COMP <GO>
BKT vs OPY // EV/EBITDA & P/E VALUATION
BlackRock Income Trust Inc. (NYSE) VS. Oppenheimer Holdings Inc. (Class A) (NYSE) • 15-METRIC TALLY: BKT 2
— OPY 1
■ METRIC PARITY
LAST: $9.87 (+1.44%) • MKT CAP: $1.47B
valuation
—
LAST: $107.94 (+0.99%) • MKT CAP: $1.16B
valuation
5.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BKT VS. OPY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BKT | OPY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | 17.60% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 5.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 15.88% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 14.80% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 10.40% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 15.90% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.66% | -0.66 | OPY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | — | 6/9 | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.3 | 24.0 | +37.30 | BKT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 6.6x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.47B | $1.16B | $312.5M | BKT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BKT REV | OPY REV | BKT GROSS % | OPY GROSS % | BKT FCF | OPY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $1.42B | — | — | — | $183.6M |
| FY 2024 | — | $1.23B | — | — | — | -$113.3M |
| FY 2023 | — | $1.07B | — | — | — | -$18.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BKT // BETA —
OPY // BETA —