Evidence method
Level · gp.fundamentals.debt_to_revenue
35.63% · OPTIONAL · NOT_ENOUGH_HISTORY
GROSSPATTERN / FUNDAMENTAL STATE / POINT IN TIME
OPY · Sep 30, 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
Filing0000791963-24-000051General Corporate
Evidence method
Level · gp.fundamentals.capex_revenue_ratio
0.07% · OPTIONAL · NOT_ENOUGH_HISTORY
Evidence method
Ratio · gp.fundamentals.operating_cash_flow + gp.fundamentals.revenue
3.61% · OPTIONAL · NOT_ENOUGH_HISTORY
Evidence method
Yoy · gp.fundamentals.revenue
15.06% · CORE · NOT_ENOUGH_HISTORY
Evidence method
Level · gp.fundamentals.operating_margin
11.17% · CORE · NOT_ENOUGH_HISTORY
Evidence method
Level · gp.fundamentals.sbc_revenue_ratio
2.32% · 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
- 39.72%
- Current
- 35.63%
- Delta
- -4.09%
- Previous
- 0.50%
- Current
- 0.07%
- Delta
- -0.43%
- Previous
- -40.60%
- Current
- 3.61%
- Delta
- 44.21%
- Previous
- 10.26%
- Current
- 15.06%
- Delta
- 4.81%
- Previous
- 5.59%
- Current
- 11.17%
- Delta
- 5.58%
- Previous
- 4.47%
- Current
- 2.32%
- Delta
- -2.16%
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 Fundamental State →Transitioned To · OPY BALANCE_SHEET_LEVERAGE_DECREASED →Transitioned To · OPY CAPEX_INTENSITY_DECREASED →Transitioned To · OPY CASH_GENERATION_INCREASED →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.