Perella Weinberg Partners PWP R2KR3KFINANCIAL
Company Overview
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.
Why Investors Should Care
Offers a dividend yield of 2.19%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $750.90M (-14.5% YoY); net profit $35.48M.
- Trailing 12 Months Year-on-year growth — revenue +0.8%, earnings +52.2%.
- 5-Year Trend Long-term compounding — revenue CAGR 5.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 5.87% |
| 1 Year: | 0.80% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | 52.20% |
Stock Price Performance
| 1 Year: | -45.00% |
| 6 Months: | -40.76% |
| 3 Months: | -23.12% |
| 1 Month: | -10.35% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)33.84 · Neutral
P/E of 47.62 is above the sector median of 13.55 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Generates positive free cash flow.
CONS
- Trading 48.5% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
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 R2KR3KFINANCIAL | 12.38 | 47.62 | $956.89M | 2.19% | 6.03% | 12.69% | 5.87% | - |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 331.58 | 14.21 | $881.40B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 542.19 | 13.64 | $763.42B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 407.92 | 34.69 | $695.14B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 623.60 | 34.34 | $542.20B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 813,595.00 | 13.64 | $397.40B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 7 | BAC Bank of America Corporation SPXR3KFINANCIAL | 50.56 | 11.68 | $353.55B | 2.39% | - | 11.20% | 3.14% | 4.27% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 90.68 | 12.95 | $310.38B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 179.49 | 14.51 | $281.90B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
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 | Mar 2026 | Jun 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 | 148.92M | 156.53M |
| 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 | -12.90M | 5.05M |
| 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 | 1.49M | 5.30M |
| 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 | 0.02 | 0.06 |
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 | 801.66M | 631.51M | 648.65M | 878.04M | 750.90M |
| Operating Income | -155.12M | -14.60M | 66.58M | -47.73M | -115.10M | -78.53M | 48.01M |
| Net Income | -1.32K | -1.02M | -9.42M | 17.88M | -17.22M | -64.73M | 35.48M |
| Diluted EPS | - | - | -0.66 | -0.46 | -1.33 | -1.22 | 0.47 |
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 | 718.33M | 717.09M | 761.11M | 876.75M | 797.64M |
| Total Equity | -977 | 22.70K | 74.18M | 126.32M | 137.46M | 152.66M | -421.38M | -127.36M |
| Cash & Equivalents | - | 10.76K | 329.06M | 502.77M | 171.57M | 247.17M | 331.56M | 255.91M |
| Long Term Debt | - | - | 146.97M | 0 | - | - | - | - |
| Total Liabilities | - | 42.93K | 468.77M | 446.98M | 456.95M | 492.86M | 646.99M | 536.90M |
| Current Liabilities | - | 42.93K | 792.98K | - | - | - | - | - |
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 | 234.91M | -17.77M | 145.88M | 223.36M | 34.79M |
| Investing Cash Flow | -7.27M | -5.52M | -2.44M | -166.23M | -5.82M | -98.00K | 51.74M |
| Financing Cash Flow | -30.21M | -21.99M | -55.02M | -136.77M | -67.02M | -137.25M | -168.57M |
| Capital Expenditure | -7.42M | -5.52M | -1.46M | -26.56M | -57.60M | -16.38M | -4.31M |
| Free Cash Flow | -113.52M | 80.39M | 233.45M | -44.33M | 88.28M | 206.98M | 30.48M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - |
| Operating Margin % | -29.1% | -2.8% | 8.3% | -7.6% | -17.7% | -8.9% | 6.4% |
| Net Margin % | -0.0% | -0.2% | -1.2% | 2.8% | -2.7% | -7.4% | 4.7% |
| ROE % | -5.8% | -1.4% | -7.5% | 13.0% | -11.3% | 15.4% | -27.9% |
| ROCE % | -683,223.2% | -2.7% | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | FMR, LLC | 13.14% | 9.90M | $155.09M |
| 2 | Blackrock Inc. | 7.26% | 5.47M | $85.65M |
| 3 | Wellington Management Group, LLP | 6.89% | 5.19M | $81.31M |
| 4 | William Blair Investment Management, LLC | 5.83% | 4.39M | $68.80M |
| 5 | Nuveen, LLC | 4.78% | 3.60M | $56.43M |
| 6 | Adage Capital Partners GP L.L.C. | 4.40% | 3.31M | $51.89M |
| 7 | Vanguard Capital Management LLC | 4.03% | 3.03M | $47.52M |
| 8 | Capital World Investors | 3.55% | 2.68M | $41.93M |
| 9 | Nomura Asset Management International Inc | 3.39% | 2.55M | $39.95M |
| 10 | Boston Partners | 3.38% | 2.54M | $39.85M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for PWP
Perella Weinberg Partners (PWP) Stock Price, News, Quote & History - Yahoo! Finance Canada
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Perella Weinberg Partners Estimates – NASDAQ:PWP - TradingView
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Perella Weinberg Partners (PWP) stock price, news, quote and history - Yahoo Finance UK
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Perella Weinberg Partners (PWP) Stock Down 4.5% -- Now Undervalued? GF Score: 69/100 - GuruFocus
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1 Value Stock with Exciting Potential and 2 Facing Challenges - The Globe and Mail
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PWP — Frequently Asked Questions
What is the current share price of Perella Weinberg Partners (PWP)?
As of 2026-10-23 16:27 PDT, Perella Weinberg Partners (PWP) trades at $12.38 on NasdaqGS. Its 52-week range is $12.38 to $24.06.
What is the market capitalisation of PWP?
Perella Weinberg Partners (PWP) has a market capitalisation of $956.89M on NasdaqGS.
What is the P/E ratio of PWP?
PWP trades at a trailing price-to-earnings (P/E) ratio of 47.62. The industry average P/E is 13.55. Its price-to-book (P/B) ratio is -20.87.
Does PWP pay a dividend?
Perella Weinberg Partners (PWP) currently offers a dividend yield of 2.19%.
What is the return on equity (ROE) of PWP?
PWP has a return on equity (ROE) of 12.69%. Its return on capital employed (ROCE) is 6.03%.
Is PWP a good stock to buy?
This page provides a data-driven analysis of Perella Weinberg Partners (PWP), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.