Correlation
The correlation between OPY and SPGI is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
OPY vs. SPGI
Compare and contrast key facts about Oppenheimer Holdings Inc. (OPY) and S&P Global Inc. (SPGI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPY or SPGI.
Performance
OPY vs. SPGI - Performance Comparison
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Key characteristics
OPY:
1.45
SPGI:
1.03
OPY:
2.05
SPGI:
1.34
OPY:
1.27
SPGI:
1.19
OPY:
1.53
SPGI:
1.04
OPY:
3.84
SPGI:
3.57
OPY:
11.68%
SPGI:
5.64%
OPY:
32.86%
SPGI:
22.02%
OPY:
-87.51%
SPGI:
-74.67%
OPY:
-9.75%
SPGI:
-5.34%
Fundamentals
OPY:
$687.21M
SPGI:
$157.29B
OPY:
$6.72
SPGI:
$12.72
OPY:
9.72
SPGI:
40.32
OPY:
12.00
SPGI:
2.23
OPY:
0.51
SPGI:
10.85
OPY:
0.79
SPGI:
4.71
OPY:
$1.45B
SPGI:
$14.49B
OPY:
$686.89M
SPGI:
$9.78B
OPY:
$235.89M
SPGI:
$6.96B
Returns By Period
In the year-to-date period, OPY achieves a 2.46% return, which is significantly lower than SPGI's 3.36% return. Over the past 10 years, OPY has underperformed SPGI with an annualized return of 12.04%, while SPGI has yielded a comparatively higher 18.49% annualized return.
OPY
2.46%
9.14%
6.41%
44.71%
24.05%
28.45%
12.04%
SPGI
3.36%
2.98%
-1.49%
20.83%
14.62%
10.47%
18.49%
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Risk-Adjusted Performance
OPY vs. SPGI — Risk-Adjusted Performance Rank
OPY
SPGI
OPY vs. SPGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oppenheimer Holdings Inc. (OPY) and S&P Global Inc. (SPGI). 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.
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Dividends
OPY vs. SPGI - Dividend Comparison
OPY's dividend yield for the trailing twelve months is around 1.10%, more than SPGI's 0.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPY Oppenheimer Holdings Inc. | 1.10% | 1.03% | 1.45% | 1.42% | 3.32% | 4.71% | 1.67% | 1.72% | 1.64% | 2.37% | 2.53% | 1.89% |
SPGI S&P Global Inc. | 0.73% | 0.73% | 0.82% | 0.99% | 0.65% | 0.82% | 0.84% | 1.18% | 0.97% | 1.34% | 1.34% | 1.35% |
Drawdowns
OPY vs. SPGI - Drawdown Comparison
The maximum OPY drawdown since its inception was -87.51%, which is greater than SPGI's maximum drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for OPY and SPGI.
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Volatility
OPY vs. SPGI - Volatility Comparison
Oppenheimer Holdings Inc. (OPY) has a higher volatility of 5.86% compared to S&P Global Inc. (SPGI) at 4.58%. This indicates that OPY's price experiences larger fluctuations and is considered to be riskier than SPGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
OPY vs. SPGI - Financials Comparison
This section allows you to compare key financial metrics between Oppenheimer Holdings Inc. and S&P Global Inc.. 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. SPGI - Profitability Comparison
OPY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Oppenheimer Holdings Inc. reported a gross profit of 132.98M and revenue of 367.83M. Therefore, the gross margin over that period was 36.2%.
SPGI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, S&P Global Inc. reported a gross profit of 2.62B and revenue of 3.78B. Therefore, the gross margin over that period was 69.5%.
OPY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Oppenheimer Holdings Inc. reported an operating income of 62.77M and revenue of 367.83M, resulting in an operating margin of 17.1%.
SPGI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, S&P Global Inc. reported an operating income of 1.58B and revenue of 3.78B, resulting in an operating margin of 41.8%.
OPY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Oppenheimer Holdings Inc. reported a net income of 30.66M and revenue of 367.83M, resulting in a net margin of 8.3%.
SPGI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, S&P Global Inc. reported a net income of 1.09B and revenue of 3.78B, resulting in a net margin of 28.9%.