GPGrossPatternRESEARCH SYSTEM
SEC CHECK OPERATIONAL
GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

OPY · Dec 31, 2023

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

Filing0000791963-24-000015General Corporate
Debt relative to revenueRAWCurrent state valid · history insufficient
Evidence method

Level · gp.fundamentals.debt_to_revenue

10.50% · OPTIONAL · NOT_ENOUGH_HISTORY

Capex intensityRAWCurrent state valid · history insufficient
Evidence method

Level · gp.fundamentals.capex_revenue_ratio

1.59% · OPTIONAL · NOT_ENOUGH_HISTORY

Operating cash generationRAWCurrent state valid · history insufficient
Evidence method

Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue

-1.75% · OPTIONAL · NOT_ENOUGH_HISTORY

Revenue growthRAWCurrent state valid · history insufficient
Evidence method

Yoy · gp.fundamentals.revenue

2.42% · CORE · NOT_ENOUGH_HISTORY

Operating marginRAWCurrent state valid · history insufficient
Evidence method

Level · gp.fundamentals.operating_margin

4.36% · CORE · NOT_ENOUGH_HISTORY

SBC intensityRAWCurrent state valid · history insufficient
Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

1.58% · 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?

Balance Sheet Leverage Decreased
Previous
40.92%
Current
10.50%
Delta
-30.41%
Capex Intensity Increased
Previous
0.99%
Current
1.59%
Delta
0.60%
Cash Generation Decreased
Previous
24.20%
Current
-1.75%
Delta
-25.95%
Profitability Decreased
Previous
7.84%
Current
4.36%
Delta
-3.48%
Sbc Intensity Increased
Previous
0.69%
Current
1.58%
Delta
0.89%
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 →Transitioned To · OPY BALANCE_SHEET_LEVERAGE_DECREASED →Transitioned To · OPY CAPEX_INTENSITY_INCREASED →Transitioned To · OPY CASH_GENERATION_DECREASED →Transitioned To · OPY PROFITABILITY_DECREASED →Transitioned To · OPY SBC_INTENSITY_INCREASED →

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.