OPY vs CCB

Comparison between Oppenheimer Holdings Inc - Class A (OPY, Company) and Coastal Financial Corp (CCB, Company).

Both OPY and CCB are from the Financial Services sector.

5-Year PerformanceOPY has outperformed CCB, delivering a return of +22.9% compared to +20.0%

OPY vs CCB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OPY(COMPANY)	CCB(COMPANY)
Market Cap	$1.18B	$1.18B
Max Drawdown	87.88%	50.22%
Sharpe Ratio	1.24	-0.73
5Y Beta	0.93	1.09
Industry	Capital Markets	Banks - Regional
P/E Ratio	21.61	23.83
Forward P/E	10.81	16.72
PEG Ratio	12.00	N/A
Dividend Yield	0.67%	N/A
5Y Dividends CAGR	3.29%	N/A
5Y EPS CAGR	12.30%	23.47%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	7.35%	21.27%
P/S Ratio	0.72	3.25
P/B Ratio	1.24	2.34

Market Cap

Winner

OPY

$1.18B

CCB

$1.18B

Max Drawdown

OPY

87.88%

Winner

CCB

50.22%

Sharpe Ratio

Winner

OPY

1.24

CCB

-0.73

5Y Beta

Winner

OPY

0.93

CCB

1.09

Industry

OPY

Capital Markets

CCB

Banks - Regional

P/E Ratio

Winner

OPY

21.61

CCB

23.83

Forward P/E

Winner

OPY

10.81

CCB

16.72

PEG Ratio

OPY

12.00

CCB

N/A

Dividend Yield

OPY

0.67%

CCB

N/A

5Y Dividends CAGR

OPY

3.29%

CCB

N/A

5Y EPS CAGR

OPY

12.30%

Winner

CCB

23.47%

Debt to Equity

OPY

0.00%

CCB

0.00%

Free Cash Flow Yield

OPY

7.35%

Winner

CCB

21.27%

P/S Ratio

Winner

OPY

0.72

CCB

3.25

P/B Ratio

Winner

OPY

1.24

CCB

2.34

OPY vs CCB - Historical Returns

Returns include dividend reinvestment.

Period	OPY	CCB
1 month	-2.52%	-2.99%
3 months	-2.16%	-14.88%
6 months	+42.97%	-35.86%
1 year	+53.93%	-29.62%
5 years(CAGR)	+22.88%	+20.03%
10 years(CAGR)	+24.23%	+20.15%
Max(CAGR)	+9.76%	+20.15%

Winner

OPY

-2.52%

CCB

-2.99%

Winner

OPY

-2.16%

CCB

-14.88%

Winner

OPY

+42.97%

CCB

-35.86%

Winner

OPY

+53.93%

CCB

-29.62%

5Y(CAGR)

Winner

OPY

+22.88%

CCB

+20.03%

10Y(CAGR)

Winner

OPY

+24.23%

CCB

+20.15%

Max(CAGR)

OPY

+9.76%

Winner

CCB

+20.15%

OPY vs CCB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OPY	CCB
2026	+51.86%	-36.97%
2025	+14.34%	+35.21%
2024	+57.32%	+93.95%
2023	-4.06%	-4.21%
2022	-8.14%	-4.60%
2021	+52.77%	+152.72%
2020	+17.41%	+29.23%
2019	+10.55%	+9.80%
2018	-2.52%	-7.13%
2017	+47.31%	N/A
2016	+16.52%	N/A
2015	-23.24%	N/A
2014	-2.10%	N/A
2013	+44.70%	N/A
2012	+9.67%	N/A
2011	-38.75%	N/A
2010	-20.74%	N/A
2009	+162.67%	N/A
2008	-68.83%	N/A
2007	+25.87%	N/A
2006	+72.02%	N/A
2005	-19.32%	N/A
2004	-23.36%	N/A
2003	+39.29%	N/A
2002	-8.57%	N/A
2001	+20.61%	N/A
2000	+63.38%	N/A
1999	-3.91%	N/A

OPY vs CCB Drawdown Comparison

The maximum drawdown for OPY was -87.49%, occurring on Mar 9, 2009. Recovery took 3438 trading sessions.

The maximum drawdown for CCB was -50.22%, occurring on Mar 18, 2020. Recovery took 197 trading sessions.

The current OPY drawdown is -7.71%. The current CCB drawdown is -39.98%.

Rank	OPY	CCB
#1	-87.49% Jul 11, 2007 - Mar 8, 2021	-50.22% Jan 30, 2020 - Nov 9, 2020
#2	-45.71% Jun 16, 2021 - Jul 15, 2024	-42.99% Jan 8, 2026 - Jun 3, 2026
#3	-45.62% Dec 5, 2003 - Oct 25, 2006	-39.02% Dec 7, 2022 - Aug 30, 2024
#4	-31.05% Jun 6, 2001 - May 29, 2003	-32.48% Jan 7, 2022 - Dec 7, 2022
#5	-29.42% Jan 24, 2025 - Jul 22, 2025	-30.56% Sep 12, 2018 - Jan 30, 2020
#6	-21.22% Apr 22, 2026 - Jul 9, 2026	-21.55% Mar 3, 2025 - Jul 2, 2025
#7	-19.35% Sep 18, 2025 - Jan 15, 2026	-18.64% Mar 12, 2021 - May 10, 2021
#8	-17.56% Jul 25, 2024 - Nov 1, 2024	-15.71% Sep 26, 2025 - Dec 22, 2025
#9	-14.56% Oct 31, 2006 - Jan 16, 2007	-13.98% May 10, 2021 - Sep 29, 2021
#10	-13.70% Jan 19, 2007 - Apr 12, 2007	-13.67% Nov 24, 2021 - Dec 17, 2021
#11	-12.76% Jun 2, 2003 - Oct 2, 2003	-11.21% Dec 15, 2020 - Feb 11, 2021
#12	-12.62% Sep 14, 2000 - Nov 28, 2000	-11.19% Jul 9, 2025 - Aug 13, 2025
#13	-11.16% Feb 9, 2026 - Apr 7, 2026	-8.55% Aug 30, 2024 - Sep 30, 2024
#14	-10.34% Feb 15, 2001 - Mar 19, 2001	-8.07% Dec 16, 2024 - Dec 30, 2024
#15	-9.56% Mar 19, 2001 - May 10, 2001	-7.34% Dec 30, 2024 - Jan 28, 2025