Oppenheimer Holdings Inc.
_________________________________________________________________________________
Oppenheimer Holdings Inc. Financial Snapshot
Operating Performance
Fast Facts
125 Broad Street, New York, 10004,United The company reported revenue of US$958.99 million
Headquarters Address
States of America during the fiscal year 2011 (2011). The company's
revenue grew at a CAGR of 1.20% during 2007–
Telephone + 1 212 6688000
2011, with an annual decline of 7.46% over 2010. In
2011, the company recorded an operating margin of
Fax N/A 1.86%, as against 6.56% in 2010.
Website www.opco.com
Revenue and Margins
Ticker Symbol, Stock Exchange OPY, New York Stock Exchange
Number of Employees 3,576
Fiscal Year End December
Revenue (in US$ million) 958.99
SWOT Analysis
Strengths Weaknesses Return on Equity
Broad product and service portfolio High concentration on the US market The company recorded a return on equity (ROE) of
2.03% for 2011, as compared to its peers, Raymond
James Financial, Inc. (Ticker: RJF), Stifel Financial
Strong research department Corp. (Ticker: SF) and National Holdings Corporation
(Ticker: NHLD), which recorded ROEs of 10.76%,
Opportunities Threats 6.46% and 0.00% respectively. The company
reported an operating margin of 1.86% in 2011.
Effects of governmental policy and
Positive outlook for retirement products
regulations
Return on Equity
Recovering US economy Fluctuations in interest rates
Financial Leverage
The company reported a debt to equity ratio of 0.54 in
2011, as compared to its peers, Raymond James
Financial, Inc., Stifel Financial Corp. and National
Holdings Corporation, which recorded debt to equity
ratios of 0.35, 0.22 and -3.91
respectively.Furthermore, in 2011, the company
recorded a debt to capital ratio of 0.08, as compared
to its peers, Raymond James Financial, Inc., Stifel
Financial Corp. and National Holdings Corporation,
which recorded debt to capital ratios of 0.05, 0.06 and
-20.39 respectively.
___________________________________________________________________________________________
Oppenheimer Holdings Inc. - SWOT Profile Page 1
Oppenheimer Holdings Inc.
_________________________________________________________________________________
TABLE OF CONTENTS
1 Business Analysis ................................................................................................................................... 5
1.1 Company Overview ................................................................................................................................................5
1.2 Business Description ..............................................................................................................................................6
1.3 Major Products and Services ................