Perella Weinberg Partners (PWP) AI Stock Analysis

• Market Cap: $1.94B
• Dividend Yield: 1.32%
• Average Volume (3M): 1.25M
• Price to Earnings (P/E): 27.4
• Beta (1Y): 1.43
• Revenue Growth: 20.01%
• EPS Growth: N/A
• Country: US
• Employees: 700
• Sector: Financial
• Sector Strength: 71
• Industry: Financial - Capital Markets
• EPS (TTM): 0.09
• Shares Outstanding: 62,521,774
• 10 Day Avg. Volume: 1,276,789
• 30 Day Avg. Volume: 1,249,017
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 1.26
• Enterprise Value/Revenue: 2.48
• Enterprise Value/Gross Profit: 6.02
• Enterprise Value/Ebitda: 350.43
• 1Y Price Target: $26.00
• Price Target Upside: 19.65% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 3

• Rating: 64 Neutral
• Price Target: $22.50 ▲(3.54% Upside)

Perella Weinberg Partners' strong revenue growth and strategic initiatives in talent and acquisitions boost its prospects. However, financial instability and valuation concerns weigh on its overall attractiveness.

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 strong cash flows, but is hindered by profitability issues and a highly leveraged balance sheet, indicating financial instability.

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	144.65M
EBITDA	7.00M	-58.15M	-100.42M	-37.04M	45.05M	10.38M
Net Income	-11.54M	-64.73M	-17.22M	17.88M	-9.42M	-24.34M
Balance Sheet
Total Assets	570.47M	876.75M	761.11M	717.09M	718.33M	542.95M
Cash, Cash Equivalents and Short-Term Investments	111.25M	408.60M	341.28M	314.28M	504.77M	330.91M
Total Debt	185.53M	187.35M	175.90M	165.60M	43.45M	205.19M
Total Liabilities	408.76M	646.99M	492.86M	456.95M	446.98M	468.77M
Stockholders Equity	-323.13M	-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: 21.73
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• 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 21.73 is below the 20-day moving average (MA) of 21.92, above the 50-day MA of 20.99, and above the 200-day MA of 20.97, indicating a neutral trend. The MACD of 0.26 indicates Positive momentum. The RSI at 51.23 is Neutral, neither overbought nor oversold. The STOCH value of 46.67 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
MC	80 Outperform	$5.79B	28.26	45.36%	3.61%	42.85%	1398.33%
EVR	77 Outperform	$12.28B	28.94	29.16%	1.03%	23.24%	55.76%
PIPR	76 Outperform	$5.86B	27.20	17.91%	1.73%	10.46%	50.47%
Sector *	68 Neutral	$18.06B	11.97	10.24%	3.74%	9.75%	1.30%
LPLA	65 Neutral	$28.80B	24.37	29.46%	0.36%	29.23%	13.45%
PWP	64 Neutral	$1.94B	27.41	46.63%	1.32%	20.01%	―
PJT	64 Neutral	$6.26B	30.89	106.47%	0.56%	18.40%	54.77%

Perella Weinberg Partners Corporate Events

Perella Weinberg Expands Board Amid Strategic Acquisition

On July 30, 2025, Perella Weinberg Partners announced the expansion of its board of directors with the appointment of Houda Dabboussi and Edwin Bennett as independent Class II directors. Additionally, the firm reported a significant acquisition of Devon Park Advisors, enhancing its capabilities in the secondaries market and expanding its service offerings to alternative asset managers. Despite a 43% decrease in revenues for the second quarter of 2025 compared to the previous year, the acquisition is expected to position the firm strategically in the fast-growing secondaries market, providing new revenue opportunities and strengthening its industry positioning.

The most recent analyst rating on (PWP) stock is a Sell with a $16.50 price target. To see the full list of analyst forecasts on Perella Weinberg Partners stock, see the PWP Stock Forecast page.

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.