Oppenheimer Financial Statements From 2010 to 2025

OPY Stock  USD 61.16  1.16  1.93%   
Oppenheimer Holdings' financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Oppenheimer Holdings' valuation are provided below:
Oppenheimer Holdings does not presently have any trending fundamental ratios for analysis.
Check Oppenheimer Holdings financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Oppenheimer Holdings' 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 Holdings Valuation or Volatility modules.
Check out the analysis of Oppenheimer Holdings Correlation against competitors.
For more information on how to buy Oppenheimer Stock please use our How to Invest in Oppenheimer Holdings guide.

Oppenheimer Holdings Company Return On Equity Analysis

Oppenheimer Holdings' Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Return On Equity

 = 

Net Income

Total Equity

More About Return On Equity | All Equity Analysis

Current Oppenheimer Holdings Return On Equity

    
  0.091  
Most of Oppenheimer Holdings' fundamental indicators, such as Return On Equity, 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.
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Competition

Based on the latest financial disclosure, Oppenheimer Holdings has a Return On Equity of 0.091. This is 93.72% lower than that of the Capital Markets sector and 98.85% lower than that of the Financials industry. The return on equity for all United States stocks is 129.35% lower than that of the firm.

Oppenheimer Holdings Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Oppenheimer Holdings's current stock value. Our valuation model uses many indicators to compare Oppenheimer Holdings value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Oppenheimer Holdings competition to find correlations between indicators driving Oppenheimer Holdings's intrinsic value. More Info.
Oppenheimer Holdings is rated below average in return on equity category among its peers. It is rated below average in return on asset category among its peers reporting about  0.25  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Oppenheimer Holdings is roughly  4.08 . 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 Holdings' earnings, one of the primary drivers of an investment's value.

About Oppenheimer Holdings Financial Statements

Oppenheimer Holdings investors use historical fundamental indicators, such as Oppenheimer Holdings' 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 Holdings. Please read more on our technical analysis and fundamental analysis pages.
Oppenheimer Holdings Inc., through its subsidiaries, operates as a middle-market investment bank and full-service broker-dealer in the Americas, Europe, the Middle East, and Asia. Oppenheimer Holdings Inc. was founded in 1881 and is headquartered in New York, New York. Oppenheimer Holdings operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 2889 people.

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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.