Perella Weinberg Partners (PWP) AI Stock Analysis

• Market Cap: $1.67B
• Dividend Yield: 1.48%
• Average Volume (3M): 984.14K
• 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: 77
• Industry: Financial - Capital Markets
• EPS (TTM): 0.28
• Shares Outstanding: 63,427,013
• 10 Day Avg. Volume: 820,959
• 30 Day Avg. Volume: 984,141
• PEG Ratio: -0.11
• Price to Book (P/B): -3.21
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 6.54
• Enterprise Value/Market Cap: 0.27
• Enterprise Value/Revenue: 0.13
• Enterprise Value/Gross Profit: 1.12
• Enterprise Value/Ebitda: -1.29
• 1Y Price Target: $23.00
• Price Target Upside: 22.86% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 3

• Rating: 62 Neutral
• Price Target: $20.00 ▲(6.84%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 robust revenue growth and healthy cash flows, contributing positively to liquidity. However, profitability challenges and a highly leveraged balance sheet with negative equity indicate financial instability, necessitating a focus on improving profit margins and overall financial stability.

Income Statement

Perella Weinberg Partners exhibited a notable revenue growth with a TTM increase of 12.5% compared to the previous year, reflecting strong sales momentum. However, the company faces challenges with profitability, as indicated by negative EBIT and net income margins, leading to an overall modest score.

Balance Sheet

The balance sheet shows high leverage with a negative stockholders' equity, resulting in an inability to calculate traditional debt-to-equity ratios. The company's equity ratio is negative, highlighting potential financial instability and risk, which is concerning for stakeholders.

Cash Flow

The cash flow statement reflects a healthy operating cash flow to net income ratio, indicating effective cash generation from operations. The free cash flow growth rate is strong, contributing positively to the company's liquidity position despite other financial challenges.

Breakdown
TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement		Total Revenue
987.74M	878.04M	648.65M	631.51M	801.66M	518.99M
	Gross Profit
407.39M	352.10M	222.08M	240.17M	297.30M	486.39M
	EBIT
-13.30M	-78.53M	-115.10M	-47.73M	66.58M	-14.60M
	EBITDA
7.00M	-58.15M	-97.86M	-10.45M	62.41M	27.45M
	Net Income Common Stockholders
-11.54M	-64.73M	-17.22M	17.88M	-9.42M	-24.34M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
225.14M	408.60M	341.28M	314.28M	504.77M	330.91M
	Total Assets
470.63M	876.75M	761.11M	717.09M	718.33M	542.95M
	Total Debt
40.21M	187.35M	175.90M	165.60M	43.45M	205.19M
	Net Debt
-184.93M	-145.42M	-74.20M	-8.56M	-461.33M	-125.71M
	Total Liabilities
185.05M	646.99M	492.86M	456.95M	446.98M	468.77M
	Stockholders Equity
149.96M	-421.38M	152.66M	137.46M	126.32M	74.18M
Cash Flow		Free Cash Flow
244.22M	206.98M	88.28M	-44.33M	233.45M	80.39M
	Operating Cash Flow
253.18M	223.36M	145.88M	-17.77M	234.91M	85.91M
	Investing Cash Flow
-8.96M	-98.00K	-5.82M	-166.23M	-2.44M	-5.52M
	Financing Cash Flow
-291.83M	-137.25M	-67.02M	-136.77M	-55.02M	-21.99M

Perella Weinberg Partners Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 18.72
• 50DMA: Positive
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

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 18.72 is above the 20-day moving average (MA) of 18.17, above the 50-day MA of 17.39, and below the 200-day MA of 20.92, indicating a neutral trend. The MACD of 0.24 indicates Negative momentum. The RSI at 57.94 is Neutral, neither overbought nor oversold. The STOCH value of 71.39 is Neutral, 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	$30.33B	26.25	40.36%	0.32%	26.32%	8.63%
PJT	74 Outperform	$5.46B	27.49	96.33%	0.64%	16.04%	60.32%
EVR	74 Outperform	$9.57B	23.71	29.73%	1.36%	26.88%	68.65%
PIPR	71 Outperform	$4.61B	22.71	17.59%	1.00%	10.27%	88.77%
MC	67 Neutral	$4.66B	26.47	39.98%	4.48%	45.14%	―
Sector *	65 Neutral	$12.93B	9.81	7.84%	78.03%	12.20%	-7.74%
PWP	62 Neutral	$1.67B	―	46.63%	1.48%	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.