US · OPY
Oppenheimer Holdings Inc.
- Sector
- Financial Services · Financial - Capital Markets
- Headquarters
- New York City, NY 10004
- Website
- oppenheimer.com
Price · as of 2025-12-31
$106.81
Market cap 899.22M
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $554.97 | +419.59% |
| Intrinsic Value(DCF) | $121.62 | +13.87% |
| Graham-Dodd Method(GD) | $158.27 | +48.18% |
| Graham Formula(GF) | $309.50 | +189.76% |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | $11.75 | $162.92 | $4.37 | $24.32 | $0.80 |
| 2012 | $15.31 | $140.53 | $0.00 | $19.05 | $0.00 |
| 2013 | $22.24 | $343.73 | $4.49 | $30.95 | $27.36 |
| 2014 | $18.62 | $2,259.07 | $20.18 | $25.30 | $2.92 |
| 2015 | $12.16 | $129.29 | $22.83 | $21.98 | $0.01 |
| 2016 | $13.41 | $20.92 | $8.17 | $20.85 | $0.00 |
| 2017 | $22.89 | $369.53 | $3.97 | $31.12 | $25.87 |
| 2018 | $23.72 | $1,153.32 | $5.13 | $33.03 | $24.96 |
| 2019 | $19.49 | $103.91 | $6.75 | $48.86 | $63.98 |
| 2020 | $38.97 | $234.08 | $4.65 | $69.92 | $227.96 |
| 2021 | $39.83 | $600.33 | $38.38 | $94.01 | $297.08 |
| 2022 | $37.47 | $129.54 | $4.66 | $61.07 | $0.00 |
| 2023 | $37.67 | $195.33 | $19.55 | $65.31 | $56.20 |
| 2024 | $61.21 | $33.87 | $11.14 | $92.94 | $154.09 |
| 2025 | $90.39 | $554.97 | $48.81 | $158.27 | $309.50 |
AI valuation
Our deep-learning model estimates Oppenheimer Holdings Inc.'s (OPY) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $554.97
- Current price
- $106.81
- AI upside
- +419.59%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$121.62
+13.87% upside
Graham-Dodd
$158.27
+48.18% upside
Graham Formula
$309.50
+189.76% upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| OPY | Oppenheimer Holdings Inc. | $106.81 | 899.22M | +420% | +14% | +48% | +190% | 6.40 | 1.03 | 0.58 | 3.42 | 6.11 | 1.03 | 51.15% | 22.43% | 9.06% | 16.76% | 21.24% | 8.73% | 0.00 | 4.15 | — | — | 0.00 | 10471.00% | 1435.00% | -26657.00% | 19.88% | — | 15.57% | 0.00% | 0.00% | 68.96% | 2.58 | 5.03 | 0.58 | 16906.98 |
| AMRK | A-Mark Precious Metals, I… | $58.82 | 1.45B | -82% | -84% | -84% | -74% | 32.52 | 0.87 | 0.05 | 21.73 | — | 1.99 | 1.92% | 0.65% | 0.16% | 2.76% | 3.79% | 0.86% | 1.41 | 1.55 | 1.56 | 0.28 | 4.26 | -7500.00% | 1319.00% | 23733.00% | 27.05% | 0.14 | 10.80% | 3.34% | 108.60% | 83.72% | 19.53 | 9.19 | 0.13 | 5.92 |
| AMTB | Amerant Bancorp Inc. | $21.35 | 895.69M | +69% | -2% | +18% | +29% | 17.22 | 0.95 | 1.36 | -7.98 | — | 0.95 | 57.37% | 10.09% | 8.00% | 5.64% | -16.82% | 0.52% | 1.11 | 0.28 | 0.43 | 0.43 | 8.06 | -38636.00% | 1397.00% | 3098.00% | 11.02% | 0.02 | -31.43% | 1.28% | 22.10% | 3.53% | -8.54 | -5.77 | -0.86 | -0.17 |
| AXG | Solowin Holdings Ordinary… | $3.72 | 161.82M | +1,942% | -81% | — | -55% | -23.11 | 5.35 | 70.00 | -20.89 | -10.42 | 5.45 | 76.16% | -288.47% | -302.87% | -16.05% | -21.24% | -7.91% | 0.23 | -1626.40 | 1.29 | 0.55 | 2.55 | 22180.00% | -3404.00% | -8000.00% | -0.58% | -0.02 | -2.99% | 0.00% | 0.00% | 6.67% | -21.62 | -153.57 | 62.37 | 0.31 |
| CCBG | Capital City Bank Group, … | $42.85 | 731.31M | -22% | -26% | -39% | +7% | 11.33 | 1.21 | 2.29 | 2.52 | 695.66 | 1.49 | 84.84% | 25.00% | 20.18% | 11.22% | 52.59% | 1.23% | 0.17 | 1.84 | 0.13 | 0.13 | 0.16 | 163.00% | 673.00% | 1498.00% | 9.15% | 0.02 | 55.89% | 2.49% | 28.20% | 2.87% | 2.82 | 3.37 | 0.71 | -0.53 |
| DEFT | DeFi Technologies Inc. | $0.68 | 221.08M | +13,003% | +38% | — | — | -26.27 | 44.30 | 10.51 | -14.77 | -118.20 | -36.24 | 93.03% | -31.54% | -40.00% | -210.71% | 12.67% | -4.42% | 0.60 | -7.96 | 0.79 | 0.47 | 0.27 | 2222.00% | 39865.00% | 8634.00% | -12.67% | -0.10 | 53.49% | 0.00% | 0.00% | 4.94% | -15.86 | -3.76 | 5.00 | -0.01 |
| GEMI | Gemini Space Station, Inc… | $6.03 | 256.44M | — | — | — | — | — | — | — | — | — | — | 8.21% | -116.64% | -111.52% | 85.49% | -29.63% | -11.30% | -4.56 | — | 1.03 | 0.08 | -8.66 | -5133.00% | 4486.00% | -4635.00% | — | -0.08 | -20.54% | — | 0.00% | — | — | — | — | — |
| HTB | HomeTrust Bancshares, Inc… | $42.14 | 735.09M | +204% | -23% | -5% | +231% | 10.70 | 1.06 | 1.99 | 1.57 | 74.90 | 1.15 | 65.95% | 23.69% | 18.57% | 10.72% | 37.16% | 1.19% | 0.02 | 0.75 | 0.17 | 0.17 | -3.42 | 1429.00% | 3656.00% | -14940.00% | 4.81% | 0.01 | 19.14% | 1.31% | 14.00% | 30.68% | 1.96 | 4.84 | 0.46 | -0.50 |
| MFH | Mercurity Fintech Holding… | $5.65 | 390.29M | +628% | +659% | -100% | — | -69.52 | 13.09 | 312.89 | -141.04 | — | 15.05 | -37.27% | -458.28% | -450.10% | -21.63% | -57.61% | -13.72% | 0.32 | -12.07 | 2.59 | 2.59 | 7.63 | -6275.00% | 12592.00% | -3826.00% | -1.13% | -0.31 | -44.63% | 0.00% | 0.00% | 3.06% | -64.57 | -83.35 | 295.92 | -10.17 |
| NBN | Northeast Bank | $110.88 | 884.57M | +22% | +249% | +1% | +285% | 10.57 | 1.78 | 2.51 | 6.15 | 32.05 | 1.79 | 58.14% | 35.81% | 23.77% | 19.16% | 19.51% | 2.25% | 0.69 | 0.91 | 0.13 | 0.13 | -0.58 | 3298.00% | 3473.00% | 4802613.00% | 6.06% | 0.02 | 12.49% | 0.04% | 0.40% | 22.46% | 6.30 | 14.83 | 2.26 | -0.38 |
| VEL | Velocity Financial, Inc. | $18.59 | 723.15M | +527% | +3,053% | +40% | +2,866% | 9.77 | 1.29 | 1.39 | 55.68 | 38.07 | 1.35 | 43.62% | 19.97% | 14.17% | 14.41% | 1.43% | 1.38% | 9.40 | 0.39 | 0.43 | 0.42 | 48.88 | 2566.00% | 26652.00% | -3845.00% | 5.60% | 0.08 | 0.78% | 0.00% | 0.00% | 0.00% | 56.83 | 146.21 | 11.35 | 0.21 |
About Oppenheimer Holdings Inc.
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. The company offers brokerage services covering exchange-traded and over-the-counter corporate equity and debt securities, money market instruments, exchange-traded options and futures contracts, municipal bonds, mutual funds, exchange-traded funds, and unit investment trusts; financial and wealth planning services; and margin lending services. It also provides 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, and debt capital market products and services; and institutional equity sales and trading, equity research, equity derivatives and index options, convertible bonds, and trading services. Further, it provides institutional fixed income sales and trading, fixed income research, public finance, and municipal trading services; repurchase agreements and securities lending services; and proprietary trading and investment activities. Additionally, the company offers underwritings, market-making, trust, and discount services. 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 York.
- CEO
- Robert Steven Lowenthal
- Employees
- 2.97K
- Beta
- 1.18
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($121.62 ÷ $106.81) − 1 = +13.87% (DCF, example).