OPY vs HFWA
Comparison between Oppenheimer Holdings Inc - Class A (OPY, Company) and Heritage Financial Corp (HFWA, Company).
Both OPY and HFWA are from the Financial Services sector.
5-Year PerformanceOPY has outperformed HFWA, delivering a return of +19.4% compared to +6.7%
OPY vs HFWA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
OPY vs HFWA - Historical Returns
Returns include dividend reinvestment.
OPY vs HFWA - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | OPY | HFWA |
|---|---|---|
| 2026 | +48.21% | +19.97% |
| 2025 | +14.34% | +2.45% |
| 2024 | +57.32% | +21.08% |
| 2023 | -4.06% | -26.28% |
| 2022 | -8.14% | +28.53% |
| 2021 | +52.77% | +9.22% |
| 2020 | +17.41% | -14.06% |
| 2019 | +10.55% | -2.73% |
| 2018 | -2.52% | -0.02% |
| 2017 | +47.31% | +21.19% |
| 2016 | +16.52% | +46.02% |
| 2015 | -23.24% | +13.14% |
| 2014 | -2.10% | +6.05% |
| 2013 | +44.70% | +15.50% |
| 2012 | +9.67% | +15.98% |
| 2011 | -38.75% | -7.09% |
| 2010 | -20.74% | -1.63% |
| 2009 | +162.67% | +12.07% |
| 2008 | -68.83% | -32.82% |
| 2007 | +25.87% | -15.32% |
| 2006 | +72.02% | +3.52% |
| 2005 | -19.32% | +13.39% |
| 2004 | -23.36% | +6.88% |
| 2003 | +39.29% | +26.85% |
| 2002 | -8.57% | +56.03% |
| 2001 | +20.61% | +23.90% |
| 2000 | +63.38% | +22.62% |
| 1999 | -3.91% | +1.47% |
OPY vs HFWA Drawdown Comparison
The maximum drawdown for OPY was -87.49%, occurring on Mar 9, 2009. Recovery took 3438 trading sessions.
The maximum drawdown for HFWA was -65.13%, occurring on Mar 9, 2009. Recovery took 2673 trading sessions.
The current OPY drawdown is -7.32%. The current HFWA drawdown is -4.99%.
| Rank | OPY | HFWA |
|---|---|---|
| #1 | -87.49% Jul 11, 2007 - Mar 8, 2021 | -65.13% Apr 4, 2006 - Nov 14, 2016 |
| #2 | -45.71% Jun 16, 2021 - Jul 15, 2024 | -55.47% Jul 23, 2018 - Oct 28, 2022 |
| #3 | -45.62% Dec 5, 2003 - Oct 25, 2006 | -54.34% Nov 7, 2022 - May 12, 2023 |
| #4 | -31.05% Jun 6, 2001 - May 29, 2003 | -22.87% Apr 3, 2003 - Sep 26, 2005 |
| #5 | -29.42% Jan 24, 2025 - Jul 22, 2025 | -17.05% Dec 17, 1999 - Jun 29, 2000 |
| #6 | -21.22% Apr 22, 2026 - May 28, 2026 | -14.54% Jan 25, 2017 - Apr 27, 2017 |
| #7 | -19.35% Sep 18, 2025 - Jan 15, 2026 | -11.91% Apr 27, 2017 - Jul 26, 2017 |
| #8 | -17.56% Jul 25, 2024 - Nov 1, 2024 | -11.34% Nov 29, 2017 - May 22, 2018 |
| #9 | -14.56% Oct 31, 2006 - Jan 16, 2007 | -10.53% Sep 1, 2000 - Nov 22, 2000 |
| #10 | -13.70% Jan 19, 2007 - Apr 12, 2007 | -9.26% Mar 20, 2001 - Jun 15, 2001 |
| #11 | -12.76% Jun 2, 2003 - Oct 2, 2003 | -6.77% Dec 29, 2000 - Feb 7, 2001 |
| #12 | -12.62% Sep 14, 2000 - Nov 28, 2000 | -6.65% Aug 1, 2017 - Sep 18, 2017 |
| #13 | -11.16% Feb 9, 2026 - Apr 7, 2026 | -6.49% Sep 30, 2005 - Oct 28, 2005 |
| #14 | -10.34% Feb 15, 2001 - Mar 19, 2001 | -6.11% Nov 6, 2017 - Nov 28, 2017 |
| #15 | -9.56% Mar 19, 2001 - May 10, 2001 | -5.94% Aug 28, 2001 - Dec 3, 2001 |
Correlation
Correlation between OPY and HFWA is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
OPY vs HFWA dividend yield comparison.
| Year | OPY | HFWA |
|---|---|---|
| 2026 | 0.35% | 1.72% |
| 2025 | 2.38% | 4.06% |
| 2024 | 1.03% | 3.76% |
| 2023 | 1.45% | 4.11% |
| 2022 | 1.42% | 2.74% |
| 2021 | 3.32% | 3.31% |
| 2020 | 4.71% | 3.42% |
| 2019 | 1.67% | 2.97% |
| 2018 | 1.72% | 2.09% |
| 2017 | 1.64% | 1.66% |
| 2016 | 2.37% | 2.80% |
| 2015 | 2.53% | 2.81% |
| 2014 | 1.89% | 2.85% |
| 2013 | 1.78% | 2.46% |
| 2012 | 2.55% | 5.45% |
| 2011 | 2.73% | 3.03% |
| 2010 | 1.68% | 0.00% |
| 2009 | 1.32% | 0.73% |
| 2008 | 3.42% | 6.29% |
| 2007 | 0.99% | 4.22% |
| 2006 | 1.20% | 3.18% |
| 2005 | 1.80% | 2.91% |
| 2004 | 1.41% | 2.85% |
| 2003 | 1.06% | 2.55% |
| 2002 | 1.43% | 2.64% |
| 2001 | 1.27% | 3.27% |
| 2000 | 1.29% | 3.04% |
| 1999 | 0.47% | 0.00% |
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