WallStSmart

Oppenheimer Holdings Inc (OPY)vsRoyal Bank of Canada (RY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Royal Bank of Canada generates 3928% more annual revenue ($65.72B vs $1.63B). RY leads profitability with a 33.7% profit margin vs 6.0%. RY appears more attractively valued with a PEG of 2.53. RY earns a higher WallStSmart Score of 70/100 (B-).

OPY

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 5.5Value: 5.7Quality: 4.8
Piotroski: 5/9

RY

Strong Buy

70

out of 100

Grade: B-

Growth: 8.7Profit: 8.0Value: 4.3Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OPY4 strengths · Avg: 9.5/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

EPS GrowthGrowth
588.0%10/10

Earnings expanding 588.0% YoY

Revenue GrowthGrowth
23.1%8/10

Revenue surging 23.1% year-over-year

RY6 strengths · Avg: 9.3/10
Market CapQuality
$277.29B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.7%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
45.3%10/10

Strong operational efficiency at 45.3%

Free Cash FlowQuality
$37.30B10/10

Generating 37.3B in free cash flow

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.1%8/10

16.1% revenue growth

Areas to Watch

OPY4 concerns · Avg: 2.8/10
Market CapQuality
$1.07B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

Debt/EquityHealth
1.493/10

Elevated debt levels

PEG RatioValuation
12.002/10

Expensive relative to growth rate

RY1 concerns · Avg: 2.0/10
PEG RatioValuation
2.532/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : OPY

The strongest argument for OPY centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 23.1% demonstrates continued momentum.

Bull Case : RY

The strongest argument for RY centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.7% and operating margin at 45.3%. Revenue growth of 16.1% demonstrates continued momentum.

Bear Case : OPY

The primary concerns for OPY are Market Cap, Profit Margin, Debt/Equity.

Bear Case : RY

The primary concerns for RY are PEG Ratio.

Key Dynamics to Monitor

OPY carries more volatility with a beta of 1.09 — expect wider price swings.

OPY is growing revenue faster at 23.1% — sustainability is the question.

RY generates stronger free cash flow (37.3B), providing more financial flexibility.

Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RY scores higher overall (70/100 vs 66/100), backed by strong 33.7% margins and 16.1% revenue growth. 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.

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Royal Bank of Canada

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Royal Bank of Canada is a globally diversified financial services company. The company is headquartered in Toronto, Canada.

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