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Financial Services - Financial - Capital Markets - NASDAQ - US
$ 25.25
-1.87 %
$ 2.17 B
Market Cap
-12.02
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one PWP stock under the base case scenario is HIDDEN Compared to the current market price of 25.2 USD, Perella Weinberg Partners is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart PWP

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FINANCIALS
649 M REVENUE
2.71%
-115 M OPERATING INCOME
-141.13%
-17.2 M NET INCOME
45.75%
146 M OPERATING CASH FLOW
920.81%
-5.82 M INVESTING CASH FLOW
96.50%
-67 M FINANCING CASH FLOW
51.00%
278 M REVENUE
2.30%
35.9 M OPERATING INCOME
143.65%
-127 M NET INCOME
-92.21%
56.4 M OPERATING CASH FLOW
-37.30%
1.99 M INVESTING CASH FLOW
131.76%
-67.9 M FINANCING CASH FLOW
-19.66%
Balance Sheet Decomposition Perella Weinberg Partners
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Current Assets 247 M
Cash & Short-Term Investments 341 M
Receivables 51.3 M
Other Current Assets -145 M
Non-Current Assets 514 M
Long-Term Investments 0
PP&E 238 M
Other Non-Current Assets 276 M
Current Liabilities 286 M
Accounts Payable 52.1 M
Short-Term Debt 0
Other Current Liabilities 234 M
Non-Current Liabilities 207 M
Long-Term Debt 176 M
Other Non-Current Liabilities 30.9 M
EFFICIENCY
Earnings Waterfall Perella Weinberg Partners
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Revenue 649 M
Cost Of Revenue 427 M
Gross Profit 222 M
Operating Expenses 337 M
Operating Income -115 M
Other Expenses -97.9 M
Net Income -17.2 M
RATIOS
34.24% GROSS MARGIN
34.24%
-17.74% OPERATING MARGIN
-17.74%
-2.66% NET MARGIN
-2.66%
-11.28% ROE
-11.28%
-2.26% ROA
-2.26%
-74.74% ROIC
-74.74%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Perella Weinberg Partners
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Net Income -17.2 M
Depreciation & Amortization 14.7 M
Capital Expenditures -57.6 M
Stock-Based Compensation 184 M
Change in Working Capital 44.5 M
Others -51.2 M
Free Cash Flow 88.3 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Perella Weinberg Partners
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Wall Street analysts predict an average 1-year price target for PWP of $15.2 , with forecasts ranging from a low of $8 to a high of $22 .
PWP Lowest Price Target Wall Street Target
8 USD -68.32%
PWP Average Price Target Wall Street Target
15.2 USD -39.60%
PWP Highest Price Target Wall Street Target
22 USD -12.87%
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.07 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Perella Weinberg Partners
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Sold
0-3 MONTHS
18.2 M USD 2
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
96.2 K USD 1
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
5 days ago
Nov 12, 2024
Sell 10.8 M USD
Becker Dietrich
President
- 442889
24.48 USD
5 days ago
Nov 12, 2024
Sell 7.36 M USD
Bednar Andrew
Chief Executive Officer
- 300579
24.48 USD
11 months ago
Dec 14, 2023
Sell 96.2 K USD
Shendelman Vladimir
General Counsel
- 7722
12.46 USD
1 year ago
Mar 14, 2023
Sell 122 K USD
COHEN DANIEL G
Director
- 13409
9.08 USD
1 year ago
Mar 09, 2023
Sell 7.64 K USD
COHEN DANIEL G
Director
- 784
9.75 USD
1 year ago
Mar 10, 2023
Sell 60.4 K USD
COHEN DANIEL G
Director
- 6667
9.06 USD
1 year ago
Mar 01, 2023
Sell 117 K USD
COHEN DANIEL G
Director
- 11725
10.01 USD
1 year ago
Feb 24, 2023
Sell 135 K USD
COHEN DANIEL G
Director
- 13333
10.15 USD
1 year ago
Feb 27, 2023
Sell 51.6 K USD
COHEN DANIEL G
Director
- 5057
10.2 USD
1 year ago
Feb 28, 2023
Sell 117 K USD
COHEN DANIEL G
Director
- 11433
10.22 USD
1 year ago
Feb 21, 2023
Sell 58.8 K USD
COHEN DANIEL G
Director
- 5484
10.73 USD
1 year ago
Feb 22, 2023
Sell 86.3 K USD
COHEN DANIEL G
Director
- 8143
10.6 USD
1 year ago
Feb 23, 2023
Sell 4.71 K USD
COHEN DANIEL G
Director
- 447
10.54 USD
1 year ago
Feb 15, 2023
Sell 158 K USD
COHEN DANIEL G
Director
- 14245
11.12 USD
1 year ago
Feb 16, 2023
Sell 255 K USD
COHEN DANIEL G
Director
- 23333
10.93 USD
1 year ago
Feb 17, 2023
Sell 908 K USD
COHEN DANIEL G
Director
- 83334
10.89 USD
1 year ago
Dec 13, 2022
Sell 96.7 K USD
COHEN DANIEL G
Director
- 10002
9.67 USD
1 year ago
Dec 14, 2022
Sell 143 K USD
COHEN DANIEL G
Director
- 14998
9.53 USD
2 years ago
Nov 09, 2022
Sell 63.3 K USD
COHEN DANIEL G
Director
- 7626
8.3 USD
2 years ago
Nov 10, 2022
Sell 149 K USD
COHEN DANIEL G
Director
- 17374
8.6 USD
2 years ago
Aug 26, 2022
Sell 776 USD
COHEN DANIEL G
director:
- 100
7.76 USD
2 years ago
Aug 24, 2022
Sell 30.6 K USD
COHEN DANIEL G
Director
- 3951
7.75 USD
2 years ago
Aug 24, 2022
Sell 37.5 K USD
COHEN DANIEL G
director:
- 4814
7.78 USD
3 years ago
Jun 24, 2021
Sell 0 USD
COHEN BETSY Z
Director
- 122849
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
COHEN DANIEL G
Director
- 122849
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
COHEN DANIEL G
Director
- 122849
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
COHEN DANIEL G
Director
- 122848
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
COHEN DANIEL G
Director
- 122848
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
COHEN DANIEL G
Director
- 5172
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
COHEN DANIEL G
Director
- 5172
0 USD
3 years ago
Jun 24, 2021
Bought 0 USD
FinTech Investor Holdings IV, LLC
10 percent owner
+ 130496
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
Ezzes Brittain
Director
- 1293
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
Ezzes Brittain
Director
- 1293
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
FinTech Masala Advisors IV, LLC
10 percent owner
- 130496
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
McEntee James J III
President and Secretary
- 12931
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
Zubrow Jan Rock
Director
- 1293
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
Zubrow Jan Rock
Director
- 1293
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
Kohn Laura
Director
- 1293
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
Antoncic Madelyn
Director
- 1293
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
Antoncic Madelyn
Director
- 1293
0 USD
3 years ago
Jun 24, 2021
Sell 0 USD
Cohen Sponsor Interests IV, LLC
10 percent owner
- 130496
0 USD
3 years ago
Jun 24, 2021
Bought 0 USD
Cohen Sponsor Interests IV, LLC
10 percent owner
+ 130496
0 USD
4 years ago
Oct 26, 2020
Sell 0 USD
COHEN DANIEL G
Director
- 17333
0 USD
4 years ago
Oct 26, 2020
Sell 0 USD
COHEN DANIEL G
Director
- 17333
0 USD
4 years ago
Oct 26, 2020
Sell 0 USD
COHEN DANIEL G
Director
- 17334
0 USD
4 years ago
Oct 26, 2020
Sell 0 USD
COHEN DANIEL G
Director
- 17334
0 USD
4 years ago
Oct 26, 2020
Sell 0 USD
COHEN BETSY Z
Director
- 17333
0 USD
4 years ago
Oct 05, 2020
Bought 0 USD
COHEN DANIEL G
Chief Executive Officer
+ 100000
0 USD
7. News
Perella Weinberg: Aggressive Hiring Past And Present Paying Off Perella Weinberg reported a strong topline result, driven by aggressive senior banker hiring and corporate activity growth, despite lagging sponsor recovery. Revenues surged 100% in Q3, outpacing other boutiques, ahead also of significant increases in comp expenses allowing for a strong income lift. Trump's incoming presidency could boost Q4 and Q1 advisory business, though potential tariffs could impact inflation and sponsor recovery. seekingalpha.com - 1 week ago
Perella Weinberg Partners (PWP) Q3 2024 Earnings Call Transcript Perella Weinberg Partners (NASDAQ:PWP ) Q3 2024 Earnings Call November 8, 2024 9:00 AM ET Company Participants Taylor Reinhardt - Head, Communications and Marketing Andrew Bednar - Chief Executive Officer Alex Gottschalk - Chief Financial Officer Conference Call Participants Devin Ryan - Citizens JMP Brendan O'Brien - Wolfe Research Aidan Hall - KBW James Yaro - Goldman Sachs Operator Good morning and welcome to the Perella Weinberg Partners Third Quarter 2024 Earnings Conference Call. [Operator Instructions] Please be advised that today's call is being recorded. seekingalpha.com - 1 week ago
Perella Weinberg Reports Third Quarter 2024 Results Financial Overview - Third Quarter Revenues of $278 Million, Up 100% From a Year Ago Adjusted Pre-Tax Income of $52 Million, GAAP Pre-Tax Income of $36 Million Adjusted EPS of $0.34; GAAP Diluted EPS of $0.24 Financial Overview - Nine Months Revenues of $652 Million, Up 50% From a Year Ago Adjusted Pre-Tax Income of $97 Million, GAAP Pre-Tax Loss of $(96) Million Adjusted EPS of $0.69; GAAP Diluted EPS of $(1.61) Talent Investment Year-to-Date Added Five New Partners and Eleven New Managing Directors Capital Management Strong Balance Sheet with $335 Million of Cash, Cash Equivalents and Short-Term Investments and No Debt Year-to-Date Retired Approximately 12.3 Million Shares and Share Equivalents through Purchase, Exchange and Net Settlement Year-to-Date Returned $215 Million to Equity Holders Declared Quarterly Dividend of $0.07 Per Share   “We delivered another record quarter and for the nine-month period produced the highest revenue in the Firm's history. Our performance demonstrates the strength of our franchise and the benefit of our increasing scale and broadening client coverage in an improving operating environment. globenewswire.com - 1 week ago
Michael Masterson Joins Perella Weinberg as Partner Appointment Strengthens Firm's Transportation, Leasing, and Logistics Coverage Appointment Strengthens Firm's Transportation, Leasing, and Logistics Coverage globenewswire.com - 1 week ago
Perella Weinberg to Announce Third Quarter 2024 Financial Results and to Host Conference Call on November 8, 2024 NEW YORK, Oct. 25, 2024 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced that it plans to release its financial results for the third quarter 2024 on Friday, November 8, 2024, before the market opens. globenewswire.com - 3 weeks ago
Perella Weinberg: Management Downplaying Q2 Outperformance PWP had a great quarter, but management is playing it down because the timing effects of big and idiosyncratic closures have quite a bit to do with it. Perella Weinberg is likely to have a strong performance this year on the back of solid M&A positioning and restructuring, but the hope is for a sponsor market pickup. Valuation is alright, but it's not great due to substantial dilutive effects. It's relatively expensive within the pack, although not the most expensive. So it's a pass for now. seekingalpha.com - 3 months ago
Perella Weinberg Partners (PWP) Q2 2024 Earnings Call Transcript Perella Weinberg Partners (PWP) Q2 2024 Earnings Call Transcript seekingalpha.com - 3 months ago
Perella Weinberg Reports Second Quarter 2024 Results Financial Overview - Second Quarter Revenues of $272 Million, Up 64% From a Year Ago Adjusted Pre-Tax Income of $63 Million, GAAP Pre-Tax Loss of $(81) Million Adjusted EPS of $0.43; GAAP Diluted EPS of $(1.21) Financial Overview - First Half Revenues of $374 Million, Up 26% From a Year Ago Adjusted Pre-Tax Income of $45 Million, GAAP Pre-Tax Loss of $(132) Million Adjusted EPS of $0.34; GAAP Diluted EPS of $(1.96) Talent Investment Year-to-Date Added Three New Partners and Nine New Managing Directors Two Additional Partners and One Additional Managing Director Joining Firm Later This Year Capital Management Strong Balance Sheet with $185 Million of Cash and No Debt Year-to-Date Retired Approximately 10.4 Million Share Equivalents through Purchase, Exchange and Net Settlement 85.8 Million Shares Outstanding at June 30, 2024, Down from 94.2 Million at March 31, 2024 Year-to-Date Returned $162 Million in Total to Equity Holders Declared Quarterly Dividend of $0.07 Per Share   “We delivered strong results, with revenues hitting a quarterly record for the Firm. We continue to execute on our scaling strategy through steady and deliberate investment in talent to increase our client coverage footprint and we are encouraged by the momentum across our business – our results reflect the combined impact of an improving market environment with the right coverage, product and geographic teams in place across our platform,” stated Andrew Bednar, Chief Executive Officer. globenewswire.com - 3 months ago
Perella Weinberg Announces Partner Promotions NEW YORK, July 25, 2024 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced the promotion of four Managing Directors to Partners of the Firm. globenewswire.com - 3 months ago
Perella Weinberg to Announce Second Quarter 2024 Financial Results and to Host Conference Call on August 2, 2024 NEW YORK, July 19, 2024 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced that it plans to release its financial results for the second quarter 2024 on Friday, August 2, 2024, before the market opens. globenewswire.com - 3 months ago
Perella Weinberg Partners (PWP) Q1 2024 Earnings Call Transcript Perella Weinberg Partners (NASDAQ:PWP ) Q1 2024 Earnings Conference Call May 3, 2024 9:00 AM ET Company Participants Taylor Reinhardt - Head of Communications & Marketing Andrew Bednar - Chief Executive Officer Alex Gottschalk - Chief Financial Officer Conference Call Participants Devin Ryan - Citizens JMP Steven Chubak - Wolfe Research Aidan Hall - KBW James Yaro - Goldman Sachs Operator Good morning, and welcome to the Perella Weinberg First Quarter 2024 Earnings Conference Call. During today's discussion, all callers will be placed in listen only mode and following management's prepared remarks, the conference call will be open for question from the research community. seekingalpha.com - 6 months ago
Perella Weinberg Reports First Quarter 2024 Results Financial Overview - First Quarter Revenues of $102 Million, Down 22% From a Year Ago Adjusted Pre-Tax Loss of $(18) Million, GAAP Pre-Tax Loss of $(51) Million Adjusted EPS of $(0.10); GAAP Diluted EPS of $(0.91) Capital Management Strong Balance Sheet with $157 Million of Cash and No Debt Repurchased Approximately 2 Million Share Equivalents Declared Quarterly Dividend of $0.07 Per Share Returned $32 Million in Total to Equity Holders “Momentum continued across our businesses during the quarter. We advised on three of the fifteen announced transactions year-to-date valued over $10 billion and our announced and pending transaction revenue backlog today is at a record high. globenewswire.com - 6 months ago
8. Profile Summary

Perella Weinberg Partners PWP

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COUNTRY US
INDUSTRY Financial - Capital Markets
MARKET CAP $ 2.17 B
Dividend Yield 0.00%
Description 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.
Contact 767 Fifth Avenue, New York, NY, 10153 https://www.pwpartners.com
IPO Date Nov. 24, 2020
Employees 700
Officers Mr. Saahil Sajnani Managing Director of New York Mr. Sam Alnouri Managing Director of New York Mr. Titus W. Leung J.D. Partner for Advisory Business - New York Mr. Michael Grace Partner of Advisory - New York Ms. Michele Abrams Executive Director of Firm Administration Ms. Taylor Reinhardt Executive Director & Head of Investor Relations Mr. Andrew Bednar J.D. Chief Executive Officer, Partner of New York & Director Mr. Dietrich Becker Partner of London, President & Director Ms. Susan Roddy Partner in Advisory Business & Co-Head of Consumer and Retail practice Mr. Peter Amory Weinberg Co-Founder, Founding Partner & Chairman