Perella Weinberg Partners (PWP) AI Stock Analysis

• Market Cap: $1.78B
• Dividend Yield: 1.5%
• Average Volume (3M): 862.80K
• Price to Earnings (P/E): 24.8
• Beta (1Y): 1.48
• Revenue Growth: 20.01%
• EPS Growth: N/A
• Country: US
• Employees: 700
• Sector: Financial
• Sector Strength: 70
• Industry: Financial - Capital Markets
• EPS (TTM): 0.09
• 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: 1.38
• Enterprise Value/Revenue: 2.82
• Enterprise Value/Gross Profit: 6.81
• Enterprise Value/Ebitda: 25.00
• 1Y Price Target: $21.00
• Price Target Upside: 12.42% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 1

• Rating: 53 Neutral
• Price Target: $19.00 ▲(1.71% Upside)

Perella Weinberg Partners' overall stock score reflects a mix of operational improvements and strategic initiatives, tempered by significant financial stability concerns. The earnings call provided a cautiously optimistic outlook, but technical indicators and valuation suggest caution. Addressing balance sheet weaknesses and converting pipeline opportunities into revenue are critical for future performance.

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 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	871.01M	878.04M	648.65M	631.51M	801.66M	518.99M
Gross Profit	360.36M	352.10M	222.08M	240.17M	297.30M	144.65M
EBITDA	98.12M	-58.15M	-100.42M	-37.04M	45.05M	10.38M
Net Income	57.22M	-64.73M	-17.22M	17.88M	-9.42M	-24.34M
Balance Sheet
Total Assets	606.70M	876.75M	761.11M	717.09M	718.33M	542.95M
Cash, Cash Equivalents and Short-Term Investments	145.04M	408.60M	341.28M	314.28M	504.77M	330.91M
Total Debt	185.00M	187.35M	175.90M	165.60M	43.45M	205.19M
Total Liabilities	430.61M	646.99M	492.86M	456.95M	446.98M	468.77M
Stockholders Equity	-318.42M	-421.38M	152.66M	137.46M	126.32M	74.18M
Cash Flow
Free Cash Flow	215.82M	206.98M	88.28M	-44.33M	233.45M	80.39M
Operating Cash Flow	219.30M	223.36M	145.88M	-17.77M	234.91M	85.91M
Investing Cash Flow	-3.48M	-98.00K	-5.82M	-166.23M	-2.44M	-5.52M
Financing Cash Flow	-259.01M	-137.25M	-67.02M	-136.77M	-55.02M	-21.99M

Perella Weinberg Partners Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 18.68
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PWP, the sentiment is Negative. The current price of 18.68 is below the 20-day moving average (MA) of 19.59, below the 50-day MA of 20.98, and below the 200-day MA of 20.26, indicating a bearish trend. The MACD of -0.50 indicates Positive momentum. The RSI at 37.58 is Neutral, neither overbought nor oversold. The STOCH value of 11.32 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PWP.

Perella Weinberg Partners Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EVR	―	$11.37B	23.49	―	1.12%	27.00%	63.47%
PIPR	―	$5.65B	26.94	17.91%	1.77%	10.46%	50.47%
MC	―	$5.10B	21.19	51.98%	3.82%	51.19%	456.59%
LPLA	―	$30.19B	25.81	21.32%	0.32%	35.19%	-18.62%
Sector *	―	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
PJT	―	$5.61B	27.66	106.47%	0.62%	18.40%	54.77%
PWP	―	$1.78B	24.77	―	1.50%	20.01%	―

Perella Weinberg Partners Corporate Events

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.

Perella Weinberg Partners Expands with Key Acquisition

Perella Weinberg Partners is a global independent advisory firm that provides strategic and financial advice to a diverse clientele, including corporations, financial sponsors, and governments. The firm operates in the financial services sector and is known for its extensive advisory services across various industry sectors and global markets.

Perella Weinberg Partners’ Earnings Call: Strategic Moves Amid Challenges

Perella Weinberg Partners’ recent earnings call painted a picture of cautious optimism. The company is making significant strides with investments in senior talent and strategic acquisitions, which are expected to bolster future growth. However, challenges such as delayed transaction conversions and an uncertain revenue outlook temper this optimism.

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.