PERELLA WEINBERG PARTNERS (PWP) Fundamental Analysis & Valuation

NASDAQ:PWP • US71367G1022

Current stock price

21.63 USD
+0.05 (+0.23%)
Last:

This PWP fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

3

1. PWP Profitability Analysis

1.1 Basic Checks

  • PWP had positive earnings in the past year.
  • PWP had a positive operating cash flow in the past year.
  • In multiple years PWP reported negative net income over the last 5 years.
  • PWP had a positive operating cash flow in 4 of the past 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 2025 0 100M -100M 200M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 4.45%, PWP is in the better half of the industry, outperforming 66.67% of the companies in the same industry.
  • The Return On Invested Capital of PWP (7.02%) is better than 76.25% of its industry peers.
Industry RankSector Rank
ROA 4.45%
ROE N/A
ROIC 7.02%
ROA(3y)-1.73%
ROA(5y)-0.8%
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 2025 0 10 -10 -20

1.3 Margins

  • PWP's Profit Margin of 4.72% is on the low side compared to the rest of the industry. PWP is outperformed by 65.83% of its industry peers.
  • PWP's Profit Margin has improved in the last couple of years.
  • With a Operating Margin value of 6.39%, PWP is not doing good in the industry: 70.00% of the companies in the same industry are doing better.
Industry RankSector Rank
OM 6.39%
PM (TTM) 4.72%
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3Y18.57%
PM growth 5YN/A
GM growth 3YN/A
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 2025 0 20 40 60 80

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6

2. PWP Health Analysis

2.1 Basic Checks

  • Compared to 1 year ago, PWP has more shares outstanding
  • The number of shares outstanding for PWP has been increased compared to 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.
PWP Yearly Shares OutstandingPWP Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 2024 2025 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 2025 200M 400M 600M 800M

2.2 Solvency

  • PWP has an Altman-Z score of 2.36. This is not the best score and indicates that PWP is in the grey zone with still only limited risk for bankruptcy at the moment.
  • PWP has a better Altman-Z score (2.36) than 72.08% 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 RankSector Rank
Debt/Equity N/A
Debt/FCF 0
Altman-Z 2.36
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 2025 0 200M -200M -400M

2.3 Liquidity

  • PWP has a Current Ratio of 1.43. 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 1.43, PWP is doing good in the industry, outperforming 65.83% of the companies in the same industry.
  • PWP has a Quick Ratio of 1.43. This is a normal value and indicates that PWP is financially healthy and should not expect problems in meeting its short term obligations.
  • Looking at the Quick ratio, with a value of 1.43, PWP is in the better half of the industry, outperforming 66.25% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.43
Quick Ratio 1.43
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 2025 100M 200M 300M 400M 500M

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

5

3. PWP Growth Analysis

3.1 Past

  • PWP shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -27.96%.
  • The Earnings Per Share has been decreasing by -4.94% on average over the past years.
  • PWP shows a very negative growth in Revenue. In the last year, the Revenue has decreased by -14.48%.
  • PWP shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 5.94% yearly.
EPS 1Y (TTM)-27.96%
EPS 3Y-4.94%
EPS 5YN/A
EPS Q2Q%-34.62%
Revenue 1Y (TTM)-14.48%
Revenue growth 3Y5.94%
Revenue growth 5YN/A
Sales Q2Q%-2.89%

3.2 Future

  • The Earnings Per Share is expected to grow by 42.76% on average over the next years. This is a very strong growth
  • PWP is expected to show a strong growth in Revenue. In the coming years, the Revenue will grow by 20.13% yearly.
EPS Next Y89.04%
EPS Next 2Y58.74%
EPS Next 3Y42.76%
EPS Next 5YN/A
Revenue Next Year37.68%
Revenue Next 2Y26.67%
Revenue Next 3Y20.13%
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
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

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4

4. PWP Valuation Analysis

4.1 Price/Earnings Ratio

  • PWP is valuated quite expensively with a Price/Earnings ratio of 32.28.
  • Based on the Price/Earnings ratio, PWP is valued a bit more expensive than 75.42% of the companies in the same industry.
  • PWP is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 27.53, which is the current average of the S&P500 Index.
  • Based on the Price/Forward Earnings ratio of 17.08, the valuation of PWP can be described as rather expensive.
  • PWP's Price/Forward Earnings ratio is in line with the industry average.
  • PWP is valuated cheaply when we compare the Price/Forward Earnings ratio to 37.95, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 32.28
Fwd PE 17.08
PWP Price Earnings VS Forward Price EarningsPWP Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, PWP is valued a bit cheaper than 66.25% of the companies in the same industry.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as PWP.
Industry RankSector Rank
P/FCF 65.15
EV/EBITDA 25.06
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.
  • PWP's earnings are expected to grow with 42.76% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.36
PEG (5Y)N/A
EPS Next 2Y58.74%
EPS Next 3Y42.76%

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

2

5. PWP Dividend Analysis

5.1 Amount

  • PWP has a Yearly Dividend Yield of 1.38%.
  • Compared to an average industry Dividend Yield of 6.64, 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 1.38%

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 Years4
PWP Yearly Dividends per sharePWP Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 2025 2026 0.05 0.1 0.15 0.2 0.25

5.3 Sustainability

  • PWP pays out 76.51% of its income as dividend. This is not a sustainable payout ratio.
DP76.51%
EPS Next 2Y58.74%
EPS Next 3Y42.76%
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 2025 0 50M -50M 100M 150M 200M
PWP Dividend Payout.PWP Dividend Payout, showing the Payout Ratio.PWP Dividend Payout.PayoutRetained Earnings

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PWP Fundamentals: All Metrics, Ratios and Statistics

PERELLA WEINBERG PARTNERS

NASDAQ:PWP (4/17/2026, 2:47:33 PM)

21.63

+0.05 (+0.23%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-06
Earnings (Next)04-30
Inst Owners100.59%
Inst Owner Change0%
Ins Owners3.58%
Ins Owner Change3.12%
Market Cap1.99B
Revenue(TTM)750.90M
Net Income(TTM)35.48M
Analysts75
Price Target25.12 (16.13%)
Short Float %11.72%
Short Ratio8.52
Dividend
Industry RankSector Rank
Dividend Yield 1.38%
Yearly Dividend0.31
Dividend Growth(5Y)N/A
DP76.51%
Div Incr Years0
Div Non Decr Years4
Ex-Date02-17
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)8.09%
Min EPS beat(2)-19.55%
Max EPS beat(2)35.74%
EPS beat(4)3
Avg EPS beat(4)18.95%
Min EPS beat(4)-19.55%
Max EPS beat(4)35.74%
EPS beat(8)6
Avg EPS beat(8)12.52%
EPS beat(12)10
Avg EPS beat(12)36.48%
EPS beat(16)13
Avg EPS beat(16)92.59%
Revenue beat(2)1
Avg Revenue beat(2)0.98%
Min Revenue beat(2)-18.32%
Max Revenue beat(2)20.29%
Revenue beat(4)2
Avg Revenue beat(4)-1.93%
Min Revenue beat(4)-18.32%
Max Revenue beat(4)20.29%
Revenue beat(8)5
Avg Revenue beat(8)7.16%
Revenue beat(12)9
Avg Revenue beat(12)8.38%
Revenue beat(16)12
Avg Revenue beat(16)10.07%
PT rev (1m)-3.9%
PT rev (3m)5.91%
EPS NQ rev (1m)-3.53%
EPS NQ rev (3m)-19.03%
EPS NY rev (1m)-2.72%
EPS NY rev (3m)-10.24%
Revenue NQ rev (1m)-1.19%
Revenue NQ rev (3m)-12.16%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-6.93%
Valuation
Industry RankSector Rank
PE 32.28
Fwd PE 17.08
P/S 2.64
P/FCF 65.15
P/OCF 57.07
P/B N/A
P/tB N/A
EV/EBITDA 25.06
EPS(TTM)0.67
EY3.1%
EPS(NY)1.27
Fwd EY5.86%
FCF(TTM)0.33
FCFY1.53%
OCF(TTM)0.38
OCFY1.75%
SpS8.18
BVpS-1.39
TBVpS-2.32
PEG (NY)0.36
PEG (5Y)N/A
Graham Number0 (-100%)
Profitability
Industry RankSector Rank
ROA 4.45%
ROE N/A
ROCE 8.89%
ROIC 7.02%
ROICexc 13.34%
ROICexgc 19.05%
OM 6.39%
PM (TTM) 4.72%
GM N/A
FCFM 4.06%
ROA(3y)-1.73%
ROA(5y)-0.8%
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 3Y18.57%
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score7
Asset Turnover0.94
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 20.7%
Cap/Sales 0.57%
Interest Coverage 250
Cash Conversion 50.53%
Profit Quality 85.9%
Current Ratio 1.43
Quick Ratio 1.43
Altman-Z 2.36
F-Score7
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)164.48%
Cap/Depr(5y)150.48%
Cap/Sales(3y)3.77%
Cap/Sales(5y)3.14%
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 Y89.04%
EPS Next 2Y58.74%
EPS Next 3Y42.76%
EPS Next 5YN/A
Revenue 1Y (TTM)-14.48%
Revenue growth 3Y5.94%
Revenue growth 5YN/A
Sales Q2Q%-2.89%
Revenue Next Year37.68%
Revenue Next 2Y26.67%
Revenue Next 3Y20.13%
Revenue Next 5YN/A
EBIT growth 1Y161.13%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year136.23%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-85.28%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-84.42%
OCF growth 3YN/A
OCF growth 5YN/A

PERELLA WEINBERG PARTNERS / PWP Fundamental Analysis FAQ

What is the fundamental rating for PWP stock?

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


Can you provide the valuation status for PERELLA WEINBERG PARTNERS?

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


What is the profitability of PWP stock?

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


What are the PE and PB ratios of PERELLA WEINBERG PARTNERS (PWP) stock?

The Price/Earnings (PE) ratio for PERELLA WEINBERG PARTNERS (PWP) is 32.28 and the Price/Book (PB) ratio is -15.59.


What is the expected EPS growth for PERELLA WEINBERG PARTNERS (PWP) stock?

The Earnings per Share (EPS) of PERELLA WEINBERG PARTNERS (PWP) is expected to grow by 89.04% in the next year.