17.79 USD
-0.12 (-0.67%)
Taking everything into account, PWP scores 4 out of 10 in our fundamental rating. PWP was compared to 238 industry peers in the Capital Markets industry. PWP scores quite bad on profitability, while its financial health is fine. Not spectacular, but in line with the averages. PWP has a correct valuation and a medium growth rate.
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
PWP's Return On Assets of 7.21% is amongst the best of the industry. PWP outperforms 83.19% 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 84.03% of the companies in the same industry.
| 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 worse Profit Margin (6.19%) than 65.55% of its industry peers.
With a Operating Margin value of 6.71%, PWP is not doing good in the industry: 68.07% of the companies in the same industry are doing better.
PWP has a better Gross Margin (81.82%) than 86.97% 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.
Compared to 5 years ago, PWP has more shares outstanding
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 2.26 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 2.26, PWP is doing good in the industry, outperforming 70.17% of the companies in the same industry.
PWP has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 0 | ||
| Altman-Z | 2.26 |
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's Current ratio of 1.48 is fine compared to the rest of the industry. PWP outperforms 66.39% 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 66.81% 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%.
Measured over the past years, PWP shows a very negative growth in Earnings Per Share. The EPS has been decreasing by -16.37% on average per year.
Looking at the last year, PWP shows a very negative growth in Revenue. The Revenue has decreased by -12.44% in the last year.
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
PWP is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 22.31% yearly.
The Revenue is expected to grow by 11.24% on average over the next years. This is quite good.
EPS Next Y-5.41%
EPS Next 2Y30.61%
EPS Next 3Y22.31%
EPS Next 5YN/A
Revenue Next Year-1.67%
Revenue Next 2Y12.34%
Revenue Next 3Y11.24%
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
PWP is valuated rather expensively with a Price/Earnings ratio of 23.41.
63.87% of the companies in the same industry are cheaper than PWP, based on the Price/Earnings ratio.
PWP's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 26.11.
Based on the Price/Forward Earnings ratio of 11.21, the valuation of PWP can be described as reasonable.
Compared to the rest of the industry, the Price/Forward Earnings ratio of PWP indicates a somewhat cheap valuation: PWP is cheaper than 62.60% of the companies listed in the same industry.
Compared to an average S&P500 Price/Forward Earnings ratio of 36.21, PWP is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.41 | ||
| Fwd PE | 11.21 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, PWP is valued a bit cheaper than the industry average as 69.75% of the companies are valued more expensively.
PWP's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 21.93 | ||
| EV/EBITDA | 20.46 |
4.3 Compensation for Growth
A more expensive valuation may be justified as PWP's earnings are expected to grow with 22.31% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y30.61%
EPS Next 3Y22.31%
5. Dividend
5.1 Amount
PWP has a Yearly Dividend Yield of 1.55%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 8.39, PWP is paying slightly less dividend.
Compared to the average S&P500 Dividend Yield of 2.32, PWP is paying slightly less dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.55% |
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
PWP pays out 69.65% of its income as dividend. This is not a sustainable payout ratio.
DP69.65%
EPS Next 2Y30.61%
EPS Next 3Y22.31%
NASDAQ:PWP (12/2/2025, 11:15:42 AM)
17.79
-0.12 (-0.67%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners99.85%
Inst Owner Change3.14%
Ins Owners2.69%
Ins Owner Change-0.47%
Market Cap1.63B
Revenue(TTM)757.41M
Net Income(TTM)46.85M
Analysts75
Price Target23.59 (32.6%)
Short Float %10.51%
Short Ratio7.59
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.55% |
Yearly Dividend0.45
Dividend Growth(5Y)N/A
DP69.65%
Div Incr Years0
Div Non Decr Years3
Ex-Date
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)-10.19%
PT rev (3m)-10.19%
EPS NQ rev (1m)-28.05%
EPS NQ rev (3m)-44.55%
EPS NY rev (1m)0%
EPS NY rev (3m)-15.85%
Revenue NQ rev (1m)-20.75%
Revenue NQ rev (3m)-24.8%
Revenue NY rev (1m)0%
Revenue NY rev (3m)-3.16%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 23.41 | ||
| Fwd PE | 11.21 | ||
| P/S | 2.15 | ||
| P/FCF | 21.93 | ||
| P/OCF | 20.81 | ||
| P/B | N/A | ||
| P/tB | N/A | ||
| EV/EBITDA | 20.46 |
EPS(TTM)0.76
EY4.27%
EPS(NY)1.59
Fwd EY8.92%
FCF(TTM)0.81
FCFY4.56%
OCF(TTM)0.86
OCFY4.81%
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 | 2.26 |
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-5.41%
EPS Next 2Y30.61%
EPS Next 3Y22.31%
EPS Next 5YN/A
Revenue 1Y (TTM)-12.44%
Revenue growth 3Y3.08%
Revenue growth 5YN/A
Sales Q2Q%-40.83%
Revenue Next Year-1.67%
Revenue Next 2Y12.34%
Revenue Next 3Y11.24%
Revenue Next 5YN/A
EBIT growth 1Y135.35%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
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 of PERELLA WEINBERG PARTNERS (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.
What is the financial health of PERELLA WEINBERG PARTNERS (PWP) stock?
The financial health rating of PERELLA WEINBERG PARTNERS (PWP) is 6 / 10.
What is the earnings growth outlook for PERELLA WEINBERG PARTNERS?
The Earnings per Share (EPS) of PERELLA WEINBERG PARTNERS (PWP) is expected to decline by -5.41% in the next year.