Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.137
Neutral
RSI(14)
51.989
Neutral
STOCH(KDJ)(9,3,3)
60.540
Sell
ATR(14)
0.818
High Vlolatility
CCI(14)
-45.740
Neutral
Williams %R
50.776
Neutral
TRIX(12,20)
0.252
Sell
StochRSI(14)
0.000
Sell
Perella Weinberg Partners
PWP21.005USD
-0.815-3.74%
Market hours （ET）Quotes delayed by 15 min
1.32BMarket Cap
LossP/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Currency: USD Updated：2025-09-02Key Insights
The company's fundamentals are relatively very healthy. 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 a weak 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.
Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
4
analysts
Buy
Current Rating
25.750
Target Price
+16.36%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Company 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.
Overvalued
The company’s latest PE is 20.45, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 62.11M shares, increasing 7.06% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 3.52M shares of this stock.
Financial Health
Currency: USD Updated：2025-09-02The company's current financial score is 6.34, which is lower than the Banking & Investment Services industry's average of 7.33. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 211.83M, representing a year-over-year increase of 107.42%, while its net profit experienced a year-over-year increase of 148.37%.
Score
Financials
8.88
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
3.85
Operational Efficiency
7.30
Growth Potential
6.47
Shareholder Returns
5.19
Company Valuation
Currency: USD Updated：2025-09-02The company’s current valuation score is 2.00, which is lower than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 21.02, which is -22.98% below the recent high of 16.19 and 253.50% above the recent low of -32.26.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 156/521
No Data
Earnings Forecast
Currency: USD Updated：2025-09-02The company’s current earnings forecast score is 7.00, which is lower than the Banking & Investment Services industry's average of 7.34. The average price target for Perella Weinberg Partners is 25.00, with a high of 32.00 and a low of 21.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
4
analysts
Buy
Current Rating
25.750
Target Price
+16.36%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
25
Total
8
Median
10
Average
Company name
Ratings
Analysts
Perella Weinberg Partners
PWP
4
Morgan Stanley
MS
24
Goldman Sachs Group Inc
GS
23
Citigroup Inc
C
22
Charles Schwab Corp
SCHW
22
eToro Group Ltd
ETOR
15
1
2
3
4
5
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：2025-09-02The company’s current price momentum score is 9.52, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 24.03 and the support level at 19.74, making it suitable for range-bound swing trading.
Score
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.
Moving Average
Indicators
Value
Direction
MA5
22.288
Sell
MA10
21.926
Sell
MA20
22.056
Sell
MA50
20.899
Buy
MA100
19.212
Buy
MA200
21.158
Sell
Institutional Confidence
Currency: USD Updated：2025-09-02The company’s current institutional recognition score is 10.00, which is higher than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 99.34%, representing a quarter-over-quarter increase of 6.03%. The largest institutional shareholder is The Vanguard, holding a total of 3.52M shares, representing 5.63% of shares outstanding, with 5.73% increase in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
Fidelity Management & Research Company LLC
Wellington Management Company, LLP
BlackRock Institutional Trust Company, N.A.
Adage Capital Management, L.P.
Fidelity Institutional Asset Management
William Blair Investment Management, LLC
State Street Global Advisors (US)
Geode Capital Management, L.L.C.
1
2
Risk Assessment
Currency: USD Updated：2025-09-02The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 4.12, which is lower than the Banking & Investment Services industry's average of 5.16. The company's beta value is 1.66. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.67
VaR
--
240-Day Maximum Drawdown
+41.50%
240-Day Volatility
+56.99%
Return
Best Daily Return
60 days
+6.21%
120 days
+13.16%
5 years
--
Worst Daily Return
60 days
-5.77%
120 days
-12.83%
5 years
--
Sharpe Ratio
60 days
+2.54
120 days
+0.97
5 years
--
Risk Assessment
Maximum Drawdown
240 days
+41.50%
3 years
+41.50%
5 years
+61.37%
Return-to-Drawdown Ratio
240 days
+0.41
3 years
+1.70
5 years
--
Skewness
240 days
+0.64
3 years
+0.63
5 years
--
Volatility
Realised Volatility
240 days
+56.99%
5 years
--
Standardised True Range
240 days
+4.34%
5 years
+2.57%
Downside Risk-Adjusted Return
120 days
+132.92%
240 days
+132.92%
Maximum Daily Upside Volatility
60 days
+28.52%
Maximum Daily Downside Volatility
60 days
+27.13%
Liquidity
Average Turnover Rate
60 days
+1.86%
120 days
+1.71%
5 years
--
Turnover Deviation
20 days
+88.23%
60 days
+74.01%
120 days
+60.10%
Peer Comparison
Currency: USD Updated：2025-09-02Perella Weinberg Partners
PWP
6.45 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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Score
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Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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AMG
8.27 /10
Score
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Valuation Dimensions
Earnings Forecast
Price Momentum
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WTFC
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Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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BAP
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Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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SYF
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Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.
