StockData

Oppenheimer vs Stifel Financial

OPY and SF side by side, both in security brokers, dealers, and flotation. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.

How OPY and SF compare

Stifel Financial is the larger company, worth 27 times as much as Oppenheimer ($25.1B against $923M).

On earnings, Oppenheimer is cheaper: it trades at 11.6× trailing earnings, against 11.9× for Stifel Financial.

Oppenheimer grew revenue faster over the last twelve months (13.9% versus 11.0% for Stifel Financial).

Stifel Financial keeps more of each dollar of sales as profit, with a net margin of 14.3% compared with 4.9% at Oppenheimer.

Both pay dividends: Oppenheimer yields 0.88% and Stifel Financial 2.0%.

Oppenheimer scores higher on the StockData Score (14 against 10 for Stifel Financial), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.

Key numbers

A dot marks the better figure where higher or lower is clearly better.

MetricOPYSF
Size and price
Market cap$923M$25.1B
Share price$86.20$66.69
Change, 1 year25.3%−14.9%
Change, 5 years62.2%33.0%
Beta (5Y)0.821.21
Employees2,9479,000
StockData Score
Total score14 (better)10
Valuation score4 (better)3
Growth score22
Performance score13 (better)
Health score4 (better)0
Dividend score3 (better)2
Valuation
P/E11.6× (better)11.9×
P/S0.5× (better)3.7×
P/B0.9×–
EV/EBITDA7.1× (better)11.1×
P/FCF16.1× (better)69.5×
PEG0.16 (better)3.58
FCF yield6.2% (better)1.4%
Fair value$114.09$71.15
Margin of safety24.4% (better)6.3%
Growth
Revenue growth (TTM)13.9% (better)11.0%
Revenue growth, 5Y average6.4%10.7% (better)
Net income growth (TTM)2.2%56.2% (better)
EPS growth (TTM)−0.94%62.7% (better)
EPS growth, 5Y average7.0%7.1% (better)
Profitability
Operating margin7.2%–
Net margin4.9%14.3% (better)
FCF margin3.3%5.4% (better)
Return on equity9.1%–
Return on invested capital9.4%–
Financial health
Debt / equity0.00–
Altman Z-score1.04 (better)0.54
Piotroski F-score56 (better)
Dividends and buybacks
Dividend yield0.88%2.0% (better)
Payout ratio21.5%–
Years of dividend growth28 (better)
Dividend growth, 5Y average−13.4%32.5% (better)
Buyback yield0.25%1.3% (better)
Shareholder yield1.1%3.3% (better)
Ownership
Held by institutions41.7%36.8%
Held by insiders6.0%1.4%
Insider net buying, 12 months−$420K (better)−$423K
Short interest, % of float0.98%–

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For information only, not investment advice. Check the source filings before relying on any figure.