Oppenheimer Holdings Stock Return On Asset

OPY Stock

USD 60.05 0.80 1.31%

Oppenheimer Holdings fundamentals help investors to digest information that contributes to Oppenheimer Holdings' financial success or failures. It also enables traders to predict the movement of Oppenheimer Stock. The fundamental analysis module provides a way to measure Oppenheimer Holdings' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Oppenheimer Holdings stock.

Short Long Term Debt Total Total Assets

Return On Assets is likely to drop to 0.01 in 2024.

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Oppenheimer Holdings Company Return On Asset Analysis

Oppenheimer Holdings' Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.

Return On Asset

Net Income

Total Assets

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Current Oppenheimer Holdings Return On Asset

0.0227

Most of Oppenheimer Holdings' fundamental indicators, such as Return On Asset, 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 Return On Asset 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 Return On Asset. 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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Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.

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Oppenheimer Total Assets

Total Assets

2.12 Billion

At this time, Oppenheimer Holdings' Total Assets are fairly stable compared to the past year.

Based on the latest financial disclosure, Oppenheimer Holdings has a Return On Asset of 0.0227. This is 104.83% lower than that of the Capital Markets sector and 100.13% lower than that of the Financials industry. The return on asset for all United States stocks is 116.21% lower than that of the firm.

Oppenheimer Return On Asset 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 Return On Asset 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 return on asset 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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Oppenheimer Holdings Stock Return On Asset

Oppenheimer Holdings Company Return On Asset Analysis

Return On Asset

Net Income

Total Assets

Current Oppenheimer Holdings Return On Asset

Oppenheimer Return On Asset Driver Correlations

Oppenheimer Total Assets

Total Assets

2.12 Billion

Oppenheimer Return On Asset Peer Comparison

Oppenheimer Holdings Current Valuation Drivers

Oppenheimer Holdings ESG Sustainability

Oppenheimer Fundamentals

About Oppenheimer Holdings Fundamental Analysis

Also Currently Popular

Additional Tools for Oppenheimer Stock Analysis

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