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Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has two segments: Wealth Management, and Capital Markets. IT generates maximum revenue from Wealth Management Segment which includes commissions and fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees and other activities. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.
2005
3.0K+
LTM Revenue n/a
LTM EBITDA n/a
$1.3B
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Oppenheimer Holdings has a last 12-month revenue of n/a and a last 12-month EBITDA of n/a.
In the most recent fiscal year, Oppenheimer Holdings achieved revenue of $1.4B and an EBITDA of $231M.
Oppenheimer Holdings expects next 12-month revenue of XXX and NTM EBITDA of XXX
See Oppenheimer Holdings valuation multiples based on analyst estimates| FY 2023 | FY 2024 | FY 2025 | LTM | NTM | |
|---|---|---|---|---|---|
| Revenue | $1.2B | $1.4B | XXX | XXX | XXX |
| Gross Profit | $345M | $442M | XXX | XXX | XXX |
| Gross Margin | 28% | 31% | XXX | XXX | XXX |
| EBITDA | $153M | $231M | XXX | XXX | XXX |
| EBITDA Margin | 12% | 16% | XXX | XXX | XXX |
| Net Profit | $32.4M | $30.2M | XXX | XXX | XXX |
| Net Margin | 3% | 2% | XXX | XXX | XXX |
| Net Debt | $338M | $381M | XXX | XXX | XXX |
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As of April 18, 2025, Oppenheimer Holdings's stock price is $57.
Oppenheimer Holdings has current market cap of $599M, and EV of $1.3B.
See Oppenheimer Holdings trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $1.3B | $599M | XXX | XXX | XXX | XXX | n/a |
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Sign UpAs of April 18, 2025, Oppenheimer Holdings has market cap of $599M and EV of $1.3B.
Oppenheimer Holdings's trades at n/a LTM EV/Revenue multiple, and n/a LTM EBITDA.
Analysts estimate Oppenheimer Holdings's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See valuation multiples for Oppenheimer Holdings and 10K+ public comps| FY 2024 | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|
| EV | $1.3B | XXX | XXX | XXX |
| EV/Revenue | 0.9x | XXX | XXX | XXX |
| EV/EBITDA | 5.4x | XXX | XXX | XXX |
| P/E | 8.4x | XXX | XXX | XXX |
| P/E/Growth | n/a | XXX | XXX | XXX |
| EV/FCF | -11.1x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Sign UpOppenheimer Holdings's NTM/LTM revenue growth is n/a
Oppenheimer Holdings's revenue per employee for the last fiscal year averaged $0.5M, while opex per employee averaged $0.1M for the same period.
Over next 12 months, Oppenheimer Holdings's ratio of sales and marketing spend to revenue is estimated to be XXX , while its R&D spend to revenue to be XXX .
Analysts estimate Oppenheimer Holdings's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See operational valuation multiples for Oppenheimer Holdings and other 10K+ public comps| FY 2024 | NTM | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|---|
| Revenue Growth | 15% | XXX | XXX | XXX | XXX |
| EBITDA Margin | 16% | XXX | XXX | XXX | XXX |
| EBITDA Growth | 51% | XXX | XXX | XXX | XXX |
| Rule of 40 (SaaS-only) | n/a | XXX | XXX | XXX | XXX |
| Revenue per Employee | $0.5M | XXX | XXX | XXX | XXX |
| Opex per Employee | $0.1M | XXX | XXX | XXX | XXX |
| S&M Expenses to Revenue | n/a | XXX | XXX | XXX | XXX |
| G&A Expenses to Revenue | 11% | XXX | XXX | XXX | XXX |
| R&D Expenses to Revenue | n/a | XXX | XXX | XXX | XXX |
| Opex to Revenue | 11% | XXX | XXX | XXX | XXX |
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| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| ABN AMRO Bank | XXX | XXX | XXX | XXX | XXX | XXX |
| ING Group | XXX | XXX | XXX | XXX | XXX | XXX |
| Macquarie Group | XXX | XXX | XXX | XXX | XXX | XXX |
| National Australia Bank | XXX | XXX | XXX | XXX | XXX | XXX |
| Motilal Oswal | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
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Oppenheimer Holdings acquired XXX companies to date.
Last acquisition by Oppenheimer Holdings was XXXXXXXX, XXXXX XXXXX XXXXXX . Oppenheimer Holdings acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
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Sign Up| When was Oppenheimer Holdings founded? | Oppenheimer Holdings was founded in 2005. |
| Where is Oppenheimer Holdings headquartered? | Oppenheimer Holdings is headquartered in United States of America. |
| How many employees does Oppenheimer Holdings have? | As of today, Oppenheimer Holdings has 3.0K+ employees. |
| Who is the CEO of Oppenheimer Holdings? | Oppenheimer Holdings's CEO is Mr. Albert G. Lowenthal. |
| Is Oppenheimer Holdings publicy listed? | Yes, Oppenheimer Holdings is a public company listed on NYS. |
| What is the stock symbol of Oppenheimer Holdings? | Oppenheimer Holdings trades under OPY ticker. |
| When did Oppenheimer Holdings go public? | Oppenheimer Holdings went public in 1986. |
| Who are competitors of Oppenheimer Holdings? | Similar companies to Oppenheimer Holdings include e.g. ABN AMRO Bank, ING Group, Macquarie Group, National Australia Bank. |
| What is the current market cap of Oppenheimer Holdings? | Oppenheimer Holdings's current market cap is $599M |
| What is the current revenue growth of Oppenheimer Holdings? | Oppenheimer Holdings revenue growth between 2023 and 2024 was 15%. |
| Is Oppenheimer Holdings profitable? | Yes, Oppenheimer Holdings is EBITDA-positive (as of the last 12 months). |
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