PWP Stock Analysis: Perella Weinberg | NASDAQ
Capital Markets | NASDAQ, USA | Market Cap: 1.512m USD | 12M Return: -24.1% | US71367G1022 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 28.6M
EPS Trend: 31.4%
Qual. Beats: 1
Rev. Trend: 28.3%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 5.8 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 advisory services across the U.S., U.K., and international markets. Its core offerings include M&A advisory, shareholder engagement, financing and capital solutions (including restructuring, liability management, capital markets advisory, and private capital placement), as well as underwriting and research services focused on the energy sector.
The firm serves a broad client base ranging from large multinational corporations and mid-sized public and private companies to financial sponsors, entrepreneurs, institutional investors, creditor committees, and government institutions. Its coverage spans six industry verticals: consumer and retail, energy and energy transition, financial services and FinTech, healthcare, industrials and infrastructure, and technology, telecommunications, and media.
As an independent boutique advisory firm operating in the investment banking space, Perella Weinberg competes against both bulge-bracket banks and other independent advisory firms. Listed on NASDAQ since its 2020 IPO and classified within the asset management and custody banks sub-industry, the firm operates on a partnership-style model that aligns advisor compensation with client outcomes, a structure commonly used to attract senior bankers away from larger institutional competitors.
- M&A advisory revenue declines on slower global deal activity
- Compensation ratio expansion pressures operating margins
- Restructuring advisory revenue benefits from rising credit distress
| Net Income: 22.2m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.14 > 0.02 and ΔFCF/TA -21.91 > 1.0 |
| NWC/Revenue: 6.79% < 20% (prev 15.06%; Δ -8.27% < -1%) |
| CFO/TA 0.15 > 3% & CFO 94.3m > Net Income 22.2m |
| Net Debt (63.4m) to EBITDA (45.2m): 1.40 < 3 |
| Current Ratio: 1.44 > 1.5 & < 3 |
| Outstanding Shares: last quarter (100.8m) vs 12m ago 2.04% < -2% |
| Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin) |
| Asset Turnover: 110.1% > 50% (prev 143.6%; Δ -33.43% > 0%) |
| Interest Coverage Ratio: error (cannot be calculated; needs correct EBIT TTM and Interest Expense TTM) |
| A: 0.07 (Total Current Assets 152.1m - Total Current Liabilities 105.3m) / Total Assets 645.0m |
| B: -0.21 (Retained Earnings -136.6m / Total Assets 645.0m) |
| C: 0.04 (EBIT TTM 22.8m / Avg Total Assets 625.8m) |
| D: -0.12 (Book Value of Equity -45.8m / Total Liabilities 380.6m) |
| Altman-Z'' = -0.10 = B |
| DSRI: 0.96 (Receivables 36.7m/48.4m, Revenue 689.2m/871.0m) |
| GMI: 0.43 (GM 41.37% / 96.98%) |
| AQI: 1.39 (AQ_t 0.45 / AQ_t-1 0.32) |
| SGI: 0.79 (Revenue 689.2m / 871.0m) |
| TATA: -0.11 (NI 22.2m - CFO 94.3m) / TA 645.0m) |
| Beneish M = -3.51 (Cap -4..+1) = AAA |
As of October 08, 2026, the stock is trading at USD 15.13 with a total of 1,667,523 shares traded. Over the past week, the price has changed by -7.23%, over one month by -8.75%, over three months by -6.85% and over the past year by -24.06%.
Current recommended Stop Loss: 14.00 (which is 7.5% or 1.3 ATR below the current price).
Perella Weinberg has received a consensus analysts rating of 3.50. Therefore, it is recommended to hold PWP.
- StrongBuy: 1
- Buy: 2
- Hold: 0
- Sell: 0
- StrongSell: 1
| Analysts Target Price | 21.6 | 43% |
P/E Trailing = 59.7308
P/S = 2.193
P/B = 5.8911
Revenue TTM = 689.2m USD
EBIT TTM = 22.8m USD
EBITDA TTM = 45.2m USD
Long Term Debt = 169.7m USD (estimated: total debt 179.3m - short term 9.58m)
Short Term Debt = 9.58m USD (from shortTermDebt, last quarter)
Debt = 179.3m USD (from shortLongTermDebtTotal, last quarter) (leases 179.3m already included)
Net Debt = 63.4m USD (calculated: Debt 179.3m - CCE 115.8m)
Enterprise Value = 1.57b USD (1.51b + Debt 179.3m - CCE 115.8m)
Interest Coverage Ratio = unknown (Ebit TTM 22.8m / Interest Expense TTM 0.0)
EV/FCF = 17.88x (Enterprise Value 1.57b / FCF TTM 88.1m)
FCF Yield = 5.59% (FCF TTM 88.1m / Enterprise Value 1.57b)
FCF Margin = 12.78% (FCF TTM 88.1m / Revenue TTM 689.2m)
Net Margin = 3.22% (Net Income TTM 22.2m / Revenue TTM 689.2m)
Gross Margin = unknown ((Revenue TTM 689.2m - Cost of Revenue TTM 20.8m) / Revenue TTM)
Tobins Q-Ratio = 2.44 (Enterprise Value 1.57b / Total Assets 645.0m)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 179.3m)
Taxrate = 2.99% (862k / 28.8m)
NOPAT = 22.1m (EBIT 22.8m * (1 - 2.99%))
Current Ratio = 1.44 (Total Current Assets 152.1m / Total Current Liabilities 105.3m)
Debt / Equity = -3.92 (negative equity) (Debt 179.3m / totalStockholderEquity, last quarter -45.8m)
Debt / EBITDA = 1.40 (Net Debt 63.4m / EBITDA 45.2m)
Debt / FCF = 0.72 (Net Debt 63.4m / FCF TTM 88.1m)
Total Stockholder Equity = -157.6m (last 4 quarters mean from totalStockholderEquity)
RoA = 3.55% (Net Income 22.2m / Total Assets 645.0m)
RoE = -14.08% (negative equity) (Net Income TTM 22.2m / Total Stockholder Equity -157.6m)
RoCE = 187.9% (EBIT 22.8m / Capital Employed (Equity -157.6m + L.T.Debt 169.7m))
RoIC = 4.30% (NOPAT 22.1m / Invested Capital 514.8m)
WACC = 11.68% (E(1.51b)/V(1.69b) * Re(13.06%) + D(179.3m)/V(1.69b) * Rd(0.0%) * (1-Tc(0.03)))
Discount Rate = 13.06% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 55.11 | Cagr: 4.92%
[DCF] Terminal Value 61.78% ; FCFF base≈139.2m ; Y1≈122.1m ; Y5≈98.6m
[DCF] Fair Price = 12.46 (EV 1.03b - Net Debt 63.4m = Equity 963.3m / Shares 77.3m; r=11.68% [WACC]; 5y FCF grow -15.0% → 2.50% )
EPS Correlation: 31.36 | EPS CAGR: 16.37% | SUE: 1.26 | # QB: 1
Revenue Correlation: 28.31 | Revenue CAGR: 4.88% | SUE: 0.28 | # QB: 0
EPS current Quarter (2026-09-30): EPS=0.15 | Chg30d=-39.22% | Revisions=+17% | Analysts=4
EPS current Year (2026-12-31): EPS=0.92 | Chg30d=-8.23% | Revisions=+17% | GrowthEPS=+35.3% | GrowthRev=+8.3%
EPS next Year (2027-12-31): EPS=1.39 | Chg30d=-5.30% | Revisions=-50% | GrowthEPS=+50.5% | GrowthRev=+25.5%
[Analyst] Revisions Ratio: -8% (up=4, down=5)