Oppenheimer Holdings Inc (OPY)vsWells Fargo & Company (WFC)
OPY
Oppenheimer Holdings Inc
$110.70
+0.83%
FINANCIAL SERVICES · Cap: $1.20B
WFC
Wells Fargo & Company
$85.43
+1.86%
FINANCIAL SERVICES · Cap: $264.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 4989% more annual revenue ($83.03B vs $1.63B). WFC leads profitability with a 27.2% profit margin vs 6.0%. WFC appears more attractively valued with a PEG of 1.66. WFC earns a higher WallStSmart Score of 76/100 (B+).
OPY
Strong Buy66
out of 100
Grade: B-
WFC
Strong Buy76
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 588.0% YoY
Attractively priced relative to earnings
Revenue surging 23.1% year-over-year
Mega-cap, among the largest globally
Strong operational efficiency at 37.1%
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 25.0% YoY
Areas to Watch
Smaller company, higher risk/reward
6.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
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 Price/Book, EPS Growth, P/E Ratio. Revenue growth of 23.1% demonstrates continued momentum.
Bull Case : WFC
The strongest argument for WFC centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 27.2% and operating margin at 37.1%.
Bear Case : OPY
The primary concerns for OPY are Market Cap, Profit Margin, Debt/Equity.
Bear Case : WFC
The primary concerns for WFC are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 2.55 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 1.06 — 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 (76/100 vs 66/100), backed by strong 27.2% 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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