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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+
Last FY Revenue $1.4B
Last FY EBITDA $231M
$1.5B
Benchmark forward-looking revenue and EBITDA valuation multiples across generative AI, climate tech, semiconductors, online marketplaces, vertical SaaS and 220 more verticals.
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| NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|
| Revenue | XXX | $1.4B | XXX | XXX | XXX |
| Gross Profit | XXX | $468M | XXX | XXX | XXX |
| Gross Margin | XXX | 33% | XXX | XXX | XXX |
| EBITDA | XXX | $231M | XXX | XXX | XXX |
| EBITDA Margin | XXX | 16% | XXX | XXX | XXX |
| EBIT | XXX | $305M | XXX | XXX | XXX |
| EBIT Margin | XXX | 21% | XXX | XXX | XXX |
| Net Profit | XXX | $71.6M | XXX | XXX | XXX |
| Net Margin | XXX | 5% | XXX | XXX | XXX |
| Net Debt | XXX | $481M | XXX | XXX | XXX |
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As of May 30, 2025, Oppenheimer Holdings's stock price is $65.
Oppenheimer Holdings has current market cap of $687M, and EV of $1.5B.
See Oppenheimer Holdings trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $1.5B | $687M | XXX | XXX | XXX | XXX | n/a |
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Start Free TrialAs of May 30, 2025, Oppenheimer Holdings has market cap of $687M and EV of $1.5B.
Oppenheimer Holdings's trades at 1.1x EV/Revenue multiple, and 6.7x EV/EBITDA.
Equity research analysts estimate Oppenheimer Holdings's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Oppenheimer Holdings's P/E ratio is not available.
See valuation multiples for Oppenheimer Holdings and 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $687M | XXX | $687M | XXX | XXX | XXX |
| EV (current) | $1.5B | XXX | $1.5B | XXX | XXX | XXX |
| EV/Revenue | n/a | XXX | 1.1x | XXX | XXX | XXX |
| EV/EBITDA | n/a | XXX | 6.7x | XXX | XXX | XXX |
| EV/EBIT | n/a | XXX | 5.1x | XXX | XXX | XXX |
| EV/Gross Profit | n/a | XXX | n/a | XXX | XXX | XXX |
| P/E | n/a | XXX | 9.6x | XXX | XXX | XXX |
| EV/FCF | n/a | XXX | -13.6x | 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.
Start Free TrialOppenheimer Holdings's revenue per employee in the last FY averaged $0.5M, while opex per employee averaged $0.1M for the same period.
Oppenheimer Holdings's rule of 40 is unknown (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Oppenheimer Holdings's rule of X is unknown (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
See operational valuation multiples for Oppenheimer Holdings and other 12K+ public comps| LTM | NTM | Last FY | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|---|
| Revenue Growth | n/a | XXX | n/a | XXX | XXX | XXX |
| EBITDA Margin | n/a | XXX | 16% | XXX | XXX | XXX |
| EBITDA Growth | n/a | XXX | n/a | XXX | XXX | XXX |
| Rule of 40 | n/a | XXX | n/a | XXX | XXX | XXX |
| Bessemer Rule of X | XXX | XXX | n/a | XXX | XXX | XXX |
| Revenue per Employee | XXX | XXX | $0.5M | XXX | XXX | XXX |
| Opex per Employee | XXX | XXX | $0.1M | XXX | XXX | XXX |
| S&M Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| G&A Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| R&D Expenses to Revenue | XXX | XXX | n/a | XXX | XXX | XXX |
| Opex to Revenue | XXX | XXX | 11% | 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 |
Valuation data powered by FactSet, Inc.
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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Start Free Trial| 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 $687M |
| Is Oppenheimer Holdings profitable? | Yes, Oppenheimer Holdings is EBITDA-positive (as of the last 12 months). |
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