A Business at a Glance
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We are a leading global independent advisory firm that provides strategic and financial advice to clients across the most active industry sectors and international markets. Our 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. We were founded in June 2006 with the opening of offices in New York and London, led by a team of ten seasoned advisory partners who previously held senior management positions at large global investment banks. The foundation of our Company was rooted in a belief, among other considerations, that clients would increasingly seek out deeply experienced advisors who offer independent strategic thinking and who are not burdened by the complicated conflicts that large investment banking institutions may face due to their various businesses.
| Metric | TTM | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|---|
| Revenue | 751M | 751M | 878M | 649M | 632M | 802M |
| Net Income | 35M | 35M | -65M | -17M | 18M | -9.4M |
| EPS | $0.47 | $0.47 | $-1.22 | $-1.33 | $-0.46 | $-0.66 |
| Free Cash Flow | 30M | 30M | 207M | 88M | -44M | 233M |
| ROIC | 5.5% | 5.5% | -7.1% | -11.3% | 13.0% | -7.5% |
| Gross Margin | 28.7% | 28.7% | 10.7% | 6.1% | 13.6% | 25.1% |
| Debt/Equity | 0.00 | -4.22 | -1.54 | 3.23 | 3.32 | 0.00 |
| Dividends/Share | $0.30 | $0.30 | $0.38 | $0.15 | $0.15 | $0.07 |
| Operating Income | 48M | 48M | -79M | -115M | -48M | 67M |
| Operating Margin | 6.4% | 6.4% | -8.9% | -17.7% | -7.6% | 8.3% |
| ROE | 0.0% | - | - | -11.3% | 13.0% | -7.5% |
| Shares Outstanding | 75M | 75M | 53M | 87M | 86M | 85M |
| Metric | 2020 | 2021 | 2022 | 2023 | |||
|---|---|---|---|---|---|---|---|
| Income Statement | |||||||
| Revenue | N/A | 802M | 632M | 649M | 878M | 751M | 751M |
| Gross Margin | N/A | 25.1% | 13.6% | 6.1% | 10.7% | 28.7% | 28.7% |
| R&D | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| SG&A | 15M | 17M | 20M | 20M | 23M | 18M | 18M |
| EBIT | -15M | 67M | -48M | -115M | -79M | 48M | 48M |
| Op. Margin | N/A | 8.3% | -7.6% | -17.7% | -8.9% | 6.4% | 6.4% |
| Net Income | -24M | -9.4M | 18M | -17M | -65M | 35M | 35M |
| Net Margin | N/A | -1.2% | 2.8% | -2.7% | -7.4% | 4.7% | 4.7% |
| Non-Recurring | 5.0M | 6.0M | 0 | 0 | 0 | 0 | 0 |
| Returns on Capital | |||||||
| ROIC | -11.0% | -7.5% | 13.0% | -11.3% | -7.1% | 5.5% | 5.5% |
| ROE | -32.8% | -7.5% | 13.0% | -11.3% | N/A | N/A | 0.0% |
| ROA | -4.5% | -1.3% | 2.5% | -2.3% | -7.4% | 4.2% | 4.4% |
| Cash Flow | |||||||
| Op. Cash Flow | 86M | 235M | -18M | 146M | 223M | 35M | 35M |
| Free Cash Flow | 80M | 233M | -44M | 88M | 207M | 30M | 30M |
| Owner Earnings | 46M | 123M | -185M | -53M | 14M | -97M | -97M |
| CapEx | 5.5M | 1.5M | 27M | 58M | 16M | 4.3M | 4.3M |
| Maint. CapEx | 16M | 14M | 11M | 15M | 20M | 21M | 21M |
| Growth CapEx | 0 | 0 | 16M | 43M | 0 | 0 | 0 |
| D&A | 16M | 14M | 11M | 15M | 20M | 21M | 21M |
| CapEx/OCF | 6.4% | 0.6% | N/A | 39.5% | 7.3% | 12.4% | 12.4% |
| Capital Allocation | |||||||
| Dividends Paid | 0 | 6.0M | 13M | 13M | 20M | 23M | 23M |
| Dividend Yield | N/A | 0.6% | 1.9% | 1.6% | 2.3% | 1.5% | 1.4% |
| Share Buybacks | 0 | 12M | 68M | 22M | 15M | 34M | 34M |
| Buyback Yield | N/A | 1.2% | 8.7% | 2.2% | 1.2% | 2.5% | 2.1% |
| Stock-Based Comp | 25M | 97M | 156M | 184M | 189M | 110M | 110M |
| Debt Repayment | 91K | 161M | 0 | 0 | 0 | 0 | 0 |
| Balance Sheet | |||||||
| Net Debt | -511M | -503M | N/A | N/A | N/A | N/A | -256M |
| Cash & Equiv. | 329M | 503M | 172M | 247M | 332M | 256M | 256M |
| Long-Term Debt | 147M | 0 | N/A | N/A | N/A | N/A | N/A |
| Debt/Equity | 1.98 | 0.00 | 3.32 | 3.23 | -1.54 | -4.22 | 0.00 |
| Interest Coverage | -0.9 | 8.8 | -172.9 | -417.0 | N/A | N/A | N/A |
| Equity | 74M | 126M | 137M | 153M | -421M | -127M | -127M |
| Total Assets | 543M | 718M | 717M | 761M | 877M | 798M | 798M |
| Total Liabilities | 469M | 447M | 457M | 493M | 647M | 537M | 537M |
| Intangibles | 39M | 32M | 26M | 19M | 13M | 13M | 13M |
| Retained Earnings | -1.0M | -18M | -18M | -55M | -304M | -131M | -131M |
| Working Capital | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Current Assets | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Current Liabilities | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Per Share Data | |||||||
| EPS | -0.26 | -0.66 | -0.46 | -1.33 | -1.22 | 0.47 | 0.47 |
| Owner EPS | 0.49 | 1.45 | -2.14 | -0.61 | 0.27 | -1.28 | -1.28 |
| Book Value | 0.80 | 1.48 | 1.59 | 1.76 | -7.94 | -1.69 | -1.69 |
| Cash Flow/Share | 0.92 | 2.75 | -0.21 | 1.68 | 4.21 | 0.46 | 0.75 |
| Dividends/Share | 0.00 | 0.07 | 0.15 | 0.15 | 0.38 | 0.30 | 0.30 |
| Shares Out. | 93.3M | 85.4M | 86.3M | 86.8M | 53.1M | 75.5M | 75.5M |
| Valuation | |||||||
| P/E Ratio | N/A | N/A | N/A | N/A | N/A | 37.6 | 44.6 |
| P/FCF | 11.4 | 4.3 | N/A | 11.8 | 6.1 | 43.8 | 51.9 |
| EV/EBIT | N/A | 7.4 | N/A | N/A | N/A | N/A | 27.6 |
| Price/Book | 12.3 | 7.9 | 5.7 | 6.8 | N/A | N/A | N/A |
| Price/Sales | N/A | 126.6 | 1.1 | 1.3 | 1.0 | 2.0 | 2.1 |
| FCF Yield | 8.8% | 23.4% | -5.6% | 8.5% | 16.5% | 2.3% | 1.9% |
| Market Cap | 915M | 998M | 788M | 1.0B | 1.3B | 1.3B | 1.6B |
| Avg. Price | 9.29 | 11.15 | 7.78 | 9.37 | 16.90 | 19.92 | 20.96 |
| Year-End Price | 9.81 | 11.69 | 9.13 | 12.03 | 23.61 | 17.67 | 20.96 |
Perella Weinberg Partners passes 1 of 9 quality checks, indicating weak fundamentals.
Perella Weinberg Partners trades at 44.6x trailing earnings, compared to its 15-year median P/E of 37.6x, suggesting it is currently Expensive relative to its historical range. On a free-cash-flow basis, the stock trades at 47.9x vs a median of 11.4x. The company's 5-year average gross margin is 16.8%. Total shareholder yield (dividends + buybacks) is 3.6%. At current prices, the estimated annualized return to fair value is -0.4%.
Perella Weinberg Partners (PWP) has a current P/E ratio of 44.6, compared to its historical median P/E of 37.6. The stock is currently considered Expensive based on its historical valuation range.
Perella Weinberg Partners (PWP) has a 5-year average return on invested capital (ROIC) of -1.5%. This is below average and may indicate limited pricing power.
Perella Weinberg Partners (PWP) has a market capitalization of $1.6B. It is classified as a small-cap stock.
Yes, Perella Weinberg Partners (PWP) pays a dividend with a trailing twelve-month yield of 1.45%. The company also returns capital through share buybacks, with a buyback yield of 2.13%.
Based on historical P/E analysis, Perella Weinberg Partners (PWP) appears expensive. The current P/E of 44.6 is 19% above its historical median of 37.6.
Perella Weinberg Partners (PWP) operates in the Finance Services industry, within the Financials sector.
Perella Weinberg Partners (PWP) reported annual revenue of $751 million in its most recent fiscal year, based on SEC EDGAR filings.
Perella Weinberg Partners (PWP) has a net profit margin of 4.7%. This is a modest margin.
Perella Weinberg Partners (PWP) generated $30 million in free cash flow in its most recent fiscal year. Positive free cash flow supports dividends, buybacks, and debt reduction.
Perella Weinberg Partners (PWP) reported earnings per share (EPS) of $0.47 in its most recent fiscal year.
Perella Weinberg Partners (PWP) has a 5-year average gross margin of 16.8%. This lower margin is typical of capital-intensive or commodity businesses.
The Ledger Terminal provides 6 years of financial data for Perella Weinberg Partners (PWP), sourced directly from SEC EDGAR filings. This includes income statements, balance sheets, cash flow statements, and key financial ratios.
Perella Weinberg Partners (PWP) has a book value per share of $-1.69, based on its most recent annual SEC filing.