	0.58	0.01	0.65	0.6	-0.01	-0.11	0.9	-0.48	-0.87	0.16	-0.2	-0.01	0.85	-0.7	0.56	0.87	0.33	-0.88	-0.51		-0.23	-0.83	0.56	0.79	0.78	-0.87
Long Term Investments	-0.19	-0.37	-0.71	-0.33	-0.21	-0.16	0.02	-0.19	0.78	0.05	-0.52	0.22	-0.49	-0.05	0.21	-0.12	-0.14	-0.39	0.33	-0.19	-0.23		0.31	0.17	0.03	0.0	0.13
Short Long Term Debt	-0.1	-0.6	-0.01	-0.65	-0.48	0.05	0.01	-0.75	0.61	0.7	-0.24	0.06	0.17	-0.65	0.82	-0.36	-0.76	-0.57	0.67	0.28	-0.83	0.31		-0.55	-0.56	-0.55	0.67
Cash And Equivalents	0.2	0.53	-0.11	0.57	0.45	0.04	0.12	0.53	-0.25	-0.49	0.12	-0.15	-0.08	0.75	-0.44	0.25	0.68	0.28	-0.49	-0.27	0.56	0.17	-0.55		0.77	0.7	-0.48
Net Invested Capital	0.22	0.59	-0.07	0.68	0.61	0.06	-0.15	0.77	-0.28	-0.81	0.14	-0.31	-0.05	0.92	-0.49	0.6	0.91	0.34	-0.73	-0.72	0.79	0.03	-0.56	0.77		0.99	-0.83
Net Working Capital	0.22	0.59	-0.06	0.68	0.62	0.07	-0.19	0.77	-0.28	-0.81	0.14	-0.32	-0.06	0.89	-0.47	0.62	0.92	0.34	-0.74	-0.74	0.78	0.0	-0.55	0.7	0.99		-0.84
Capital Stock	-0.1	-0.47	0.12	-0.57	-0.52	0.02	0.27	-0.87	0.35	0.97	-0.12	0.24	-0.01	-0.92	0.57	-0.71	-0.82	-0.32	0.75	0.78	-0.87	0.13	0.67	-0.48	-0.83	-0.84

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Oppenheimer Current Valuation Historical Pattern

Today, most investors in Oppenheimer Holdings Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Oppenheimer Holdings' growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's current valuation growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Oppenheimer Holdings current valuation as a starting point in their analysis.

Oppenheimer Holdings Current Valuation

Timeline

Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.

Competition

Predict Oppenheimer Holdings

Enterprise Value Over Time

In accordance with the recently published financial statements, Oppenheimer Holdings has a Current Valuation of 1.38 B. This is 95.8% lower than that of the Capital Markets sector and 68.39% lower than that of the Financials industry. The current valuation for all United States stocks is 91.7% higher than that of the company.

Oppenheimer Current Valuation Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Oppenheimer Holdings' direct or indirect competition against its Current Valuation to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Oppenheimer Holdings could also be used in its relative valuation, which is a method of valuing Oppenheimer Holdings by comparing valuation metrics of similar companies.

Oppenheimer Holdings is currently under evaluation in current valuation category among its peers.

Oppenheimer Holdings Current Valuation Drivers

We derive many important indicators used in calculating different scores of Oppenheimer Holdings from analyzing Oppenheimer Holdings' financial statements. These drivers represent accounts that assess Oppenheimer Holdings' ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Oppenheimer Holdings' important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	354.6M	397.4M	586.2M	493.8M	443.6M	225.7M
Enterprise Value	934.3M	1.4B	1.3B	1.2B	1.0B	510.1M

Oppenheimer Holdings ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Oppenheimer Holdings' sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Oppenheimer Holdings' managers, analysts, and investors.

Environmental

Governance

Social

Oppenheimer Fundamentals

	Return On Equity	0.0878
	Return On Asset	0.0227
	Profit Margin	0.06 %
	Operating Margin	0.18 %
	Current Valuation	1.38 B
	Shares Outstanding	10.23 M
	Shares Owned By Insiders	42.90 %
	Shares Owned By Institutions	36.79 %
	Number Of Shares Shorted	88.78 K
	Price To Earning	7.57 X
	Price To Book	0.75 X
	Price To Sales	0.49 X
	Revenue	1.25 B
	Gross Profit	976.08 M
	EBITDA	152.57 M
	Net Income	30.18 M
	Cash And Equivalents	112.43 M
	Cash Per Share	70.36 X
	Total Debt	593.57 M
	Debt To Equity	0.72 %
	Current Ratio	1.47 X
	Book Value Per Share	81.10 X
	Cash Flow From Operations	(18.81 M)
	Short Ratio	3.21 X
	Earnings Per Share	6.42 X
	Price To Earnings To Growth	12.00 X
	Target Price	37.0
	Number Of Employees	2.95 K
	Beta	1.12
	Market Capitalization	628.67 M
	Total Asset	2.92 B
	Retained Earnings	756.47 M
	Working Capital	1.68 B
	Current Asset	1.61 B
	Current Liabilities	1.29 B
	Annual Yield	0.01 %
	Five Year Return	1.59 %
	Net Asset	2.92 B
	Last Dividend Paid	0.66

About Oppenheimer Holdings Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Oppenheimer Holdings's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Oppenheimer Holdings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Oppenheimer Holdings based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Additional Tools for Oppenheimer Stock Analysis

When running Oppenheimer Holdings' price analysis, check to measure Oppenheimer Holdings' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Oppenheimer Holdings is operating at the current time. Most of Oppenheimer Holdings' value examination focuses on studying past and present price action to predict the probability of Oppenheimer Holdings' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Oppenheimer Holdings' price. Additionally, you may evaluate how the addition of Oppenheimer Holdings to your portfolios can decrease your overall portfolio volatility.

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