Evidence method
Level · gp.fundamentals.debt_to_revenue
37.24% · OPTIONAL · NOT_ENOUGH_HISTORY
GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME
OPY · Mar 31, 2024
OPPENHEIMER HOLDINGS INC. A multidimensional configuration derived from the filing available at this observation—never a composite score or recommendation.
STATE CAPABILITYLEVEL 3[email protected]
Inspectable configuration
State dimensions
Filing0000791963-24-000026General Corporate
Evidence method
Level · gp.fundamentals.capex_revenue_ratio
0.09% · OPTIONAL · NOT_ENOUGH_HISTORY
Evidence method
Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
-26.12% · OPTIONAL · NOT_ENOUGH_HISTORY
Evidence method
Yoy · gp.fundamentals.revenue
8.58% · CORE · NOT_ENOUGH_HISTORY
Evidence method
Level · gp.fundamentals.operating_margin
12.38% · CORE · NOT_ENOUGH_HISTORY
Evidence method
Level · gp.fundamentals.sbc_revenue_ratio
0.57% · OPTIONAL · NOT_ENOUGH_HISTORY
As-filed lineage
Fundamental state history
Each observation is tied to the filing and facts available at that report date. Amendments remain separate.
History11 statesHistory building
Dec 31, 20230/6 normalizedLevel 3Mar 31, 20240/6 normalizedLevel 3Jun 30, 20240/6 normalizedLevel 3Sep 30, 20240/6 normalizedLevel 3Dec 31, 20245/6 normalizedLevel 3Mar 31, 20254/5 normalizedLevel 3Jun 30, 20254/5 normalizedLevel 3Sep 30, 20254/5 normalizedLevel 3Dec 31, 20255/5 normalizedLevel 3Mar 31, 20265/5 normalizedLevel 3Jun 30, 20265/5 normalizedLevel 3
Period transition
What moved in the state?
- Previous
- 10.50%
- Current
- 37.24%
- Delta
- 26.74%
- Previous
- 1.59%
- Current
- 0.09%
- Delta
- -1.51%
- Previous
- -1.75%
- Current
- -26.12%
- Delta
- -24.37%
- Previous
- 2.42%
- Current
- 8.58%
- Delta
- 6.16%
- Previous
- 4.36%
- Current
- 12.38%
- Delta
- 8.02%
- Previous
- 1.58%
- Current
- 0.57%
- Delta
- -1.01%
Self-history only
Previous similar states
Similarity compares compatible valid dimensions from this issuer's own point-in-time history. No market-return claim is attached.
Not enough compatible prior states for a transparent self-history match.
Research Graph
Related governed research
Transitioned To · OPY Fundamental State →Has State · OPPENHEIMER HOLDINGS INC →Transitioned To · OPY Fundamental State →Transitioned To · OPY BALANCE_SHEET_LEVERAGE_INCREASED →Transitioned To · OPY CAPEX_INTENSITY_DECREASED →Transitioned To · OPY CASH_GENERATION_DECREASED →Transitioned To · OPY GROWTH_INCREASED →Transitioned To · OPY PROFITABILITY_INCREASED →Transitioned To · OPY SBC_INTENSITY_DECREASED →
Method Percentiles and historical matches use only observations available at each point in time. Missing dimensions remain missing. Public price outcomes and cross-market analogues are deliberately absent.