(OPY) Oppenheimer Holdings - Performance 49.3% in 12m
Compare OPY with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
73.58%
#19 in Group
Rel. Strength
89.30%
#855 in Universe
Total Return 12m
49.26%
#15 in Group
Total Return 5y
247.56%
#19 in Group
P/E 9.13
24th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG 12.0
94th Percentile in Group
FCF Yield -7.70%
16th Percentile in Group
12m Total Return: OPY (49.3%) vs XLF (22.7%)
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 |
-2.25% | 19.4% | 435% | 22.4 | 16.7 | 1.36 | 59.1% | 34.9% |
| RJF NYSE Raymond James Financial |
-0.99% | 13.9% | 255% | 13.2 | 12.9 | 1.68 | 66.1% | 10.4% |
| PJT NYSE PJT Partners |
2.78% | 51.1% | 228% | 27.5 | 25 | 1.36 | -1.80% | 29.3% |
| SF NYSE Stifel Financial |
-9.09% | 9.18% | 235% | 16.4 | 10.1 | 0.85 | -4.40% | 8.95% |
| EVR NYSE Evercore Partners |
2.79% | 14.6% | 364% | 21.7 | 20.3 | 1.13 | -58.5% | -2.93% |
| MC NYSE Moelis |
-8.19% | 13.5% | 150% | 23.9 | 27.7 | 1.97 | -49.9% | -11.4% |
| SCHW NYSE Charles Schwab |
3.99% | 11.6% | 145% | 24.2 | 18.9 | 1 | -8.40% | 6.95% |
| LAZ NYSE Lazard |
-10.2% | 5.39% | 101% | 14.6 | 15.5 | 1 | -37.2% | -28.4% |
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 | -1.04% | -2.11% | -0.87% |
| 3 Months | -14.01% | -4.92% | -7.58% |
| 12 Months | 49.26% | 22.69% | 11.88% |
| 5 Years | 247.56% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | OPY | XLF | S&P 500 |
| 1 Month | 36.6% | 27.8% | 23% |
| 3 Months | -88.6% | -81% | -88.5% |
| 12 Months | 78.7% | 83.7% | 55.1% |
| 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 | 1.09% | -0.17% |
| 3 Month | #36 | -9.56% | -6.96% |
| 12 Month | #16 | 21.7% | 33.4% |
| 5 Years | #21 | 41.9% | 65.3% |
FAQs
Does OPY Oppenheimer Holdings outperforms the market?
Yes,
over the last 12 months OPY made 49.26%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months OPY made -14.01%, while XLF made -4.92%.
Over the last 3 months OPY made -14.01%, while XLF made -4.92%.
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 | -0.35% | -0.17% | 7.04% | 37.4% |
| US NASDAQ 100 | QQQ | -1.38% | -2.44% | 6.61% | 36.6% |
| US Dow Jones Industrial 30 | DIA | 0.59% | 2.14% | 7.13% | 40.1% |
| German DAX 40 | DAX | 0.88% | -2.36% | -12.5% | 24.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.61% | 1.78% | 10.0% | 43.3% |
| Hongkong Hang Seng | HSI | 0.64% | -1.10% | 5.12% | 35.4% |
| India NIFTY 50 | INDA | 2.49% | -5.10% | 6.75% | 46.2% |
| Brasil Bovespa | EWZ | 0.45% | -5.64% | 3.34% | 55.1% |
OPY vs. Sectors OPY is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.60% | 0.01% | 0.91% | 25.3% |
| Consumer Discretionary | XLY | -0.43% | -0.94% | 4.53% | 35.9% |
| Consumer Staples | XLP | 3.15% | -1.24% | 1.73% | 38.1% |
| Energy | XLE | 4.13% | 12.8% | 12.8% | 60.4% |
| Financial | XLF | 1.04% | 1.07% | -0.56% | 26.6% |
| Health Care | XLV | -0.27% | 2.75% | 8.73% | 47.5% |
| Industrial | XLI | -0.77% | -1.15% | 6.33% | 39.7% |
| Materials | XLB | 0.26% | 1.39% | 14.5% | 52.8% |
| Real Estate | XLRE | 1.17% | 0.27% | 7.93% | 31.2% |
| Technology | XLK | -2.80% | -2.73% | 10.4% | 41.5% |
| Utilities | XLU | 2.49% | -1.10% | 4.92% | 27.4% |
| Aerospace & Defense | XAR | -1.30% | -7.43% | -6.49% | 22.7% |
| Biotech | XBI | -1.65% | -3.32% | 19.7% | 51.1% |
| Homebuilder | XHB | 0.34% | 1.23% | 21.9% | 56.3% |
| Retail | XRT | 1.22% | -0.48% | 12.6% | 52.0% |