PWP - NASDAQ

Perella Weinberg Partners

PWP·NASDAQ

$16.16

-9.3%

Financial ServicesFinancial - Capital Markets

Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, structure and restructuring, capital markets advisory, energy underwriting, and equity research. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.

Statements Value Model

At a Glance

Live Snapshot

Market Cap$1.52B

EPS0.5500

P/E Ratio31.31

Earnings Date07/31/2026

797.64M

Assets

-9%

3Y+11.0%

5Y+47.0%

10Y+1215162.0%

536.90M

Total Liabilities

-17%

3Y+17.0%

5Y+15.0%

10Y+1250504.0%

260.74M

Total Equity

13%

3Y-

5Y+251.0%

10Y+1148332.0%

Perella Weinberg Partners Funding & Solvency Profile

PWP · NASDAQ

Current Assets

Cash & Cash Equivalents255.91M

Net Receivables62.69M

Inventory0.00

Other Current Assets0.00

Total Current Assets319 M

Non-Current Assets

Property, Plant & Equipment215.70M

Goodwill & Intangible Assets85.21M

Long-Term Investments0.00

Other Non-Current Assets0.00

Total Non-Current Assets216 M

Total Assets

797.64M

Financial Health Analysis

Current Ratio

1.15x

Acceptable liquidity, but monitor closely. Current assets just barely cover current liabilities.

Debt-to-Equity Ratio

2.06x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

43 M

Positive working capital, but relatively tight. The company should monitor cash flow carefully.

Asset Composition

40% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

Perella Weinberg Partners Balance Sheet

PWP • NASDAQ

Perella Weinberg Partners Balance Sheet	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020	Dec 2019
ASSETS
CURRENT ASSETS
Cash and Cash Equivalents	255.9M	332.8M	250.1M	174.2M	504.8M	330.9M	10.8K
Short-Term Investments	0.0	75.8M	91.2M	140.1M	0.0	0.0	0.0
Cash & Short-Term Investments	255.9M	408.6M	341.3M	314.3M	504.8M	330.9M	10.8K
Net Receivables	62.7M	74.4M	51.3M	71.3M	51.1M	41.1M	0.0
Accounts Receivables	62.7M	73.3M	47.8M	67.9M	46.9M	40.8M	0.0
Other Receivables	0.0	1.1M	3.6M	3.4M	4.2M	289K	0.0
Prepaids	0.0	0.0	0.0	0.0	0.0	275.8K	0.0
Other Current Assets	0.0	0.0	30.7M	0.0	0.0	-275.8K	0.0
Total Current Assets	318.6M	483M	423.3M	385.5M	555.9M	372M	10.8K
NON-CURRENT ASSETS
Property, Plant, and Equipment (Net)	215.7M	224.5M	237.6M	202.1M	50.3M	70.6M	0.0
Goodwill	72.7M	34.4M	34.4M	34.4M	34.4M	34.4M	0.0
Intangible Assets	12.5M	12.6M	19.2M	25.8M	32.4M	38.9M	0.0
Goodwill & Intangible Assets	85.2M	47M	53.6M	60.2M	66.7M	73.3M	0.0
Tax Assets	129.6M	93M	46.5M	33.1M	21.1M	1.2M	0.0
Other Non-Current Assets	0.0	29.2M	200K	36.2M	24.3M	25.8M	54.9K
Total Non-Current Assets	430.5M	393.7M	337.8M	331.5M	162.4M	171M	54.9K
Other Assets	48.5M	0.0	0.0	0.0	0.0	0.0	0.0
Total Assets	797.6M	876.8M	761.1M	717.1M	718.3M	543M	65.6K
LIABILITIES
CURRENT LIABILITIES
Total Payables	35.8M	68.3M	52.1M	46.3M	31M	22.2M	0.0
Accounts Payable	35.8M	68.3M	52.1M	46.3M	31M	22.2M	0.0
Accrued Expenses	210.3M	325.2M	233.9M	214.1M	311.5M	213.5M	0.0
Short Term Debt	18.5M	19.3M	0.0	0.0	0.0	0.0	869.0
Deferred Revenue	1M	600K	0.0	5M	7.8M	10.6M	0.0
Other Current Liabilities	10.3M	0.0	0.0	0.0	0.0	0.0	42.1K
Total Current Liabilities	275.8M	413.5M	286M	265.4M	350.4M	246.4M	42.9K
NON-CURRENT LIABILITIES
Long Term Debt	167.6M	0.0	0.0	0.0	0.0	147M	0.0
Other Non-Current Liabilities	-74.1M	65.5M	30.9M	25.9M	53.1M	17.2M	0.0
Total Non-Current Liabilities	261.1M	233.5M	206.8M	191.5M	96.6M	222.4M	0.0
Capital Lease Obligations	167.6M	168M	175.9M	165.6M	43.4M	58.2M	0.0
Total Liabilities	536.9M	647M	492.9M	457M	447M	468.8M	42.9K
SHAREHOLDERS' EQUITY
Treasury Stock	-138.4M	-111.5M	-100.7M	-80.1M	-12M	0.0	0.0
Common Stock	10K	10K	10K	9K	9K	0.0	787.0
Additional Paid-In Capital	144.2M	0.0	312.5M	242.1M	158.1M	76.5M	24.2K
Retained Earnings	-130.6M	-303.7M	-54.7M	-18.1M	-18.1M	0.0	-2.3K
Accumulated Other Comprehensive Income/Loss	-2.5M	-6.2M	-4.5M	-6.5M	-1.7M	-2.3M	0.0
Total Stockholders' Equity	-127.4M	-421.4M	152.7M	137.5M	126.3M	74.2M	22.7K
Total Equity	260.7M	229.8M	268.2M	260.1M	271.4M	74.2M	22.7K
Minority Interest	388.1M	651.1M	115.6M	122.7M	145M	0.0	0.0
SUMMARY
Total Liabilities & Equity	797.6M	876.8M	761.1M	717.1M	718.3M	543M	65.6K
Total Investments	0.0	75.8M	91.2M	140.1M	0.0	0.0	0.0
Total Debt	353.7M	187.3M	175.9M	165.6M	43.4M	205.2M	869.0
Net Debt	97.8M	-145.4M	-74.2M	-8.6M	-461.3M	-125.7M	-9.9K
Shares Outstanding	64,022,154	64,022,154	64,022,154	64,022,154	64,022,154	64,022,154	64,022,154

SEC Filings

PWP - Filing history and reports

Filing Type	Filing Date	Period Ending	Fiscal Year	Actions
8-K 8-K 2026 N/A	May 29, 2026	May 27, 2026	2026	View Filing
8-K 8-K 2026 N/A	May 21, 2026	May 18, 2026	2026	View Filing
10-Q 10-Q 2026 Q1 Q1	May 01, 2026	March 31, 2026	2026	View Filing
8-K 8-K 2026 N/A	May 01, 2026	May 01, 2026	2026	View Filing
8-K 8-K 2026 N/A	April 13, 2026	April 13, 2026	2026	View Filing
DEF 14A DEF 14A 2026 N/A	April 10, 2026	April 10, 2026	2026	View Filing
10-K 10-K 2025 FY FY	February 27, 2026	December 31, 2025	2025	View Filing
8-K 8-K 2026 N/A	February 06, 2026	February 06, 2026	2026	View Filing
8-K 8-K 2026 N/A	January 13, 2026	January 13, 2026	2026	View Filing
8-K 8-K 2025 N/A	November 18, 2025	November 17, 2025	2025	View Filing

Showing 1 to 10 of 106 filings

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