(PWP) Perella Weinberg Partners - Overview
Sector: Financial Services | Industry: Capital Markets | Exchange: NASDAQ (USA) | Market Cap: 1.670m USD | Total Return: 7% in 12m
Avg Turnover: 20.5M
EPS Trend: 36.0%
Qual. Beats: -1
Rev. Trend: 51.6%
Qual. Beats: 0
Warnings
Share dilution 33.7% YoY
Choppy Below Avwap Earnings
Tailwinds
No distinct edge detected
Perella Weinberg Partners (PWP) is an independent investment banking firm providing strategic advisory services across global markets. The firm specializes in mergers and acquisitions (M&A), financial restructuring, and capital markets advisory for a diverse client base ranging from multinational corporations to government institutions.
Operating under a pure-play advisory model, the firm avoids the conflicts of interest often associated with large-scale balance sheet lending. This sector relies heavily on intellectual capital and senior-level relationships to secure mandates in complex transactions, particularly within high-barrier industries like energy transition and healthcare.
Investors can further evaluate the firm’s competitive positioning and valuation metrics on ValueRay.
Headquartered in New York, PWP maintains a specialized focus on liability management and private capital placement. The firm’s revenue is primarily driven by advisory fees, which are sensitive to global M&A volumes and corporate restructuring cycles.
- Global M&A volume recovery drives higher advisory transaction and success fees
- Restructuring and liability management revenue increases during high interest rate cycles
- Talent acquisition and retention costs impact operating margins and profitability
- Strategic expansion into energy transition advisory diversifies long-term revenue streams
- Regulatory shifts in antitrust enforcement impact completion timelines for large-cap mergers
| 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 EBITDA 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: -0.38 (Book Value of Equity -139.4m / Total Liabilities 367.5m) |
| Altman-Z'' = -0.76 = CCC |
| DSRI: 1.04 (Receivables 34.1m/47.2m, Revenue 688.0m/987.7m) |
| GMI: 0.43 (GM 96.97% / 41.24%) |
| 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 = -3.65 (Cap -4..+1) = AAA |
As of May 24, 2026, the stock is trading at USD 18.37 with a total of 1,084,160 shares traded.
Over the past week, the price has changed by +1.91%,
over one month by -12.59%,
over three months by -3.46% and
over the past year by +6.98%.
Perella Weinberg Partners 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 | 23.4 | 27.3% |
P/S = 2.355
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 = 1.77b USD (1.67b + Debt 182.1m - CCE 77.7m)
Interest Coverage Ratio = unknown (Ebit TTM 26.7m / Interest Expense TTM 0.0)
EV/FCF = 18.44x (Enterprise Value 1.77b / FCF TTM 96.3m)
FCF Yield = 5.42% (FCF TTM 96.3m / Enterprise Value 1.77b)
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 = 2.98 (Enterprise Value 1.77b / Total Assets 595.8m)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 182.1m)
Taxrate = 6.82% (3.51m / 51.5m)
NOPAT = 24.9m (EBIT 26.7m * (1 - 6.82%))
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 = -21.78% (negative equity) (Net Income TTM 19.6m / Total Stockholder Equity -90.1m)
RoCE = 33.67% (EBIT 26.7m / Capital Employed (Equity -90.1m + L.T.Debt 169.4m))
RoIC = 4.93% (NOPAT 24.9m / Invested Capital 504.3m)
WACC = 11.78% (E(1.67b)/V(1.85b) * Re(13.06%) + D(182.1m)/V(1.85b) * Rd(0.0%) * (1-Tc(0.07)))
Discount Rate = 13.06% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 33.33 | Cagr: 6.88%
[DCF] Terminal Value 61.47% ; FCFF base≈155.5m ; Y1≈136.3m ; Y5≈110.1m
[DCF] Fair Price = 14.51 (EV 1.13b - Net Debt 104.4m = Equity 1.03b / Shares 71.0m; r=11.78% [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=0.14 | Chg30d=-34.12% | Revisions=-43% | Analysts=3
EPS next Quarter (2026-09-30): EPS=0.34 | Chg30d=-0.24% | Revisions=-25% | Analysts=3
EPS current Year (2026-12-31): EPS=1.02 | Chg30d=-18.73% | Revisions=-50% | GrowthEPS=+50.0% | GrowthRev=+18.4%
EPS next Year (2027-12-31): EPS=1.52 | Chg30d=-9.27% | Revisions=-50% | GrowthEPS=+48.8% | GrowthRev=+23.0%
[Analyst] Revisions Ratio: -50%