Oppenheimer Holdings Inc (OPY)vsWells Fargo & Company (WFC)
OPY
Oppenheimer Holdings Inc
$89.68
-1.94%
FINANCIAL SERVICES · Cap: $971.72M
WFC
Wells Fargo & Company
$85.79
-0.05%
FINANCIAL SERVICES · Cap: $250.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 4864% more annual revenue ($83.11B vs $1.67B). WFC leads profitability with a 27.6% profit margin vs 5.2%. WFC appears more attractively valued with a PEG of 1.30. WFC earns a higher WallStSmart Score of 74/100 (B).
OPY
Hold46
out of 100
Grade: D+
WFC
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Mega-cap, among the largest globally
Attractively priced relative to earnings
Strong operational efficiency at 34.2%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Generating 8.9B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
5.2% margin — thin
Elevated debt levels
Expensive relative to growth rate
0.4% revenue growth
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : OPY
The strongest argument for OPY centers on P/E Ratio, Price/Book.
Bull Case : WFC
The strongest argument for WFC centers on Market Cap, P/E Ratio, Operating Margin. Profitability is solid with margins at 27.6% and operating margin at 34.2%. PEG of 1.30 suggests the stock is reasonably priced for its growth.
Bear Case : OPY
The primary concerns for OPY are Market Cap, Profit Margin, Debt/Equity.
Bear Case : WFC
The primary concerns for WFC are Revenue Growth, Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
OPY carries more volatility with a beta of 1.10 — expect wider price swings.
WFC is growing revenue faster at 0.4% — sustainability is the question.
WFC generates stronger free cash flow (8.9B), providing more financial flexibility.
Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WFC scores higher overall (74/100 vs 46/100), backed by strong 27.6% margins. Both earn "Strong Buy" and "Hold" 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 →Wells Fargo & Company
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco, California, operational headquarters in Manhattan, and managerial offices throughout the United States and overseas.
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