Perella Weinberg Financials

PWP Stock  USD 20.58  0.93  4.73%   
Perella Weinberg Partners may be sliding down financialy. It has an above-average probability of going through some form of financial hardship next quarter. At this time, Perella Weinberg's Intangible Assets are relatively stable compared to the past year. As of 03/25/2025, Property Plant Equipment is likely to grow to about 244 M, though Retained Earnings are likely to grow to (288.5 M). Key indicators impacting Perella Weinberg's financial strength include:
Current ValueLast YearChange From Last Year 10 Year Trend
Current Ratio5.16.9746
Way Down
Slightly volatile
The essential information of the day-to-day investment outlook for Perella Weinberg includes many different criteria found on its balance sheet. An individual investor should monitor Perella Weinberg's cash flow, debt, and profitability to accurately make informed decisions on whether to invest in Perella Weinberg.

Net Income

(67.96 Million)

  

Perella Weinberg Partners Earnings Geography

Perella Weinberg Stock Summary

Perella Weinberg competes with Evercore Partners, Lazard, Piper Sandler, Moelis, and Oppenheimer Holdings. Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company was founded in 2006 and is based in New York, New York. Perella Weinberg operates under Capital Markets classification in the United States and is traded on NASDAQ Exchange. It employs 600 people.
Specialization
Financial Services, Financial Services
InstrumentUSA Stock View All
ExchangeNASDAQ Exchange
ISINUS71367G1022
CUSIP71367G102 31810N104
LocationNew York; U.S.A
Business Address767 Fifth Avenue,
SectorCapital Markets
IndustryFinancials
BenchmarkDow Jones Industrial
Websitewww.pwpartners.com
Phone212 287 3200
CurrencyUSD - US Dollar

Perella Weinberg Key Financial Ratios

Perella Weinberg Key Balance Sheet Accounts

202020212022202320242025 (projected)
Total Assets543.0M718.3M717.1M761.1M876.8M568.3M
Other Current Liab(60.5M)311.5M(46.3M)233.9M269.0M282.5M
Retained Earnings(1.0M)(18.1M)(18.1M)(54.7M)(303.7M)(288.5M)
Total Liab468.8M447.0M457.0M492.9M647.0M394.8M
Net Debt(123.9M)(459.3M)(6.0M)(71.3M)(144.2M)(151.4M)
Accounts Payable22.2M31.0M46.3M52.1M68.9M43.6M
Cash329.1M502.8M171.6M247.2M331.6M290.1M
Other Assets11.2M30.5K(80.5K)1.031.6M33.2M
Net Receivables41.1M51.1M71.3M51.3M73.3M66.2M
Total Current Assets397.8M580.2M421.7M392.6M480.7M416.7M
Intangible Assets38.9M32.4M25.8M19.2M12.6M23.2M

Perella Weinberg Key Income Statement Accounts

The reason investors look at the income statement is to determine what Perella Weinberg's earnings per share (EPS) will be in order to see if they want to buy more shares or not. For example, if a company earned $20 million in the last quarter and has 100,000 shares outstanding, its EPS is 20 cents. If you find that this number beats analysts' forecasts or is higher than it was from the same period last year, then you might want to buy more of this stock even though its price per share may not have changed.
202020212022202320242025 (projected)
Interest Expense15.4M15.7M7.6M276K248.4K236.0K
Income Tax Expense3.5M18.9M10.3M(980K)21.1M22.1M
Tax Provision3.5M18.9M10.3M172K21.1M22.1M
Total Revenue519.0M801.7M631.5M648.7M878.0M735.6M
Gross Profit119.8M201.0M86.0M222.1M352.1M178.0M
Operating Income(5.1M)66.6M(47.7M)(115.1M)(78.5M)(82.5M)
Ebit(22.2M)89.1M(21.1M)(112.5M)(78.5M)(82.5M)
Research Development1.7M1.2M1M300K270K256.5K
Ebitda10.4M89.4M5.5M(97.9M)(58.2M)(55.2M)
Cost Of Revenue399.1M600.7M545.5M426.6M525.9M405.5M
Income Before Tax(20.9M)23.0M(21.4M)(112.8M)(68.3M)(71.7M)
Net Income(24.3M)4.0M(31.7M)(17.2M)(64.7M)(68.0M)

Perella Weinberg Key Cash Accounts

202020212022202320242025 (projected)
Change In Cash64.3M173.9M(330.6M)75.9M82.7M86.8M
Depreciation15.5M14.5M10.7M14.7M20.4M16.5M
Dividends Paid12.0M71.9M57.3M13.1M20.3M29.0M
Capital Expenditures5.5M1.5M26.6M57.6M16.4M16.7M
Net Income(24.3M)4.0M(31.7M)(17.2M)(89.3M)(93.8M)
Change To Netincome209.9M3.2M132.0M101.9M91.8M112.8M
End Period Cash Flow330.9M504.8M174.2M250.1M332.8M259.2M
Investments(5.5M)(2.4M)(166.2M)7.4M(98K)(102.9K)
Free Cash Flow80.4M233.4M(44.3M)88.3M207.0M217.3M
Other Non Cash Items24.0M64.1M(2.0M)(78.5M)201.4M211.5M

Perella Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Perella Weinberg's current stock value. Our valuation model uses many indicators to compare Perella Weinberg value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Perella Weinberg competition to find correlations between indicators driving Perella Weinberg's intrinsic value. More Info.
Perella Weinberg Partners is rated below average in return on equity category among its peers. It also is rated below average in return on asset category among its peers . At this time, Perella Weinberg's Return On Equity is relatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Perella Weinberg by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.

Perella Weinberg Partners Systematic Risk

Perella Weinberg's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Perella Weinberg volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Perella Weinberg Partners correlated with the market. If Beta is less than 0 Perella Weinberg generally moves in the opposite direction as compared to the market. If Perella Weinberg Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Perella Weinberg Partners is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Perella Weinberg is generally in the same direction as the market. If Beta > 1 Perella Weinberg moves generally in the same direction as, but more than the movement of the benchmark.

Perella Weinberg Thematic Clasifications

Perella Weinberg Partners is part of Investing investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Money and asset management including investment banking. Companies involved in money management and investment banking services
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This theme covers Money and asset management including investment banking. Companies involved in money management and investment banking services. Get More Thematic Ideas
Today, most investors in Perella Weinberg Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Perella Weinberg's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Perella Weinberg growth as a starting point in their analysis.

Price Earnings To Growth Ratio

2.66

At this time, Perella Weinberg's Price Earnings To Growth Ratio is relatively stable compared to the past year.

Perella Weinberg March 25, 2025 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Perella Weinberg help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Perella Weinberg Partners. We use our internally-developed statistical techniques to arrive at the intrinsic value of Perella Weinberg Partners based on widely used predictive technical indicators. In general, we focus on analyzing Perella Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Perella Weinberg's daily price indicators and compare them against related drivers.

Additional Tools for Perella Stock Analysis

When running Perella Weinberg's price analysis, check to measure Perella Weinberg's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Perella Weinberg is operating at the current time. Most of Perella Weinberg's value examination focuses on studying past and present price action to predict the probability of Perella Weinberg's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Perella Weinberg's price. Additionally, you may evaluate how the addition of Perella Weinberg to your portfolios can decrease your overall portfolio volatility.