Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Perella Weinberg Partners (PWP)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: PWP (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 85.35% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.60B USD | Price to earnings Ratio - | 1Y Target Price 28 |
Price to earnings Ratio - | 1Y Target Price 28 | ||
Volume (30-day avg) 804151 | Beta 1.61 | 52 Weeks Range 11.52 - 26.95 | Updated Date 04/1/2025 |
52 Weeks Range 11.52 - 26.95 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 1.52% | Basic EPS (TTM) -1.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -7.37% | Operating Margin (TTM) 11.2% |
Management Effectiveness
Return on Assets (TTM) -10.91% | Return on Equity (TTM) -35.88% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 875262275 | Price to Sales(TTM) 1.83 |
Enterprise Value 875262275 | Price to Sales(TTM) 1.83 | ||
Enterprise Value to Revenue 1 | Enterprise Value to EBITDA -6.32 | Shares Outstanding 59532400 | Shares Floating 58018806 |
Shares Outstanding 59532400 | Shares Floating 58018806 | ||
Percent Insiders 2.9 | Percent Institutions 89.83 |
Analyst Ratings
Rating 3.75 | Target Price 27.5 | Buy 2 | Strong Buy 1 |
Buy 2 | Strong Buy 1 | ||
Hold - | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Perella Weinberg Partners
Company Overview
History and Background
Perella Weinberg Partners (PWP) was founded in 2006 by Joseph Perella and Peter Weinberg. It emerged as an independent advisory firm focused on providing strategic and financial advice to corporations, institutions, and governments. Since its inception, PWP has grown through strategic hires and expansions in key markets.
Core Business Areas
- Advisory: Provides strategic and financial advice on mergers and acquisitions, restructuring, capital markets, and other transactions.
- Asset Management: Manages investment portfolios for institutions and high-net-worth individuals.
Leadership and Structure
PWP's leadership consists of its partners, with key individuals overseeing specific business segments. The firm operates with a partnership structure, emphasizing collaborative decision-making.
Top Products and Market Share
Key Offerings
- Capital Markets Advisory: Advises companies on raising capital through debt or equity offerings. Competitors are the major investment banks such as JP Morgan, Citi Group, etc.
- Mergers and Acquisitions (M&A) Advisory: Provides advice to companies on buying, selling, or merging with other companies. PWP competes with bulge bracket banks and other independent advisory firms. Market share data is highly variable and deal-dependent. Competitors include Goldman Sachs, Morgan Stanley, and Lazard.
- Restructuring Advisory: Offers advice to companies facing financial distress, including bankruptcy and reorganization. Competitors include Houlihan Lokey and Rothschild & Co.
Market Dynamics
Industry Overview
The investment banking industry is influenced by economic cycles, regulatory changes, and market volatility. Demand for advisory services fluctuates with M&A activity and restructuring needs.
Positioning
PWP positions itself as an independent advisory firm, offering unbiased advice without the conflicts of interest that can arise at larger, integrated investment banks. This independence is a key competitive advantage.
Total Addressable Market (TAM)
The global investment banking market is estimated to be hundreds of billions of dollars annually. PWP is positioned to capture a portion of this TAM through its specialized advisory services.
Upturn SWOT Analysis
Strengths
- Strong reputation for providing independent advice
- Experienced leadership team
- Focus on high-value advisory services
- Global network of relationships
Weaknesses
- Reliance on key personnel
- Vulnerability to economic cycles and M&A activity
- Smaller scale compared to larger investment banks
- Potential conflicts of interest arising from asset management activities
Opportunities
- Expansion into new geographic markets
- Increased demand for independent advisory services
- Growth in alternative asset classes
- Technological advancements
Threats
- Increased competition from larger investment banks
- Economic downturns
- Regulatory changes
- Geopolitical instability
Competitors and Market Share
Key Competitors
- LAZ
- HLI
- CASA
Competitive Landscape
PWP differentiates itself through its independent advisory model. However, it faces competition from larger investment banks with broader service offerings and deeper pockets.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Information not found in public data
Future Projections: Information not found in public data
Recent Initiatives: Information not found in public data
Summary
Perella Weinberg Partners is an independent advisory firm with a strong reputation for providing unbiased advice. While its smaller scale compared to larger investment banks can be a challenge, its focus on high-value advisory services and global network position it well for future growth. The company needs to carefully manage its reliance on key personnel and vulnerability to economic cycles.
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:
- Company filings
- Market research reports
- Financial news outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share and competitive data are estimates based on available information 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 Perella Weinberg Partners
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2020-11-20 | CEO, Partner of New York & Director Mr. Andrew Bednar J.D. | ||
Sector Financial Services | Industry Capital Markets | Full time employees 691 | Website https://www.pwpartners.com |
Full time employees 691 | Website https://www.pwpartners.com | ||
Perella Weinberg Partners LP, an independent advisory firm, provides strategic and financial advice services in the United States and internationally. The company offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, and financing and capital solutions advice with resources focused 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. It 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 LP is headquartered in New York, New York.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.