Oppenheimer Holdings Inc (OPY)vsCharles Schwab Corp (SCHW)
OPY
Oppenheimer Holdings Inc
$100.44
+6.49%
FINANCIAL SERVICES · Cap: $1.07B
SCHW
Charles Schwab Corp
$88.84
+2.71%
FINANCIAL SERVICES · Cap: $152.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 1420% more annual revenue ($24.80B vs $1.63B). SCHW leads profitability with a 38.0% profit margin vs 6.0%. SCHW appears more attractively valued with a PEG of 1.09. SCHW earns a higher WallStSmart Score of 75/100 (B+).
OPY
Strong Buy66
out of 100
Grade: B-
SCHW
Strong Buy75
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
Earnings expanding 588.0% YoY
Revenue surging 23.1% year-over-year
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 49.3%
Large-cap with strong market position
Attractively priced relative to earnings
15.8% revenue growth
Earnings expanding 38.6% YoY
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : OPY
The strongest argument for OPY centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 23.1% 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 38.0% and operating margin at 49.3%. Revenue growth of 15.8% 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 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 23.1% — sustainability is the question.
SCHW generates stronger free cash flow (7.2B), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SCHW scores higher overall (75/100 vs 66/100), backed by strong 38.0% margins and 15.8% revenue growth. Both earn "Strong Buy" and "Strong 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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