Oppenheimer Holdings Inc (OPY)vsWells Fargo & Company (WFC)
OPY
Oppenheimer Holdings Inc
$100.44
+6.49%
FINANCIAL SERVICES · Cap: $1.07B
WFC
Wells Fargo & Company
$81.94
+1.61%
FINANCIAL SERVICES · Cap: $236.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 4873% more annual revenue ($81.14B vs $1.63B). WFC leads profitability with a 26.7% profit margin vs 6.0%. WFC appears more attractively valued with a PEG of 1.37. WFC earns a higher WallStSmart Score of 74/100 (B).
OPY
Strong Buy66
out of 100
Grade: B-
WFC
Strong Buy74
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
Mega-cap, among the largest globally
Attractively priced relative to earnings
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 29.4%
Generating 9.1B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
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 : WFC
The strongest argument for WFC centers on Market Cap, P/E Ratio, Profit Margin. Profitability is solid with margins at 26.7% and operating margin at 29.4%. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bear Case : OPY
The primary concerns for OPY are Market Cap, Profit Margin, Debt/Equity.
Bear Case : WFC
The primary concerns for WFC are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.53 is elevated, increasing financial risk.
Key Dynamics to Monitor
OPY profiles as a growth stock while WFC is a mature play — different risk/reward profiles.
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.
WFC generates stronger free cash flow (9.1B), providing more financial flexibility.
Bottom Line
WFC scores higher overall (74/100 vs 66/100), backed by strong 26.7% margins. 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 →Wells Fargo & Company
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco, California, operational headquarters in Manhattan, and managerial offices throughout the United States and overseas.
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