Perella Weinberg Partners

PWP

Add to Watchlist

18.330USD

-0.080-0.43%

Close 05/15, 16:00（ET）Quotes delayed by 15 min

Perella Weinberg Partners's Score

Industry at a Glance

Industry Ranking

34 / 116

Overall Ranking

132 / 4482

Industry

Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Perella Weinberg Partners Highlights

StrengthsRisks

Perella Weinberg Partners is an independent advisory company that provides strategic and financial advice to clients across 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 engagement advisory, financing and capital solutions advice, with a focus on restructuring and liability management, capital markets advisory, and private capital placement, as well as specialized underwriting and research services for the energy and related industries. Its range of global clients includes large public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees and government institutions. Its areas of industry focus include consumer and retail, energy & energy transition, financial services & fintech, and others.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 15.76% year-on-year.

Turnaround to Profit

The company's performance has turned profitable, with the latest annual net income of USD .

Undervalued

The company’s latest PB is -8.36, at a low 3-year percentile range.

Institutional Buying

The latest institutional holdings are 77.22M shares, increasing 1.02% quarter-over-quarter.

Held by PRFDX

Star Investor PRFDX holds 6.49K shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 0.42.

Analyst Rating

Based on 4 analysts

Buy

Current Rating

23.375

Target Price

+26.97%

Upside Space

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

The current financial score of Perella Weinberg Partners is 8.03, ranking 32 out of 116 in the Investment Banking & Investment Services industry. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 148.92M, representing a year-over-year decrease of 29.70%, while its net profit experienced a year-over-year decrease of 91.42%.

Score

Industry at a Glance

Previous score

8.03

Change

0



Financials

7.23

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

7.19

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

6.97

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

8.76

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Perella Weinberg Partners is 6.35, ranking 78 out of 116 in the Investment Banking & Investment Services industry. Its current P/E ratio is 62.22, which is 59.40% below the recent high of 99.17 and 270.14% above the recent low of -105.86.

Score

Industry at a Glance

Previous score

6.35

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 34/116

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Perella Weinberg Partners is 7.00, ranking 57 out of 116 in the Investment Banking & Investment Services industry. The average price target is 21.50, with a high of 32.00 and a low of 17.00.

Score

Industry at a Glance

Previous score

7.00

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

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

The current price momentum score of Perella Weinberg Partners is 6.97, ranking 54 out of 116 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 21.80 and the support level at 16.04, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.97

Change

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-05-15

The current institutional shareholding score of Perella Weinberg Partners is 10.00, ranking 1 out of 116 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 108.78%, representing a quarter-over-quarter increase of 7.77%. The largest institutional shareholder is Wasatch Global Investors, holding a total of 1.12M shares, representing 1.58% of shares outstanding, with 19.27% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Fidelity Management & Research Company LLC

6.88M

+3.00%

BlackRock Institutional Trust Company, N.A.

4.28M

+1.92%

William Blair Investment Management, LLC

3.95M

+10.64%

Wellington Management Company, LLP

3.76M

-9.89%

Adage Capital Management, L.P.

2.58M

+37.81%

Fidelity Institutional Asset Management Trust Company

2.16M

-0.09%

Westwood Management Corp. (Texas)

2.02M

+14.35%

Boston Partners

1.38M

+82.49%



1

2



The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment 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 current risk assessment score of Perella Weinberg Partners is 6.31, ranking 79 out of 116 in the Investment Banking & Investment Services industry. The company's beta value is 1.70. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. Perella Weinberg Partners’s latest ESG disclosure is at an average level in the Investment Banking & Investment Services industry, showing no material impact on overall risk.

Perella Weinberg Partners

PWP

7.39 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

State Street Corp

STT

8.71 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Virtu Financial Inc

VIRT

8.53 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Bank of New York Mellon Corp

BK

8.40 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Victory Capital Holdings Inc

VCTR

8.23 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

WisdomTree Inc

WT

8.21 /10

Score

Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment