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Oppenheimer Holdings Valuation Multiples
Discover revenue and EBITDA valuation multiples for Oppenheimer Holdings and similar public comparables like Nitratos de Chile, Invex, Canaccord Genuity, Ho Chi Minh City Securities and more.
Oppenheimer Holdings Overview
About Oppenheimer Holdings
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.
Founded
2005
HQ
Employees
3.0K
Website
Financials (FY)
EV
$2B
Oppenheimer Holdings Financials
Oppenheimer Holdings reported last fiscal year revenue of $2B and EBITDA of $335M.
In the same fiscal year, Oppenheimer Holdings generated $594M in gross profit, $335M in EBITDA, and $148M in net income.
Revenue (LTM)
Oppenheimer Holdings P&L
In the most recent fiscal year, Oppenheimer Holdings reported revenue of $2B and EBITDA of $335M.
Oppenheimer Holdings expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | — | XXX | $2B | XXX | XXX | XXX |
| Gross Profit | — | XXX | $594M | XXX | XXX | XXX |
| Gross Margin | — | XXX | 36% | XXX | XXX | XXX |
| EBITDA | — | XXX | $335M | XXX | XXX | XXX |
| EBITDA Margin | — | XXX | 21% | XXX | XXX | XXX |
| EBIT Margin | — | XXX | 26% | XXX | XXX | XXX |
| Net Profit | — | XXX | $148M | XXX | XXX | XXX |
| Net Margin | — | XXX | 9% | XXX | XXX | XXX |
| Net Debt | — | — | $435M | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
Oppenheimer Holdings Stock Performance
Oppenheimer Holdings has current market cap of $914M, and enterprise value of $2B.
Market Cap Evolution
Oppenheimer Holdings' stock price is $86.29.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $2B | $914M | 0.0% | XXX | XXX | XXX | $14.02 |
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Start Free TrialOppenheimer Holdings Valuation Multiples
Oppenheimer Holdings trades at 1.0x EV/Revenue multiple, and 4.8x EV/EBITDA.
EV / Revenue (LTM)
Oppenheimer Holdings Financial Valuation Multiples
As of March 27, 2026, Oppenheimer Holdings has market cap of $914M and EV of $2B.
Equity research analysts estimate Oppenheimer Holdings' 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Oppenheimer Holdings has a P/E ratio of 6.2x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $914M | XXX | $914M | XXX | XXX | XXX |
| EV (current) | $2B | XXX | $2B | XXX | XXX | XXX |
| EV/Revenue | — | XXX | 1.0x | XXX | XXX | XXX |
| EV/EBITDA | — | XXX | 4.8x | XXX | XXX | XXX |
| EV/EBIT | — | XXX | 3.8x | XXX | XXX | XXX |
| EV/Gross Profit | — | XXX | 2.7x | XXX | XXX | XXX |
| P/E | — | XXX | 6.2x | XXX | XXX | XXX |
| EV/FCF | — | XXX | 8.7x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified Oppenheimer Holdings Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
Oppenheimer Holdings Margins & Growth Rates
Oppenheimer Holdings' revenue in the last fiscal year grew by 14%.
Oppenheimer Holdings Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | — | XXX | 14% | XXX | XXX | XXX |
| EBITDA Margin | — | XXX | 21% | XXX | XXX | XXX |
| EBITDA Growth | — | XXX | 45% | XXX | XXX | XXX |
| G&A Expenses to Revenue | — | XXX | 10% | XXX | XXX | XXX |
| Opex to Revenue | — | XXX | 10% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Oppenheimer Holdings Public Comps
See public comps and valuation multiples for other Investment Banking and Investment Brokerage comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| Nitratos de Chile | XXX | XXX | XXX | XXX | XXX | XXX |
| Invex | XXX | XXX | XXX | XXX | XXX | XXX |
| Canaccord Genuity | XXX | XXX | XXX | XXX | XXX | XXX |
| Ho Chi Minh City Securities | XXX | XXX | XXX | XXX | XXX | XXX |
| TSKB | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Oppenheimer Holdings M&A Activity
Oppenheimer Holdings acquired XXX companies to date.
Last acquisition by Oppenheimer Holdings was on XXXXXXXX, XXXXX. Oppenheimer Holdings acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by Oppenheimer Holdings
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialOppenheimer Holdings Investment Activity
Oppenheimer Holdings invested in XXX companies to date.
Oppenheimer Holdings made its latest investment on XXXXXXXX, XXXXX. Oppenheimer Holdings invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by Oppenheimer Holdings
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout Oppenheimer Holdings
| When was Oppenheimer Holdings founded? | Oppenheimer Holdings was founded in 2005. |
| Where is Oppenheimer Holdings headquartered? | Oppenheimer Holdings is headquartered in United States. |
| How many employees does Oppenheimer Holdings have? | As of today, Oppenheimer Holdings has over 3K employees. |
| Who is the CEO of Oppenheimer Holdings? | Oppenheimer Holdings' CEO is Albert G. Lowenthal. |
| Is Oppenheimer Holdings publicly listed? | Yes, Oppenheimer Holdings is a public company listed on NYSE. |
| 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? | Oppenheimer Holdings main competitors are Nitratos de Chile, Invex, Canaccord Genuity, Ho Chi Minh City Securities. |
| What is the current market cap of Oppenheimer Holdings? | Oppenheimer Holdings' current market cap is $914M. |
| What is the current revenue of Oppenheimer Holdings? | Oppenheimer Holdings' last fiscal year revenue is $2B. |
| What is the current EV/Revenue multiple of Oppenheimer Holdings? | Current revenue multiple of Oppenheimer Holdings is 1.0x. |
| Is Oppenheimer Holdings profitable? | No, Oppenheimer Holdings is not profitable. |
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