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JPM vs OPY

JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%
OPY
Oppenheimer Holdings Inc.
NEUTRAL
Price
$114.48
Market Cap
$1.23B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
JPM
15.68
OPY
8.78
Forward P/E
JPM
13.42
OPY
44.72
P/B Ratio
JPM
2.47
OPY
1.22
P/S Ratio
JPM
5.03
OPY
0.79
EV/EBITDA
JPM
--
OPY
--

Profitability

Gross Margin
JPM
0.0%
OPY
91.39%
Operating Margin
JPM
41.06%
OPY
35.22%
Profit Margin
JPM
33.91%
OPY
9.56%
ROE
JPM
16.13%
OPY
16.02%
ROA
JPM
1.35%
OPY
4.17%

Growth

Revenue Growth
JPM
2.5%
OPY
27.8%
Earnings Growth
JPM
-3.6%
OPY
588.5%

Financial Health

Debt/Equity
JPM
--
OPY
1.23
Current Ratio
JPM
--
OPY
1.29
Quick Ratio
JPM
--
OPY
1.21

Dividends

Dividend Yield
JPM
1.91%
OPY
0.63%
Payout Ratio
JPM
28.97%
OPY
5.52%

AI Verdict

JPM NEUTRAL

JPM exhibits a concerning Piotroski F-Score of 2/9, indicating weak short-term fundamental health, and currently trades at a significant premium to both its Graham Number ($239.11) and Intrinsic Value ($140.07). While the company maintains a strong ROE of 16.13% and dominant market positioning, negative YoY earnings growth (-3.60%) and bearish insider activity from the CEO and CFO signal internal caution. The stock's current price of $313.68 suggests the market is pricing in a growth premium that is not currently supported by the deterministic health or value metrics.

Strengths
Strong profitability with a 33.91% profit margin
Robust Return on Equity (ROE) of 16.13%
Conservative dividend payout ratio of 28.97%
Risks
Very low Piotroski F-Score (2/9) suggesting deteriorating financial health
Significant overvaluation relative to Intrinsic Value ($140.07)
Negative Year-over-Year earnings growth (-3.60%)
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

JPM vs OPY: Head-to-Head Comparison

This page compares JPMorgan Chase & Co. (JPM) 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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