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Upturn AI SWOT - About
OPY 
Oppenheimer Holdings Inc (OPY)
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Upturn Advisory Summary
07/03/2025: OPY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 36.14% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 696.68M USD | Price to earnings Ratio 9.85 | 1Y Target Price 37 |
Price to earnings Ratio 9.85 | 1Y Target Price 37 | ||
Volume (30-day avg) - | Beta 1.2 | 52 Weeks Range 46.89 - 72.70 | Updated Date 06/29/2025 |
52 Weeks Range 46.89 - 72.70 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.09% | Basic EPS (TTM) 6.72 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.61% | Operating Margin (TTM) 20.03% |
Management Effectiveness
Return on Assets (TTM) 2.23% | Return on Equity (TTM) 9.1% |
Valuation
Trailing PE 9.85 | Forward PE - | Enterprise Value 1551872513 | Price to Sales(TTM) 0.51 |
Enterprise Value 1551872513 | Price to Sales(TTM) 0.51 | ||
Enterprise Value to Revenue 1.07 | Enterprise Value to EBITDA 6.58 | Shares Outstanding 10425800 | Shares Floating 5935642 |
Shares Outstanding 10425800 | Shares Floating 5935642 | ||
Percent Insiders 42.21 | Percent Institutions 37.52 |
Upturn AI SWOT
Oppenheimer Holdings Inc
Company Overview
History and Background
Oppenheimer Holdings Inc. traces its roots back to 1881 with the founding of a brokerage firm. Over time, it evolved through various partnerships and acquisitions, becoming a publicly traded company and expanding its services to include investment banking, wealth management, and asset management.
Core Business Areas
- Wealth Management: Provides financial advisory services, investment management, and retirement planning to high-net-worth individuals, families, and institutions.
- Investment Banking: Offers underwriting, mergers and acquisitions advisory, and other corporate finance services to companies across various sectors.
- Asset Management: Manages assets for institutional and individual clients through various investment strategies.
Leadership and Structure
Oppenheimer Holdings Inc. is led by a board of directors and a management team overseeing the various business segments. The organizational structure is designed to facilitate collaboration and efficiency across its operations.
Top Products and Market Share
Key Offerings
- Financial Advisory Services: Personalized financial planning and investment advice for high-net-worth clients. Difficult to quantify precise market share but competes with major firms like Morgan Stanley, Merrill Lynch, and Goldman Sachs. Revenue is derived from fees based on assets under management and transactions.
- Underwriting Services: Assisting companies in raising capital through the issuance of stocks and bonds. Market share varies depending on specific deals. Competitors include bulge bracket banks and other investment banks.
- M&A Advisory: Advising companies on mergers, acquisitions, and other strategic transactions. Market share fluctuates based on deal activity. Competitors include boutique investment banks and larger financial institutions.
Market Dynamics
Industry Overview
The financial services industry is highly competitive and subject to regulatory changes and economic fluctuations. It includes investment banking, asset management, and wealth management, all of which are experiencing increasing demand for digital solutions and personalized services.
Positioning
Oppenheimer Holdings Inc. is positioned as a mid-sized investment bank and wealth management firm, offering a range of services to individual and institutional clients. Its competitive advantages include its expertise in certain niche markets and its strong client relationships.
Total Addressable Market (TAM)
The total addressable market for wealth management and investment banking is estimated in the trillions of dollars. Oppenheimer is positioned to capture a small percentage of this TAM through its targeted service offerings.
Upturn SWOT Analysis
Strengths
- Established Brand
- Experienced Professionals
- Diversified Revenue Streams
- Strong Client Relationships
Weaknesses
- Smaller Scale Compared to Larger Competitors
- Limited Global Presence
- Dependence on Market Conditions
- Higher cost structure than pure online platforms
Opportunities
- Expanding Wealth Management Services
- Growth in Emerging Markets
- Technological Advancements
- Acquisitions of Smaller Firms
Threats
- Increased Regulatory Scrutiny
- Economic Downturns
- Increased Competition
- Cybersecurity Risks
Competitors and Market Share
Key Competitors
- Morgan Stanley (MS)
- Goldman Sachs (GS)
- Merrill Lynch (BAC)
Competitive Landscape
Oppenheimer Holdings Inc. faces stiff competition from larger, more established firms. Its strengths lie in its personalized service and expertise in certain niche areas, while its disadvantages stem from its smaller scale and limited global reach.
Growth Trajectory and Initiatives
Historical Growth: Provide historical and projected financial information here.
Future Projections: Provide historical and projected financial information here.
Recent Initiatives: Provide historical and projected financial information here.
Summary
Oppenheimer Holdings Inc. is a mid-sized firm with a long history in the financial services industry. Its diversified revenue streams provide stability, but it faces strong competition from larger firms. The company can capitalize on growth opportunities in wealth management and emerging markets, but must be mindful of regulatory risks and economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Oppenheimer Holdings Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1993-08-16 | CEO, President & Director Mr. Robert Steven Lowenthal | ||
Sector Financial Services | Industry Capital Markets | Full time employees 2974 | Website https://www.oppenheimer.com |
Full time employees 2974 | Website https://www.oppenheimer.com | ||
Oppenheimer Holdings Inc. operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. The company provides brokerage services covering corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, certain precious metals, and unit investment trusts; financial and wealth planning services; and margin lending services. It offers asset management services, including separately managed accounts, mutual fund managed accounts, discretionary portfolio management programs, non-discretionary investment advisory and consultation services, alternative investments, portfolio enhancement programs, and institutional taxable fixed income portfolio management strategies and solutions, as well as taxable and non-taxable fixed income portfolios and strategies. In addition, the company offers investment banking services, such as strategic advisory services and capital markets products; merger and acquisition, equities capital market, debt capital market, debt advisory and restructuring, and fund placement services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, event driven sales and trading, and portfolio and electronic trading, as well as provides custody, clearing, and prime services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; and proprietary trading and investment activities. Additionally, the company offers underwriting, market-making, trust, and discount services, as well as a cloud-based financial market. It serves high-net-worth individuals and families, corporate executives, public and private businesses, institutions and corporations, governments, financial sponsors, and domestic and international investors. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New Y
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