Perella Weinberg Partners Stock Performance
| PWP Stock | USD 20.56 0.02 0.1% |
The company holds a Beta of 1.59, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Perella Weinberg will likely underperform. At this point, Perella Weinberg Partners has a negative expected return of -0.26%. Please make sure to check Perella Weinberg's treynor ratio and daily balance of power , to decide if Perella Weinberg Partners performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Perella Weinberg Partners has generated negative risk-adjusted returns adding no value to investors with long positions. Even with weak performance in the last few months, the Stock's basic indicators remain relatively invariable which may send shares a bit higher in April 2025. The latest agitation may also be a sign of long-running up-swing for the enterprise retail investors. ...more
Actual Historical Performance (%)
One Day Return 4.73 | Five Day Return 6.52 | Year To Date Return (12.61) | Ten Year Return 107.88 | All Time Return 107.88 |
Forward Dividend Yield 0.0136 | Payout Ratio | Forward Dividend Rate 0.28 | Dividend Date 2025-03-10 | Ex Dividend Date 2025-02-18 |
1 | Disposition of 96442 shares by Peter Weinberg of Perella Weinberg subject to Rule 16b-3 | 12/31/2024 |
2 | Disposition of 72866 shares by Peter Weinberg of Perella Weinberg at 23.6 subject to Rule 16b-3 | 01/02/2025 |
3 | Disposition of 32943 shares by Robert Steel of Perella Weinberg at 24.87 subject to Rule 16b-3 | 01/03/2025 |
4 | Disposition of 702 shares by Peter Weinberg of Perella Weinberg at 25.76 subject to Rule 16b-3 | 01/21/2025 |
5 | Disposition of 3895 shares by Peter Weinberg of Perella Weinberg at 12.44 subject to Rule 16b-3 | 01/23/2025 |
6 | Acquisition by Peter Weinberg of 841780 shares of Perella Weinberg subject to Rule 16b-3 | 01/24/2025 |
7 | Disposition of 95116 shares by Peter Weinberg of Perella Weinberg at 24.95 subject to Rule 16b-3 | 02/03/2025 |
8 | Perella Weinberg Partners Stock Price Up 3.59 percent on Feb 4 | 02/04/2025 |
9 | Perella Weinberg Partners Shares Gap Down to 23.33 on Feb 11 | 02/11/2025 |
10 | Perella Weinberg Partners Shares Up 4.35 percent on Feb 14 | 02/14/2025 |
11 | Disposition of 17205 shares by Peter Weinberg of Perella Weinberg at 23.49 subject to Rule 16b-3 | 02/24/2025 |
12 | Disposition of 21108 shares by Peter Weinberg of Perella Weinberg at 25.71 subject to Rule 16b-3 | 02/26/2025 |
13 | Disposition of 6999 shares by Robert Steel of Perella Weinberg at 23.49 subject to Rule 16b-3 | 02/27/2025 |
14 | Disposition of 30000 shares by Robert Steel of Perella Weinberg subject to Rule 16b-3 | 02/28/2025 |
15 | Disposition of 1270086 shares by Pwp Voteco Professionals Lp of Perella Weinberg subject to Rule 16b-3 | 03/03/2025 |
16 | Disposition of 21162 shares by Robert Steel of Perella Weinberg at 22.24 subject to Rule 16b-3 | 03/04/2025 |
| Perella Weinberg dividend paid on 10th of March 2025 | 03/10/2025 |
17 | Boston Partners Has 8.02 Million Holdings in Perella Weinberg Partners | 03/21/2025 |
18 | Quantbot Technologies LP Has 1.87 Million Position in Perella Weinberg Partners - MarketBeat | 03/24/2025 |
| Begin Period Cash Flow | 250.1 M |
Perella |
Perella Weinberg Relative Risk vs. Return Landscape
If you would invest 2,453 in Perella Weinberg Partners on December 25, 2024 and sell it today you would lose (403.00) from holding Perella Weinberg Partners or give up 16.43% of portfolio value over 90 days. Perella Weinberg Partners is generating negative expected returns assuming volatility of 2.8807% on return distribution over 90 days investment horizon. In other words, 25% of stocks are less volatile than Perella, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Perella Weinberg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Perella Weinberg's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Perella Weinberg Partners, and traders can use it to determine the average amount a Perella Weinberg's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0894
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PWP |
Estimated Market Risk
| 2.88 actual daily | 25 75% of assets are more volatile |
Expected Return
| -0.26 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Perella Weinberg is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Perella Weinberg by adding Perella Weinberg to a well-diversified portfolio.
Perella Weinberg Fundamentals Growth
Perella Stock prices reflect investors' perceptions of the future prospects and financial health of Perella Weinberg, and Perella Weinberg fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Perella Stock performance.
| Return On Equity | -0.36 | ||||
| Return On Asset | -0.11 | ||||
| Profit Margin | (0.07) % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 1.01 B | ||||
| Shares Outstanding | 59.53 M | ||||
| Price To Book | 5.89 X | ||||
| Price To Sales | 2.03 X | ||||
| Revenue | 878.04 M | ||||
| Gross Profit | 858.22 M | ||||
| EBITDA | (58.15 M) | ||||
| Net Income | (89.34 M) | ||||
| Cash And Equivalents | 150.29 M | ||||
| Cash Per Share | 1.74 X | ||||
| Total Debt | 187.35 M | ||||
| Debt To Equity | 0.38 % | ||||
| Current Ratio | 1.62 X | ||||
| Book Value Per Share | (7.12) X | ||||
| Cash Flow From Operations | 223.36 M | ||||
| Earnings Per Share | (1.22) X | ||||
| Market Capitalization | 1.79 B | ||||
| Total Asset | 876.75 M | ||||
| Retained Earnings | (303.71 M) | ||||
| Working Capital | 414.12 M | ||||
About Perella Weinberg Performance
Assessing Perella Weinberg's fundamental ratios provides investors with valuable insights into Perella Weinberg's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Perella Weinberg is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 1.56 | 1.18 | |
| Return On Tangible Assets | (0.08) | (0.07) | |
| Return On Capital Employed | (0.10) | (0.10) | |
| Return On Assets | (0.07) | (0.08) | |
| Return On Equity | 0.15 | 0.16 |
Things to note about Perella Weinberg Partners performance evaluation
Checking the ongoing alerts about Perella Weinberg for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Perella Weinberg Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Perella Weinberg generated a negative expected return over the last 90 days | |
| The company reported the last year's revenue of 878.04 M. Reported Net Loss for the year was (89.34 M) with profit before taxes, overhead, and interest of 858.22 M. | |
| Perella Weinberg has a poor financial position based on the latest SEC disclosures | |
| Over 90.0% of the company shares are owned by institutional investors | |
| On 10th of March 2025 Perella Weinberg paid $ 0.07 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Quantbot Technologies LP Has 1.87 Million Position in Perella Weinberg Partners - MarketBeat |
- Analyzing Perella Weinberg's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Perella Weinberg's stock is overvalued or undervalued compared to its peers.
- Examining Perella Weinberg's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Perella Weinberg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Perella Weinberg's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Perella Weinberg's stock. These opinions can provide insight into Perella Weinberg's potential for growth and whether the stock is currently undervalued or overvalued.
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.