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Upturn AI SWOT - About
PJT 
PJT Partners Inc (PJT)
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Upturn Advisory Summary
04/04/2025: PJT (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 53.71% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.92B USD | Price to earnings Ratio 25.67 | 1Y Target Price 166.75 |
Price to earnings Ratio 25.67 | 1Y Target Price 166.75 | ||
Volume (30-day avg) 330461 | Beta 0.77 | 52 Weeks Range 90.25 - 189.95 | Updated Date 04/6/2025 |
52 Weeks Range 90.25 - 189.95 | Updated Date 04/6/2025 | ||
Dividends yield (FY) 0.79% | Basic EPS (TTM) 4.92 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 8.99% | Operating Margin (TTM) 21.64% |
Management Effectiveness
Return on Assets (TTM) 15.53% | Return on Equity (TTM) 27.06% |
Valuation
Trailing PE 25.67 | Forward PE 19.92 | Enterprise Value 2812701054 | Price to Sales(TTM) 3.29 |
Enterprise Value 2812701054 | Price to Sales(TTM) 3.29 | ||
Enterprise Value to Revenue 1.88 | Enterprise Value to EBITDA 8.48 | Shares Outstanding 23297900 | Shares Floating 21481823 |
Shares Outstanding 23297900 | Shares Floating 21481823 | ||
Percent Insiders 7.85 | Percent Institutions 89.62 |
Analyst Ratings
Rating 2.83 | Target Price 155.4 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold 4 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
PJT Partners Inc
Company Overview
History and Background
PJT Partners Inc. was founded in 2015 as a spin-off from Blackstone's advisory businesses. It provides strategic and financial advisory services. It quickly established itself as a significant player in the restructuring and M&A advisory space.
Core Business Areas
- Strategic Advisory: Provides advice on mergers and acquisitions, strategic planning, and other corporate finance matters.
- Restructuring and Special Situations: Offers advisory services to companies facing financial distress, including bankruptcy and debt restructuring.
- Capital Markets Advisory: Advises on raising capital through debt and equity offerings.
- Shareholder Advisory: Advises companies on how to deal with shareholders and corporate governance matters.
Leadership and Structure
Paul J. Taubman is the Chairman and CEO. The firm operates with a partner-led model, fostering a culture of collaboration and deep industry expertise.
Top Products and Market Share
Key Offerings
- M&A Advisory: Advises companies on mergers, acquisitions, divestitures, and other strategic transactions. Market share varies depending on deal size and region, making pinpointed data unavailable. Competitors: Goldman Sachs, Morgan Stanley, J.P. Morgan.
- Restructuring Advisory: Provides financial restructuring advisory services to companies in distress. Market share varies, but PJT Partners is a top player in this space. Competitors: Lazard, Houlihan Lokey, Rothschild.
- Capital Markets Advisory: Helps companies raise capital through debt and equity offerings. Competitors: Evercore, Centerview Partners.
Market Dynamics
Industry Overview
The financial advisory industry is driven by M&A activity, restructuring needs, and capital raising demands. It's highly competitive and cyclical, with performance tied to economic conditions and market sentiment.
Positioning
PJT Partners positions itself as an independent advisory firm providing unbiased advice. Its strength lies in its restructuring expertise and its ability to handle complex transactions.
Total Addressable Market (TAM)
The global financial advisory market is estimated to be worth hundreds of billions of dollars annually. PJT Partners targets a segment of this market, focusing on larger, more complex deals. They maintain a relatively small team, so are well-positioned to leverage high value large market deals
Upturn SWOT Analysis
Strengths
- Strong restructuring expertise
- Independent advisory model
- Experienced leadership team
- High-profile client base
- Global presence
Weaknesses
- Relatively smaller scale compared to bulge bracket banks
- Reliance on key personnel
- Dependence on market cycles
- Less diversified revenue streams compared to larger firms
Opportunities
- Expanding into new geographies
- Growing market share in existing businesses
- Capitalizing on increased M&A activity
- Leveraging technological advancements
- Growth in private capital markets
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Geopolitical instability
- Talent attrition
Competitors and Market Share
Key Competitors
- LAZ
- HLI
- EVR
- CVP
Competitive Landscape
PJT Partners is a well-respected independent advisory firm, particularly strong in restructuring. Compared to larger bulge bracket banks (GS, MS, JPM), it's smaller and more focused. Compared to other independent advisors, it competes on expertise and relationships.
Major Acquisitions
Park Hill Group (Blackstone Placement Division)
- Year: 2015
- Acquisition Price (USD millions):
- Strategic Rationale: The acquisition was part of the spin-off from Blackstone, integrating placement capabilities.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be analyzed using PJT Partners financial statements such as the 10K.
Future Projections: Future projections are available from analyst reports, which are typically released by financial institutions that cover the stock.
Recent Initiatives: Recent initiatives can be found in the news section of the companies Investor Relation webpage as well as the company's quarterly reports, e.g. 10Q
Summary
PJT Partners is a focused advisory firm known for its restructuring expertise. Its independence is a strength, but its smaller scale can be a limitation. The company's performance is linked to market activity and its ability to retain key personnel. They should continue to leverage technological advancements and market expansion opportunities. Their solid strategic positions ensure a stable prospect for the company.
Similar Companies
EVR
Evercore Partners Inc
EVR
Evercore Partners Inc
HLI
Houlihan Lokey Inc
HLI
Houlihan Lokey Inc
LAZ
Lazard Ltd
LAZ
Lazard Ltd
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Financial News Outlets (e.g., Bloomberg, Reuters, Wall Street Journal)
- Analyst Reports
- Yahoo Finance
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is estimated and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About PJT Partners Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2015-10-01 | Founder, Chairman & CEO Mr. Paul Jeffrey Taubman B.S., M.B.A. | ||
Sector Financial Services | Industry Capital Markets | Full time employees 1143 | Website https://www.pjtpartners.com |
Full time employees 1143 | Website https://www.pjtpartners.com | ||
PJT Partners Inc., an investment bank, provides various strategic advisory, shareholder advisory, capital markets advisory, and restructuring and special situations services to corporations, financial sponsors, institutional investors, and governments worldwide. It offers advisory services to clients on various transactions, including mergers and acquisitions (M&A), spin-offs, activism defense, contested M&A, joint ventures, minority investments, and divestitures. The company also offers advisory services for private and public company boards and management teams on strategies for building productive investor relationships with a focus on shareholder engagement; complex investor matters; and other critical strategic, governance and shareholder matters. In addition, it provides advisory services related to debt and equity markets, including debt financings; acquisition financings; structured product offerings; public equity raises initial public offerings, private capital raises, and other capital structure related matters. Further, the company offers geopolitical, and policy advisory practice that assists corporate boards and management teams with navigating changing geopolitical relationships. Additionally, advisory services in financial restructurings and reorganizations; liability management; distressed mergers and acquisitions; and to management teams, corporate boards, sponsors and creditors. The company provides private fund advisory and fundraising services for a range of investment strategies; and advisory services to general and partners on liquidity and other structured solutions. The company was formerly known as Blackstone Advisory Inc. and changed its name to PJT Partners Inc. in March 2015. PJT Partners Inc. was incorporated in 2014 and is headquartered in New York, New York.
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