COMP <GO>
OPY vs JPM // GROSS PROFIT MARGIN
Oppenheimer Holdings Inc. (Class A) (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: OPY 6
— JPM 5
■ METRIC PARITY
LAST: $107.94 (+0.99%) • MKT CAP: $1.16B
gross-margins
—
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OPY VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OPY | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 17.60% | 17.37% | +0.23 | OPY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.2x | 9.7x | -4.47 | OPY | /valuation <GO> |
| Free Cash Flow Yield | 15.88% | -18.14% | +34.02 | OPY | /fcf-yield <GO> |
| Operating Margin | 14.80% | 42.07% | -27.27 | JPM | /operating-margins <GO> |
| Net Profit Margin | 10.40% | 32.63% | -22.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 15.90% | 13.53% | +2.37 | OPY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.66% | 1.96% | -1.30 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 2/9 | +4.00 | OPY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 24.0 | 55.1 | -31.08 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 13.6x | -6.97 | OPY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.16B | $913.30B | -$912.14B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OPY REV | JPM REV | OPY GROSS % | JPM GROSS % | OPY FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.42B | $182.45B | — | — | $183.6M | -$147.78B |
| FY 2024 | $1.23B | $177.56B | — | — | -$113.3M | -$42.01B |
| FY 2023 | $1.07B | $158.10B | — | — | -$18.8M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OPY // BETA —
JPM // BETA 1.00