Last 47 quarters of trend data · Financial Services · Financial - Capital Markets
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
Oppenheimer Holdings Inc.'s quarterly P/E stands at 9.7x, up 65.0% year-over-year — indicating the stock has re-rated higher or earnings have softened. EV/EBITDA has expanded 17.7% YoY to 4.0x, reflecting rising market expectations or slowing EBITDA growth.
| Metric | TTM | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 13.55 | 9.72 | 8.61 | 5.48 | 17.05 | 5.89 | 13.02 | 4.21 | 10.54 | 7.92 | — | 8.02 | 5.66 |
| — | +65.0% | -33.9% | +30.2% | +61.7% | -25.5% | — | -47.5% | +86.3% | -62.2% | — | -49.2% | +125.0% | |
| P/S Ratio | 0.63 | 0.50 | 0.50 | 0.46 | 0.49 | 0.39 | 0.40 | 0.31 | 0.38 | 0.35 | 0.36 | 0.36 | 0.40 |
| — | +29.0% | +24.2% | +47.0% | +28.3% | +10.3% | +11.4% | -14.6% | -6.2% | +9.2% | -13.4% | -34.2% | -6.7% | |
| P/B Ratio | 1.14 | 0.92 | 0.83 | 0.77 | 0.86 | 0.69 | 0.66 | 0.55 | 0.59 | 0.54 | 0.54 | 0.57 | 0.62 |
| — | +33.5% | +26.9% | +40.7% | +45.0% | +26.5% | +20.6% | -3.3% | -4.2% | +29.8% | +24.8% | -9.0% | -6.9% | |
| P/FCF | — | 3.40 | 4.79 | — | 4.69 | 12.86 | — | — | 1.74 | 1.72 | — | — | 0.89 |
| — | -73.6% | — | — | +169.8% | +649.6% | — | — | +96.2% | +152.6% | — | — | -48.5% | |
| EV / EBITDA | 4.54 | 4.03 | 4.31 | 3.82 | 4.40 | 3.42 | 4.40 | 2.96 | 3.29 | 3.37 | 3.58 | 3.66 | 3.16 |
| — | +17.7% | -2.1% | +29.0% | +33.7% | +1.6% | +23.0% | -19.2% | +4.0% | +4.2% | -67.7% | -46.0% | +65.5% | |
| EV / EBIT | 5.10 | 7.07 | 7.46 | 6.08 | 9.01 | 5.58 | 8.40 | 4.81 | 7.15 | 6.56 | 51.50 | 9.03 | 6.27 |
| — | +26.8% | -11.1% | +26.5% | +26.0% | -15.0% | -83.7% | -46.7% | +14.0% | -63.9% | — | -51.8% | +123.1% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
Oppenheimer Holdings Inc.'s operating margin was 20.1% in Q3 2025, down 2.7 pp QoQ and down 3.3 pp YoY. This marks the 3rd consecutive quarter of margin compression, signaling a persistent pressure on profitability that investors should monitor. The trailing four-quarter average of 21.5% exceeds the current quarter, suggesting the latest result may reflect seasonal weakness or a one-off headwind. Gross margin contracted 12.7% YoY, suggesting cost inflation or competitive pricing pressure.
| Metric | TTM | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 32.7% | 30.0% | 34.0% | 36.2% | 29.6% | 34.4% | 31.2% | 35.6% | 35.2% | 35.5% | 36.9% | 33.9% | 34.8% |
| — | -12.7% | +9.2% | +1.7% | -15.9% | -3.1% | -15.5% | +4.8% | +0.9% | -3.6% | +65.2% | +21.9% | -23.2% | |
| Operating Margin | 21.3% | 20.1% | 22.9% | 24.7% | 18.5% | 23.4% | 19.0% | 24.1% | 22.2% | 22.7% | 24.1% | 22.0% | 23.1% |
| — | -14.0% | +20.1% | +2.4% | -16.9% | +3.1% | -21.1% | +9.6% | -4.0% | -6.3% | +225.8% | +55.1% | -35.0% | |
| Net Margin | 5.0% | 5.1% | 5.8% | 8.3% | 2.9% | 6.6% | 3.1% | 7.4% | 3.6% | 4.4% | -3.1% | 4.5% | 7.1% |
| — | -22.1% | +87.0% | +13.0% | -20.6% | +48.1% | +201.2% | +62.4% | -49.6% | +188.5% | -88.0% | +30.1% | -58.5% |
| Metric | TTM | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 8.7% | 2.4% | 2.5% | 3.6% | 1.3% | 3.0% | 1.3% | 3.3% | 1.4% | 1.7% | -1.1% | 1.8% | 2.6% |
| — | -19.6% | +92.6% | +8.6% | -8.7% | +73.6% | +211.0% | +84.5% | -46.6% | +242.6% | -174.2% | +81.3% | -64.2% | |
| ROA | 2.3% | 0.6% | 0.6% | 0.9% | 0.3% | 0.7% | 0.3% | 0.9% | 0.4% | 0.5% | -0.3% | 0.5% | 0.8% |
| — | -21.7% | +89.4% | +3.6% | -16.2% | +61.8% | +200.8% | +63.9% | -52.8% | +191.9% | -139.8% | +69.3% | -62.0% | |
| ROIC | 15.7% | 3.7% | 3.6% | 4.1% | 3.3% | 4.1% | 3.1% | 4.4% | 3.6% | 3.5% | 3.5% | 3.5% | 3.6% |
| — | -9.6% | +16.9% | -6.7% | -8.2% | +18.0% | -13.4% | +25.2% | +0.5% | +6.9% | +349.7% | +102.9% | -43.7% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
Oppenheimer Holdings Inc.'s Debt/EBITDA ratio is 7.6x, down from 9.8x last quarter — elevated, raising questions about debt serviceability. The current ratio has weakened 54.6% YoY to 2.37x, tightening the short-term liquidity position.
| Metric | TTM | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.81 | 0.79 | 1.03 | 1.02 | 0.81 | 0.93 | 0.95 | 0.88 | 0.75 | 0.84 | 0.95 | 0.88 | 0.77 |
| — | -15.9% | +8.5% | +16.3% | +7.5% | +10.9% | -0.1% | +0.2% | -2.6% | +9.0% | +9.3% | +16.2% | +14.8% | |
| Debt / EBITDA | 2.01 | 7.61 | 9.77 | 8.91 | 8.73 | 8.07 | 10.70 | 7.47 | 7.57 | 8.42 | 9.34 | 9.12 | 7.80 |
| — | -5.7% | -8.7% | +19.3% | +15.4% | -4.1% | +14.5% | -18.1% | -3.0% | -3.0% | -69.3% | -40.8% | +68.6% | |
| Current Ratio | 6.12 | 2.37 | 5.25 | 4.12 | 6.12 | 5.21 | 5.67 | 3.37 | 4.18 | 4.31 | 3.80 | 2.38 | 2.35 |
| — | -54.6% | -7.4% | +22.2% | +46.3% | +20.9% | +49.1% | +41.3% | +78.2% | +72.5% | +26.4% | -16.0% | -19.8% | |
| Quick Ratio | 6.12 | 2.37 | 5.25 | 4.12 | 6.12 | 5.21 | 5.67 | 3.37 | 4.18 | 4.31 | 3.80 | 2.38 | 2.35 |
| — | -54.6% | -7.4% | +22.2% | +46.3% | +20.9% | +49.1% | +41.3% | +78.2% | +72.5% | +26.4% | -16.0% | -19.8% | |
| Interest Coverage | 3.46 | 3.80 | 3.79 | 4.24 | 3.25 | 3.63 | 2.86 | 4.14 | 3.76 | 3.60 | 4.23 | 5.39 | 6.79 |
| — | — | — | — | — | — | — | — | — | — | — | — | — |
Includes 30+ ratios · 47 years · Updated daily
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Start ComparisonOppenheimer Holdings Inc.'s current P/E is 13.5x. The average P/E over the last 4 quarters is 10.2x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Oppenheimer Holdings Inc.'s current operating margin is 21.3%. Margins have been expanding 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.