Oppenheimer Holdings [OPY] vs Perella Weinberg [PWP] Detailed Stock Comparison
Oppenheimer Holdings
NYSE
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Perella Weinberg
NASDAQ
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Oppenheimer Holdings wins in 10 metrics, Perella Weinberg wins in 10 metrics, with 0 ties. Both stocks appear equally matched on key metrics.
View Metrics Details
Vital Metrics Comparison
| Metric | Oppenheimer Holdings | Perella Weinberg | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 9.94 | 21.60 | Oppenheimer Holdings |
| Price-to-Book Ratio | 0.90 | 7.97 | Oppenheimer Holdings |
| Debt-to-Equity Ratio | 149.72 | 105.05 | Perella Weinberg |
| PEG Ratio | 0.09 | -0.21 | Perella Weinberg |
| EV/EBITDA | 3.09 | -33.12 | Perella Weinberg |
| Profit Margin (TTM) | 6.25% | 6.57% | Perella Weinberg |
| Operating Margin (TTM) | 17.90% | 5.76% | Oppenheimer Holdings |
| EBITDA Margin (TTM) | 17.90% | 5.76% | Oppenheimer Holdings |
| Return on Equity | 10.25% | 43.63% | Perella Weinberg |
| Return on Assets (TTM) | 2.52% | 13.92% | Perella Weinberg |
| Free Cash Flow (TTM) | $-113.32M | $206.98M | Perella Weinberg |
| Dividend Yield | 0.86% | 1.60% | Perella Weinberg |
| 1-Year Return | 55.81% | 12.44% | Oppenheimer Holdings |
| Price-to-Sales Ratio (TTM) | 0.58 | 2.24 | Oppenheimer Holdings |
| Enterprise Value | $714.73M | $1.93B | Perella Weinberg |
| EV/Revenue Ratio | 0.51 | 2.21 | Oppenheimer Holdings |
| Gross Profit Margin (TTM) | 34.05% | 48.30% | Perella Weinberg |
| Revenue per Share (TTM) | $134 | $15 | Oppenheimer Holdings |
| Earnings per Share (Diluted) | $7.71 | $1.03 | Oppenheimer Holdings |
| Beta (Stock Volatility) | 1.19 | 1.67 | Oppenheimer Holdings |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Oppenheimer Holdings vs Perella Weinberg Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Oppenheimer Holdings | -1.84% | 8.09% | 11.76% | 26.52% | 31.72% | 21.66% |
| Perella Weinberg | -1.13% | 0.41% | 1.15% | 21.81% | 13.77% | -6.33% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Oppenheimer Holdings | 55.81% | 149.32% | 270.35% | 294.25% | 202.53% | 306.45% |
| Perella Weinberg | 12.44% | 200.14% | 120.60% | 120.60% | 120.60% | 120.60% |
News Based Sentiment: Oppenheimer Holdings vs Perella Weinberg
Oppenheimer Holdings
News based Sentiment: MIXED
September presented a mixed bag for Oppenheimer Holdings, with strong institutional investment and an analyst upgrade offset by concerning technical signals and increased short interest. The stock demonstrated both value and momentum, but also experienced volatility, creating a complex investment picture.
Perella Weinberg
News based Sentiment: MIXED
September saw Perella Weinberg Partners focusing on international expansion and advising on a major acquisition, but mixed signals from insider trading and a 'Hold' rating from analysts create a cautious outlook. While the firm projects strong growth, investor sentiment appears uncertain.
Performance & Financial Health Analysis: Oppenheimer Holdings vs Perella Weinberg
| Metric | OPY | PWP |
|---|---|---|
| Market Information | ||
| Market Cap | $806.40M | $1.03B |
| Market Cap Category | Small cap | Small cap |
| 10 Day Avg. Volume | 73,760 | 1,195,330 |
| 90 Day Avg. Volume | 49,903 | 1,241,983 |
| Last Close | $77.36 | $21.81 |
| 52 Week Range | $47.39 - $79.32 | $14.12 - $27.03 |
| % from 52W High | -2.47% | -19.31% |
| All-Time High | $79.52 (Sep 15, 2025) | $27.03 (Jan 20, 2025) |
| % from All-Time High | -2.72% | -19.31% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.14% | -0.43% |
| Quarterly Earnings Growth | 1.11% | -0.43% |
| Financial Health | ||
| Profit Margin (TTM) | 0.06% | 0.07% |
| Operating Margin (TTM) | 0.18% | 0.06% |
| Return on Equity (TTM) | 0.10% | 0.44% |
| Debt to Equity (MRQ) | 149.72 | 105.05 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $85.27 | $-5.08 |
| Cash per Share (MRQ) | $136.35 | $2.32 |
| Operating Cash Flow (TTM) | $34.48M | $219.30M |
| Levered Free Cash Flow (TTM) | $949.12M | $-64,728,000 |
| Dividends | ||
| Last 12-Month Dividend Yield | 0.86% | 1.60% |
| Last 12-Month Dividend | $0.54 | $0.35 |
Valuation & Enterprise Metrics Analysis: Oppenheimer Holdings vs Perella Weinberg
| Metric | OPY | PWP |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 9.94 | 21.60 |
| Forward P/E | 29.94 | 16.73 |
| PEG Ratio | 0.09 | -0.21 |
| Price to Sales (TTM) | 0.58 | 2.24 |
| Price to Book (MRQ) | 0.90 | 7.97 |
| Market Capitalization | ||
| Market Capitalization | $806.40M | $1.03B |
| Enterprise Value | $714.73M | $1.93B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 0.51 | 2.21 |
| Enterprise to EBITDA | 3.09 | -33.12 |
| Risk & Other Metrics | ||
| Beta | 1.19 | 1.67 |
| Book Value per Share (MRQ) | $85.27 | $-5.08 |
Financial Statements Comparison: Oppenheimer Holdings vs Perella Weinberg
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | OPY | PWP |
|---|---|---|
| Revenue/Sales | $373.18M | $155.27M |
| Cost of Goods Sold | $246.12M | $80.28M |
| Gross Profit | $127.06M | $74.99M |
| Research & Development | N/A | N/A |
| Operating Income (EBIT) | $85.28M | $8.95M |
| EBITDA | $64.22M | $14.00M |
| Pre-Tax Income | $32.21M | $6.25M |
| Income Tax | $10.54M | $1.98M |
| Net Income (Profit) | $21.67M | $4.27M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | OPY | PWP |
|---|---|---|
| Cash & Equivalents | $36.70M | $111.25M |
| Total Current Assets | $1.80B | $159.73M |
| Total Current Liabilities | $437.81M | $73.19M |
| Long-Term Debt | $891.89M | $185.53M |
| Total Shareholders Equity | $872.27M | $161.71M |
| Retained Earnings | $848.72M | $-197.60M |
| Property, Plant & Equipment | $168.86M | $153.46M |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | OPY | PWP |
|---|---|---|
| Operating Cash Flow | $51.20M | $76.25M |
| Capital Expenditures | $-1.68M | $-1.04M |
| Free Cash Flow | $-93.42M | $-177.57M |
| Debt Repayment | N/A | N/A |
| Common Stock Repurchase | $-90,000 | $-42.70M |
Short Interest & Institutional Ownership Analysis
| Metric | OPY | PWP |
|---|---|---|
| Shares Short | 67,969 | 4.76M |
| Short Ratio | 1.59 | 3.78 |
| Short % of Float | 0.01% | 0.09% |
| Average Daily Volume (10 Day) | 73,760 | 1,195,330 |
| Average Daily Volume (90 Day) | 49,903 | 1,241,983 |
| Shares Outstanding | 10.33M | 59.21M |
| Float Shares | 5.93M | 61.28M |
| % Held by Insiders | 0.42% | 0.03% |
| % Held by Institutions | 0.39% | 1.00% |
Dividend Analysis & Yield Comparison: Oppenheimer Holdings vs Perella Weinberg
| Metric | OPY | PWP |
|---|---|---|
| Last 12-Month Dividend | $0.54 | $0.35 |
| Last 12-Month Dividend Yield | 0.86% | 1.60% |
| 3-Year Avg Annual Dividend | $0.58 | $0.30 |
| 3-Year Avg Dividend Yield | 0.36% | 0.55% |
| 3-Year Total Dividends | $1.74 | $0.91 |
| Ex-Dividend Date | Feb 14, 2025 | Aug 29, 2025 |