Overview Performance Dividends Peer Group Options

(OPY) Oppenheimer Holdings - Performance 42.7% in 12m

Compare OPY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 72.83%
#19 in Group
Rel. Strength 88.48%
#925 in Universe
Total Return 12m 42.71%
#17 in Group
Total Return 5y 221.69%
#20 in Group
P/E 9.22
24th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG 12.0
94th Percentile in Group
FCF Yield -8.94%
18th Percentile in Group

12m Total Return: OPY (42.7%) vs XLF (20%)

Compare overall performance (total returns) of Oppenheimer Holdings with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (OPY) Oppenheimer Holdings - Performance 42.7% in 12m

Top Performers in Investment Banking & Brokerage

Short Term
Symbol 1w 1m 3m
OPY 4.45% -1.74% -18.3%
DOMH 17.0% -0.42% 148%
PNP 2.07% 25.1% 40.9%
MRX 18.5% 27.4% 25.0%
Long Term
Symbol 6m 12m 5y
OPY 1.47% 42.7% 222%
NDA 41.7% 440% 507%
DOMH 183% 83.5% -59.5%
PNP 97.4% 212% 763%
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		 -6.37% 15.7% 441% 22.4 16.7 1.36 70.0% 22.6%
RJF NYSE
Raymond James Financial		 -0.67% 13.3% 238% 13.2 12.9 1.68 68.8% 14.3%
PJT NYSE
PJT Partners		 -0.46% 43.2% 202% 26.3 23.9 1.36 15.8% 36.6%
SF NYSE
Stifel Financial		 -8.39% 8.38% 217% 16.4 10.1 0.85 -15.2% 10.6%
EVR NYSE
Evercore Partners		 -1.15% 8.11% 327% 21.7 20.3 1.13 -55.5% 0.91%
MC NYSE
Moelis		 -8.77% 9.74% 138% 23.9 27.7 1.97 -59.5% 3.52%
SCHW NYSE
Charles Schwab		 3.05% 9.05% 128% 24.2 18.9 1 4.60% 11.9%
LAZ NYSE
Lazard		 -9.31% 3.64% 84.3% 14.9 15.2 1 -51.8% -14.2%

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 -1.74% -2.11% -0.87%
3 Months -18.26% -5.80% -8.60%
12 Months 42.71% 20.02% 9.37%
5 Years 221.69% 132.06% 103.96%
Trend Score (consistency of price movement) OPY XLF S&P 500
1 Month -3.60% -13.2% -17.9%
3 Months -91.0% -82.5% -89.7%
12 Months 79.7% 84.5% 57.2%
5 Years 61.4% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #33 0.38% -0.88%
3 Month #41 -13.2% -10.6%
12 Month #16 18.9% 30.5%
5 Years #23 38.6% 57.7%

FAQs

Does OPY Oppenheimer Holdings outperforms the market?

Yes, over the last 12 months OPY made 42.71%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 20.02%.
Over the last 3 months OPY made -18.26%, while XLF made -5.80%.

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 -2.74% -0.87% 6.03% 33.3%
US NASDAQ 100 QQQ -4.62% -2.48% 5.81% 32.9%
US Dow Jones Industrial 30 DIA -0.96% 1.42% 5.87% 36.2%
German DAX 40 DAX -0.13% -0.78% -12.3% 20.5%
Shanghai Shenzhen CSI 300 CSI 300 4.10% 1.11% 7.94% 37.8%
Hongkong Hang Seng HSI -0.13% 0.71% 5.25% 32.7%
India NIFTY 50 INDA 3.90% -5.66% 4.18% 40.5%
Brasil Bovespa EWZ -3.53% -6.56% 1.72% 50.1%

OPY vs. Sectors OPY is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -2.97% -0.67% -2.71% 21.7%
Consumer Discretionary XLY -5.09% -2.06% 2.81% 31.9%
Consumer Staples XLP 5.09% -1.94% 0.98% 33.7%
Energy XLE -0.09% 8.49% 6.94% 53.8%
Financial XLF -1.07% 0.37% -1.37% 22.7%
Health Care XLV -0.10% 2.36% 7.55% 42.4%
Industrial XLI -1.22% -1.19% 5.38% 36.3%
Materials XLB 0.36% 0.94% 13.2% 49.2%
Real Estate XLRE 1.50% -0.22% 7.64% 28.3%
Technology XLK -6.33% -2.59% 10.8% 38.3%
Utilities XLU 0.82% -2.65% 2.83% 21.8%
Aerospace & Defense XAR -2.65% -6.95% -5.89% 17.8%
Biotech XBI -3.31% 1.85% 18.9% 47.4%
Homebuilder XHB -1.13% 0.68% 21.5% 52.3%
Retail XRT -0.20% -1.93% 10.8% 47.4%

OPY vs. Commodities OPY is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 5.70% 7.64% 5.26% 57.5%
Natural Gas UNG 0.70% 20.3% -23.1% 31.2%
Gold GLD 6.52% -10.5% -20.5% -0.26%
Silver SLV 3.11% 0.87% 3.23% 21.1%
Copper CPER 2.27% 2.99% -9.42% 38.1%

OPY vs. Yields & Bonds OPY is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.44% -1.33% 2.06% 38.0%
iShares High Yield Corp. Bond HYG 2.51% -2.24% -0.58% 33.9%