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Last 48 quarters of trend data · Financial Services · Financial - Capital Markets
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 9.44 | 11.09 | — | 2.78 | 9.72 | 8.61 | 5.48 | 17.05 | 5.89 | 13.02 | 4.21 | 10.54 | 7.92 | — | 8.02 | 5.66 | 20.93 | — | 15.79 | 2.51 | 5.90 |
| — | +28.8% | — | -83.7% | +65.0% | -33.9% | +30.2% | +61.7% | -25.5% | — | -47.5% | +86.3% | -62.2% | — | -49.2% | +125.0% | +255.0% | — | +358.9% | +97.5% | +25.8% | |
| P/S Ratio | 0.84 | 0.70 | 0.56 | 0.46 | 0.53 | 0.53 | 0.49 | 0.52 | 0.41 | 0.43 | 0.33 | 0.40 | 0.37 | 0.38 | 0.38 | 0.42 | 0.33 | 0.42 | 0.56 | 0.44 | 0.49 |
| — | +30.9% | +14.7% | -11.1% | +27.4% | +23.4% | +47.0% | +28.0% | +10.4% | +12.5% | -13.0% | -3.7% | +13.7% | -9.5% | -32.0% | -4.0% | -33.5% | -17.7% | +55.3% | +75.7% | +83.9% | |
| P/B Ratio | 1.41 | 1.22 | 0.98 | 0.83 | 0.92 | 0.83 | 0.77 | 0.86 | 0.69 | 0.66 | 0.55 | 0.59 | 0.54 | 0.54 | 0.57 | 0.62 | 0.42 | 0.44 | 0.62 | 0.66 | 0.80 |
| — | +46.1% | +27.5% | -3.5% | +33.5% | +26.9% | +40.7% | +45.0% | +26.5% | +20.6% | -3.3% | -4.2% | +29.8% | +24.8% | -9.0% | -6.9% | -47.5% | -52.9% | -15.9% | +9.2% | +67.4% | |
| P/FCF | 7.12 | — | — | 1.17 | 3.40 | 4.79 | — | 2.55 | 12.86 | — | — | 1.92 | 1.72 | — | — | 0.89 | 0.68 | — | — | 1.72 | 1.35 |
| — | — | — | -54.0% | -73.6% | — | — | +33.0% | +649.6% | — | — | +116.6% | +152.6% | — | — | -48.5% | -49.8% | — | — | +54.5% | — | |
| EV / EBITDA | 4.68 | 7.49 | 543.76 | 2.61 | 4.03 | 4.31 | 3.82 | 4.40 | 3.42 | 4.40 | 2.96 | 3.29 | 3.37 | 3.58 | 3.66 | 3.16 | 3.23 | 11.08 | 6.77 | 1.91 | 3.81 |
| — | +73.7% | +14148.0% | -40.6% | +17.7% | -2.1% | +29.0% | +33.7% | +1.6% | +23.0% | -19.2% | +4.0% | +4.2% | -67.7% | -46.0% | +65.5% | -15.0% | +152.8% | +150.1% | +6.1% | +7.1% | |
| EV / EBIT | 5.16 | 8.70 | — | 2.81 | 7.07 | 7.46 | 6.08 | 9.01 | 5.58 | 8.40 | 4.81 | 7.15 | 6.56 | 51.50 | 9.03 | 6.27 | 18.17 | — | 18.75 | 2.81 | 7.41 |
| — | +16.6% | — | -68.8% | +26.8% | -11.1% | +26.5% | +26.0% | -15.0% | -83.7% | -46.7% | +14.0% | -63.9% | — | -51.8% | +123.1% | +145.1% | — | +351.3% | +25.4% | -2.9% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 51.1% | 94.0% | 94.4% | 98.7% | 30.0% | 34.0% | 36.2% | 29.6% | 34.4% | 31.2% | 35.6% | 35.2% | 35.5% | 36.9% | 33.9% | 34.8% | 36.8% | 22.3% | 27.8% | 45.4% | 32.9% |
| — | +176.1% | +161.0% | +233.5% | -12.7% | +9.2% | +1.7% | -15.9% | -3.1% | -15.5% | +4.8% | +0.9% | -3.6% | +65.2% | +21.9% | -23.2% | +11.8% | -26.9% | -6.8% | +10.3% | +13.1% | |
| Operating Margin | 22.4% | 13.0% | -1.9% | 26.7% | 20.1% | 22.9% | 24.7% | 18.5% | 23.4% | 19.0% | 24.1% | 22.2% | 22.7% | 24.1% | 22.0% | 23.1% | 24.2% | 7.4% | 14.2% | 35.6% | 21.9% |
| — | -42.9% | -107.6% | +44.5% | -14.0% | +20.1% | +2.4% | -16.9% | +3.1% | -21.1% | +9.6% | -4.0% | -6.3% | +225.8% | +55.1% | -35.0% | +10.6% | -63.8% | -30.0% | +10.1% | +32.4% | |
| Net Margin | 9.1% | 6.0% | -4.6% | 15.7% | 5.1% | 5.8% | 8.3% | 2.9% | 6.6% | 3.1% | 7.4% | 3.6% | 4.4% | -3.1% | 4.5% | 7.1% | 1.5% | -1.6% | 3.5% | 17.2% | 8.3% |
| — | +3.5% | -155.5% | +450.5% | -22.1% | +87.0% | +13.0% | -20.6% | +48.1% | +201.2% | +62.4% | -49.6% | +188.5% | -88.0% | +30.1% | -58.5% | -81.5% | -117.8% | -66.3% | -11.0% | +47.0% |
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 16.1% | 2.8% | -2.1% | 7.8% | 2.4% | 2.5% | 3.6% | 1.3% | 3.0% | 1.3% | 3.3% | 1.4% | 1.7% | -1.1% | 1.8% | 2.6% | 0.5% | -0.4% | 1.0% | 7.3% | 3.4% |
| — | +13.8% | -158.9% | +510.3% | -19.6% | +92.6% | +8.6% | -8.7% | +73.6% | +211.0% | +84.5% | -46.6% | +242.6% | -174.2% | +81.3% | -64.2% | -85.5% | -109.9% | -82.2% | -42.2% | +33.7% | |
| ROA | 4.2% | 0.7% | -0.5% | 2.0% | 0.6% | 0.6% | 0.9% | 0.3% | 0.7% | 0.3% | 0.9% | 0.4% | 0.5% | -0.3% | 0.5% | 0.8% | 0.2% | -0.1% | 0.3% | 2.1% | 0.9% |
| — | +13.1% | -161.5% | +520.4% | -21.7% | +89.4% | +3.6% | -16.2% | +61.8% | +200.8% | +63.9% | -52.8% | +191.9% | -139.8% | +69.3% | -62.0% | -83.3% | -111.3% | -78.5% | -31.1% | +48.9% | |
| ROIC | 17.4% | 2.1% | -0.3% | 5.8% | 3.7% | 3.6% | 4.1% | 3.3% | 4.1% | 3.1% | 4.4% | 3.6% | 3.5% | 3.5% | 3.5% | 3.6% | 3.2% | 0.8% | 1.7% | 6.3% | 3.5% |
| — | -41.7% | -107.5% | +75.7% | -9.6% | +16.9% | -6.7% | -8.2% | +18.0% | -13.4% | +25.2% | +0.5% | +6.9% | +349.7% | +102.9% | -43.7% | -7.8% | -80.5% | -62.0% | -23.5% | +10.3% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 | Q3 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.63 | 0.89 | 1.47 | 0.63 | 0.79 | 1.03 | 1.02 | 0.81 | 0.93 | 0.95 | 0.88 | 0.75 | 0.84 | 0.95 | 0.88 | 0.77 | 0.77 | 0.87 | 0.76 | 0.67 | 0.91 |
| — | -13.3% | +44.2% | -22.0% | -15.9% | +8.5% | +16.3% | +7.5% | +10.9% | -0.1% | +0.2% | -2.6% | +9.0% | +9.3% | +16.2% | +14.8% | -15.0% | -8.2% | +33.8% | -30.5% | +10.1% | |
| Debt / EBITDA | 1.55 | 12.93 | 1324.21 | 4.63 | 7.61 | 9.77 | 8.91 | 8.73 | 8.07 | 10.70 | 7.47 | 7.57 | 8.42 | 9.34 | 9.12 | 7.80 | 8.68 | 30.48 | 15.40 | 4.62 | 9.07 |
| — | +32.4% | +14758.4% | -46.9% | -5.7% | -8.7% | +19.3% | +15.4% | -4.1% | +14.5% | -18.1% | -3.0% | -3.0% | -69.3% | -40.8% | +68.6% | -4.3% | +233.7% | +218.8% | +1.1% | -3.4% | |
| Current Ratio | 5.99 | 4.58 | 1.43 | 5.99 | 2.37 | 5.25 | 4.12 | 6.12 | 5.21 | 5.67 | 3.37 | 4.18 | 4.31 | 3.80 | 2.38 | 2.35 | 2.50 | 3.01 | 2.84 | 2.92 | 2.79 |
| — | -12.7% | -65.3% | -2.0% | -54.6% | -7.4% | +22.2% | +46.3% | +20.9% | +49.1% | +41.3% | +78.2% | +72.5% | +26.4% | -16.0% | -19.8% | -10.3% | +13.7% | +78.4% | +12.2% | +8.4% | |
| Quick Ratio | 5.99 | 4.58 | 1.43 | 5.99 | 2.37 | 5.25 | 4.12 | 6.12 | 5.21 | 5.67 | 3.37 | 4.18 | 4.31 | 3.80 | 2.38 | 2.35 | 2.50 | 3.01 | 2.84 | 2.92 | 2.79 |
| — | -12.7% | -65.3% | -2.0% | -54.6% | -7.4% | +22.2% | +46.3% | +20.9% | +49.1% | +41.3% | +78.2% | +72.5% | +26.4% | -16.0% | -19.8% | -10.3% | +13.7% | +78.4% | +12.2% | +8.4% | |
| Interest Coverage | 3.13 | 2.98 | -0.44 | 5.69 | 2.41 | 2.43 | 2.93 | 1.80 | 2.47 | 1.72 | 2.82 | 1.98 | 2.09 | 0.33 | 2.45 | 3.83 | 2.03 | -0.70 | 6.66 | 41.12 | 16.15 |
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Includes 30+ ratios · 48 years · Updated daily
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Quick answers to the most common questions about buying OPY stock.
Oppenheimer Holdings Inc.'s current P/E is 9.4x. The average P/E over the last 3 quarters is 7.9x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Oppenheimer Holdings Inc.'s current operating margin is 22.4%. Margins have been compressing over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Oppenheimer Holdings Inc.'s business trajectory between earnings reports.