OPY · the NYSE · USD · Market cap $1.3B · 2,958 employees
Oppenheimer Holdings Inc.
FAIL · Does not pass the screen
122.89 USD
At the last full screen 2026-09-07
Screened 2026-09-07 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its markup label.
Oppenheimer Holdings Inc. holds its Markup at $122.89. Elevated stress, defensive posture warranted, held for 15 days.
As held on the ledger · 2026-09-07
Phase
Markup
Quantitative state
Elevated stress, defensive posture warranted, held for 15 days
Price at the screen
$122.89
Valuation
13.64 trailing · 48.00 forward price to earnings
Values screen
FAIL· score 30.0
Beta
1.09
The Workings
Five Screens, Shown in Full
Does not pass. Prohibited keyword in sector/industry: financial services
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Prohibited keyword in sector/industry: financial services
Fail
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
Excluded
Below 33%
Interest-bearing cash and securities are of assets, above the one-third limit.
Fail
Receivables
Excluded
Below 49%
Money owed to the company is of assets, above the 49% limit.
Fail
Revenue purity
Excluded
Below 5%
of revenue comes from non-compliant sources, over the 5% line.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-09-07 screen. The gold marker is the market price at the same screen. The price runs 50.0% above the base estimate.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-09-07 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Broker dealers rarely earn their premium price tags
Picture a middle market broker helping clients move bonds and equities every day. The business still fails our ethical screen outright because it sits inside financial services. That single red flag ends the conversation before any numbers get considered.
Revenue is growing at 23 percent yet the shares trade at 42.6 times forward earnings with only a 6 percent profit margin and 11 percent return on equity. Our fair value sits at half the current price, leaving a 50 percent negative margin of safety and an opportunity rating of none.
Currency moves and deal flow swings add normal cyclical risk but the ethical screen remains the decisive barrier. We pass without hesitation. Analysis, not advice.
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
OPY trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-09-08Markup$122.89+5.1%Entry 5
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 5.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 14% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 62%. Our forward projection puts the odds of a 10% gain over the next month near 32%.
2026-08-07Markup · changed$116.91+13.1%Entry 4
The framework has shifted from distribution to markup since the last review. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 13.1% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 14% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 62%. Our forward projection puts the odds of a 10% gain over the next month near 32%.
2026-07-18Distribution$103.41+0.0%Entry 3
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 14% above its long-term trend line with momentum reading bearish. Over the past year the shares are up 62%. Our forward projection puts the odds of a 10% gain over the next month near 32%.
2026-07-03Distribution$103.41+0.0%Entry 2
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
2026-07-02Distribution$103.41Entry 1
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
