COMP <GO>
OPY vs MS // PIOTROSKI F-SCORE QUALITY
Oppenheimer Holdings Inc. (Class A) (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: OPY 6
— MS 5
▲ PIOTROSKI F-SCORE QUALITY LEADER: OPY
LAST: $86.20 (-20.14%) • MKT CAP: $1.16B
piotroski-score
6/9
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
piotroski-score
5/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OPY VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OPY | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 17.60% | 3.00% | +14.60 | OPY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.2x | 31.0x | -25.80 | OPY | /valuation <GO> |
| Free Cash Flow Yield | 15.88% | -7.25% | +23.13 | OPY | /fcf-yield <GO> |
| Operating Margin | 14.80% | 24.60% | -9.80 | MS | /operating-margins <GO> |
| Net Profit Margin | 10.40% | 20.20% | -9.80 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 15.90% | 5.50% | +10.40 | OPY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.66% | 2.21% | -1.55 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 6/9 | 5/9 | +1.00 | OPY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.6 | 51.0 | -0.40 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 16.5x | -9.90 | OPY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.16B | $298.41B | -$297.25B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OPY REV | MS REV | OPY GROSS % | MS GROSS % | OPY FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.42B | $0 | — | — | $183.6M | -$17.89B |
| FY 2024 | $1.23B | $0 | — | — | -$113.3M | $1.36B |
| FY 2023 | $1.07B | $0 | — | — | -$18.8M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OPY // BETA —
MS // BETA 1.04