COMP <GO>
OPY vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
Oppenheimer Holdings Inc. (Class A) (NYSE) VS. Berkshire Hathaway Inc. (Class B) (NYSE) • 15-METRIC TALLY: OPY 7
— BRK-B 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: OPY
LAST: $107.94 (+0.99%) • MKT CAP: $1.16B
roic
17.60%
LAST: $541.96 (+0.30%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OPY VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OPY | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 17.60% | 11.47% | +6.13 | OPY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.2x | 9.7x | -4.48 | OPY | /valuation <GO> |
| Free Cash Flow Yield | 15.88% | 2.09% | +13.79 | OPY | /fcf-yield <GO> |
| Operating Margin | 14.80% | 27.80% | -13.00 | BRK-B | /operating-margins <GO> |
| Net Profit Margin | 10.40% | 22.30% | -11.90 | BRK-B | /net-margins <GO> |
| Revenue Growth (YoY) | 15.90% | 3.93% | +11.97 | 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 | 4/9 | +2.00 | OPY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 3.55% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 24.0 | 67.7 | -43.68 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.61 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 24.3x | -17.74 | OPY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.16B | $1.20T | -$1.19T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OPY REV | BRK-B REV | OPY GROSS % | BRK-B GROSS % | OPY FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.42B | $371.44B | — | — | $183.6M | $25.04B |
| FY 2024 | $1.23B | $371.43B | — | — | -$113.3M | $11.62B |
| FY 2023 | $1.07B | $364.48B | — | — | -$18.8M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OPY // BETA —
BRK-B // BETA 0.61