OPY vs. AB
Compare and contrast key facts about Oppenheimer Holdings Inc. (OPY) and AllianceBernstein Holding L.P. (AB).
Performance
OPY vs. AB - Performance Comparison
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OPY vs. AB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OPY Oppenheimer Holdings Inc. | 23.64% | 15.55% | 57.30% | -0.89% | -7.21% | 52.69% | 20.41% | 9.39% | -3.24% | 47.70% |
AB AllianceBernstein Holding L.P. | -0.36% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
Fundamentals
OPY:
$1.02B
AB:
$3.39B
OPY:
$13.01
AB:
$2.89
OPY:
6.86
AB:
12.98
OPY:
0.62
AB:
11.69
OPY:
1.11
AB:
2.88
OPY:
$1.64B
AB:
$332.76M
OPY:
$853.84M
AB:
$332.76M
OPY:
$325.98M
AB:
$243.00M
Returns By Period
In the year-to-date period, OPY achieves a 23.64% return, which is significantly higher than AB's -0.36% return. Over the past 10 years, OPY has outperformed AB with an annualized return of 22.31%, while AB has yielded a comparatively lower 13.83% annualized return.
OPY
- 1D
- 1.86%
- 1M
- 3.36%
- YTD
- 23.64%
- 6M
- 22.86%
- 1Y
- 53.12%
- 3Y*
- 33.89%
- 5Y*
- 19.34%
- 10Y*
- 22.31%
AB
- 1D
- 2.69%
- 1M
- -4.64%
- YTD
- -0.36%
- 6M
- 2.51%
- 1Y
- 6.25%
- 3Y*
- 9.97%
- 5Y*
- 6.71%
- 10Y*
- 13.83%
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Return for Risk
OPY vs. AB — Risk / Return Rank
OPY
AB
OPY vs. AB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oppenheimer Holdings Inc. (OPY) and AllianceBernstein Holding L.P. (AB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| OPY | AB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.61 | 0.24 | +1.37 |
Sortino ratioReturn per unit of downside risk | 2.36 | 0.54 | +1.83 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.07 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.81 | 0.40 | +2.41 |
Martin ratioReturn relative to average drawdown | 6.78 | 0.99 | +5.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OPY | AB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.61 | 0.24 | +1.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.24 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.43 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.46 | -0.20 |
Correlation
The correlation between OPY and AB is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
OPY vs. AB - Dividend Comparison
OPY's dividend yield for the trailing twelve months is around 1.93%, less than AB's 9.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPY Oppenheimer Holdings Inc. | 1.93% | 2.38% | 1.03% | 1.45% | 1.42% | 3.32% | 4.71% | 1.67% | 1.72% | 1.64% | 2.37% | 2.53% |
AB AllianceBernstein Holding L.P. | 9.03% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
Drawdowns
OPY vs. AB - Drawdown Comparison
The maximum OPY drawdown since its inception was -87.51%, roughly equal to the maximum AB drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for OPY and AB.
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Drawdown Indicators
| OPY | AB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.51% | -87.65% | +0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -19.35% | -15.41% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -45.71% | -45.76% | +0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -54.94% | -58.08% | +3.14% |
Current DrawdownCurrent decline from peak | -3.98% | -10.42% | +6.44% |
Average DrawdownAverage peak-to-trough decline | -31.63% | -26.30% | -5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.01% | 6.17% | +1.84% |
Volatility
OPY vs. AB - Volatility Comparison
Oppenheimer Holdings Inc. (OPY) and AllianceBernstein Holding L.P. (AB) have volatilities of 7.89% and 7.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OPY | AB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.89% | 7.70% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 24.03% | 18.83% | +5.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.22% | 26.61% | +6.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.37% | 28.50% | +3.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.21% | 32.46% | +2.75% |
Financials
OPY vs. AB - Financials Comparison
This section allows you to compare key financial metrics between Oppenheimer Holdings Inc. and AllianceBernstein Holding L.P.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
OPY vs. AB - Profitability Comparison
OPY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Oppenheimer Holdings Inc. reported a gross profit of 466.43M and revenue of 472.63M. Therefore, the gross margin over that period was 98.7%.
AB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, AllianceBernstein Holding L.P. reported a gross profit of 89.76M and revenue of 89.76M. Therefore, the gross margin over that period was 100.0%.
OPY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Oppenheimer Holdings Inc. reported an operating income of 126.11M and revenue of 472.63M, resulting in an operating margin of 26.7%.
AB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, AllianceBernstein Holding L.P. reported an operating income of 89.76M and revenue of 89.76M, resulting in an operating margin of 100.0%.
OPY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Oppenheimer Holdings Inc. reported a net income of 74.36M and revenue of 472.63M, resulting in a net margin of 15.7%.
AB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, AllianceBernstein Holding L.P. reported a net income of 81.80M and revenue of 89.76M, resulting in a net margin of 91.1%.