Perella Weinberg Partners
Perella Weinberg Partners Fundamental Analysis
Perella Weinberg Partners (PWP) shows weak financial fundamentals with a PE ratio of 33.58, profit margin of 4.72%, and ROE of -13.25%. The company generates $0.7B in annual revenue with strong year-over-year growth of 35.36%.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 64.5/100 based on profitability, valuation, growth, and balance sheet metrics. The C+ grade reflects average fundamentals, with notable risks in certain areas.
Fundamental Health Score
We analyze PWP's fundamental strength across five key dimensions:
Efficiency Score
WeakPWP struggles to generate sufficient returns from assets.
Valuation Score
ModeratePWP shows balanced valuation metrics.
Growth Score
ModeratePWP shows steady but slowing expansion.
Financial Health Score
ExcellentPWP maintains a strong and stable balance sheet.
Profitability Score
WeakPWP struggles to sustain strong margins.
Key Financial Metrics
Is PWP Expensive or Cheap?
P/E Ratio
PWP trades at 33.58 times earnings. This suggests a premium valuation.
PEG Ratio
When adjusting for growth, PWP's PEG of -1.23 indicates potential undervaluation.
Price to Book
The market values Perella Weinberg Partners at -9.35 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at 21.00 times EBITDA. This signals the market has high growth expectations.
How Well Does PWP Make Money?
Net Profit Margin
For every $100 in sales, Perella Weinberg Partners keeps $4.72 as profit after all expenses.
Operating Margin
Core operations generate 6.39 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $-13.25 in profit for every $100 of shareholder equity.
ROA
Perella Weinberg Partners generates $4.45 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Perella Weinberg Partners generates limited operating cash flow of $33.10M, signaling weaker underlying cash strength.
Free Cash Flow
Perella Weinberg Partners produces free cash flow of $28.99M, offering steady but limited capital for shareholder returns and expansion.
FCF Per Share
Each share generates $0.45 in free cash annually.
FCF Yield
PWP converts 1.89% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
33.58
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
-1.23
vs 25 benchmark
P/B Ratio
Price to book value ratio
-9.35
vs 25 benchmark
P/S Ratio
Price to sales ratio
2.15
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
-2.78
vs 25 benchmark
Current Ratio
Current assets to current liabilities
1.15
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
-0.13
vs 25 benchmark
ROA
Return on assets percentage
0.04
vs 25 benchmark
ROCE
Return on capital employed
0.09
vs 25 benchmark
How PWP Stacks Against Its Sector Peers
| Metric | PWP Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 33.58 | 18.66 | Worse (Expensive) |
| ROE | -13.25% | 806.00% | Weak |
| Net Margin | 4.72% | -451.00% (disorted) | Weak |
| Debt/Equity | -2.78 | 1.00 | Strong (Low Leverage) |
| Current Ratio | 1.15 | 662.02 | Neutral |
| ROA | 4.45% | -24409.00% (disorted) | Weak |
PWP outperforms its industry in 1 out of 6 key metrics, but lagging in P/E Ratio.
Historical Growth Performance
5-Year Growth Trajectory
This section reviews Perella Weinberg Partners's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.
Revenue CAGR
221.88%
Industry Style: Value, Dividend, Cyclical
High GrowthEPS CAGR
25.08%
Industry Style: Value, Dividend, Cyclical
High GrowthFCF CAGR
0.00%
Industry Style: Value, Dividend, Cyclical
Declining