Oppenheimer Holdings Inc (OPY)vsCharles Schwab Corp (SCHW)
OPY
Oppenheimer Holdings Inc
$119.78
+1.03%
FINANCIAL SERVICES · Cap: $1.22B
SCHW
Charles Schwab Corp
$99.03
-0.46%
FINANCIAL SERVICES · Cap: $172.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 1417% more annual revenue ($26.03B vs $1.72B). SCHW leads profitability with a 38.8% profit margin vs 6.0%. SCHW appears more attractively valued with a PEG of 0.85. SCHW earns a higher WallStSmart Score of 81/100 (A-).
OPY
Buy64
out of 100
Grade: C+
SCHW
Exceptional Buy81
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Revenue surging 24.1% year-over-year
Earnings expanding 24.6% YoY
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 52.3%
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Growing faster than its price suggests
Revenue surging 20.9% year-over-year
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Expensive relative to growth rate
Negative free cash flow — burning cash
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : OPY
The strongest argument for OPY centers on Price/Book, P/E Ratio, Revenue Growth. Revenue growth of 24.1% demonstrates continued momentum.
Bull Case : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 38.8% and operating margin at 52.3%. Revenue growth of 20.9% demonstrates continued momentum.
Bear Case : OPY
The primary concerns for OPY are Market Cap, Profit Margin, PEG Ratio.
Bear Case : SCHW
The primary concerns for SCHW are Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
OPY carries more volatility with a beta of 1.09 — expect wider price swings.
OPY is growing revenue faster at 24.1% — sustainability is the question.
OPY generates stronger free cash flow (-57M), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SCHW scores higher overall (81/100 vs 64/100), backed by strong 38.8% margins and 20.9% revenue growth. Both earn "Exceptional Buy" and "Buy" 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
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