Perella Weinberg Partners
Perella Weinberg Partners Fundamental Analysis
Perella Weinberg Partners (PWP) shows weak financial fundamentals with a PE ratio of 38.43, profit margin of 4.72%, and ROE of -10.39%. 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 50.9/100 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 38.43 times earnings. This suggests a premium valuation.
PEG Ratio
When adjusting for growth, PWP's PEG of -1.41 indicates potential undervaluation.
Price to Book
The market values Perella Weinberg Partners at -4.51 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at 25.60 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 $-10.39 in profit for every $100 of shareholder equity.
ROA
Perella Weinberg Partners generates $5.46 in profit for every $100 in assets, demonstrating efficient asset deployment.
Following the Money - Real Cash Generation
Operating Cash Flow
Perella Weinberg Partners produces operating cash flow of $74.39M, showing steady but balanced cash generation.
Free Cash Flow
Perella Weinberg Partners produces free cash flow of $70.58M, offering steady but limited capital for shareholder returns and expansion.
FCF Per Share
Each share generates $1.10 in free cash annually.
FCF Yield
PWP converts 4.05% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
38.43
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
-1.41
vs 25 benchmark
P/B Ratio
Price to book value ratio
-4.51
vs 25 benchmark
P/S Ratio
Price to sales ratio
2.46
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
-0.61
vs 25 benchmark
Current Ratio
Current assets to current liabilities
4.84
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
-0.10
vs 25 benchmark
ROA
Return on assets percentage
0.05
vs 25 benchmark
ROCE
Return on capital employed
0.08
vs 25 benchmark
How PWP Stacks Against Its Sector Peers
| Metric | PWP Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 38.43 | 18.86 | Worse (Expensive) |
| ROE | -10.39% | 847.00% | Weak |
| Net Margin | 4.72% | 4202.00% | Weak |
| Debt/Equity | -0.61 | 0.91 | Strong (Low Leverage) |
| Current Ratio | 4.84 | 667.17 | Strong Liquidity |
| ROA | 5.46% | -21543.00% (disorted) | Weak |
PWP outperforms its industry in 2 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