OPY vs HTFC

Comparison between Oppenheimer Holdings Inc - Class A (OPY, Company) and Horizon Technology Finance Corp (HTFC, Company).

OPY vs HTFC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OPY(COMPANY)	HTFC(COMPANY)
Market Cap	$1.18B	$1.19B
Max Drawdown	87.88%	12.34%
Sharpe Ratio	1.24	0.52
5Y Beta	0.93	0.07
Industry	Capital Markets	N/A
P/E Ratio	21.61	54.96
Forward P/E	10.81	N/A
PEG Ratio	12.00	N/A
Dividend Yield	0.67%	N/A
5Y Dividends CAGR	3.29%	N/A
5Y EPS CAGR	12.30%	N/A
Debt to Equity	0.00%	133.94%
Free Cash Flow Yield	7.35%	2.34%
P/S Ratio	0.72	N/A
P/B Ratio	1.24	N/A

Market Cap

OPY

$1.18B

Winner

HTFC

$1.19B

Max Drawdown

OPY

87.88%

Winner

HTFC

12.34%

Sharpe Ratio

Winner

OPY

1.24

HTFC

0.52

5Y Beta

OPY

0.93

Winner

HTFC

0.07

Industry

OPY

Capital Markets

HTFC

N/A

P/E Ratio

Winner

OPY

21.61

HTFC

54.96

Forward P/E

OPY

10.81

HTFC

N/A

PEG Ratio

OPY

12.00

HTFC

N/A

Dividend Yield

OPY

0.67%

HTFC

N/A

5Y Dividends CAGR

OPY

3.29%

HTFC

N/A

5Y EPS CAGR

OPY

12.30%

HTFC

N/A

Debt to Equity

Winner

OPY

0.00%

HTFC

133.94%

Free Cash Flow Yield

Winner

OPY

7.35%

HTFC

2.34%

P/S Ratio

OPY

0.72

HTFC

N/A

P/B Ratio

OPY

1.24

HTFC

N/A

OPY vs HTFC - Historical Returns

Returns include dividend reinvestment.

Period	OPY	HTFC
1 month	+4.53%	+0.12%
3 months	+6.20%	+2.28%
6 months	+42.76%	+2.78%
1 year	+54.41%	+7.38%
5 years(CAGR)	+22.83%	+6.38%
10 years(CAGR)	+24.26%	N/A
Max(CAGR)	+9.76%	+6.38%

Winner

OPY

+4.53%

HTFC

+0.12%

Winner

OPY

+6.20%

HTFC

+2.28%

Winner

OPY

+42.76%

HTFC

+2.78%

Winner

OPY

+54.41%

HTFC

+7.38%

5Y(CAGR)

Winner

OPY

+22.83%

HTFC

+6.38%

10Y(CAGR)

OPY

+24.26%

HTFC

N/A

Max(CAGR)

Winner

OPY

+9.76%

HTFC

+6.38%

OPY vs HTFC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	OPY	HTFC
2026	+51.64%	+3.11%
2025	+14.34%	+10.05%
2024	+57.32%	+4.68%
2023	-4.06%	+9.91%
2022	-8.14%	-2.36%
2021	+52.77%	N/A
2020	+17.41%	N/A
2019	+10.55%	N/A
2018	-2.52%	N/A
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 HTFC Drawdown Comparison

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

The maximum drawdown for HTFC was -10.69%, occurring on Sep 27, 2022. Recovery took 108 trading sessions.

The current OPY drawdown is -7.85%. The current HTFC drawdown is -0.66%.

Rank	OPY	HTFC
#1	-87.49% Jul 11, 2007 - Mar 8, 2021	-10.69% Sep 6, 2022 - Feb 9, 2023
#2	-45.71% Jun 16, 2021 - Jul 15, 2024	-9.42% Mar 8, 2023 - Dec 5, 2023
#3	-45.62% Dec 5, 2003 - Oct 25, 2006	-3.31% Jan 30, 2024 - Jul 9, 2024
#4	-31.05% Jun 6, 2001 - May 29, 2003	-2.65% Mar 14, 2025 - Jun 6, 2025
#5	-29.42% Jan 24, 2025 - Jul 22, 2025	-2.22% Jul 16, 2024 - Sep 13, 2024
#6	-21.22% Apr 22, 2026 - Jul 9, 2026	-2.20% Mar 20, 2026 - May 11, 2026
#7	-19.35% Sep 18, 2025 - Jan 15, 2026	-1.59% Jul 5, 2022 - Aug 2, 2022
#8	-17.56% Jul 25, 2024 - Nov 1, 2024	-1.52% Dec 18, 2024 - Jan 30, 2025
#9	-14.56% Oct 31, 2006 - Jan 16, 2007	-1.38% Jan 12, 2024 - Jan 23, 2024
#10	-13.70% Jan 19, 2007 - Apr 12, 2007	-1.26% Dec 11, 2024 - Dec 13, 2024
#11	-12.76% Jun 2, 2003 - Oct 2, 2003	-1.24% Sep 19, 2025 - Nov 19, 2025
#12	-12.62% Sep 14, 2000 - Nov 28, 2000	-1.23% Mar 2, 2026 - Mar 16, 2026
#13	-11.16% Feb 9, 2026 - Apr 7, 2026	-1.20% May 18, 2026 - Jun 15, 2026
#14	-10.34% Feb 15, 2001 - Mar 19, 2001	-1.18% Aug 9, 2022 - Sep 6, 2022
#15	-9.56% Mar 19, 2001 - May 10, 2001	-1.14% Jan 30, 2025 - Feb 14, 2025

Correlation

Correlation between OPY and HTFC is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (1999 - 2026)

OPY vs HTFC dividend yield comparison.

Year	OPY	HTFC
2026	0.35%	3.15%
2025	2.38%	6.29%
2024	1.03%	6.50%
2023	1.45%	4.79%
2022	1.42%	3.67%
2021	3.32%	0.00%
2020	4.71%	0.00%
2019	1.67%	0.00%
2018	1.72%	0.00%
2017	1.64%	0.00%
2016	2.37%	0.00%
2015	2.53%	0.00%
2014	1.89%	0.00%
2013	1.78%	0.00%
2012	2.55%	0.00%
2011	2.73%	0.00%
2010	1.68%	0.00%
2009	1.32%	0.00%
2008	3.42%	0.00%
2007	0.99%	0.00%
2006	1.20%	0.00%
2005	1.80%	0.00%
2004	1.41%	0.00%
2003	1.06%	0.00%
2002	1.43%	0.00%
2001	1.27%	0.00%
2000	1.29%	0.00%
1999	0.47%	0.00%