Oppenheimer Holdings Inc (OPY)vsCharles Schwab Corp (SCHW)
OPY
Oppenheimer Holdings Inc
$89.68
-1.94%
FINANCIAL SERVICES · Cap: $971.72M
SCHW
Charles Schwab Corp
$91.75
-1.14%
FINANCIAL SERVICES · Cap: $152.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 1516% more annual revenue ($27.06B vs $1.67B). SCHW leads profitability with a 39.3% profit margin vs 5.2%. SCHW appears more attractively valued with a PEG of 0.73. SCHW earns a higher WallStSmart Score of 80/100 (B+).
OPY
Hold46
out of 100
Grade: D+
SCHW
Strong Buy80
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 52.7%
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Smaller company, higher risk/reward
5.2% margin — thin
Elevated debt levels
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : OPY
The strongest argument for OPY centers on P/E Ratio, Price/Book.
Bull Case : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.3% and operating margin at 52.7%. Revenue growth of 16.9% demonstrates continued momentum.
Bear Case : OPY
The primary concerns for OPY are Market Cap, Profit Margin, Debt/Equity.
Bear Case : SCHW
The primary concerns for SCHW are Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
OPY profiles as a value stock while SCHW is a growth play — different risk/reward profiles.
OPY carries more volatility with a beta of 1.10 — expect wider price swings.
SCHW is growing revenue faster at 16.9% — sustainability is the question.
OPY generates stronger free cash flow (129M), providing more financial flexibility.
Bottom Line
SCHW scores higher overall (80/100 vs 46/100), backed by strong 39.3% margins and 16.9% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Oppenheimer Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Oppenheimer Holdings Inc. is a middle market investment bank and full service stockbroker in the Americas, Europe, the Middle East and Asia. The company is headquartered in New York, New York.
Visit Website →Charles Schwab Corp
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.
Visit Website →Compare with Other CAPITAL MARKETS Stocks
Want to dig deeper into these stocks?