GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME

OPY · Sep 30, 2026

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

Filing0001628280-26-068450General Corporate

Capex intensity73thOwn-history percentile · N=15

Evidence method

Level · gp.fundamentals.capex_revenue_ratio

1.12% · OPTIONAL · VALID

Operating cash generation100thOwn-history percentile · N=15

Evidence method

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

39.34% · OPTIONAL · VALID

Revenue growth0thOwn-history percentile · N=11

Evidence method

Yoy · gp.fundamentals.revenue

-9.12% · CORE · VALID

Operating margin13thOwn-history percentile · N=15

Evidence method

Level · gp.fundamentals.operating_margin

2.61% · CORE · VALID

SBC intensity100thOwn-history percentile · N=15

Evidence method

Level · gp.fundamentals.sbc_revenue_ratio

7.71% · OPTIONAL · VALID

As-filed lineage

Fundamental state history

Each observation is tied to the filing and facts available at that report date. Amendments remain separate.

History1 statesHistory building

Sep 30, 20265/5 normalizedLevel 3

Period transition

What moved in the state?

Capex Intensity Increased

Previous: 0.52%
Current: 1.12%
Delta: 0.59%

Cash Generation Increased

Previous: -14.13%
Current: 39.34%
Delta: 53.47%

Growth Decreased

Previous: 24.23%
Current: -9.12%
Delta: -33.35%

Profitability Decreased

Previous: 10.13%
Current: 2.61%
Delta: -7.52%

Sbc Intensity Increased

Previous: 7.56%
Current: 7.71%
Delta: 0.15%

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

Compared To · Security Brokers, Dealers & Flotation Companies peers →Derived From · OPY Company Quality Vector →Has State · OPPENHEIMER HOLDINGS INC →Transitioned To · OPY CAPEX_INTENSITY_INCREASED →Transitioned To · OPY CASH_GENERATION_INCREASED →Transitioned To · OPY GROWTH_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.