(OPY) Oppenheimer Holdings - Performance 35.2% in 12m
Compare OPY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.05%
#21 in Group
Rel. Strength
91.28%
#686 in Universe
Total Return 12m
35.17%
#14 in Group
Total Return 5y
190.21%
#24 in Group
P/E 8.17
29th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG 12.0
94th Percentile in Group
FCF Yield -8.65%
17th Percentile in Group
12m Total Return: OPY (35.2%) vs XLF (6.8%)
5y Drawdown (Underwater) Chart
Top Performers in Investment Banking & Brokerage
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| LPLA NASDAQ LPL Financial Holdings |
-7.68% | 10.3% | 437% | 20.2 | 14.9 | 1.13 | 70.0% | 23% |
| PJT NYSE PJT Partners |
-14.2% | 30.3% | 210% | 25.7 | 19.9 | 1.36 | 3.40% | 17.2% |
| RJF NYSE Raymond James Financial |
-8.94% | -2.58% | 200% | 12.1 | 11.6 | 1.51 | 68.9% | 14.3% |
| SF NYSE Stifel Financial |
-16.5% | 0.19% | 180% | 13.8 | 10.1 | 0.85 | -2.10% | 12% |
| EVR NYSE Evercore Partners |
-13.9% | -15.2% | 236% | 18.1 | 12.3 | 1.13 | -55.5% | 0.91% |
| MC NYSE Moelis |
-17.5% | -10.4% | 135% | 32.5 | 21.7 | 1.97 | -59.5% | 3.52% |
| SCHW NYSE Charles Schwab |
-1.84% | -2.01% | 116% | 25 | 17.8 | 0.99 | -13.0% | 6.41% |
| LAZ NYSE Lazard |
-25.5% | -15.5% | 67.3% | 14.4 | 12.5 | 1 | -45.3% | 2.29% |
Performance Comparison: OPY vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for OPY
| Total Return (including Dividends) | OPY | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -13.85% | -8.21% | -11.17% |
| 3 Months | -19.39% | -9.10% | -15.52% |
| 12 Months | 35.17% | 6.84% | -3.07% |
| 5 Years | 190.21% | 114.03% | 93.71% |
| Trend Score (consistency of price movement) | OPY | XLF | S&P 500 |
| 1 Month | -35.5% | 0.9% | -27.7% |
| 3 Months | -78.7% | -31.8% | -70.8% |
| 12 Months | 86.5% | 90.7% | 76.4% |
| 5 Years | 61.5% | 75.2% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #46 | -6.14% | -3.01% |
| 3 Month | #40 | -11.3% | -4.58% |
| 12 Month | #13 | 26.5% | 39.5% |
| 5 Years | #26 | 35.6% | 49.8% |
FAQs
Does OPY Oppenheimer Holdings outperforms the market?
Yes,
over the last 12 months OPY made 35.17%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 6.84%.
Over the last 3 months OPY made -19.39%, while XLF made -9.10%.
Over the last 3 months OPY made -19.39%, while XLF made -9.10%.
Performance Comparison OPY vs Indeces and Sectors
OPY vs. Indices OPY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.66% | -2.68% | 19.5% | 38.2% |
| US NASDAQ 100 | QQQ | -2.18% | -1.99% | 21.4% | 40.2% |
| US Dow Jones Industrial 30 | DIA | -3.89% | -3.77% | 16.5% | 36.8% |
| German DAX 40 | DAX | -4.29% | -3.58% | 0.35% | 25.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.62% | -2.47% | 27.9% | 36.4% |
| Hongkong Hang Seng | HSI | 0.16% | 1.47% | 24.0% | 33.5% |
| India NIFTY 50 | INDA | -10.5% | -15.5% | 19.9% | 40.6% |
| Brasil Bovespa | EWZ | -3.83% | -10.3% | 22.0% | 57.3% |
OPY vs. Sectors OPY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.40% | -2.19% | 10.9% | 29.6% |
| Consumer Discretionary | XLY | -2.54% | -3.01% | 16.7% | 36.6% |
| Consumer Staples | XLP | -7.51% | -6.68% | 11.3% | 29.6% |
| Energy | XLE | 4.52% | -1.31% | 21.4% | 54.2% |
| Financial | XLF | -2.44% | -5.64% | 9.05% | 28.3% |
| Health Care | XLV | -6.93% | -4.25% | 18.3% | 40.5% |
| Industrial | XLI | -2.48% | -2.22% | 20.0% | 41.0% |
| Materials | XLB | -0.22% | -0.63% | 27.2% | 53.6% |
| Real Estate | XLRE | -2.70% | -2.57% | 19.6% | 36.1% |
| Technology | XLK | -0.57% | 0.11% | 27.5% | 47.4% |
| Utilities | XLU | -6.62% | -8.05% | 13.3% | 20.3% |
| Aerospace & Defense | XAR | -5.25% | -7.49% | 13.1% | 27.6% |
| Biotech | XBI | -3.46% | 5.21% | 34.8% | 57.8% |
| Homebuilder | XHB | -3.45% | 0.14% | 35.2% | 54.6% |
| Retail | XRT | -3.03% | -2.21% | 23.8% | 50.8% |