WallStSmart

Oppenheimer Holdings Inc (OPY)vsTradeweb Markets Inc (TW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Tradeweb Markets Inc generates 32% more annual revenue ($2.05B vs $1.55B). TW leads profitability with a 39.6% profit margin vs 9.6%. TW appears more attractively valued with a PEG of 2.97. OPY earns a higher WallStSmart Score of 74/100 (B).

OPY

Strong Buy

74

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 7.3Quality: 5.0

TW

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 8.5Value: 7.3Quality: 7.8
Piotroski: 5/9Altman Z: 5.64
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

OPYUndervalued (+85.7%)

Margin of Safety

+85.7%

Fair Value

$610.27

Current Price

$88.06

$522.21 discount

UndervaluedFair: $610.27Overvalued
TWUndervalued (+34.8%)

Margin of Safety

+34.8%

Fair Value

$176.44

Current Price

$119.95

$56.49 discount

UndervaluedFair: $176.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

OPY4 strengths · Avg: 9.5/10
P/E RatioValuation
6.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Operating MarginProfitability
35.2%10/10

Strong operational efficiency at 35.2%

Revenue GrowthGrowth
27.8%8/10

Revenue surging 27.8% year-over-year

TW4 strengths · Avg: 10.0/10
Profit MarginProfitability
39.6%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
42.4%10/10

Strong operational efficiency at 42.4%

EPS GrowthGrowth
128.8%10/10

Earnings expanding 128.8% YoY

Altman Z-ScoreHealth
5.6410/10

Safe zone — low bankruptcy risk

Areas to Watch

OPY2 concerns · Avg: 2.5/10
Market CapQuality
$914.40M3/10

Smaller company, higher risk/reward

PEG RatioValuation
12.002/10

Expensive relative to growth rate

TW2 concerns · Avg: 3.0/10
P/E RatioValuation
32.7x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
2.972/10

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, Operating Margin. Revenue growth of 27.8% demonstrates continued momentum.

Bull Case : TW

The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.

Bear Case : OPY

The primary concerns for OPY are Market Cap, PEG Ratio.

Bear Case : TW

The primary concerns for TW are P/E Ratio, PEG Ratio.

Key Dynamics to Monitor

OPY profiles as a growth stock while TW is a mature play — different risk/reward profiles.

OPY carries more volatility with a beta of 1.18 — expect wider price swings.

OPY is growing revenue faster at 27.8% — sustainability is the question.

TW generates stronger free cash flow (337M), providing more financial flexibility.

Bottom Line

OPY scores higher overall (74/100 vs 67/100) and 27.8% revenue growth. TW offers better value entry with a 34.8% margin of safety. 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.

Visit Website →

Tradeweb Markets Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.

Want to dig deeper into these stocks?