Perella Weinberg Partners (PWP) AI Stock Analysis

• Market Cap: $1.65B
• Dividend Yield: 1.5%
• Average Volume (3M): 977.59K
• Price to Earnings (P/E): ―
• Beta (1Y): 1.39
• Revenue Growth: 59.48%
• EPS Growth: 72.23%
• Country: US
• Employees: 700
• Sector: Financial
• Sector Strength: 81
• Industry: Financial - Capital Markets
• EPS (TTM): 0.28
• Shares Outstanding: 63,427,013
• 10 Day Avg. Volume: 712,048
• 30 Day Avg. Volume: 977,592
• PEG Ratio: -0.48
• Price to Book (P/B): -2.31
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 7.16
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: $23.00
• Price Target Upside: 21.12% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 3

• Rating: 62 Neutral
• Price Target: $20.00 ▲(5.32%Upside)

Perella Weinberg Partners' overall score reflects strong revenue growth and effective cash flow management, which are offset by profitability challenges and balance sheet risks. The technical analysis suggests moderate momentum, while the valuation is negatively impacted by negative earnings. Despite record revenues, the earnings call also highlighted significant risks, including high litigation costs and policy uncertainties affecting future deals.

Perella Weinberg Partners Business Overview & Revenue Model

Company Description

Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, structure and restructuring, capital markets advisory, energy underwriting, and equity research. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.

How the Company Makes Money

Perella Weinberg Partners (PWP) generates revenue primarily through fees charged for its advisory services. The firm's key revenue streams include M&A advisory fees, which are typically a percentage of the transaction value, and restructuring advisory fees, which are often based on the complexity and success of the restructuring process. Additionally, PWP earns fees from capital markets advisory services, where it assists clients in raising capital through equity or debt offerings. The firm's earnings are significantly influenced by its reputation and relationships with clients, as well as its ability to successfully execute high-profile transactions.

Perella Weinberg Partners Financial Statement Overview

Summary

Perella Weinberg Partners shows strong revenue growth and a robust cash flow position. However, persistent net losses and negative margins present significant challenges. The balance sheet indicates financial instability due to negative equity, which poses risks to long-term viability.

Income Statement

Perella Weinberg Partners has shown a volatile revenue trajectory with a recent increase to $878M in 2024 from $649M in 2023, marking a revenue growth rate of 35.3%. However, profitability remains a significant challenge. The net profit margin is negative at -7.4% due to a net loss of $65M. The gross profit margin is relatively stable at 40.1%, but negative EBIT and EBITDA margins highlight operational inefficiencies.

Balance Sheet

The balance sheet reveals high financial risk with negative stockholders' equity of $421M, indicating potential insolvency issues. Despite a strong cash position of $407M and no total debt, the equity ratio is negative, and the return on equity is impossible to calculate due to negative equity. The company needs to improve its capital structure for better financial health.

Cash Flow

The cash flow statement shows strength in operating cash flow, which increased to $223M in 2024. Free cash flow improved significantly to $207M, translating to a robust growth rate of 234.5% from 2023. The operating cash flow to net income ratio is favorable, indicating strong cash generation relative to net losses, although sustainability remains a concern given the persistent net losses.

Breakdown
Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement		Total Revenue
878.04M	648.65M	631.51M	801.66M	518.99M
	Gross Profit
352.10M	222.08M	86.02M	200.97M	119.84M
	EBIT
-78.53M	-115.10M	-47.73M	66.58M	-5.15M
	EBITDA
-58.15M	-97.86M	5.50M	62.41M	10.38M
	Net Income Common Stockholders
-64.73M	-17.22M	-31.75M	4.02M	-24.34M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
408.60M	338.35M	311.68M	502.77M	329.06M
	Total Assets
876.75M	761.11M	717.09M	718.33M	542.95M
	Total Debt
187.35M	175.90M	165.60M	43.45M	205.19M
	Net Debt
-145.42M	-71.27M	-5.97M	-459.32M	-123.87M
	Total Liabilities
646.99M	492.86M	456.95M	446.98M	468.77M
	Stockholders Equity
-421.38M	152.66M	137.46M	126.32M	74.18M
Cash Flow		Free Cash Flow
206.98M	88.28M	-44.33M	233.45M	80.39M
	Operating Cash Flow
223.36M	145.88M	-17.77M	234.91M	85.91M
	Investing Cash Flow
-98.00K	-5.82M	-166.23M	-2.44M	-5.52M
	Financing Cash Flow
-137.25M	-67.02M	-136.77M	-55.02M	-21.99M

Perella Weinberg Partners Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 18.99
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PWP, the sentiment is Positive. The current price of 18.99 is above the 20-day moving average (MA) of 18.23, above the 50-day MA of 17.36, and below the 200-day MA of 20.93, indicating a neutral trend. The MACD of 0.13 indicates Negative momentum. The RSI at 61.53 is Neutral, neither overbought nor oversold. The STOCH value of 81.39 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PWP.

Perella Weinberg Partners Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
LPLA	80 Outperform	$31.11B	26.92	40.36%	0.31%	26.32%	8.63%
PJT	75 Outperform	$5.39B	27.14	96.33%	0.65%	16.04%	60.32%
EVR	74 Outperform	$9.49B	23.51	29.73%	1.32%	26.88%	68.65%
PIPR	71 Outperform	$4.69B	23.07	17.59%	0.98%	10.27%	88.77%
MC	67 Neutral	$4.77B	27.05	39.98%	4.23%	45.14%	―
Sector *	64 Neutral	$12.86B	9.79	7.78%	16985.65%	12.28%	-7.82%
PWP	62 Neutral	$1.65B	―	46.63%	1.50%	59.48%	72.23%

Perella Weinberg Partners Corporate Events

Perella Weinberg Partners Elects Directors at Annual Meeting

At the Annual Meeting of Stockholders on May 28, 2025, Perella Weinberg Partners‘ stockholders elected three Class I directors to serve until 2028. Additionally, the stockholders ratified Ernst & Young, LLP as the independent public accounting firm for 2025, approved executive compensation, and determined the frequency of future advisory votes on executive compensation.

The most recent analyst rating on (PWP) stock is a Buy with a $26.00 price target. To see the full list of analyst forecasts on Perella Weinberg Partners stock, see the PWP Stock Forecast page.

Perella Weinberg Partners Issues Over 1.2 Million Shares

On May 16, 2025, Perella Weinberg Partners issued over 1.2 million shares of its Class A common stock in exchange for an equivalent number of Class A partnership units of PWP Holdings LP and Class B common stock held by certain limited partners. This transaction, conducted under the Amended and Restated Limited Partnership Agreement, allows holders of Class A partnership units to exchange them for Class A common stock or cash, enhancing liquidity and flexibility for stakeholders.

The most recent analyst rating on (PWP) stock is a Buy with a $26.00 price target. To see the full list of analyst forecasts on Perella Weinberg Partners stock, see the PWP Stock Forecast page.