Stock Ratings / Financials / OPY / financials

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Oppenheimer Holdings Inc. (Class A) (OPY) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

Q: How profitable is Oppenheimer Holdings Inc. (Class A) (OPY)?

In FY 2025 (10-K), OPY converted $1.4B of revenue into a 52% gross margin, 14.8% operating margin, and $183.6M in free cash flow (12.9% FCF margin).

$107.94 +0.99% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $107.93

Oppenheimer Holdings Inc. (Class A) (OPY) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.

📊 Historical Track Record: Scores of 67/100 (C+) historically posted market-perform odds over rolling 90-day windows (+1.6% avg 90D alpha vs SPY) →

ROARABLE C+ • HOLD / WATCH Cap $1.16B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $107.93 (-0.01%)🧬 Cannibal Buyback (-2.64% YoY Shares)⚙️ Cash Engine: 17/20 (A-) • 12.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 67/100 (C+) historically posted market-perform odds over rolling 90-day windows (+1.6% avg 90D alpha vs SPY • 56.4% hit rate — wait for RQD ≥ 70 breakout).

Audit Bucket Track Record →

RQD QUANT TACHOMETERHOLD / WATCH • C+

JEV AI Jury Split (Battleground)

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B- · Rk C

Each axis scored 0–20

12M PRICE TARGET CONE+4% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for OPY)Realized 20D OHLCV Swing Band: ±9%

Deterministic 5-Pillar Attribution (67/100 Composite)

🔍 WHY OPY SCORES 67/100 (C+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+17/20 pts (25% of score)

SEC XBRL FY 2025 (10-K): 12.9% FCF Margin ($183.6M FCF) & 52% Gross Margin

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (25% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning8/20 pts (-12 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-12 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B+$113.94-11.8% Next Q

Q2 (-2Q)

Grade B$100.53+0.5% Next Q

Q3 (-1Q)

Grade B$101.08+6.8% Next Q

Current

Grade C+$107.94+1.6% Hist 90D α

Trajectory: B+ (75) → C+ (67)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the OPY Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 67/100 (C+) score, OPY faces multiple-compression risk if 7.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($113.84) or 200D SMA ($102.59) invalidates the momentum regime and cuts Target Base ($112.31) toward Bear Floor ($87.60).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $OPY• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “OPY Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 67%NO 33%Trade / Inspect Odds →

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How OPY Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$183.6M (12.9% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $1.07B

FY24

Rev $1.23B

FY25

Rev $1.42B

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$1.42B	52%	14.8%	$148.4M	$183.6M	17.6%
FY 2024	$1.23B	52%	8.6%	$71.6M	-$113.3M	10.2%
FY 2023	$1.07B	52%	4.4%	$30.2M	-$18.8M	17.6%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring OPY)

✓Walkthrough of OPY's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

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OPY // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -5.71%📐 HORIZONTAL RANGE

2026-10-30O $105.9H $107.9L $83.12C $107.9VOL 264.2K

RES: $128.5SUP: $97.63SMA50: $113.8SMA200: $102.6

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

OPY Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 OPY Butterfly Map → + Track OPY →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

-6.0%/yr Implied 5Y Growth

vs. +15.9% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on OPY today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for OPY. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for OPY today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (OPY)

Financials Rank #251 of 1096 ⚔️ UROY vs OPY Full Matrix →

1. Head-to-Head Financials Peer Comparison (OPY vs. UROY, MUA, BKT, MUC)

Industry: Investment Bankers/Brokers/Service (64 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Oppenheimer Holdings Inc. (Class A) (OPY) ranks #251 by composite RQD confidence (67/100, grade C+) and #526 by equity capitalization ($1.16B). Within this direct 5-issuer industry benchmark cohort, OPY leads on earnings valuation at 7.8x trailing P/E, while OPY leads on capital efficiency and profitability with 17.6% ROIC and — gross margin. OPY currently leads its immediate peer cohort in composite quantitative strength at 67/100 (C+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
OPY ACTIVE Oppenheimer Holdings Inc. (Class A)	C+	67/100	7.8x	—	17.6%	+0.99%	$1.16B	Benchmark Subject
UROY Uranium Royalty Corp.	C+	66/100	32.5x	—	—	-2.80%	$1.31B	/uroy-vs-opy →
MUA Blackrock MuniAssets Fund Inc	C-	60/100	—	—	—	+0.83%	$1.45B	/mua-vs-opy →
BKT BlackRock Income Trust Inc.	C-	60/100	—	—	—	+1.44%	$1.47B	/bkt-vs-opy →
MUC Blackrock MuniHoldings California Quality Fund Inc.	C-	60/100	—	—	—	+1.00%	$1.50B	/muc-vs-opy →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000791963

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Oppenheimer Holdings Inc. (Class A) (OPY) reported GAAP revenue of $1.42B (+15.9% vs. FY2024 revenue of $1.23B , and +32.8% cumulative change since FY2023) , GAAP net income of $148.4M, operating cash flow of $188.8M, and free cash flow of $183.6M (+262.0% YoY). On the balance sheet, OPY closed FY2025 with $3.72B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 6/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.42B	$148.4M	$188.8M	$183.6M	$3.72B	—
FY2024 (FY)	2024-12-31	$1.23B	$71.6M	-$108.2M	-$113.3M	$3.38B	—
FY2023 (FY)	2023-12-31	$1.07B	$30.2M	-$18.8M	-$18.8M	—	—

3. OPY Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is OPY stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Oppenheimer Holdings Inc. (Class A) (NYSE: OPY) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 67/100 at a spot price of $107.94 (+0.99% 1D, market cap $1.16B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 8/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 17/20. Across 1096 tracked Financials issuers, OPY ranks #251 in composite RQD confidence.

How does OPY compare to UROY and MUA in the Financials sector?

Within the Financials sector (Investment Bankers/Brokers/Service), OPY carries a Roarable C+ (67/100 RQD), trailing P/E of 7.8x, gross margin of —, and ROIC of 17.6%. By comparison, UROY (Uranium Royalty Corp.) holds a C+ grade (66/100 RQD, P/E 32.5x, ROIC —, cap $1.31B) and MUA (Blackrock MuniAssets Fund Inc) posts a C- grade (60/100 RQD, P/E N/A, ROIC —, cap $1.45B). Among the 5-stock peer group, OPY leads on earnings multiple (7.8x) while OPY leads on capital efficiency (17.6% ROIC).

What are the biggest fundamental strengths and SEC risk factors for OPY?

Per OPY's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000791963), Oppenheimer Holdings Inc. (Class A) generated $1.42B in revenue (+15.9% YoY), $148.4M in net income, and $183.6M in free cash flow against $3.72B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (steady margins)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is OPY trading relative to its 50-day, 200-day, and 52-week technical levels?

OPY last traded at $107.94 (+0.99% on volume of 98,693 shares), positioning the stock -5.18% below its 50-day simple moving average ($113.84) and +5.21% above its 200-day simple moving average ($102.59). Across its 52-week range of $63.81 to $125.88, OPY sits at the 71.1% percentile with a 14-day RSI of 24.0 (OVERSOLD (<32)) and an implied next-earnings move of ±9.0% ($98.23 to $117.65).

OPY Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Oppenheimer Holdings Inc. (Class A) (OPY)?

In FY 2025 (10-K), OPY converted $1.4B of revenue into a 52% gross margin, 14.8% operating margin, and $183.6M in free cash flow (12.9% FCF margin).

Direct Sub-Reports: OPY RQD Cockpit OPY 12M Forecast OPY Earnings & Move OPY Dividends & DRIP OPY Insiders & 13F OPY Whale Options OPY Profit Sankey OPY News & Why