NASDAQ · Financial - Capital Markets

Perella Weinberg Partners (PWP) Stock

$15.96 +1.82% NASDAQ: PWP Financial Services

Perella Weinberg Partners operates as an independent investment banking firm, furnishing strategic and financial advisory services to clients both in the United States and internationally. The company's offerings encompass guidance on crucial strategic and financial decisions, the execution of mergers and acquisitions, shareholder and defense counsel, capital raising initiatives, corporate structuring and restructuring advice, capital markets insights, energy underwriting, and equity research.

Valuation

MetricValue
Price$15.96
Market Cap$1.50B
P/E Ratio52.55
P/B Ratio-7.13
P/S Ratio2.15
EPS (TTM)$0.55
52-Week High$25.93
52-Week Low$14.54
Dividend Yield1.79%

Financials & Margins

MetricValue
ROE-8.69%
ROA3.29%
ROCE4.77%
Gross Margin97.23%
Operating Margin6.39%
Net Margin2.85%
Debt/Equity-1.18
Current Ratio1.16

Annual Financials (USD)

Metric20212022202320242025
Revenue$802.0M$632.0M$649.0M$878.0M$751.0M
Operating Profit$67.0M$-48.0M$-115.0M$-79.0M$48.0M
Net Profit$-9.0M$18.0M$-17.0M$-65.0M$35.0M
EPS$-0.22$-0.46$-1.33$-1.22$0.55
Op Margin8.3%-7.6%-17.7%-8.9%6.4%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$718.0M$717.0M$761.0M$877.0M$798.0M
Total Liabilities$447.0M$457.0M$493.0M$647.0M$537.0M
Cash$505.0M$174.0M$250.0M$333.0M$256.0M
Borrowings$43.0M$166.0M$176.0M$187.0M$354.0M

Latest News

Perella Weinberg to Announce Second Quarter 2026 Financial Results and to Host Conference Call on July 31, 2026 GlobeNewswire · Jul 21, 2026 3 Cash-Producing Stocks We Think Twice About StockStory · Jul 20, 2026 Investment Banking & Brokerage Stocks Q1 Results: Benchmarking Perella Weinberg (NASDAQ:PWP) StockStory · Jun 29, 2026 Optimism Surrounds Perella Weinberg Partners (PWP) Amid Headcount Expense Reduction Plans Insider Monkey · Jun 23, 2026 3 Profitable Stocks We Approach with Caution StockStory · Jun 18, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$235.0M$-18.0M$146.0M$223.0M$35.0M
Investing Cash Flow$-4.0M$-193.0M$-63.0M$-16.0M$47.0M
Financing Cash Flow$204.0M$-115.0M$-40.0M$-183.0M$-146.0M
Net Cash Flow$174.0M$-331.0M$76.0M$83.0M$-76.0M
Free Cash Flow$233.0M$-44.0M$88.0M$207.0M$30.0M

Valuation & Return Ratios

MetricValue
PEG Ratio2.12
EV / EBITDA23.22
FCF Yield1.99%
Quick Ratio1.16
Interest Coverage0.00
Return 1Y-27.78%
Return 3Y58.72%
Return 5Y31.11%

Ownership

Insiders Held3.27%
Institutions Held102.12%
Institutions Float Held105.58%
Institutional HolderSharesReport Date
FMR, LLC10,044,0822026-03-31
Blackrock Inc.4,775,7762026-03-31
William Blair Investment Management, LLC4,076,3132026-03-31
Wellington Management Group, LLP3,925,8542026-03-31
Nuveen, LLC2,975,4572026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AAPLApple Inc. $313.33 +0.29% 37.72 $4.60T 0.34%
MSFTMicrosoft Corporation $499.99 +0.03% 22.95 $3.71T 0.94%
GOOGLAlphabet Inc. $354.30 -0.96% 27.68 $4.29T 0.23%
AMZNAmazon.com, Inc. $274.48 +0.82% 28.76 $2.95T 0.00%
METAMeta Platforms, Inc. $592.10 +0.37% 21.47 $1.51T 0.35%

About Perella Weinberg Partners

Perella Weinberg Partners operates as an independent investment banking firm, furnishing strategic and financial advisory services to clients both in the United States and internationally. The company's offerings encompass guidance on crucial strategic and financial decisions, the execution of mergers and acquisitions, shareholder and defense counsel, capital raising initiatives, corporate structuring and restructuring advice, capital markets insights, energy underwriting, and equity research. Its extensive client base includes large multinational corporations, medium-sized public and private businesses, individual entrepreneurs, private and institutional investors, creditor committees, and governmental bodies. These clients hail from various industries, such as consumer and retail, energy, financial institutions, healthcare, industrials, and technology, media, and telecommunications. Founded in 2006, the firm's main office is located in New York, New York.

Perella Weinberg Partners (PWP) stock trades at $15.96 with a market capitalization of $1.50B. The stock is valued at a price-to-earnings (P/E) ratio of 52.55, price-to-book of -7.13, price-to-sales of 2.15. Over the past 52 weeks the stock has ranged between $14.54 and $25.93, and currently trades 38.4% below its 52-week high. It pays a dividend yielding 1.79%.

On profitability, Perella Weinberg Partners generates a return on equity (ROE) of -8.69%, return on capital employed of 4.77%, an operating margin of 6.39%, a net profit margin of 2.85%.

Official website: www.pwpartners.com

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