Contrasting Oppenheimer (NYSE:OPY) and UP Fintech (NASDAQ:TIGR)

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

Oppenheimer has higher revenue and earnings than UP Fintech. UP Fintech is trading at a lower price-to-earnings ratio than Oppenheimer, indicating that it is currently the more affordable of the two stocks.

Profitability

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
Oppenheimer	2.84%	3.98%	1.09%
UP Fintech	-3.94%	-1.89%	-0.25%

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.

Analyst Ratings

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
Oppenheimer	0	0	0	0	N/A
UP Fintech	0	0	2	0	3.00

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.

Summary

Oppenheimer beats UP Fintech on 8 of the 12 factors compared between the two stocks.

About Oppenheimer

(Get Rating)

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

(Get Rating)

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.