COMP <GO>
OPY vs NAVI // EV/EBITDA & P/E VALUATION
Oppenheimer Holdings Inc. (Class A) (NYSE) VS. Navient Holdings Inc. (NASDAQ) • 15-METRIC TALLY: OPY 2
— NAVI 1
■ METRIC PARITY
LAST: $107.94 (+0.99%) • MKT CAP: $1.16B
valuation
5.2x
LAST: $9.08 (+11.55%) • MKT CAP: $851.6M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OPY VS. NAVI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OPY | NAVI | 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 | 0.66% | 0.00% | +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 | 24.0 | 55.0 | -31.03 | NAVI | /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 | $1.16B | $851.6M | $304.3M | OPY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OPY REV | NAVI REV | OPY GROSS % | NAVI GROSS % | OPY FCF | NAVI 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
OPY // BETA —
NAVI // BETA —