PERELLA WEINBERG PARTNERS (PWP) Stock Fundamental Analysis

NASDAQ:PWP • US71367G1022

20.85 USD
-0.63 (-2.93%)
Last: Feb 17, 2026, 03:02 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Overall PWP gets a fundamental rating of 4 out of 10. We evaluated PWP against 237 industry peers in the Capital Markets industry. The financial health of PWP is average, but there are quite some concerns on its profitability. PWP is not valued too expensively and it also shows a decent growth rate.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • In the past year PWP was profitable.
  • PWP had a positive operating cash flow in the past year.
  • In the past 5 years PWP reported 4 times negative net income.
  • In multiple years PWP reported negative operating cash flow during the last 5 years.
PWP Yearly Net Income VS EBIT VS OCF VS FCFPWP Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 2024 0 100M -100M 200M

1.2 Ratios

  • PWP has a Return On Assets of 7.21%. This is in the better half of the industry: PWP outperforms 79.32% of its industry peers.
  • PWP has a better Return On Invested Capital (8.52%) than 83.54% of its industry peers.
Industry RankSector Rank
ROA 7.21%
ROE N/A
ROIC 8.52%
ROA(3y)-2.38%
ROA(5y)-2.13%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
PWP Yearly ROA, ROE, ROICPWP Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 0 10 -10

1.3 Margins

  • Looking at the Profit Margin, with a value of 6.19%, PWP is doing worse than 70.04% of the companies in the same industry.
  • PWP's Operating Margin of 6.71% is on the low side compared to the rest of the industry. PWP is outperformed by 67.93% of its industry peers.
  • Looking at the Gross Margin, with a value of 81.82%, PWP belongs to the top of the industry, outperforming 86.50% of the companies in the same industry.
  • In the last couple of years the Gross Margin of PWP has declined.
Industry RankSector Rank
OM 6.71%
PM (TTM) 6.19%
GM 81.82%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-7.08%
GM growth 5YN/A
PWP Yearly Profit, Operating, Gross MarginsPWP Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 0 20 40 60 80

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ROAROEROICOperating and Profit MarginShow most profitable peers

6

2. Health

2.1 Basic Checks

  • PWP has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
PWP Yearly Shares OutstandingPWP Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 2024 20M 40M 60M 80M
PWP Yearly Total Debt VS Total AssetsPWP Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2018 2019 2020 2021 2022 2023 2024 200M 400M 600M 800M

2.2 Solvency

  • An Altman-Z score of 2.43 indicates that PWP is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • With a decent Altman-Z score value of 2.43, PWP is doing good in the industry, outperforming 73.00% of the companies in the same industry.
  • 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 RankSector Rank
Debt/Equity N/A
Debt/FCF 0
Altman-Z 2.43
ROIC/WACCN/A
WACCN/A
PWP Yearly LT Debt VS Equity VS FCFPWP Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2018 2019 2020 2021 2022 2023 2024 0 200M -200M -400M

2.3 Liquidity

  • PWP has a Current Ratio of 1.48. This is a normal value and indicates that PWP is financially healthy and should not expect problems in meeting its short term obligations.
  • With a decent Current ratio value of 1.48, PWP is doing good in the industry, outperforming 68.35% of the companies in the same industry.
  • PWP has a Quick Ratio of 1.48. This is a normal value and indicates that PWP is financially healthy and should not expect problems in meeting its short term obligations.
  • PWP's Quick ratio of 1.48 is fine compared to the rest of the industry. PWP outperforms 68.78% of its industry peers.
Industry RankSector Rank
Current Ratio 1.48
Quick Ratio 1.48
PWP Yearly Current Assets VS Current LiabilitesPWP Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • The earnings per share for PWP have decreased strongly by -27.96% in the last year.
  • PWP shows a decrease in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -4.94% yearly.
EPS 1Y (TTM)-27.96%
EPS 3Y-4.94%
EPS 5YN/A
EPS Q2Q%-34.62%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%-2.89%

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 47.07% on average per year.
  • The Revenue is expected to grow by 21.03% on average over the next years. This is a very strong growth
EPS Next Y93.11%
EPS Next 2Y54.17%
EPS Next 3Y47.07%
EPS Next 5YN/A
Revenue Next Year40.57%
Revenue Next 2Y27.38%
Revenue Next 3Y21.03%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
PWP Yearly Revenue VS EstimatesPWP Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 200M 400M 600M 800M 1B
PWP Yearly EPS VS EstimatesPWP Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 0.5 1 1.5 2

More info and screens

Find the best growth stocksShow best growing peers

4

4. Valuation

4.1 Price/Earnings Ratio

  • PWP is valuated quite expensively with a Price/Earnings ratio of 31.12.
  • Based on the Price/Earnings ratio, PWP is valued a bit more expensive than 74.68% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.19, PWP is valued at the same level.
  • Based on the Price/Forward Earnings ratio of 16.12, the valuation of PWP can be described as correct.
  • PWP's Price/Forward Earnings ratio is in line with the industry average.
  • When comparing the Price/Forward Earnings ratio of PWP to the average of the S&P500 Index (28.06), we can say PWP is valued slightly cheaper.
Industry RankSector Rank
PE 31.12
Fwd PE 16.12
PWP Price Earnings VS Forward Price EarningsPWP Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, PWP is valued a bit cheaper than 67.09% of the companies in the same industry.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of PWP is on the same level as its industry peers.
Industry RankSector Rank
P/FCF 24.96
EV/EBITDA 24.26
PWP Per share dataPWP EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 2 -2 4 6 8

4.3 Compensation for Growth

  • The low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
  • A more expensive valuation may be justified as PWP's earnings are expected to grow with 47.07% in the coming years.
PEG (NY)0.33
PEG (5Y)N/A
EPS Next 2Y54.17%
EPS Next 3Y47.07%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

2

5. Dividend

5.1 Amount

  • PWP has a Yearly Dividend Yield of 1.28%.
  • Compared to an average industry Dividend Yield of 6.03, PWP is paying slightly less dividend.
  • PWP's Dividend Yield is slightly below the S&P500 average, which is at 1.82.
Industry RankSector Rank
Dividend Yield 1.28%

5.2 History

  • PWP has been paying a dividend for over 5 years, so it has already some track record.
  • PWP has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years3
PWP Yearly Dividends per sharePWP Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 0.05 0.1 0.15 0.2 0.25

5.3 Sustainability

  • 69.65% of the earnings are spent on dividend by PWP. This is not a sustainable payout ratio.
DP69.65%
EPS Next 2Y54.17%
EPS Next 3Y47.07%
PWP Yearly Income VS Free CF VS DividendPWP Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2018 2019 2020 2021 2022 2023 2024 0 50M -50M 100M 150M 200M
PWP Dividend Payout.PWP Dividend Payout, showing the Payout Ratio.PWP Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

PERELLA WEINBERG PARTNERS

NASDAQ:PWP (2/17/2026, 3:02:31 PM)

20.85

-0.63 (-2.93%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-06
Earnings (Next)04-30
Inst Owners100.29%
Inst Owner Change1.96%
Ins Owners2.59%
Ins Owner Change0.02%
Market Cap1.85B
Revenue(TTM)N/A
Net Income(TTM)46.85M
Analysts75
Price Target24.23 (16.21%)
Short Float %11.07%
Short Ratio7.16
Dividend
Industry RankSector Rank
Dividend Yield 1.28%
Yearly Dividend0.45
Dividend Growth(5Y)N/A
DP69.65%
Div Incr Years0
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)5.03%
Min EPS beat(2)-19.55%
Max EPS beat(2)29.61%
EPS beat(4)3
Avg EPS beat(4)15.81%
Min EPS beat(4)-19.55%
Max EPS beat(4)30%
EPS beat(8)6
Avg EPS beat(8)21.44%
EPS beat(12)10
Avg EPS beat(12)85.67%
EPS beat(16)12
Avg EPS beat(16)89.94%
Revenue beat(2)0
Avg Revenue beat(2)-14.76%
Min Revenue beat(2)-18.32%
Max Revenue beat(2)-11.19%
Revenue beat(4)2
Avg Revenue beat(4)-6.7%
Min Revenue beat(4)-18.32%
Max Revenue beat(4)1.5%
Revenue beat(8)5
Avg Revenue beat(8)7.06%
Revenue beat(12)9
Avg Revenue beat(12)9.85%
Revenue beat(16)11
Avg Revenue beat(16)8.78%
PT rev (1m)2.15%
PT rev (3m)-3.06%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-63.29%
EPS NY rev (1m)-12.62%
EPS NY rev (3m)-27.3%
Revenue NQ rev (1m)-15.74%
Revenue NQ rev (3m)-38.19%
Revenue NY rev (1m)-4.52%
Revenue NY rev (3m)-17.07%
Valuation
Industry RankSector Rank
PE 31.12
Fwd PE 16.12
P/S 2.44
P/FCF 24.96
P/OCF 23.68
P/B N/A
P/tB N/A
EV/EBITDA 24.26
EPS(TTM)0.67
EY3.21%
EPS(NY)1.29
Fwd EY6.21%
FCF(TTM)0.84
FCFY4.01%
OCF(TTM)0.88
OCFY4.22%
SpS8.53
BVpS-3.41
TBVpS-3.88
PEG (NY)0.33
PEG (5Y)N/A
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA 7.21%
ROE N/A
ROCE 10.79%
ROIC 8.52%
ROICexc 14.05%
ROICexgc 16.47%
OM 6.71%
PM (TTM) 6.19%
GM 81.82%
FCFM 9.79%
ROA(3y)-2.38%
ROA(5y)-2.13%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y-7.08%
GM growth 5YN/A
F-Score9
Asset Turnover1.16
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 19.9%
Cap/Sales 0.53%
Interest Coverage 250
Cash Conversion 110.15%
Profit Quality 158.33%
Current Ratio 1.48
Quick Ratio 1.48
Altman-Z 2.43
F-Score9
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)240.45%
Cap/Depr(5y)N/A
Cap/Sales(3y)4.99%
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-27.96%
EPS 3Y-4.94%
EPS 5YN/A
EPS Q2Q%-34.62%
EPS Next Y93.11%
EPS Next 2Y54.17%
EPS Next 3Y47.07%
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%-2.89%
Revenue Next Year40.57%
Revenue Next 2Y27.38%
Revenue Next 3Y21.03%
Revenue Next 5YN/A
EBIT growth 1Y135.35%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year-50.46%
EBIT Next 3Y19.31%
EBIT Next 5YN/A
FCF growth 1Y1548.58%
FCF growth 3Y-3.92%
FCF growth 5YN/A
OCF growth 1Y14.32%
OCF growth 3Y-1.67%
OCF growth 5YN/A

PERELLA WEINBERG PARTNERS / PWP FAQ

What is the fundamental rating for PWP stock?

ChartMill assigns a fundamental rating of 4 / 10 to PWP.


What is the valuation status for PWP stock?

ChartMill assigns a valuation rating of 4 / 10 to PERELLA WEINBERG PARTNERS (PWP). This can be considered as Fairly Valued.


Can you provide the profitability details for PERELLA WEINBERG PARTNERS?

PERELLA WEINBERG PARTNERS (PWP) has a profitability rating of 3 / 10.


How financially healthy is PERELLA WEINBERG PARTNERS?

The financial health rating of PERELLA WEINBERG PARTNERS (PWP) is 6 / 10.


Can you provide the expected EPS growth for PWP stock?

The Earnings per Share (EPS) of PERELLA WEINBERG PARTNERS (PWP) is expected to grow by 93.11% in the next year.