Oppenheimer Holdings Inc (OPY)vsWells Fargo & Company (WFC)
OPY
Oppenheimer Holdings Inc
$114.48
+3.55%
FINANCIAL SERVICES · Cap: $1.20B
WFC
Wells Fargo & Company
$82.23
+0.88%
FINANCIAL SERVICES · Cap: $249.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Wells Fargo & Company generates 5129% more annual revenue ($81.14B vs $1.55B). WFC leads profitability with a 26.7% profit margin vs 9.6%. WFC appears more attractively valued with a PEG of 1.45. WFC earns a higher WallStSmart Score of 74/100 (B).
OPY
Strong Buy72
out of 100
Grade: B
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
Strong operational efficiency at 35.2%
Earnings expanding 588.0% YoY
Revenue surging 27.8% year-over-year
Mega-cap, among the largest globally
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 29.4%
Generating 4.1B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : WFC
The strongest argument for WFC centers on Market Cap, Profit Margin, P/E Ratio. Profitability is solid with margins at 26.7% and operating margin at 29.4%. PEG of 1.45 suggests the stock is reasonably priced for its growth.
Bear Case : OPY
The primary concerns for OPY are Market Cap, PEG Ratio.
Bear Case : WFC
The primary concerns for WFC are Altman Z-Score.
Key Dynamics to Monitor
OPY profiles as a growth stock while WFC is a mature play — different risk/reward profiles.
OPY carries more volatility with a beta of 1.13 — expect wider price swings.
OPY is growing revenue faster at 27.8% — sustainability is the question.
WFC generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
WFC scores higher overall (74/100 vs 72/100), backed by strong 26.7% margins. 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 →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.
Compare with Other CAPITAL MARKETS Stocks
Want to dig deeper into these stocks?