Perella Weinberg Partners (PWP) AI Stock Analysis

• Market Cap: $1.66B
• Dividend Yield: 1.55%
• 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: 33.27
• 1Y Price Target: $19.00
• Price Target Upside: -1.86% Downside
• Rating Consensus: Hold
• Number of Analyst Covering: 1
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 53 Neutral
• Price Target: $19.00 ▼(-1.86% Downside)

Perella Weinberg Partners' overall stock score is driven by its operational improvements and strong cash flow metrics, as highlighted in the earnings call. However, significant risks remain due to negative equity and high leverage. The technical analysis indicates a bearish trend, and the valuation suggests the stock may be overvalued. The company's strategic investments and acquisitions provide potential for future growth, but current financial stability concerns weigh heavily on the score.

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 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 shows operational improvements with positive margins and strong cash flow metrics. However, the negative equity and high leverage pose significant risks to financial stability. The company needs to address its balance sheet weaknesses to ensure long-term sustainability.

Income Statement

The income statement shows mixed results. The TTM data indicates a decline in revenue growth rate by 11.82%, reflecting a challenging market environment. However, the company has improved its gross profit margin to 41.37% and achieved a positive net profit margin of 6.57%, indicating better cost management. EBIT and EBITDA margins have also turned positive, suggesting operational improvements.

Balance Sheet

The balance sheet reveals significant challenges. The company has a negative stockholders' equity, resulting in a negative debt-to-equity ratio, which is a red flag for financial stability. Return on equity is also negative, indicating inefficiencies in generating returns from shareholders' investments. The equity ratio is not calculable due to negative equity, highlighting potential solvency issues.

Cash Flow

Cash flow analysis shows a strong operating cash flow to net income ratio of 3.46, indicating good cash generation relative to net income. Despite a decline in free cash flow growth by 11.63%, the free cash flow to net income ratio remains robust at 0.98, suggesting efficient cash management.

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	73.71M	-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	0.00	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	279.13M	206.98M	88.28M	-44.33M	233.45M	80.39M
Operating Cash Flow	282.54M	223.36M	145.88M	-17.77M	234.91M	85.91M
Investing Cash Flow	-4.39M	-98.00K	-5.82M	-166.23M	-2.44M	-5.52M
Financing Cash Flow	-111.19M	-137.25M	-67.02M	-136.77M	-55.02M	-21.99M

Perella Weinberg Partners Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 19.36
• 50DMA: Negative
• 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 Neutral. The current price of 19.36 is above the 20-day moving average (MA) of 19.22, below the 50-day MA of 20.46, and below the 200-day MA of 20.00, indicating a neutral trend. The MACD of -0.40 indicates Negative momentum. The RSI at 48.77 is Neutral, neither overbought nor oversold. The STOCH value of 82.12 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PWP.

Perella Weinberg Partners Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EVR	76 Outperform	$11.96B	24.65	31.39%	1.12%	27.00%	63.47%
PIPR	71 Outperform	$5.77B	24.59	19.30%	1.77%	12.77%	36.43%
MC	71 Outperform	$5.00B	20.80	51.98%	3.98%	51.19%	456.59%
LPLA	70 Outperform	$30.14B	34.66	21.32%	0.32%	35.19%	-18.62%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
PJT	61 Neutral	$8.29B	26.22	91.85%	0.61%	23.16%	64.04%
PWP	53 Neutral	$1.66B	23.13	―	1.55%	-12.44%	―

Perella Weinberg Partners Corporate Events

Perella Weinberg Partners Reports Q3 2025 Earnings

Perella Weinberg Partners is a global independent advisory firm that provides strategic and financial advice to a diverse client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The firm operates in some of the most active industry sectors and global markets, with offices in major cities around the world.

Perella Weinberg Partners Issues New Class A Shares

On September 2, 2025, Perella Weinberg Partners issued 1,500,380 shares of its Class A common stock in exchange for an equivalent number of Class A partnership units and Class B common stock from PWP Holdings LP. This transaction, conducted under the Amended and Restated Limited Partnership Agreement, allows holders of Class A partnership units to exchange their units for Class A common stock or cash, at the company’s discretion, potentially impacting the company’s capital structure and shareholder composition.

The most recent analyst rating on (PWP) stock is a Hold with a $24.00 price target. To see the full list of analyst forecasts on Perella Weinberg Partners stock, see the PWP Stock Forecast page.