PWP Stock Analysis: Perella Weinberg | NASDAQ
Capital Markets | NASDAQ, USA | Market Cap: 1.566m USD | 12M Return: -18.1% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 22.5M
EPS Trend: 36.0%
Qual. Beats: -1
Rev. Trend: 51.6%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 5.6 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Perella Weinberg Partners is an independent advisory firm headquartered in New York that provides strategic and financial advice to clients across the U.S., U.K., and internationally. Its service offerings span mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions, with specialized capabilities in restructuring, liability management, capital markets advisory, and private capital placement. The firm also provides underwriting and research services focused on the energy and related industries. Its client base ranges from public multinational corporations and mid-sized companies to financial sponsors, entrepreneurs, institutional investors, creditor committees, and government institutions, covering sectors such as consumer and retail, energy and energy transition, financial services and FinTech, healthcare, industrials and infrastructure, and technology, media, and telecommunications.
As an independent advisory firm in the investment banking and financial services sector, Perella Weinberg Partners generates the majority of its revenue from fee-based advisory engagements rather than principal trading or balance sheet activities, distinguishing it from the larger bulge bracket banks. The firm went public in late 2020 and operates as a small-cap company within the GICS Financials sector, classified under Asset Management & Custody Banks.
- M&A activity recovery drives advisory fee revenue
- Restructuring mandates rise amid credit market stress
- Energy transition underwriting demand supports sector diversification
| Net Income: 19.6m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.16 > 0.02 and ΔFCF/TA -26.65 > 1.0 |
| NWC/Revenue: 1.01% < 20% (prev 8.76%; Δ -7.75% < -1%) |
| CFO/TA 0.17 > 3% & CFO 101.6m > Net Income 19.6m |
| Net Debt (104.4m) to EBITDA (48.4m): 2.16 < 3 |
| Current Ratio: 1.07 > 1.5 & < 3 |
| Outstanding Shares: last quarter (101.4m) vs 12m ago 33.73% < -2% |
| Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin) |
| Asset Turnover: 118.0% > 50% (prev 173.1%; Δ -55.16% > 0%) |
| Interest Coverage Ratio: error (cannot be calculated; needs correct EBIT TTM and Interest Expense TTM) |
| A: 0.01 (Total Current Assets 111.1m - Total Current Liabilities 104.2m) / Total Assets 595.8m |
| B: -0.23 (Retained Earnings -135.6m / Total Assets 595.8m) |
| C: 0.05 (EBIT TTM 26.7m / Avg Total Assets 583.1m) |
| D: -0.42 (Book Value of Equity -154.7m / Total Liabilities 367.5m) |
| Altman-Z'' = -0.80 = CCC |
| DSRI: 1.04 (Receivables 34.1m/47.2m, Revenue 688.0m/987.7m) |
| GMI: 0.43 (GM 41.24% / 96.97%) |
| AQI: 1.38 (AQ_t 0.46 / AQ_t-1 0.33) |
| SGI: 0.70 (Revenue 688.0m / 987.7m) |
| TATA: -0.14 (NI 19.6m - CFO 101.6m) / TA 595.8m) |
| Beneish M = -3.52 (Cap -4..+1) = AAA |
As of July 08, 2026, the stock is trading at USD 16.31 with a total of 786,707 shares traded. Over the past week, the price has changed by +5.77%, over one month by +4.55%, over three months by -8.41% and over the past year by -18.14%.
Current recommended Stop Loss: 14.60 (which is 10.5% or 1.8 ATR below the current price).
Perella Weinberg has received a consensus analysts rating of 3.75. Therefore, it is recommended to hold PWP.
- StrongBuy: 1
- Buy: 2
- Hold: 0
- Sell: 1
- StrongSell: 0
| Analysts Target Price | 22.9 | 40.3% |
P/E Trailing = 65.88
P/S = 2.2761
P/B = 5.8911
Revenue TTM = 688.0m USD
EBIT TTM = 26.7m USD
EBITDA TTM = 48.4m USD
Long Term Debt = 169.4m USD (estimated: total debt 182.1m - short term 12.7m)
Short Term Debt = 12.7m USD (from shortTermDebt, last quarter)
Debt = 182.1m USD (from shortLongTermDebtTotal, last quarter) (leases 182.1m already included)
Net Debt = 104.4m USD (calculated: Debt 182.1m - CCE 77.7m)
Enterprise Value = 1.67b USD (1.57b + Debt 182.1m - CCE 77.7m)
Interest Coverage Ratio = unknown (Ebit TTM 26.7m / Interest Expense TTM 0.0)
EV/FCF = 17.35x (Enterprise Value 1.67b / FCF TTM 96.3m)
FCF Yield = 5.76% (FCF TTM 96.3m / Enterprise Value 1.67b)
FCF Margin = 13.99% (FCF TTM 96.3m / Revenue TTM 688.0m)
Net Margin = 2.85% (Net Income TTM 19.6m / Revenue TTM 688.0m)
Gross Margin = unknown ((Revenue TTM 688.0m - Cost of Revenue TTM 20.8m) / Revenue TTM)
Tobins Q-Ratio = 2.80 (Enterprise Value 1.67b / Total Assets 595.8m)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 182.1m)
Taxrate = 10.66% (3.09m / 29.0m)
NOPAT = 23.8m (EBIT 26.7m * (1 - 10.66%))
Current Ratio = 1.07 (Total Current Assets 111.1m / Total Current Liabilities 104.2m)
Debt / Equity = -1.18 (negative equity) (Debt 182.1m / totalStockholderEquity, last quarter -154.7m)
Debt / EBITDA = 2.16 (Net Debt 104.4m / EBITDA 48.4m)
Debt / FCF = 1.08 (Net Debt 104.4m / FCF TTM 96.3m)
Total Stockholder Equity = -225.7m (last 4 quarters mean from totalStockholderEquity)
RoA = 3.37% (Net Income 19.6m / Total Assets 595.8m)
RoE = -8.69% (negative equity) (Net Income TTM 19.6m / Total Stockholder Equity -225.7m)
RoCE = -47.39% (negative capital employed) (EBIT 26.7m / Capital Employed (Equity -225.7m + L.T.Debt 169.4m))
RoIC = 5.08% (NOPAT 23.8m / Invested Capital 469.9m)
WACC = 11.62% (E(1.57b)/V(1.75b) * Re(12.97%) + D(182.1m)/V(1.75b) * Rd(0.0%) * (1-Tc(0.11)))
Discount Rate = 12.97% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 33.33 | Cagr: 6.88%
[DCF] Terminal Value 61.95% ; FCFF base≈155.5m ; Y1≈136.3m ; Y5≈110.1m
[DCF] Fair Price = 14.39 (EV 1.15b - Net Debt 104.4m = Equity 1.05b / Shares 72.9m; r=11.62% [WACC]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: 36.05 | EPS CAGR: 18.95% | SUE: -0.97 | # QB: -1
Revenue Correlation: 51.58 | Revenue CAGR: 9.54% | SUE: -0.40 | # QB: 0
EPS current Quarter (2026-06-30): EPS=0.13 | Chg30d=-7.14% | Revisions=-50% | Analysts=3
EPS next Quarter (2026-09-30): EPS=0.33 | Chg30d=-1.01% | Revisions=+0% | Analysts=3
EPS current Year (2026-12-31): EPS=1.01 | Chg30d=-0.98% | Revisions=-57% | GrowthEPS=+48.5% | GrowthRev=+17.7%
EPS next Year (2027-12-31): EPS=1.50 | Chg30d=-0.82% | Revisions=-40% | GrowthEPS=+49.0% | GrowthRev=+24.3%
[Analyst] Revisions Ratio: -64% (up=1, down=10)