PERELLA WEINBERG PARTNERS (PWP)
US71367G1022 - Common Stock
PWP gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 212 industry peers in the Capital Markets industry. While PWP has a great health rating, there are worries on its profitability. PWP has a expensive valuation and it also scores bad on growth.
1. Profitability
1.1 Basic Checks
In the past year PWP was profitable.
In the past year PWP had a positive cash flow from operations.
PWP had negative earnings in 4 of the past 5 years.
In multiple years PWP reported negative operating cash flow during the last 5 years.
1.2 Ratios
With a Return On Assets value of -8.20%, PWP is not doing good in the industry: 95.71% of the companies in the same industry are doing better.
With a Return On Equity value of -29.56%, PWP is not doing good in the industry: 90.48% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -8.2% | ||
| ROE | -29.56% | ||
| ROIC | N/A |
ROA(3y)-0.36%
ROA(5y)-0.66%
ROE(3y)-1.9%
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
1.3 Margins
PWP has a Gross Margin of 70.69%. This is in the better half of the industry: PWP outperforms 72.38% of its industry peers.
PWP does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | 70.69% |
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
PWP has about the same amout of shares outstanding than it did 1 year ago.
PWP has more shares outstanding than it did 5 years ago.
There is no outstanding debt for PWP. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
2.2 Solvency
An Altman-Z score of 2.39 indicates that PWP is not a great score, but indicates only limited risk for bankruptcy at the moment.
The Altman-Z score of PWP (2.39) is better than 70.95% of its industry peers.
There is no outstanding debt for PWP. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | 0 | ||
| Altman-Z | 2.39 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
PWP has a Current Ratio of 2.64. This indicates that PWP is financially healthy and has no problem in meeting its short term obligations.
PWP's Current ratio of 2.64 is fine compared to the rest of the industry. PWP outperforms 75.24% of its industry peers.
PWP has a Quick Ratio of 2.64. This indicates that PWP is financially healthy and has no problem in meeting its short term obligations.
The Quick ratio of PWP (2.64) is better than 75.24% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.64 | ||
| Quick Ratio | 2.64 |
3. Growth
3.1 Past
PWP shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -61.76%.
Looking at the last year, PWP shows a small growth in Revenue. The Revenue has grown by 1.36% in the last year.
EPS 1Y (TTM)-61.76%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-211.11%
Revenue 1Y (TTM)1.36%
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%-22.29%
3.2 Future
Based on estimates for the next years, PWP will show a very strong growth in Earnings Per Share. The EPS will grow by 39.90% on average per year.
Based on estimates for the next years, PWP will show a quite strong growth in Revenue. The Revenue will grow by 13.56% on average per year.
EPS Next Y75.29%
EPS Next 2Y66.78%
EPS Next 3Y39.9%
EPS Next 5YN/A
Revenue Next Year18.08%
Revenue Next 2Y19.14%
Revenue Next 3Y13.56%
Revenue Next 5YN/A
3.3 Evolution
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 59.38, which means the current valuation is very expensive for PWP.
Based on the Price/Earnings ratio, PWP is valued more expensive than 83.81% of the companies in the same industry.
PWP is valuated expensively when we compare the Price/Earnings ratio to 28.05, which is the current average of the S&P500 Index.
With a Price/Forward Earnings ratio of 12.34, PWP is valued correctly.
The rest of the industry has a similar Price/Forward Earnings ratio as PWP.
When comparing the Price/Forward Earnings ratio of PWP to the average of the S&P500 Index (20.07), we can say PWP is valued slightly cheaper.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 59.38 | ||
| Fwd PE | 12.34 |
4.2 Price Multiples
Based on the Price/Free Cash Flow ratio, PWP is valued a bit more expensive than 65.71% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 60.16 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
PWP's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
PWP's earnings are expected to grow with 39.90% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.79
PEG (5Y)N/A
EPS Next 2Y66.78%
EPS Next 3Y39.9%
5. Dividend
5.1 Amount
PWP has a Yearly Dividend Yield of 1.82%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 7.08, PWP is paying slightly less dividend.
Compared to the average S&P500 Dividend Yield of 2.38, PWP is paying slightly less dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.82% |
5.2 History
PWP has been paying a dividend for less than 5 years, so it still needs to build a track record.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years2
5.3 Sustainability
PWP has negative earnings and hence a negative payout ratio. The dividend may be in danger.
DP-59.22%
EPS Next 2Y66.78%
EPS Next 3Y39.9%
PERELLA WEINBERG PARTNERS
NASDAQ:PWP (5/31/2024, 7:01:41 PM)
After market: 15.44 0 (0%)15.44
+0.03 (+0.19%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners
Inst Owner Change
Ins Owners
Ins Owner Change
Market Cap1.45B
Analysts
Price Target
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.82% |
Dividend Growth(5Y)
DP
Div Incr Years
Div Non Decr Years
Ex-Date
Surprises & Revisions
EPS beat(2)
Avg EPS beat(2)
Min EPS beat(2)
Max EPS beat(2)
EPS beat(4)
Avg EPS beat(4)
Min EPS beat(4)
Max EPS beat(4)
EPS beat(8)
Avg EPS beat(8)
EPS beat(12)
Avg EPS beat(12)
EPS beat(16)
Avg EPS beat(16)
Revenue beat(2)
Avg Revenue beat(2)
Min Revenue beat(2)
Max Revenue beat(2)
Revenue beat(4)
Avg Revenue beat(4)
Min Revenue beat(4)
Max Revenue beat(4)
Revenue beat(8)
Avg Revenue beat(8)
Revenue beat(12)
Avg Revenue beat(12)
Revenue beat(16)
Avg Revenue beat(16)
PT rev (1m)
PT rev (3m)
EPS NQ rev (1m)
EPS NQ rev (3m)
EPS NY rev (1m)
EPS NY rev (3m)
Revenue NQ rev (1m)
Revenue NQ rev (3m)
Revenue NY rev (1m)
Revenue NY rev (3m)
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 59.38 | ||
| Fwd PE | 12.34 | ||
| P/S | |||
| P/FCF | |||
| P/OCF | |||
| P/B | |||
| P/tB | |||
| EV/EBITDA |
EPS(TTM)
EY
EPS(NY)
Fwd EY
FCF(TTM)
FCFY
OCF(TTM)
OCFY
SpS
BVpS
TBVpS
PEG (NY)0.79
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -8.2% | ||
| ROE | -29.56% | ||
| ROCE | |||
| ROIC | |||
| ROICexc | |||
| ROICexgc | |||
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | 70.69% | ||
| FCFM |
ROA(3y)
ROA(5y)
ROE(3y)
ROE(5y)
ROIC(3y)
ROIC(5y)
ROICexc(3y)
ROICexc(5y)
ROICexgc(3y)
ROICexgc(5y)
ROCE(3y)
ROCE(5y)
ROICexcg growth 3Y
ROICexcg growth 5Y
ROICexc growth 3Y
ROICexc growth 5Y
OM growth 3Y
OM growth 5Y
PM growth 3Y
PM growth 5Y
GM growth 3Y
GM growth 5Y
F-Score
Asset Turnover1.06
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0 | ||
| Debt/FCF | |||
| Debt/EBITDA | |||
| Cap/Depr | |||
| Cap/Sales | |||
| Interest Coverage | |||
| Cash Conversion | |||
| Profit Quality | |||
| Current Ratio | 2.64 | ||
| Quick Ratio | 2.64 | ||
| Altman-Z |
F-Score
WACC
ROIC/WACC
Cap/Depr(3y)
Cap/Depr(5y)
Cap/Sales(3y)
Cap/Sales(5y)
Profit Quality(3y)
Profit Quality(5y)
High Growth Momentum
Growth
EPS 1Y (TTM)-61.76%
EPS 3YN/A
EPS 5Y
EPS Q2Q%
EPS Next Y75.29%
EPS Next 2Y
EPS Next 3Y
EPS Next 5Y
Revenue 1Y (TTM)1.36%
Revenue growth 3YN/A
Revenue growth 5Y
Sales Q2Q%
Revenue Next Year
Revenue Next 2Y
Revenue Next 3Y
Revenue Next 5Y
EBIT growth 1Y
EBIT growth 3Y
EBIT growth 5Y
EBIT Next Year
EBIT Next 3Y
EBIT Next 5Y
FCF growth 1Y
FCF growth 3Y
FCF growth 5Y
OCF growth 1Y
OCF growth 3Y
OCF growth 5Y