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BRK-A vs OPY

BRK-A
Berkshire Hathaway Inc.
BEARISH
Price
$718921.00
Market Cap
$1.03T
Sector
Financial Services
AI Confidence
65%
OPY
Oppenheimer Holdings Inc.
NEUTRAL
Price
$114.48
Market Cap
$1.23B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BRK-A
15.45
OPY
8.78
Forward P/E
BRK-A
22.3
OPY
44.72
P/B Ratio
BRK-A
1.44
OPY
1.22
P/S Ratio
BRK-A
2.78
OPY
0.79
EV/EBITDA
BRK-A
7.21
OPY
--

Profitability

Gross Margin
BRK-A
26.15%
OPY
91.39%
Operating Margin
BRK-A
32.96%
OPY
35.22%
Profit Margin
BRK-A
18.03%
OPY
9.56%
ROE
BRK-A
9.81%
OPY
16.02%
ROA
BRK-A
5.11%
OPY
4.17%

Growth

Revenue Growth
BRK-A
-0.7%
OPY
27.8%
Earnings Growth
BRK-A
-2.5%
OPY
588.5%

Financial Health

Debt/Equity
BRK-A
0.19
OPY
1.23
Current Ratio
BRK-A
7.07
OPY
1.29
Quick Ratio
BRK-A
6.62
OPY
1.21

Dividends

Dividend Yield
BRK-A
--
OPY
0.63%
Payout Ratio
BRK-A
0.0%
OPY
5.52%

AI Verdict

BRK-A BEARISH

BRK-A shows bearish fundamentals based on deterministic rules. Financial strength is weak (F-Score 3/9). Concerns include weak profitability or high valuation.

Strengths
Low debt with D/E ratio of 0.19
Risks
Weak financial trend (Piotroski F-Score: 3/9)
Declining revenue (-0.7%)
OPY NEUTRAL

OPY presents a complex profile where deep value metrics conflict with deteriorating forward-looking indicators. The company maintains a stable health profile with a Piotroski F-Score of 6/9 and trades significantly below both its Graham Number ($165.9) and Intrinsic Value ($384.68). However, a critical divergence exists between the trailing P/E (8.78) and the Forward P/E (44.72), suggesting a projected collapse in earnings. Combined with a very bearish technical trend (10/100) and insider selling, the current price reflects a market that is pricing in a significant earnings contraction despite historical growth.

Strengths
Significant undervaluation relative to Graham Number ($165.9) and Intrinsic Value
Strong historical growth with YoY earnings growth of 588.50%
Healthy ROE of 16.02% and strong operating margins (35.22%)
Risks
Severe earnings contraction implied by the jump from 8.78 Trailing P/E to 44.72 Forward P/E
Highly bearish technical trend (10/100) suggesting a potential price reversal
Exposure to high market volatility and macroeconomic risks inherent in capital markets

Compare Another Pair

BRK-A vs OPY: Head-to-Head Comparison

This page compares Berkshire Hathaway Inc. (BRK-A) and Oppenheimer Holdings Inc. (OPY) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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