OPY
Oppenheimer Holdings Inc.
Financial - Capital Markets
Market Cap$1.02B
5Y Perf.+355.1%
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Stock Comparison
OPY vs MC
Revenue, margins, valuation, and 5-year total return — side by side.
MC
Moelis & Company
Financial - Capital Markets
Market Cap$4.68B
5Y Perf.+89.7%
OPY vs MC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | OPY | MC |
|---|---|---|
| Industry | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $1.02B | $4.68B |
| Revenue (TTM) | $1.64B | $1.52B |
| Net Income (TTM) | $148M | $233M |
| Gross Margin | 51.1% | 99.2% |
| Operating Margin | 22.4% | 18.1% |
| Forward P/E | 116.1x | 20.8x |
| Total Debt | $628M | $267M |
| Cash & Equiv. | $38M | $509M |
OPY vs MC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
OPY
MC
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Oppenheimer Holding… (OPY) | 100 | 455.1 | +355.1% |
| Moelis & Company (MC) | 100 | 189.7 | +89.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OPY vs MC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: OPY leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Moelis & Company is the stronger pick specifically for growth and revenue expansion and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
OPY
Oppenheimer Holdings Inc.
The Banking Pick
OPY carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 2 yrs, beta 1.01, yield 0.7%
- 6.6% 10Y total return vs MC's 261.3%
- Lower volatility, beta 1.01, Low D/E 63.0%, current ratio 5.99x
Best for: income & stability and long-term compounding
MC
Moelis & Company
The Banking Pick
MC is the clearest fit if your priority is growth exposure and defensive.
- Rev growth 27.0%, EPS growth 65.2%
- Beta 1.75, yield 4.1%, current ratio 21.47x
- 27.0% NII/revenue growth vs OPY's 14.4%
Best for: growth exposure and defensive
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | MC | 27.0% NII/revenue growth vs OPY's 14.4% |
| Value | OPY | Better valuation composite |
| Quality / Margins | OPY | Efficiency ratio 0.3% vs MC's 0.8% (lower = leaner) |
| Stability / Safety | OPY | Beta 1.01 vs MC's 1.75 |
| Dividends | MC | 4.1% yield, 1-year raise streak, vs OPY's 0.7% |
| Momentum (1Y) | OPY | +63.4% vs MC's +25.4% |
| Efficiency (ROA) | OPY | Efficiency ratio 0.3% vs MC's 0.8% |
OPY vs MC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
Segment breakdown not available.
OPY vs MC — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLOPYLAGGINGMC
MCMoelis & Company
2leads
OPYOppenheimer Holdings …
2leads
6 Total Categories
CATEGORYLEADERvs MCMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
MC3/5
Valuation MetricsMultiples, price ratios, and targets
OPY5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
MC7/8
Total Returns1Y, 3Y, 5Y total returns with dividends
OPY6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
Tied
—
Income & Cash Flow (Last 12 Months)
MC leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
OPY and MC operate at a comparable scale, with $1.6B and $1.5B in trailing revenue. MC is the more profitable business, keeping 15.4% of every revenue dollar as net income compared to OPY's 9.1%.
| Metric | OPYOppenheimer Holdi… | MCMoelis & Company |
|---|---|---|
| RevenueTrailing 12 months | $1.6B | $1.5B |
| EBITDAEarnings before interest/tax | $416M | $286M |
| Net IncomeAfter-tax profit | $148M | $233M |
| Free Cash FlowCash after capex | $184M | $540M |
| Gross MarginGross profit ÷ Revenue | +51.1% | +99.2% |
| Operating MarginEBIT ÷ Revenue | +22.4% | +18.1% |
| Net MarginNet income ÷ Revenue | +9.1% | +15.4% |
| FCF MarginFCF ÷ Revenue | +11.2% | +35.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +5.9% | -4.3% |
MC leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
OPY leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 7.4x trailing earnings, OPY trades at a 66% valuation discount to MC's 21.7x P/E. On an enterprise value basis, OPY's 5.8x EV/EBITDA is more attractive than MC's 15.5x.
| Metric | OPYOppenheimer Holdi… | MCMoelis & Company |
|---|---|---|
| Market CapShares × price | $1.0B | $4.7B |
| Enterprise ValueMkt cap + debt − cash | $1.6B | $4.4B |
| Trailing P/EPrice ÷ TTM EPS | 7.39x | 21.70x |
| Forward P/EPrice ÷ next-FY EPS est. | 116.13x | 20.79x |
| PEG RatioP/E ÷ EPS growth rate | 1.06x | — |
| EV / EBITDAEnterprise value multiple | 5.81x | 15.55x |
| Price / SalesMarket cap ÷ Revenue | 0.62x | 3.09x |
| Price / BookPrice ÷ Book value/share | 1.10x | 7.43x |
| Price / FCFMarket cap ÷ FCF | 5.57x | 8.68x |
OPY leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
MC leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
MC delivers a 37.9% return on equity — every $100 of shareholder capital generates $38 in annual profit, vs $16 for OPY. MC carries lower financial leverage with a 0.39x debt-to-equity ratio, signaling a more conservative balance sheet compared to OPY's 0.63x. On the Piotroski fundamental quality scale (0–9), OPY scores 7/9 vs MC's 6/9, reflecting strong financial health.
| Metric | OPYOppenheimer Holdi… | MCMoelis & Company |
|---|---|---|
| ROE (TTM)Return on equity | +16.1% | +37.9% |
| ROA (TTM)Return on assets | +4.0% | +15.9% |
| ROICReturn on invested capital | +17.4% | +24.9% |
| ROCEReturn on capital employed | +12.0% | +22.0% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.63x | 0.39x |
| Net DebtTotal debt minus cash | $590M | -$241M |
| Cash & Equiv.Liquid assets | $38M | $509M |
| Total DebtShort + long-term debt | $628M | $267M |
| Interest CoverageEBIT ÷ Interest expense | 3.36x | — |
MC leads this category, winning 7 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
OPY leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in OPY five years ago would be worth $20,257 today (with dividends reinvested), compared to $14,435 for MC. Over the past 12 months, OPY leads with a +63.4% total return vs MC's +25.4%. The 3-year compound annual growth rate (CAGR) favors OPY at 38.3% vs MC's 26.8% — a key indicator of consistent wealth creation.
| Metric | OPYOppenheimer Holdi… | MCMoelis & Company |
|---|---|---|
| YTD ReturnYear-to-date | +32.9% | -9.5% |
| 1-Year ReturnPast 12 months | +63.4% | +25.4% |
| 3-Year ReturnCumulative with dividends | +164.8% | +103.7% |
| 5-Year ReturnCumulative with dividends | +102.6% | +44.3% |
| 10-Year ReturnCumulative with dividends | +657.5% | +261.3% |
| CAGR (3Y)Annualised 3-year return | +38.3% | +26.8% |
OPY leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — OPY and MC each lead in 1 of 2 comparable metrics.
Risk & Volatility
OPY is the less volatile stock with a 1.01 beta — it tends to amplify market swings less than MC's 1.75 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | OPYOppenheimer Holdi… | MCMoelis & Company |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.01x | 1.75x |
| 52-Week HighHighest price in past year | $118.77 | $78.22 |
| 52-Week LowLowest price in past year | $59.69 | $51.06 |
| % of 52W HighCurrent price vs 52-week peak | +81.2% | +81.6% |
| RSI (14)Momentum oscillator 0–100 | 44.7 | 48.1 |
| Avg Volume (50D)Average daily shares traded | 66K | 1.3M |
Evenly matched — OPY and MC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Evenly matched — OPY and MC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates OPY as "Buy" and MC as "Hold". Consensus price targets imply 107.5% upside for OPY (target: $200) vs 15.1% for MC (target: $73). For income investors, MC offers the higher dividend yield at 4.13% vs OPY's 0.69%.
| Metric | OPYOppenheimer Holdi… | MCMoelis & Company |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $200.00 | $73.40 |
| # AnalystsCovering analysts | 2 | 22 |
| Dividend YieldAnnual dividend ÷ price | +0.7% | +4.1% |
| Dividend StreakConsecutive years of raises | 2 | 1 |
| Dividend / ShareAnnual DPS | $0.66 | $2.63 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.3% | +1.6% |
Evenly matched — OPY and MC each lead in 1 of 2 comparable metrics.
Key Takeaway
MC leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). OPY leads in 2 (Valuation Metrics, Total Returns). 2 tied.
Best OverallOppenheimer Holdings Inc. (OPY)Leads 2 of 6 categories
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OPY vs MC: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is OPY or MC a better buy right now?
For growth investors, Moelis & Company (MC) is the stronger pick with 27.
0% revenue growth year-over-year, versus 14. 4% for Oppenheimer Holdings Inc. (OPY). Oppenheimer Holdings Inc. (OPY) offers the better valuation at 7. 4x trailing P/E (116. 1x forward), making it the more compelling value choice. Analysts rate Oppenheimer Holdings Inc. (OPY) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — OPY or MC?
On trailing P/E, Oppenheimer Holdings Inc.
(OPY) is the cheapest at 7. 4x versus Moelis & Company at 21. 7x. On forward P/E, Moelis & Company is actually cheaper at 20. 8x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — OPY or MC?
Over the past 5 years, Oppenheimer Holdings Inc.
(OPY) delivered a total return of +102. 6%, compared to +44. 3% for Moelis & Company (MC). Over 10 years, the gap is even starker: OPY returned +657. 5% versus MC's +261. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — OPY or MC?
By beta (market sensitivity over 5 years), Oppenheimer Holdings Inc.
(OPY) is the lower-risk stock at 1. 01β versus Moelis & Company's 1. 75β — meaning MC is approximately 73% more volatile than OPY relative to the S&P 500. On balance sheet safety, Moelis & Company (MC) carries a lower debt/equity ratio of 39% versus 63% for Oppenheimer Holdings Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — OPY or MC?
By revenue growth (latest reported year), Moelis & Company (MC) is pulling ahead at 27.
0% versus 14. 4% for Oppenheimer Holdings Inc. (OPY). On earnings-per-share growth, the picture is similar: Oppenheimer Holdings Inc. grew EPS 104. 7% year-over-year, compared to 65. 2% for Moelis & Company. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — OPY or MC?
Moelis & Company (MC) is the more profitable company, earning 15.
4% net margin versus 9. 1% for Oppenheimer Holdings Inc. — meaning it keeps 15. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: OPY leads at 22. 4% versus 18. 1% for MC. At the gross margin level — before operating expenses — MC leads at 99. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is OPY or MC more undervalued right now?
On forward earnings alone, Moelis & Company (MC) trades at 20.
8x forward P/E versus 116. 1x for Oppenheimer Holdings Inc. — 95. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for OPY: 107. 5% to $200. 00.
08Which pays a better dividend — OPY or MC?
All stocks in this comparison pay dividends.
Moelis & Company (MC) offers the highest yield at 4. 1%, versus 0. 7% for Oppenheimer Holdings Inc. (OPY).
09Is OPY or MC better for a retirement portfolio?
For long-horizon retirement investors, Oppenheimer Holdings Inc.
(OPY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 01), 0. 7% yield, +657. 5% 10Y return). Moelis & Company (MC) carries a higher beta of 1. 75 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (OPY: +657. 5%, MC: +261. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between OPY and MC?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: OPY is a small-cap deep-value stock; MC is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(OPY: 14.4% · MC: 27.0%)Net Margin>
%
(OPY: 9.1% · MC: 15.4%)P/E Ratio<
x
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