Perella Weinberg Partners PWP R2K

Financial Services · Capital Markets · United States

Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus on restructuring, liability management, capital markets advisory, and private capital placement, as well as underwriting and research services primarily for the energy and related industries. The company serves public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in consumer and retail; energy and energy transition; financial services and FinTech; healthcare; industrials and infrastructure; and technology, telecommunication, and media industries. Perella Weinberg Partners is headquartered in New York, New York.

Market & Price

Market Cap

$1.63B

Current Price

$17.16

High / Low (52W)

$24.26 / $16.03

Beta

1.74

Valuation

Stock P/E

68.64

Industry PE

12.01

Forward P/E

11.40

PEG Ratio

Book Value

$-1.91

Price to Book

-8.99

P/S

2.37

EV/EBITDA

Dividend Yield

1.63%

Profitability & Returns

ROCE

6.40%

ROE

13.28%

ROA

4.44%

Profit Margin

2.85%

Op Margin

-8.66%

EPS (Latest Qtr)

$0.02

EPS (TTM)

$0.25

Balance Sheet & Liquidity

Debt/Equity

0.80

Quick Ratio

1.09

Current Ratio

1.58

Debt

$182.06M

Total Assets

$797.64M

Current Assets

$320.37M

Working Capital

$273.26M

Ownership

Promoter Holding

3.25%

Chg in Prom Hold

FII / Inst Holding

103.05%

Chg in FII Hold

Financial Snapshot

Enterprise Value

$1.71B

Total Revenue (TTM)

$687.99M

EBITDA

Free Cash Flow

Operating Cash Flow

$101.60M

Shares Outstanding

72.92M

Gross Margin

96.66%

Payout Ratio

112.00%

Growth (CAGR)

Revenue 5Y

5.94%

Profit 5Y

25.66%

Revenue (YoY)

-29.70%

Earnings (YoY)

-92.40%

PROS

Profit CAGR of 25.7% over 5 years.

CONS

Trading at a high P/E of 68.6.
Trading 29.3% below its 52-week high.
In a downtrend (50-DMA below 200-DMA).

* The pros and cons are auto-generated from financial metrics.

Price Chart

Robinhood TradingView StockAnalysis

Fundamental Growth

Period: Metric:

Figures from the latest reported periods. CAGR is computed across the displayed window (quarterly CAGR is annualised assuming 4 quarters per year).

Peer comparison

Peer companies in the same sector (Financial Services).

#	Name	CMP $	P/E	Mkt Cap	Div Yld %	ROCE %	ROE %	Rev CAGR 5Y %	Profit CAGR 5Y %
1	PWP Perella Weinberg Partners R2K	17.16	68.64	$1.63B	1.63%	6.40%	13.28%	5.94%	25.66%
2	JPM JPMorgan Chase & Co. SPX	299.31	14.33	$802.00B	2.00%	-	16.47%	12.50%	14.83%
3	V Visa Inc. SPX	326.36	28.48	$620.65B	0.82%	38.38%	60.35%	10.92%	10.28%
4	MA Mastercard Incorporated SPX	493.98	28.57	$436.47B	0.70%	61.47%	-	13.82%	14.66%
5	MS Morgan Stanley SPX	208.00	18.84	$328.08B	1.92%	-	16.39%	9.52%	15.20%
6	GS The Goldman Sachs Group, Inc. SPX	1,025.56	18.73	$302.55B	1.76%	-	14.55%	7.16%	15.11%
7	WFC Wells Fargo & Company SPX	77.54	11.98	$237.29B	2.32%	-	12.03%	4.02%	15.98%
8	BLK BlackRock, Inc. SPX	1,046.88	26.32	$162.51B	2.19%	4.89%	11.90%	10.65%	2.36%
9	SCHW The Charles Schwab Corporation SPX	87.35	17.37	$151.91B	1.47%	-	19.08%	4.83%	7.21%

Quarterly Results

Figures in USD.

Metric	Mar 2019	Jun 2019	Mar 2020	Jun 2020	Sep 2020	Mar 2021	Jun 2021	Sep 2021	Mar 2022	Jun 2022	Sep 2022	Mar 2023	Jun 2023	Sep 2023	Mar 2024	Jun 2024	Sep 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026
Revenue	-	-	-	114.60M	122.84M	169.80M	255.52M	177.43M	151.88M	151.10M	145.38M	131.43M	165.54M	139.00M	102.13M	272.00M	278.24M	211.83M	155.27M	164.65M	219.16M	148.92M
Cost of Revenue	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	123.00M	80.28M	88.75M	133.57M	91.28M
Gross Profit	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	88.83M	74.99M	75.90M	85.59M	57.64M
Operating Expenses	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	77.16M	66.04M	67.03M	67.07M	70.54M
Operating Income	-	-	-993	-20.70M	1.53M	28.04M	49.49M	-10.33M	-10.36M	-9.01M	-8.82M	-22.69M	-21.75M	-26.69M	-53.56M	-82.23M	35.89M	11.67M	8.95M	8.87M	18.53M	-12.90M
EBITDA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	16.67M	14.00M	13.89M	24.28M	-7.07M
Interest Expense	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Pretax Income	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	11.90M	6.25M	11.59M	21.78M	-10.64M
Tax Provision	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-9.47M	1.98M	3.02M	7.98M	-9.90M
Net Income	-100	-869	-993	-600	-19.84K	4.90M	-12.50M	-9.02M	8.89M	9.27M	1.14M	-5.12M	359.00K	-2.05M	-35.84M	-66.03M	16.37M	17.34M	2.74M	6.00M	9.40M	1.49M
Diluted EPS	-	-	-	-	-	-	-0.32	-0.40	0.00	0.00	-0.19	-0.37	-0.19	-0.27	-0.91	-1.21	0.24	0.24	0.04	0.08	0.10	0.02

Profit & Loss (Annual)

Figures in USD.

Metric	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Revenue	533.30M	518.99M	-	631.51M	648.65M	878.04M	750.90M
Cost of Revenue	-	-	-	391.33M	426.57M	525.94M	425.59M
Gross Profit	-	-	-	240.17M	222.08M	352.10M	325.31M
Operating Expenses	-	-	-	287.91M	337.18M	430.63M	277.30M
Operating Income	-155.12M	-14.60M	-	-47.73M	-115.10M	-78.53M	48.01M
EBITDA	-	-	-	-37.04M	-100.42M	-58.15M	68.84M
Interest Expense	-	-	7.61M	276.00K	276.00K	-	-
Pretax Income	-	-	-	-21.42M	-112.82M	-68.25M	51.52M
Tax Provision	-	-	-	10.33M	-980.00K	21.09M	3.51M
Net Income	-1.32K	-1.02M	-	17.88M	-17.22M	-64.73M	35.48M
Diluted EPS	-	-	-0.66	-0.46	-1.33	-1.22	-

Compounded Sales Growth

5 Years:	5.94%
1 Year:	-29.70%

Compounded Profit Growth

5 Years:	25.66%
1 Year:	-92.40%

Stock Price Performance

1 Year:	-0.20%
6 Months:	-4.14%
3 Months:	-7.29%
1 Month:	-19.89%

Balance Sheet (Annual)

Figures in USD.

Metric	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Total Assets	-	65.64K	542.95M	-	717.09M	761.11M	876.75M	797.64M
Current Assets	-	-	-	-	385.54M	392.62M	483.04M	320.37M
Cash & Equivalents	-	10.76K	329.06M	-	171.57M	247.17M	331.56M	255.91M
Inventory	-	-	-	-	-	-	-	-
Receivables	-	-	-	-	67.91M	47.77M	73.29M	62.69M
Total Liabilities	-	42.93K	468.77M	-	456.95M	492.86M	646.99M	536.90M
Current Liabilities	-	42.93K	792.98K	-	51.35M	52.11M	68.92M	47.10M
Long Term Debt	-	-	146.97M	-	-	-	-	-
Total Debt	-	-	-	-	165.60M	175.90M	187.35M	186.07M
Total Equity	-977	22.70K	74.18M	-	137.46M	152.66M	-421.38M	-127.36M
Shares Outstanding	-	-	-	-	52.28M	57.40M	72.57M	81.33M

Cash Flows (Annual)

Figures in USD.

Metric	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Operating Cash Flow	-106.11M	85.91M	-	-17.77M	145.88M	223.36M	34.79M
Investing Cash Flow	-7.27M	-5.52M	-	-166.23M	-5.82M	-98.00K	51.74M
Financing Cash Flow	-30.21M	-21.99M	-	-136.77M	-67.02M	-137.25M	-168.57M
Capital Expenditure	-7.42M	-5.52M	-	-26.56M	-57.60M	-16.38M	-4.31M
Free Cash Flow	-113.52M	80.39M	-	-44.33M	88.28M	206.98M	30.48M
Net Change in Cash	-	-	-	-320.77M	73.05M	86.01M	-82.04M

Ratios (Annual)

Figures in %.

Metric	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Gross Margin %	-	-	-	38.0%	34.2%	40.1%	43.3%
Operating Margin %	-29.1%	-2.8%	-	-7.6%	-17.7%	-8.9%	6.4%
Net Margin %	-0.0%	-0.2%	-	2.8%	-2.7%	-7.4%	4.7%
ROE %	-5.8%	-1.4%	-	13.0%	-11.3%	15.4%	-27.9%
ROCE %	-683,223.2%	-2.7%	-	-7.2%	-16.2%	-9.7%	6.4%

Shareholding Pattern

Insiders

3.25%

Institutions

103.05%

Public Float

106.51%

Top Institutional Holders

#	Holder	% Held	Shares	Value
1	FMR, LLC	45.81%	10.04M	$172.36M
2	Blackrock Inc.	21.78%	4.78M	$81.95M
3	William Blair Investment Management, LLC	18.59%	4.08M	$69.95M
4	Wellington Management Group, LLP	17.91%	3.93M	$67.37M
5	Nuveen, LLC	13.57%	2.98M	$51.06M
6	Vanguard Capital Management LLC	12.60%	2.76M	$47.39M
7	Adage Capital Partners GP L.L.C.	11.91%	2.61M	$44.82M
8	Capital World Investors	11.87%	2.60M	$44.66M
9	Boston Partners	9.05%	1.98M	$34.04M
10	Ameriprise Financial, Inc.	8.97%	1.97M	$33.76M

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