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Full-service investment bank and wealth management firm providing brokerage, advisory and capital markets services.
Full-service investment bank and wealth management firm providing brokerage, advisory and capital markets services.
Advisers are paid mainly through fees on client assets and commissions on trades, which makes wealth management the larger and steadier line, while investment banking adds lumpier deal fees. Interest on client margin loans and cash adds income. The Class A shares carry no vote; voting control stays with long-time chief Albert Lowenthal.
Moat: none (brand, scale). Established brand and advisor network, but a smaller scale player facing larger full-service competitors.
Headquarters: New York, New York, United States · Founded: 1950 · Employees: 2,947
Size Oppenheimer (OPY) is a United States Financials company (Investment Banks/Brokers) with a market value of $963M, the 2272nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $90.72 on 6 Nov 2026.
Performance Over six months the shares fell 5.1%, against -17.6% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 14.2% over the last twelve months (peer median +14.4%); the operating margin is 11.8% (peer median 35.0%).
Short interest Short interest is 0.8% of the free float (15 Oct 2026).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.75B | $1.64B | $1.43B | $1.25B | $1.11B |
| Revenue growth | — | +15% | +14% | +12% | — |
| Gross profit | $1.69B | $1.57B | $1.36B | $1.19B | $1.05B |
| EBITDA | $246M | $335M | $231M | $153M | $104M |
| Net income | $86.6M | $148M | $71.6M | $30.2M | $32.4M |
| Free cash flow | $243M | $187M | -$178M | -$201M | $46.8M |
| Capital expenditure | $6.96M | $5.19M | $5.15M | $17.1M | $16.3M |
| Total debt | $1.39B | $1.25B | $1.38B | $945M | $457M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g |
|---|---|---|---|---|---|---|
| Oppenheimer OPY | $963M | -5% | +14% | 12% | n/a | n/a |
| Raymond James Financial RJF | $31.3B | +6% | +10% | 21% | n/a | n/a |
| Stifel Financial SF | $10.7B | -7% | +8% | 22% | n/a | n/a |
| Piper Sandler Companies PIPR | $4.65B | -19% | +20% | 21% | n/a | n/a |
| Jefferies Financial JEF | $10.9B | -11% | +26% | 41% | n/a | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | OPY | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -22.1% | -6.8% | 2nd lowest of 21 |
| 6-month return | -5.1% | -17.6% | 7th highest of 21 |
| Distance from 52-week high | -27.9% | -28.3% | 11th highest of 21 |
| Revenue growth (TTM) | +14.2% | +14.4% | 11th highest of 21 |
| Operating margin | 11.8% | 35.0% | 6th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Oppenheimer OPY | United States | $963M | -5% | +14% | 12% | n/a | n/a | n/a |
| DAOU TECHNOLOGY 023590.KS | South Korea | $919M | -35% | +134% | 6% | n/a | n/a | n/a |
| Japan Securities Finance 8511.T | Japan | $1.02B | -6% | +73% | 82% | n/a | n/a | n/a |
| Indian Energy Exchange IEX.NS | India | $1.03B | -18% | +13% | 80% | n/a | n/a | n/a |
| Gielda Papierow Wartosciowych w Warszawie GPW.WA | Poland | $1.04B | +19% | +22% | 34% | n/a | n/a | n/a |
| Daishin Securities 003540.KS | South Korea | $868M | -44% | +44% | 53% | n/a | n/a | n/a |
| Yuanta Futures 6023.TWO | Taiwan | $1.07B | -9% | +10% | -22% | n/a | n/a | n/a |
| Canaccord Genuity CF.TO | Canada | $1.08B | +17% | +32% | 12% | n/a | n/a | n/a |
| M&A Capital Partners 6080.T | Japan | $855M | +32% | +12% | 38% | n/a | n/a | n/a |
| Gold.com GOLD | United States | $1.09B | -17% | +132% | 1% | n/a | n/a | n/a |
| Flow Traders FLOW.AS | Netherlands | $1.13B | -20% | -4% | 43% | n/a | n/a | n/a |
| JM Financial JMFINANCIL.NS | India | $1.13B | -22% | +1% | 32% | n/a | n/a | n/a |
| Tokai Tokyo Financial 8616.T | Japan | $1.14B | +2% | +16% | 18% | n/a | n/a | n/a |
| IIFL Capital Services IIFLCAPS.NS | India | $1.17B | 0% | +8% | 25% | n/a | n/a | n/a |
| OSL 0863.HK | Hong Kong | $1.19B | -20% | +12,274% | -2% | n/a | n/a | n/a |
| BRBI BR Partners S.A. Sponsored ADR BRBI | United States | $759M | -54% | 0% | 425% | n/a | n/a | n/a |
| Ruida Futures 002961.SZ | China | $1.22B | -21% | -51% | 82% | n/a | n/a | n/a |
| Edelweiss Financial Services EDELWEISS.NS | India | $1.28B | +6% | +16% | 11% | n/a | n/a | n/a |
| Hanwha Investment&securities 003530.KS | South Korea | $725M | -51% | +41% | 36% | n/a | n/a | n/a |
| Nihon M&A Center 2127.T | Japan | $1.28B | -7% | +5% | 36% | n/a | n/a | n/a |
| Bright Smart Securities & Commodities 1428.HK | Hong Kong | $1.28B | -51% | -2% | 67% | n/a | n/a | n/a |