Oppenheimer Holdings Stock Z Score

OPY Stock

USD 66.81 1.35 1.98%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Oppenheimer Holdings Piotroski F Score and Oppenheimer Holdings Valuation analysis.

For more information on how to buy Oppenheimer Stock please use our How to Invest in Oppenheimer Holdings guide.

At this time, Oppenheimer Holdings' Capital Surpluse is fairly stable compared to the past year. Net Working Capital is likely to rise to about 2 B in 2025, whereas Additional Paid In Capital is likely to drop slightly above 31.2 M in 2025. At this time, Oppenheimer Holdings' Interest Expense is fairly stable compared to the past year. Other Operating Expenses is likely to rise to about 1.4 B in 2025, whereas Operating Income is likely to drop slightly above 67.1 M in 2025.

Oppenheimer Holdings Company Z Score Analysis

Oppenheimer Holdings' Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Oppenheimer Z Score 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 Z Score. 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		0.78	0.44	0.55	0.83	0.97	0.52	0.22	-0.21	0.0	0.9	0.22	0.51	0.26	0.09	0.09	0.36	0.26	-0.31	-0.09	0.22	-0.2	-0.16	0.24	0.33	0.2	-0.2
Total Stockholder Equity	0.78		0.45	0.8	0.95	0.62	0.71	0.55	-0.59	-0.45	0.8	-0.09	0.18	0.61	-0.43	0.27	0.81	0.6	-0.7	-0.35	0.64	-0.37	-0.63	0.56	0.69	0.49	-0.57
Net Debt	0.44	0.45		0.22	0.38	0.41	0.1	-0.09	-0.66	0.21	0.61	-0.36	0.58	-0.07	0.05	-0.23	0.09	0.41	-0.17	0.31	0.02	-0.68	-0.02	-0.1	-0.05	-0.14	0.1
Retained Earnings	0.55	0.8	0.22		0.82	0.41	0.96	0.86	-0.61	-0.74	0.62	-0.18	0.24	0.88	-0.56	0.64	0.8	0.51	-0.79	-0.54	0.87	-0.39	-0.76	0.59	0.76	0.83	-0.85
Net Receivables	0.83	0.95	0.38	0.82		0.7	0.77	0.56	-0.42	-0.47	0.77	-0.07	0.22	0.63	-0.31	0.31	0.78	0.47	-0.71	-0.43	0.66	-0.24	-0.53	0.49	0.7	0.55	-0.61
Total Liab	0.97	0.62	0.41	0.41	0.7		0.41	0.09	-0.08	0.15	0.86	0.31	0.59	0.1	0.25	0.03	0.15	0.14	-0.14	0.01	0.05	-0.17	0.01	0.07	0.16	0.07	-0.06
Total Current Assets	0.52	0.71	0.1	0.96	0.77	0.41		0.89	-0.45	-0.77	0.53	-0.21	0.26	0.9	-0.44	0.78	0.77	0.38	-0.75	-0.64	0.83	-0.28	-0.63	0.55	0.81	0.92	-0.87
Short Term Debt	0.22	0.55	-0.09	0.86	0.56	0.09	0.89		-0.46	-0.87	0.26	-0.13	0.0	0.88	-0.62	0.86	0.79	0.38	-0.77	-0.62	0.89	-0.27	-0.74	0.52	0.81	0.94	-0.89
Accounts Payable	-0.21	-0.59	-0.66	-0.61	-0.42	-0.08	-0.45	-0.46		0.33	-0.54	0.39	-0.22	-0.41	0.52	-0.23	-0.47	-0.7	0.56	0.0	-0.51	0.79	0.62	-0.27	-0.31	-0.33	0.38
Common Stock	0.0	-0.45	0.21	-0.74	-0.47	0.15	-0.77	-0.87	0.33		-0.02	0.29	0.2	-0.9	0.68	-0.75	-0.83	-0.31	0.75	0.81	-0.87	0.14	0.72	-0.51	-0.83	-0.9	0.97
Good Will	0.9	0.8	0.61	0.62	0.77	0.86	0.53	0.26	-0.54	-0.02		0.08	0.53	0.25	-0.03	0.13	0.32	0.48	-0.35	-0.02	0.24	-0.52	-0.29	0.17	0.26	0.19	-0.22
Short Term Investments	0.22	-0.09	-0.36	-0.18	-0.07	0.31	-0.21	-0.13	0.39	0.29	0.08		-0.02	-0.32	0.16	-0.22	-0.25	-0.27	0.2	0.31	-0.23	0.24	0.08	-0.17	-0.31	-0.32	0.27
Intangible Assets	0.51	0.18	0.58	0.24	0.22	0.59	0.26	0.0	-0.22	0.2	0.53	-0.02		0.02	0.42	0.05	-0.16	-0.19	-0.09	0.3	-0.05	-0.48	0.2	-0.11	-0.11	0.02	0.04
Property Plant Equipment	0.26	0.61	-0.07	0.88	0.63	0.1	0.9	0.88	-0.41	-0.9	0.25	-0.32	0.02		-0.58	0.73	0.84	0.36	-0.76	-0.72	0.86	-0.13	-0.68	0.75	0.89	0.94	-0.93
Current Deferred Revenue	0.09	-0.43	0.05	-0.56	-0.31	0.25	-0.44	-0.62	0.52	0.68	-0.03	0.16	0.42	-0.58		-0.38	-0.68	-0.53	0.46	0.44	-0.72	0.25	0.83	-0.46	-0.51	-0.51	0.6
Long Term Debt	0.09	0.27	-0.23	0.64	0.31	0.03	0.78	0.86	-0.23	-0.75	0.13	-0.22	0.05	0.73	-0.38		0.53	0.18	-0.48	-0.71	0.62	-0.22	-0.43	0.3	0.72	0.9	-0.77
Net Tangible Assets	0.36	0.81	0.09	0.8	0.78	0.15	0.77	0.79	-0.47	-0.83	0.32	-0.25	-0.16	0.84	-0.68	0.53		0.5	-0.84	-0.65	0.88	-0.18	-0.78	0.68	0.91	0.77	-0.84
Total Permanent Equity	0.26	0.6	0.41	0.51	0.47	0.14	0.38	0.38	-0.7	-0.31	0.48	-0.27	-0.19	0.36	-0.53	0.18	0.5		-0.28	-0.24	0.36	-0.4	-0.58	0.3	0.37	0.28	-0.35
Long Term Debt Total	-0.31	-0.7	-0.17	-0.79	-0.71	-0.14	-0.75	-0.77	0.56	0.75	-0.35	0.2	-0.09	-0.76	0.46	-0.48	-0.84	-0.28		0.42	-0.89	0.37	0.7	-0.51	-0.75	-0.72	0.78
Capital Surpluse	-0.09	-0.35	0.31	-0.54	-0.43	0.01	-0.64	-0.62	0.0	0.81	-0.02	0.31	0.3	-0.72	0.44	-0.71	-0.65	-0.24	0.42		-0.56	-0.1	0.35	-0.31	-0.78	-0.77	0.82
Deferred Long Term Liab	0.22	0.64	0.02	0.87	0.66	0.05	0.83	0.89	-0.51	-0.87	0.24	-0.23	-0.05	0.86	-0.72	0.62	0.88	0.36	-0.89	-0.56		-0.28	-0.84	0.57	0.77	0.84	-0.87
Long Term Investments	-0.2	-0.37	-0.68	-0.39	-0.24	-0.17	-0.28	-0.27	0.79	0.14	-0.52	0.24	-0.48	-0.13	0.25	-0.22	-0.18	-0.4	0.37	-0.1	-0.28		0.35	0.13	-0.08	-0.15	0.21
Short Long Term Debt	-0.16	-0.63	-0.02	-0.76	-0.53	0.01	-0.63	-0.74	0.62	0.72	-0.29	0.08	0.2	-0.68	0.83	-0.43	-0.78	-0.58	0.7	0.35	-0.84	0.35		-0.56	-0.58	-0.6	0.7
Cash And Equivalents	0.24	0.56	-0.1	0.59	0.49	0.07	0.55	0.52	-0.27	-0.51	0.17	-0.17	-0.11	0.75	-0.46	0.3	0.68	0.3	-0.51	-0.31	0.57	0.13	-0.56		0.7	0.58	-0.5
Net Invested Capital	0.33	0.69	-0.05	0.76	0.7	0.16	0.81	0.81	-0.31	-0.83	0.26	-0.31	-0.11	0.89	-0.51	0.72	0.91	0.37	-0.75	-0.78	0.77	-0.08	-0.58	0.7		0.88	-0.85
Net Working Capital	0.2	0.49	-0.14	0.83	0.55	0.07	0.92	0.94	-0.33	-0.9	0.19	-0.32	0.02	0.94	-0.51	0.9	0.77	0.28	-0.72	-0.77	0.84	-0.15	-0.6	0.58	0.88		-0.92
Capital Stock	-0.2	-0.57	0.1	-0.85	-0.61	-0.06	-0.87	-0.89	0.38	0.97	-0.22	0.27	0.04	-0.93	0.6	-0.77	-0.84	-0.35	0.78	0.82	-0.87	0.21	0.7	-0.5	-0.85	-0.92

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To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Oppenheimer Holdings

Based on the company's disclosures, Oppenheimer Holdings has a Z Score of 0.0. This is 100.0% lower than that of the Capital Markets sector and 100.0% lower than that of the Financials industry. The z score for all United States stocks is 100.0% higher than that of the company.

Oppenheimer Z Score 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 Z Score 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 z score 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.

	2020	2021	2022	2023	2024	2025 (projected)
Market Cap	397.4M	586.2M	493.8M	443.6M	399.3M	225.7M
Enterprise Value	1.4B	1.3B	1.2B	1.0B	907.5M	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 Holdings Institutional Holders

Institutional Holdings refers to the ownership stake in Oppenheimer Holdings that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Oppenheimer Holdings' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Oppenheimer Holdings' value.

		Shares
Geode Capital Management, Llc	2024-09-30	66 K
Two Sigma Advisers, Llc	2024-09-30	61.4 K
Two Sigma Investments Llc	2024-09-30	57.4 K
Investor Resources Group Llc	2024-12-31	49.4 K
Renaissance Technologies Corp	2024-09-30	49.1 K
Ejf Capital Llc	2024-09-30	40 K
Millennium Management Llc	2024-09-30	39.4 K
Federation Des Caisses Desjardins Du Quebec	2024-09-30	38.5 K
Empowered Funds, Llc	2024-12-31	34.5 K
Dimensional Fund Advisors, Inc.	2024-09-30	507.6 K
Jb Capital Partners Lp	2024-09-30	504 K

Oppenheimer Fundamentals

	Return On Equity	0.0878
	Return On Asset	0.0227
	Profit Margin	0.06 %
	Operating Margin	0.18 %
	Current Valuation	1.46 B
	Shares Outstanding	10.23 M
	Shares Owned By Insiders	42.90 %
	Shares Owned By Institutions	37.07 %
	Number Of Shares Shorted	31.36 K
	Price To Earning	7.57 X
	Price To Book	0.85 X
	Price To Sales	0.55 X
	Revenue	1.25 B
	Gross Profit	1.16 B
	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	1.34 X
	Earnings Per Share	6.37 X
	Price To Earnings To Growth	12.00 X
	Target Price	37.0
	Number Of Employees	2.95 K
	Beta	1.12
	Market Capitalization	704.19 M
	Total Asset	2.87 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	2.87 B

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 Z Score

Oppenheimer Holdings Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Oppenheimer Z Score Driver Correlations

Oppenheimer Z Score Peer Comparison

Oppenheimer Holdings Current Valuation Drivers

Oppenheimer Holdings ESG Sustainability

Oppenheimer Holdings Institutional Holders

Oppenheimer Fundamentals

About Oppenheimer Holdings Fundamental Analysis

Also Currently Popular

Additional Tools for Oppenheimer Stock Analysis

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