Oppenheimer (NYSE:OPY – Get Rating) and UP Fintech (NASDAQ:TIGR – Get Rating) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, analyst recommendations, earnings, institutional ownership, profitability, risk and dividends.
Institutional & Insider Ownership
40.5% of Oppenheimer shares are owned by institutional investors. Comparatively, 4.4% of UP Fintech shares are owned by institutional investors. 28.6% of Oppenheimer shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.
Earnings and Valuation
This table compares Oppenheimer and UP Fintech’s revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Oppenheimer||$1.11 billion||0.44||$32.35 million||$2.61||17.07|
|UP Fintech||$264.49 million||2.21||$14.69 million||($0.07)||-54.14|
This table compares Oppenheimer and UP Fintech’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Risk & Volatility
Oppenheimer has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500. Comparatively, UP Fintech has a beta of 1.38, indicating that its stock price is 38% more volatile than the S&P 500.
This is a breakdown of recent ratings and price targets for Oppenheimer and UP Fintech, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
UP Fintech has a consensus target price of $5.70, indicating a potential upside of 50.40%. Given UP Fintech’s higher possible upside, analysts plainly believe UP Fintech is more favorable than Oppenheimer.
Oppenheimer beats UP Fintech on 8 of the 12 factors compared between the two stocks.
Oppenheimer Holdings, Inc. engages as a middle-market investment bank and full-service broker-dealer. It operates through the following segments: Private Client, Asset Management, Capital Markets, and Corporate/Other. The Private Client segment consists of commissions and a proportionate amount of fee income earned on assets under management (AUM), net interest earnings on client margin loans and cash balances, fees from money market funds, custodian fees, net contributions from stock loan activities and financing activities, and direct expenses. The Asset Management segment consists of fee income earned on AUM from investment management services of Oppenheimer Asset Management Inc. The Capital Markets segment offers investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance, and municipal trading. The Corporate/Other segment pertains to legal, compliance, accounting, and internal audit activities. The company was founded in 1881 and is headquartered in New York, NY.
About UP Fintech
UP Fintech Holding Ltd. is a brokerage firm, which engages in the provision of online brokerage services. The company was founded by Tian Hua Wu in 2014 and is headquartered in Singapore.
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