18.65 USD
-0.16 (-0.85%)
18.65 USD
0 (0%)
PWP gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 235 industry peers in the Capital Markets industry. The financial health of PWP is average, but there are quite some concerns on its profitability. While showing a medium growth rate, PWP is valued expensive at the moment.
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.
1.2 Ratios
PWP has a Return On Assets of 7.21%. This is amongst the best in the industry. PWP outperforms 83.40% of its industry peers.
PWP's Return On Invested Capital of 8.52% is amongst the best of the industry. PWP outperforms 83.40% of its industry peers.
| Industry Rank | Sector 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
1.3 Margins
PWP has a Profit Margin of 6.19%. This is in the lower half of the industry: PWP underperforms 65.96% of its industry peers.
PWP has a Operating Margin of 6.71%. This is in the lower half of the industry: PWP underperforms 67.66% of its industry peers.
PWP has a better Gross Margin (81.82%) than 86.81% of its industry peers.
In the last couple of years the Gross Margin of PWP has declined.
| Industry Rank | Sector 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
2. Health
2.1 Basic Checks
The number of shares outstanding for PWP has been increased compared to 1 year ago.
The number of shares outstanding for PWP has been increased compared to 5 years ago.
PWP has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
2.2 Solvency
PWP has an Altman-Z score of 2.32. 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.
The Altman-Z score of PWP (2.32) is better than 71.06% 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 | N/A | ||
| Debt/FCF | 0 | ||
| Altman-Z | 2.32 |
ROIC/WACCN/A
WACCN/A
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.
PWP has a better Current ratio (1.48) than 69.36% of its industry peers.
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 69.79% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.48 | ||
| Quick Ratio | 1.48 |
3. Growth
3.1 Past
PWP shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 1.33%.
PWP shows a very negative growth in Earnings Per Share. Measured over the last years, the EPS has been decreasing by -16.37% yearly.
The Revenue for PWP has decreased by -12.44% in the past year. This is quite bad
PWP shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.08% yearly.
EPS 1Y (TTM)1.33%
EPS 3Y-16.37%
EPS 5YN/A
EPS Q2Q%-61.76%
Revenue 1Y (TTM)-12.44%
Revenue growth 3Y3.08%
Revenue growth 5YN/A
Sales Q2Q%-40.83%
3.2 Future
Based on estimates for the next years, PWP will show a quite strong growth in Earnings Per Share. The EPS will grow by 19.89% on average per year.
The Revenue is expected to grow by 10.35% on average over the next years. This is quite good.
EPS Next Y-21.29%
EPS Next 2Y23.17%
EPS Next 3Y19.89%
EPS Next 5YN/A
Revenue Next Year-12.61%
Revenue Next 2Y9.84%
Revenue Next 3Y10.35%
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.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 24.54, the valuation of PWP can be described as rather expensive.
Based on the Price/Earnings ratio, PWP is valued a bit more expensive than the industry average as 63.40% of the companies are valued more cheaply.
When comparing the Price/Earnings ratio of PWP to the average of the S&P500 Index (26.92), we can say PWP is valued inline with the index average.
PWP is valuated correctly with a Price/Forward Earnings ratio of 13.22.
PWP's Price/Forward Earnings ratio is in line with the industry average.
The average S&P500 Price/Forward Earnings ratio is at 23.57. PWP is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.54 | ||
| Fwd PE | 13.22 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, PWP is valued a bit cheaper than the industry average as 69.36% of the companies are valued more expensively.
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 Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 22.99 | ||
| EV/EBITDA | 21.62 |
4.3 Compensation for Growth
PWP's earnings are expected to grow with 19.89% in the coming years. This may justify a more expensive valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y23.17%
EPS Next 3Y19.89%
5. Dividend
5.1 Amount
PWP has a Yearly Dividend Yield of 1.62%.
PWP's Dividend Yield is slightly below the industry average, which is at 6.39.
PWP's Dividend Yield is comparable with the S&P500 average which is at 1.94.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.62% |
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
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 2Y23.17%
EPS Next 3Y19.89%
18.65
-0.16 (-0.85%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners100.29%
Inst Owner Change0%
Ins Owners2.59%
Ins Owner Change0.06%
Market Cap1.71B
Revenue(TTM)757.41M
Net Income(TTM)46.85M
Analysts75
Price Target23.72 (27.18%)
Short Float %10.2%
Short Ratio7.36
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.62% |
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)0.54%
PT rev (3m)-9.71%
EPS NQ rev (1m)-11.32%
EPS NQ rev (3m)-50.83%
EPS NY rev (1m)-3.33%
EPS NY rev (3m)-29.98%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-24.8%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-13.6%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 24.54 | ||
| Fwd PE | 13.22 | ||
| P/S | 2.25 | ||
| P/FCF | 22.99 | ||
| P/OCF | 21.81 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 21.62 |
EPS(TTM)0.76
EY4.08%
EPS(NY)1.41
Fwd EY7.57%
FCF(TTM)0.81
FCFY4.35%
OCF(TTM)0.86
OCFY4.58%
SpS8.28
BVpS-3.31
TBVpS-3.77
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 2.32 |
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)1.33%
EPS 3Y-16.37%
EPS 5YN/A
EPS Q2Q%-61.76%
EPS Next Y-21.29%
EPS Next 2Y23.17%
EPS Next 3Y19.89%
EPS Next 5YN/A
Revenue 1Y (TTM)-12.44%
Revenue growth 3Y3.08%
Revenue growth 5YN/A
Sales Q2Q%-40.83%
Revenue Next Year-12.61%
Revenue Next 2Y9.84%
Revenue Next 3Y10.35%
Revenue Next 5YN/A
EBIT growth 1Y135.35%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year-30.96%
EBIT Next 3Y19.89%
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 3 / 10 to PERELLA WEINBERG PARTNERS (PWP). This can be considered as Overvalued.
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 decline by -21.29% in the next year.