Perella Short Term Investments vs Retained Earnings Analysis

PWP Stock

USD 25.40 0.19 0.74%

Perella Weinberg financial indicator trend analysis is much more than just breaking down Perella Weinberg Partners prevalent accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether Perella Weinberg Partners is a good investment. Please check the relationship between Perella Weinberg Short Term Investments and its Retained Earnings accounts. Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Perella Weinberg Partners. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.

Short Term Investments vs Retained Earnings

Short Term Investments vs Retained Earnings Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Perella Weinberg Partners Short Term Investments account and Retained Earnings. At this time, the significance of the direction appears to have strong relationship.

The correlation between Perella Weinberg's Short Term Investments and Retained Earnings is 0.77. Overlapping area represents the amount of variation of Short Term Investments that can explain the historical movement of Retained Earnings in the same time period over historical financial statements of Perella Weinberg Partners, assuming nothing else is changed. The correlation between historical values of Perella Weinberg's Short Term Investments and Retained Earnings is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Short Term Investments of Perella Weinberg Partners are associated (or correlated) with its Retained Earnings. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Retained Earnings has no effect on the direction of Short Term Investments i.e., Perella Weinberg's Short Term Investments and Retained Earnings go up and down completely randomly.

Correlation Coefficient

0.77

Relationship Direction	Positive
Relationship Strength	Significant

View All Relationships

Short Term Investments

Short Term Investments is an item under the current assets section of Perella Weinberg balance sheet. It contains any investments Perella Weinberg Partners undertook that will expire in less than one year. These accounts contain financial instruments such as stocks or bonds that Perella Weinberg Partners can easily liquidate in the marketplace.

Retained Earnings

The cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends.

Most indicators from Perella Weinberg's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Perella Weinberg Partners current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Perella Weinberg Partners. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.

At this time, Perella Weinberg's Sales General And Administrative To Revenue is relatively stable compared to the past year. As of 11/28/2024, Enterprise Value is likely to grow to about 714 M, while Tax Provision is likely to drop slightly above 163.4 K.

	2021	2022	2023	2024 (projected)
Total Operating Expenses	134.4M	133.7M	337.2M	194.7M
Cost Of Revenue	600.7M	545.5M	426.6M	402.4M

Total Operating Expenses Cost Of Revenue

Perella Weinberg fundamental ratios Correlations

	Total Assets	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Retained Earnings	Non Current Assets Total	Non Currrent Assets Other	Common Stock Total Equity	Other Stockholder Equity	Total Liab	Common Stock	Short Long Term Debt Total	Other Liab	Net Tangible Assets	Property Plant And Equipment Net	Net Debt	Accounts Payable	Cash	Other Assets	Cash And Short Term Investments	Net Receivables	Good Will	Common Stock Shares Outstanding	Non Current Liabilities Total	Other Current Assets	Deferred Long Term Liab
Total Assets		0.6	0.67	0.99	-0.74	0.88	0.58	0.28	0.85	0.99	0.28	0.93	0.84	0.78	0.64	-0.62	0.89	0.9	-0.95	0.97	-0.78	-0.44	-0.73	0.63	0.96	-0.85
Other Current Liab	0.6		0.69	0.62	-0.78	0.6	0.11	-0.25	0.77	0.54	-0.25	0.69	0.82	0.22	0.29	-0.71	0.57	0.7	-0.73	0.68	-0.61	-0.65	-0.86	0.06	0.62	-0.5
Total Current Liabilities	0.67	0.69		0.7	-0.97	0.9	0.29	0.03	0.85	0.66	0.03	0.57	0.51	0.55	0.72	-0.19	0.79	0.55	-0.75	0.63	-0.72	-0.93	-0.49	-0.06	0.82	-0.85
Total Stockholder Equity	0.99	0.62	0.7		-0.79	0.9	0.59	0.17	0.89	0.97	0.17	0.9	0.83	0.7	0.71	-0.57	0.94	0.85	-0.96	0.94	-0.72	-0.46	-0.71	0.55	0.95	-0.88
Retained Earnings	-0.74	-0.78	-0.97	-0.79		-0.93	-0.36	0.13	-0.94	-0.7	0.13	-0.63	-0.62	-0.47	-0.77	0.29	-0.87	-0.6	0.86	-0.69	0.65	0.88	0.6	0.0	-0.84	0.89
Non Current Assets Total	0.88	0.6	0.9	0.9	-0.93		0.54	0.11	0.94	0.87	0.11	0.75	0.65	0.68	0.82	-0.3	0.94	0.69	-0.93	0.81	-0.72	-0.77	-0.59	0.3	0.93	-0.99
Non Currrent Assets Other	0.58	0.11	0.29	0.59	-0.36	0.54		0.09	0.5	0.56	0.09	0.46	0.37	0.41	0.5	-0.16	0.58	0.39	-0.57	0.5	-0.26	-0.17	-0.29	0.48	0.5	-0.59
Common Stock Total Equity	0.28	-0.25	0.03	0.17	0.13	0.11	0.09		-0.15	0.41	1.0	0.33	0.1	0.79	-0.14	-0.17	-0.04	0.39	0.0	0.32	-0.58	0.1	0.0	0.53	0.34	-0.07
Other Stockholder Equity	0.85	0.77	0.85	0.89	-0.94	0.94	0.5	-0.15		0.8	-0.15	0.76	0.76	0.48	0.76	-0.44	0.94	0.71	-0.97	0.81	-0.62	-0.75	-0.73	0.26	0.86	-0.92
Total Liab	0.99	0.54	0.66	0.97	-0.7	0.87	0.56	0.41	0.8		0.41	0.93	0.81	0.86	0.6	-0.6	0.85	0.9	-0.9	0.96	-0.83	-0.43	-0.69	0.66	0.97	-0.84
Common Stock	0.28	-0.25	0.03	0.17	0.13	0.11	0.09	1.0	-0.15	0.41		0.33	0.1	0.79	-0.14	-0.17	-0.04	0.39	0.0	0.32	-0.58	0.1	0.0	0.53	0.34	-0.07
Short Long Term Debt Total	0.93	0.69	0.57	0.9	-0.63	0.75	0.46	0.33	0.76	0.93	0.33		0.96	0.75	0.34	-0.83	0.71	0.99	-0.88	0.99	-0.85	-0.4	-0.89	0.72	0.88	-0.68
Other Liab	0.84	0.82	0.51	0.83	-0.62	0.65	0.37	0.1	0.76	0.81	0.1	0.96		0.54	0.24	-0.91	0.64	0.95	-0.85	0.93	-0.74	-0.38	-0.97	0.61	0.76	-0.57
Net Tangible Assets	0.78	0.22	0.55	0.7	-0.47	0.68	0.41	0.79	0.48	0.86	0.79	0.75	0.54		0.36	-0.39	0.55	0.76	-0.6	0.77	-0.88	-0.37	-0.42	0.63	0.83	-0.64
Property Plant And Equipment Net	0.64	0.29	0.72	0.71	-0.77	0.82	0.5	-0.14	0.76	0.6	-0.14	0.34	0.24	0.36		0.13	0.9	0.26	-0.69	0.45	-0.27	-0.54	-0.13	-0.02	0.69	-0.87
Net Debt	-0.62	-0.71	-0.19	-0.57	0.29	-0.3	-0.16	-0.17	-0.44	-0.6	-0.17	-0.83	-0.91	-0.39	0.13		-0.31	-0.86	0.57	-0.77	0.63	0.08	0.9	-0.62	-0.51	0.19
Accounts Payable	0.89	0.57	0.79	0.94	-0.87	0.94	0.58	-0.04	0.94	0.85	-0.04	0.71	0.64	0.55	0.9	-0.31		0.64	-0.93	0.78	-0.55	-0.58	-0.54	0.29	0.89	-0.95
Cash	0.9	0.7	0.55	0.85	-0.6	0.69	0.39	0.39	0.71	0.9	0.39	0.99	0.95	0.76	0.26	-0.86	0.64		-0.83	0.98	-0.88	-0.38	-0.89	0.7	0.85	-0.61
Other Assets	-0.95	-0.73	-0.75	-0.96	0.86	-0.93	-0.57	0.0	-0.97	-0.9	0.0	-0.88	-0.85	-0.6	-0.69	0.57	-0.93	-0.83		-0.92	0.69	0.6	0.8	-0.48	-0.91	0.9
Cash And Short Term Investments	0.97	0.68	0.63	0.94	-0.69	0.81	0.5	0.32	0.81	0.96	0.32	0.99	0.93	0.77	0.45	-0.77	0.78	0.98	-0.92		-0.85	-0.44	-0.85	0.69	0.92	-0.76
Net Receivables	-0.78	-0.61	-0.72	-0.72	0.65	-0.72	-0.26	-0.58	-0.62	-0.83	-0.58	-0.85	-0.74	-0.88	-0.27	0.63	-0.55	-0.88	0.69	-0.85		0.59	0.69	-0.46	-0.87	0.62
Good Will	-0.44	-0.65	-0.93	-0.46	0.88	-0.77	-0.17	0.1	-0.75	-0.43	0.1	-0.4	-0.38	-0.37	-0.54	0.08	-0.58	-0.38	0.6	-0.44	0.59		0.44	0.19	-0.61	0.72
Common Stock Shares Outstanding	-0.73	-0.86	-0.49	-0.71	0.6	-0.59	-0.29	0.0	-0.73	-0.69	0.0	-0.89	-0.97	-0.42	-0.13	0.9	-0.54	-0.89	0.8	-0.85	0.69	0.44		-0.54	-0.66	0.49
Non Current Liabilities Total	0.63	0.06	-0.06	0.55	0.0	0.3	0.48	0.53	0.26	0.66	0.53	0.72	0.61	0.63	-0.02	-0.62	0.29	0.7	-0.48	0.69	-0.46	0.19	-0.54		0.45	-0.3
Other Current Assets	0.96	0.62	0.82	0.95	-0.84	0.93	0.5	0.34	0.86	0.97	0.34	0.88	0.76	0.83	0.69	-0.51	0.89	0.85	-0.91	0.92	-0.87	-0.61	-0.66	0.45		-0.89
Deferred Long Term Liab	-0.85	-0.5	-0.85	-0.88	0.89	-0.99	-0.59	-0.07	-0.92	-0.84	-0.07	-0.68	-0.57	-0.64	-0.87	0.19	-0.95	-0.61	0.9	-0.76	0.62	0.72	0.49	-0.3	-0.89

Click cells to compare fundamentals

Perella Weinberg Account Relationship Matchups

Perella Weinberg fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	65.6K	543.0M	718.3M	717.1M	761.1M	502.3M
Other Current Liab	42.1K	(60.5M)	311.5M	(46.3M)	233.9M	245.6M
Total Current Liabilities	42.9K	60.5M	38.9M	51.4M	286.0M	300.3M
Total Stockholder Equity	22.7K	74.2M	126.3M	137.5M	152.7M	90.0M
Retained Earnings	(2.3K)	(1.0M)	(18.1M)	(18.1M)	(54.7M)	(51.9M)
Non Current Assets Total	54.9K	145.2M	138.1M	295.4M	368.5M	386.9M
Non Currrent Assets Other	(156.5M)	25.8M	24.3M	140.0M	30.9M	32.4M
Liabilities And Stockholders Equity	65.6K	543.0M	718.3M	717.1M	761.1M	502.3M
Other Stockholder Equity	25.0K	1.0M	146.1M	162.1M	211.8M	222.4M
Total Liab	42.9K	468.8M	447.0M	457.0M	492.9M	342.0M

Pair Trading with Perella Weinberg

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Perella Weinberg position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Perella Weinberg will appreciate offsetting losses from the drop in the long position's value.

Moving together with Perella Stock

0.9	BN	Brookfield Corp	Pair Corr
0.9	BX	Blackstone Group Fiscal Year End 23rd of January 2025	Pair Corr
0.85	CG	Carlyle Group	Pair Corr
0.94	APO	Apollo Global Management	Pair Corr
0.92	AXP	American Express Fiscal Year End 24th of January 2025	Pair Corr

The ability to find closely correlated positions to Perella Weinberg could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Perella Weinberg when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Perella Weinberg - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Perella Weinberg Partners to buy it.

The correlation of Perella Weinberg is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Perella Weinberg moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Perella Weinberg Partners moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Perella Weinberg can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

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.

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