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2.37%Return on Assets
VS
Market
Sector
Industry
History
$ 69.37Close
$ 47.59 - $ 79.85 52-Week Range
Ticker Information
Ticker
OPYCompany Name
OPPENHEIMER HOLDINGS INCSector
Financial ServicesIndustry
Capital MarketsExchange
NYSEOPPENHEIMER HOLDINGS INC - Return on Assets Chart Analysis (TTM)
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OPY - ROA Historical data
| Date | Total Assets | Net Income Common Stock | Return on Assets |
|---|---|---|---|
| 6/30/2025 | $ 3.69B | $ 87.57M | 2.37% |
| 3/31/2025 | $ 3.57B | $ 76.16M | 2.13% |
| 12/31/2024 | $ 3.38B | $ 71.56M | 2.12% |
| 9/30/2024 | $ 3.37B | $ 71.93M | 2.14% |
| 6/30/2024 | $ 3.26B | $ 61.28M | 1.88% |
| 3/31/2024 | $ 3.25B | $ 41.62M | 1.28% |
| 12/31/2023 | $ 2.87B | $ 30.18M | 1.05% |
| 9/30/2023 | $ 2.98B | $ 41.49M | 1.39% |
| 6/30/2023 | $ 3.09B | $ 32.15M | 1.04% |
| 3/31/2023 | $ 2.92B | $ 37.68M | 1.29% |
Key Performance Insights, Last 5 Years
- OPPENHEIMER HOLDINGS INC's latest trailing twelve months (TTM) ROA stands at 2.55%.
- Over the past 5 years, OPPENHEIMER HOLDINGS INC's average ROA has been 2.91%.
- The median ROA for OPPENHEIMER HOLDINGS INC during this period was 2.26%
- OPPENHEIMER HOLDINGS INC reached its highest ROA over the past 5 years at 6.16%.
- The lowest ROA recorded by OPPENHEIMER HOLDINGS INC in the same timeframe 1.04%
OPPENHEIMER HOLDINGS INC's ROA vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROA Benchmarks
Similar metrics to ROA:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Equity - [Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
- Total Assets - [Balance Sheet] An asset represents anything that has current and/or future economic value to a company. This includes Cash [CashnEq], [Investments], [Intangibles], [Receivables] and more.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
Definition of Return on Assets
[Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.Net Inc. Cmn. / Assets
(=) ROA ROA for OPPENHEIMER HOLDINGS INC is calculated as follows: Net Inc. Cmn. [ $ 66.54M ] / Assets [ $ 2.61B ]
(=) ROA [ 2.55% ] OPY - Return on Assets, Last 5 years
1.04%
Minimum
Jun 30, 2023
6.16%
Maximum
Jun 30, 2021
2.91%
Average
2.26%
Median
ROA Benchmark AnalysisMarket
The chart above depicts the distribution of ROA for companies in the Total Stock Market. The average ROA of the companies is 0.15% with a standard deviation of 10.57%.
The following table provides additional summary stats:
ROA in the Market:
| filtered constituents | 3.44K |
|---|---|
| min | -33.33% |
| max | 33.98% |
| average | 0.15% |
| median | 1.53% |
| std | 10.57% |