Perella Weinberg Partners (PWP) AI Stock Analysis

• Market Cap: $1.66B
• Dividend Yield: 1.57%
• Average Volume (3M): 862.80K
• Price to Earnings (P/E): 23.1
• Beta (1Y): 1.51
• Revenue Growth: -12.44%
• EPS Growth: N/A
• Country: US
• Employees: 700
• Sector: Financial
• Sector Strength: 70
• Industry: Financial - Capital Markets
• EPS (TTM): 0.13
• Shares Outstanding: 64,022,156
• 10 Day Avg. Volume: 834,478
• 30 Day Avg. Volume: 862,798
• PEG Ratio: -0.09
• Price to Book (P/B): -3.01
• Price to Sales (P/S): 1.44
• P/FCF Ratio: 6.13
• Enterprise Value/Market Cap: 1.47
• Enterprise Value/Revenue: 3.24
• Enterprise Value/Gross Profit: 7.39
• Enterprise Value/Ebitda: 34.55
• 1Y Price Target: $19.00
• Price Target Upside: 6.68% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 1
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 46 Neutral
• Price Target: $17.00 ▼(-4.55% Downside)

Perella Weinberg Partners' overall stock score is primarily impacted by its financial instability, with declining revenues and negative equity. Technical indicators suggest a bearish trend, and the valuation appears stretched. However, the earnings call provided some optimism with a strong pipeline and strategic investments, which could support future growth.

Positive Factors

Business Model Strength

Adding senior bankers enhances PWP's advisory capabilities and market reach, strengthening its business model by expanding expertise and client service.

Competitive Advantage

The Devon Park acquisition broadens PWP's market access and service offerings, providing a competitive edge in the growing secondaries market.

Cash Generation Ability

Strong cash reserves and no debt indicate robust cash generation and financial flexibility, supporting strategic initiatives and stability.

Negative Factors

Balance Sheet Health

Negative equity and high leverage pose risks to financial stability, potentially affecting PWP's ability to sustain operations and growth.

Expense Management

Rising non-compensation expenses could pressure margins, impacting profitability and limiting resources for strategic investments.

Revenue Growth Trends

Declining revenue growth reflects market challenges, potentially hindering PWP's ability to capitalize on advisory opportunities and sustain growth.

Perella Weinberg Partners Business Overview & Revenue Model

Company Description

Perella Weinberg Partners (PWP) is a premier independent advisory firm that provides a wide range of financial services, including mergers and acquisitions (M&A), financial restructuring, and capital raising, primarily for corporations, financial institutions, and governments. Established in 2006, PWP operates in sectors such as healthcare, technology, energy, and financial services, leveraging its extensive industry expertise to deliver tailored solutions to its clients. The firm is known for its advisory role in complex transactions and its commitment to providing high-quality, impartial advice.

How the Company Makes Money

Perella Weinberg Partners generates revenue primarily through advisory fees earned from its M&A and restructuring services. The firm charges clients a fee for its advisory services, which can be structured as a retainer or a success fee based on the completion of a transaction. Additionally, PWP earns revenue from capital raising activities, which may involve underwriting fees or commissions from securities offerings. The company's revenue model is heavily reliant on the volume and value of transactions it advises on, meaning that fluctuations in market activity can significantly impact earnings. PWP also benefits from strategic partnerships and relationships with major financial institutions, enhancing its ability to secure advisory mandates and expand its client base.

Perella Weinberg Partners Financial Statement Overview

Summary

Perella Weinberg Partners faces challenges with declining revenues and negative equity, indicating financial instability. While there are improvements in operational margins, cash flow generation has weakened significantly. The company needs to address its equity position and stabilize revenue growth to improve its financial health.

Income Statement

The income statement shows a declining revenue trend with a negative revenue growth rate of -13.04% in the TTM period. Gross profit margin improved to 43.85%, but net profit margin remains low at 6.19%. EBIT and EBITDA margins have improved from negative to positive, indicating some operational recovery.

Balance Sheet

The balance sheet reveals a concerning negative stockholders' equity, leading to an undefined debt-to-equity ratio. The return on equity is negative, reflecting financial instability. The equity ratio is not directly calculable due to negative equity, highlighting potential financial distress.

Cash Flow

Cash flow analysis shows a significant decline in free cash flow growth at -65.63% in the TTM period. However, the free cash flow to net income ratio is strong at 98.79%, indicating efficient cash generation relative to net income.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	757.41M	878.04M	648.65M	631.51M	801.66M	518.99M
Gross Profit	332.09M	352.10M	222.08M	240.17M	297.30M	144.65M
EBITDA	70.99M	-58.15M	-100.42M	-37.04M	45.05M	10.38M
Net Income	46.85M	-64.73M	-17.22M	17.88M	-9.42M	-24.34M
Balance Sheet
Total Assets	650.24M	876.75M	761.11M	717.09M	718.33M	542.95M
Cash, Cash Equivalents and Short-Term Investments	185.53M	408.60M	341.28M	314.28M	504.77M	330.91M
Total Debt	184.82M	187.35M	175.90M	165.60M	43.45M	205.19M
Total Liabilities	449.72M	646.99M	492.86M	456.95M	446.98M	468.77M
Stockholders Equity	-302.40M	-421.38M	152.66M	137.46M	126.32M	74.18M
Cash Flow
Free Cash Flow	74.19M	206.98M	88.28M	-44.33M	233.45M	80.39M
Operating Cash Flow	78.19M	223.36M	145.88M	-17.77M	234.91M	85.91M
Investing Cash Flow	70.90M	-98.00K	-5.82M	-166.23M	-2.44M	-5.52M
Financing Cash Flow	-225.53M	-137.25M	-67.02M	-136.77M	-55.02M	-21.99M

Perella Weinberg Partners Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 17.81
• 50DMA: Negative
• 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 Negative. The current price of 17.81 is below the 20-day moving average (MA) of 17.98, below the 50-day MA of 18.83, and below the 200-day MA of 19.37, indicating a bearish trend. The MACD of -0.18 indicates Negative momentum. The RSI at 43.91 is Neutral, neither overbought nor oversold. The STOCH value of 46.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PWP.

Perella Weinberg Partners Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
MC	78 Outperform	$5.62B	23.34	51.98%	3.73%	51.19%	456.59%
EVR	76 Outperform	$13.04B	26.88	31.39%	0.99%	27.00%	63.47%
PJT	71 Outperform	$8.26B	26.11	91.85%	0.59%	23.16%	64.04%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
PIPR	67 Neutral	$5.77B	24.59	19.30%	1.60%	12.77%	36.43%
LPLA	66 Neutral	$30.49B	35.06	21.32%	0.31%	35.19%	-18.62%
PWP	46 Neutral	$1.66B	23.13	―	1.57%	-12.44%	―

Perella Weinberg Partners Corporate Events

Perella Weinberg Partners Issues 1.3 Million Shares

On November 17, 2025, Perella Weinberg Partners issued over 1.3 million shares of Class A common stock in exchange for Class A partnership units and Class B common stock held by certain limited partners of PWP Holdings LP. 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, with the company retaining the option to determine the form of exchange. The issuance was executed as a private transaction exempt from public offering registration, potentially impacting the company’s capital structure and market positioning.