Oppenheimer Holdings is a New York City-based middle-market investment bank and broker-dealer with 2,911 employees, offering services in brokerage, investment banking, and asset management across multiple locations. The firm operates through segments including Private Client, Asset Management, and Capital Markets, with approximately 90 retail branches in the U.S.
Based on our analysis, Oppenheimer Holdings has received an undervalued rating of 4 out of 5 stars from Cashu. Several key financial ratios indicate that the company is trading below its intrinsic value compared to industry averages.
The Price-to-Earnings (PE) Ratio for Oppenheimer stands at 10.56, significantly lower than the sector average of 13.05. A lower PE ratio may suggest that the stock is undervalued relative to its earnings potential. Additionally, the Price-to-Book (PB) Ratio is 0.78, compared to the sector average of 1.13. A PB ratio below 1 indicates that the stock may be undervalued based on its book value.
Oppenheimer's Net Profit Margin is 5.00, considerably lower than the sector average of 18.29. While this may raise concerns about profitability, it highlights potential for operational improvements. Conversely, the Return on Equity (ROE) ratio is 8.41, slightly above the sector average of 8.12, indicating that Oppenheimer is generating decent returns for its shareholders.
Furthermore, the company’s Return on Assets (ROA) of 2.12 is well above the sector average of 0.90, showcasing effective management of assets to generate earnings. However, the Dividend Yield of 0.89 is below the sector average of 3.05, which may reflect a conservative approach to returning capital to shareholders.
In summary, Oppenheimer Holdings presents several indicators of undervaluation when compared to its industry peers, making it a potential opportunity for investors.
This is not a comprehensive overview of our valuation, and should not be viewed as financial advice. Always do your own research before considering an investment.
📡️ Financials
More Signals
Feature in Progress
This section is under development. Check back soon for updates!
Cashu is the #1 way to stay ahead of the markets, know why your favourite stocks are moving and access valuation signals that smash the market.