Perella Weinberg Partners Fundamental Analysis
Perella Weinberg Partners Fundamental Analysis
Perella Weinberg Partners (PWP) shows weak financial fundamentals with a PE ratio of 51.24, profit margin of 2.85%, and ROE of -8.69%. The company generates $0.6B in annual revenue with N/A year-over-year growth of N/A.
Key Strengths
Areas of Concern
The stock receives a Fundamental Health Score of 40.7/100 based on profitability, valuation, growth, and balance sheet metrics. The D grade reflects weak fundamentals and significant financial concerns.
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 51.24 times earnings. This suggests a premium valuation.
PEG Ratio
When adjusting for growth, PWP's PEG of 0.75 indicates potential undervaluation.
Price to Book
The market values Perella Weinberg Partners at -6.95 times its book value. This may indicate undervaluation.
EV/EBITDA
Enterprise value stands at 27.63 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 $2.85 as profit after all expenses.
Operating Margin
Core operations generate 3.41 in profit for every $100 in revenue, before interest and taxes.
ROE
Management delivers $-8.69 in profit for every $100 of shareholder equity.
ROA
Perella Weinberg Partners generates $3.29 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 $95.65M, showing steady but balanced cash generation.
Free Cash Flow
Perella Weinberg Partners generates strong free cash flow of $90.63M, providing ample flexibility for dividends, buybacks, or growth.
FCF Per Share
Each share generates $1.37 in free cash annually.
FCF Yield
PWP converts 6.64% of its market value into free cash.
Financial Ratios Analysis
Valuation Ratios
P/E Ratio
Price to earnings ratio
51.24
vs 25 benchmark
PEG Ratio
Price/earnings to growth ratio
0.75
vs 25 benchmark
P/B Ratio
Price to book value ratio
-6.95
vs 25 benchmark
P/S Ratio
Price to sales ratio
2.09
vs 25 benchmark
Financial Health
Debt/Equity
Total debt to shareholders' equity
-1.18
vs 25 benchmark
Current Ratio
Current assets to current liabilities
1.07
vs 25 benchmark
Efficiency Ratios
ROE
Return on equity percentage
-0.09
vs 25 benchmark
ROA
Return on assets percentage
0.03
vs 25 benchmark
ROCE
Return on capital employed
0.05
vs 25 benchmark
How PWP Stacks Against Its Sector Peers
| Metric | PWP Value | Sector Average | Performance |
|---|---|---|---|
| P/E Ratio | 51.24 | 21.02 | Worse (Expensive) |
| ROE | -8.69% | 634.00% | Weak |
| Net Margin | 2.85% | -1052.00% (disorted) | Weak |
| Debt/Equity | -1.18 | 1.52 | Strong (Low Leverage) |
| Current Ratio | 1.07 | 924.95 | Neutral |
| ROA | 3.29% | -785.00% (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
N/A
Industry Style: Value, Dividend, Cyclical
EPS CAGR
N/A
Industry Style: Value, Dividend, Cyclical
FCF CAGR
N/A
Industry Style: Value, Dividend, Cyclical