COMP <GO>
OPY vs BAC // FREE CASH FLOW YIELD
Oppenheimer Holdings Inc. (Class A) (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: OPY 6
— BAC 5
▲ FREE CASH FLOW YIELD LEADER: OPY
LAST: $107.94 (+0.99%) • MKT CAP: $1.16B
fcf-yield
15.88%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
fcf-yield
2.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OPY VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OPY | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 17.60% | 2.50% | +15.10 | OPY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.2x | 30.2x | -25.00 | OPY | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 15.88% | 2.10% | +13.78 | OPY | /fcf-yield <GO> |
| Operating Margin | 14.80% | 32.90% | -18.10 | BAC | /operating-margins <GO> |
| Net Profit Margin | 10.40% | 27.00% | -16.60 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 15.90% | 6.80% | +9.10 | OPY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.66% | 0.00% | +0.66 | OPY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 24.0 | 38.3 | -14.28 | BAC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 10.9x | -4.30 | OPY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.16B | $357.61B | -$356.45B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OPY REV | BAC REV | OPY GROSS % | BAC GROSS % | OPY FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.42B | $113.10B | — | — | $183.6M | $7.52B |
| FY 2024 | $1.23B | $105.86B | — | — | -$113.3M | -$13.57B |
| FY 2023 | $1.07B | $102.77B | — | — | -$18.8M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OPY // BETA —
BAC // BETA 0.90