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Perella Weinberg Partners

PWP

19.230USD

+0.220+1.16%

Close 11/11, 16:00（ET）Quotes delayed by 15 min

1.20BMarket Cap

25.69P/E TTM



Perella Weinberg Partners

19.230

+0.220+1.16%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Perella Weinberg Partners

Currency: USD Updated: 2025-11-11

Key Insights

The company's fundamentals are relatively stable. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite an average stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Perella Weinberg Partners's Score

Industry at a Glance

Industry Ranking

31 / 116

Overall Ranking

120 / 4608

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 4 analysts

Buy

Current Rating

23.125

Target Price

+21.65%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Perella Weinberg Partners Highlights

StrengthsRisks

Perella Weinberg Partners is an independent advisory company. The Company provides strategic and financial advice to clients across the active industry sectors and international markets. Its single business segment is to provide advisory services, including advice related to strategic and financial decisions, mergers and acquisitions execution, shareholder and defense advisory, financing and capital solutions advice with resources focused on restructuring and liability management, capital markets advisory and private capital placement. Its wide range of global clients include large public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees and government institutions. Its primary areas of industry focus include consumer and retail, energy and energy transition, financial services, fintech, healthcare, industrials and infrastructure, technology, telecom and media.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 39.04% year-on-year.

Undervalued

The company’s latest PB is -3.78, at a low 3-year percentile range.

Institutional Buying

The latest institutional holdings are 64.56M shares, increasing 4.00% quarter-over-quarter.

Held by Chuck Royce

Star Investor Chuck Royce holds 928.39K shares of this stock.

Financial Health

Currency: USD Updated: 2025-11-11

The company's current financial score is 7.42, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 164.65M, representing a year-over-year decrease of 40.83%, while its net profit experienced a year-over-year decrease of 63.32%.

Score

Industry at a Glance

Previous score

7.42

Change



Financials

5.67

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

7.45

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

5.52

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

8.47

Key Metrics

Free cash flow

No Data

Perella Weinberg Partners's Company Valuation

Currency: USD Updated: 2025-11-11

The company’s current valuation score is 6.35, which is lower than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is 23.86, which is 315.72% below the recent high of 99.17 and 543.74% above the recent low of -105.86.

Score

Industry at a Glance

Previous score

6.35

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 31/116

No Data

Earnings Forecast

Currency: USD Updated: 2025-11-11

The company’s current earnings forecast score is 7.00, which is lower than the Investment Banking & Investment Services industry's average of 7.33. The average price target for Perella Weinberg Partners is 21.50, with a high of 32.00 and a low of 17.50.

Score

Industry at a Glance

Previous score

7.00

Change

Support & Resistance

No Data

Analyst Rating

Based on 4 analysts

Buy

Current Rating

23.125

Target Price

+21.65%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Perella Weinberg Partners

PWP

Morgan Stanley

Goldman Sachs Group Inc

Citigroup Inc

Charles Schwab Corp

SCHW

LPL Financial Holdings Inc

LPLA

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-11-11

The company’s current price momentum score is 8.97, which is higher than the Investment Banking & Investment Services industry's average of 7.73. Sideways: Currently, the stock price is trading between the resistance level at 21.01 and the support level at 17.09, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

8.89

Change

0.08

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(1)

Neutral(3)

Buy(3)

Indicators

Value

Direction

MACD(12,26,9)

0.096

Neutral

RSI(14)

47.480

Neutral

STOCH(KDJ)(9,3,3)

69.541

Buy

ATR(14)

0.923

High Vlolatility

CCI(14)

1.344

Neutral

Williams %R

36.051

Buy

TRIX(12,20)

-0.385

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(4)

Neutral(0)

Buy(2)

Indicators

Value

Direction

MA5

18.794

Buy

MA10

18.739

Buy

MA20

19.250

Sell

MA50

20.501

Sell

MA100

20.700

Sell

MA200

20.106

Sell

Institutional Confidence

Currency: USD Updated: 2025-11-11

The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 5.92. The latest institutional shareholding proportion is 100.73%, representing a quarter-over-quarter increase of 1.40%. The largest institutional shareholder is The Vanguard, holding a total of 3.47M shares, representing 5.31% of shares outstanding, with 0.36% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Fidelity Management & Research Company LLC

5.49M

+10.09%

Wellington Management Company, LLP

4.35M

+44.63%

BlackRock Institutional Trust Company, N.A.

4.19M

+8.82%

The Vanguard Group, Inc.

Star Investors

3.52M

+12.13%

Adage Capital Management, L.P.

3.14M

+73.46%

Fidelity Institutional Asset Management

3.02M

-7.95%

William Blair Investment Management, LLC

2.27M

+70.05%

State Street Investment Management (US)

1.68M

+7.40%

Geode Capital Management, L.L.C.

1.49M

+10.89%

Columbia Threadneedle Investments (US)

1.49M

+78.74%

Risk Assessment

Currency: USD Updated: 2025-11-11

The company’s current risk assessment score is 6.59, which is lower than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 1.62. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.