PERELLA WEINBERG PARTNERS (PWP) Fundamental Analysis & Valuation

NASDAQ:PWP • US71367G1022

Current stock price

17.3 USD
+0.38 (+2.25%)
At close:
17.3 USD
0 (0%)
After Hours:

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

  • In the past year PWP was profitable.
  • In the past year PWP had a positive cash flow from operations.
  • In multiple years PWP reported negative net income over the last 5 years.
  • The reported operating cash flow has been mixed in the past 5 years: PWP reported negative operating cash flow in multiple 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

  • PWP has a Return On Assets of 7.21%. This is in the better half of the industry: PWP outperforms 76.03% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 8.52%, PWP belongs to the top of the industry, outperforming 81.82% of the companies in the same industry.
Industry RankSector Rank
ROA 7.21%
ROE N/A
ROIC 8.52%
ROA(3y)N/A
ROA(5y)N/A
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

1.3 Margins

  • With a Profit Margin value of 6.19%, PWP is not doing good in the industry: 64.46% of the companies in the same industry are doing better.
  • In the last couple of years the Profit Margin of PWP has grown nicely.
  • The Operating Margin of PWP (6.71%) is worse than 69.01% of its industry peers.
Industry RankSector Rank
OM 6.71%
PM (TTM) 6.19%
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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ROAROEROICOperating and Profit MarginShow most profitable peers

6

2. PWP Health Analysis

2.1 Basic Checks

  • 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 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 2.23 indicates that PWP is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • The Altman-Z score of PWP (2.23) is better than 69.83% of its industry peers.
  • PWP has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 0
Altman-Z 2.23
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.
  • Looking at the Current ratio, with a value of 1.48, PWP is in the better half of the industry, outperforming 67.77% 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.
  • With a decent Quick ratio value of 1.48, PWP is doing good in the industry, outperforming 68.18% of the companies in the same industry.
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

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%.
  • Measured over the past years, PWP shows a decrease in Earnings Per Share. The EPS has been decreasing by -4.94% on average per year.
  • 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

  • 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.
  • Based on estimates for the next years, PWP will show a very strong growth in Revenue. The Revenue will grow by 21.03% on average per year.
EPS Next Y94.31%
EPS Next 2Y60.27%
EPS Next 3Y47.07%
EPS Next 5YN/A
Revenue Next Year37.68%
Revenue Next 2Y27.05%
Revenue Next 3Y21.03%
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 2

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5

4. PWP Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 25.82 indicates a quite expensive valuation of PWP.
  • PWP's Price/Earnings ratio is a bit more expensive when compared to the industry. PWP is more expensive than 71.07% of the companies in the same industry.
  • When comparing the Price/Earnings ratio of PWP to the average of the S&P500 Index (25.73), we can say PWP is valued inline with the index average.
  • A Price/Forward Earnings ratio of 13.29 indicates a correct valuation of PWP.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of PWP is on the same level as its industry peers.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 23.72, PWP is valued a bit cheaper.
Industry RankSector Rank
PE 25.82
Fwd PE 13.29
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

  • PWP's Enterprise Value to EBITDA ratio is a bit cheaper when compared to the industry. PWP is cheaper than 70.66% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, PWP is valued a bit cheaper than the industry average as 61.16% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 21.41
EV/EBITDA 19.76
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 47.07% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.27
PEG (5Y)N/A
EPS Next 2Y60.27%
EPS Next 3Y47.07%

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

3

5. PWP Dividend Analysis

5.1 Amount

  • PWP has a Yearly Dividend Yield of 1.75%.
  • Compared to an average industry Dividend Yield of 6.94, PWP is paying slightly less dividend.
  • PWP's Dividend Yield is comparable with the S&P500 average which is at 1.91.
Industry RankSector Rank
Dividend Yield 1.75%

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 2026 0.05 0.1 0.15 0.2 0.25

5.3 Sustainability

  • PWP pays out 69.65% of its income as dividend. This is not a sustainable payout ratio.
DP69.65%
EPS Next 2Y60.27%
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 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 (3/19/2026, 8:24:31 PM)

After market: 17.3 0 (0%)

17.3

+0.38 (+2.25%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-06
Earnings (Next)04-30
Inst Owners105.24%
Inst Owner Change4.94%
Ins Owners3.72%
Ins Owner Change3.12%
Market Cap1.59B
Revenue(TTM)750.90M
Net Income(TTM)46.85M
Analysts75
Price Target26.14 (51.1%)
Short Float %11.62%
Short Ratio7.63
Dividend
Industry RankSector Rank
Dividend Yield 1.75%
Yearly Dividend0.45
Dividend Growth(5Y)N/A
DP69.65%
Div Incr Years0
Div Non Decr Years3
Ex-Date02-17
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)7.89%
PT rev (3m)10.22%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-48.97%
EPS NY rev (1m)0.62%
EPS NY rev (3m)-9.03%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-22.01%
Revenue NY rev (1m)-2.05%
Revenue NY rev (3m)-6.93%
Valuation
Industry RankSector Rank
PE 25.82
Fwd PE 13.29
P/S 2.1
P/FCF 21.41
P/OCF 20.31
P/B N/A
P/tB N/A
EV/EBITDA 19.76
EPS(TTM)0.67
EY3.87%
EPS(NY)1.3
Fwd EY7.53%
FCF(TTM)0.81
FCFY4.67%
OCF(TTM)0.85
OCFY4.92%
SpS8.25
BVpS-3.29
TBVpS-3.75
PEG (NY)0.27
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 N/A
FCFM 9.79%
ROA(3y)N/A
ROA(5y)N/A
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-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 2.23
F-Score9
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
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 Y94.31%
EPS Next 2Y60.27%
EPS Next 3Y47.07%
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 2Y27.05%
Revenue Next 3Y21.03%
Revenue Next 5YN/A
EBIT growth 1Y135.35%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year136.23%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-65.41%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-67.73%
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 5 / 10 to PWP.


What is the valuation status for PWP stock?

ChartMill assigns a valuation rating of 5 / 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 94.31% in the next year.