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PERELLA WEINBERG PARTNERS (PWP) Stock Fundamental Analysis

NASDAQ:PWP - Nasdaq - US71367G1022 - Common Stock - Currency: USD

26.07  +0.47 (+1.84%)

After market: 26.07 0 (0%)

Fundamental Rating

4

Taking everything into account, PWP scores 4 out of 10 in our fundamental rating. PWP was compared to 222 industry peers in the Capital Markets industry. PWP scores quite bad on profitability, while its financial health is fine. Not spectacular, but in line with the averages. PWP has a correct valuation and a medium growth rate.


Dividend Valuation Growth Profitability Health

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1

1. Profitability

1.1 Basic Checks

In the past year PWP was profitable.
PWP had a positive operating cash flow in the past year.
PWP had negative earnings in 4 of the past 5 years.
The reported operating cash flow has been mixed in the past 5 years: PWP reported negative operating cash flow in multiple years.
PWP Yearly Net Income VS EBIT VS OCF VS FCFPWP Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 0 100M -100M 200M

1.2 Ratios

With a Return On Assets value of -11.83%, PWP is not doing good in the industry: 92.63% of the companies in the same industry are doing better.
Industry RankSector Rank
ROA -11.83%
ROE N/A
ROIC N/A
ROA(3y)-0.36%
ROA(5y)-0.66%
ROE(3y)-1.9%
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
PWP Yearly ROA, ROE, ROICPWP Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 0 10 -10

1.3 Margins

PWP has a Gross Margin of 67.04%. This is in the better half of the industry: PWP outperforms 67.28% of its industry peers.
PWP does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 67.04%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
PWP Yearly Profit, Operating, Gross MarginsPWP Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 0 20 40 60 80

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6

2. Health

2.1 Basic Checks

Compared to 1 year ago, PWP has about the same amount of shares outstanding.
Compared to 5 years ago, PWP has more shares outstanding
PWP has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
PWP Yearly Shares OutstandingPWP Yearly Shares OutstandingYearly Shares Outstanding 2018 2019 2020 2021 2022 2023 20M 40M 60M 80M
PWP Yearly Total Debt VS Total AssetsPWP Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2018 2019 2020 2021 2022 2023 200M 400M 600M

2.2 Solvency

PWP has an Altman-Z score of 1.43. This is a bad value and indicates that PWP is not financially healthy and even has some risk of bankruptcy.
The Altman-Z score of PWP (1.43) is better than 61.75% of its industry peers.
There is no outstanding debt for PWP. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 0
Altman-Z 1.43
ROIC/WACCN/A
WACCN/A
PWP Yearly LT Debt VS Equity VS FCFPWP Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2018 2019 2020 2021 2022 2023 0 50M 100M 150M 200M

2.3 Liquidity

A Current Ratio of 1.39 indicates that PWP should not have too much problems paying its short term obligations.
PWP's Current ratio of 1.39 is in line compared to the rest of the industry. PWP outperforms 58.99% of its industry peers.
A Quick Ratio of 1.39 indicates that PWP should not have too much problems paying its short term obligations.
The Quick ratio of PWP (1.39) is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.39
Quick Ratio 1.39
PWP Yearly Current Assets VS Current LiabilitesPWP Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2018 2019 2020 2021 2022 2023 100M 200M 300M 400M 500M

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5

3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 56.25% over the past year.
Looking at the last year, PWP shows a very strong growth in Revenue. The Revenue has grown by 39.75%.
EPS 1Y (TTM)56.25%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%183.33%
Revenue 1Y (TTM)39.75%
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%100.17%

3.2 Future

Based on estimates for the next years, PWP will show a very strong growth in Earnings Per Share. The EPS will grow by 53.77% on average per year.
PWP is expected to show a strong growth in Revenue. In the coming years, the Revenue will grow by 22.37% yearly.
EPS Next Y105.09%
EPS Next 2Y74%
EPS Next 3Y53.77%
EPS Next 5YN/A
Revenue Next Year42.63%
Revenue Next 2Y28.44%
Revenue Next 3Y22.37%
Revenue Next 5YN/A

3.3 Evolution

PWP Yearly Revenue VS EstimatesPWP Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 200M 400M 600M 800M 1B
PWP Yearly EPS VS EstimatesPWP Yearly EPS VS EstimatesYearly EPS VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

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4

4. Valuation

4.1 Price/Earnings Ratio

With a Price/Earnings ratio of 34.76, PWP can be considered very expensive at the moment.
Compared to the rest of the industry, the Price/Earnings ratio of PWP indicates a slightly more expensive valuation: PWP is more expensive than 72.81% of the companies listed in the same industry.
When comparing the Price/Earnings ratio of PWP to the average of the S&P500 Index (28.28), we can say PWP is valued slightly more expensively.
The Price/Forward Earnings ratio is 19.13, which indicates a rather expensive current valuation of PWP.
PWP's Price/Forward Earnings ratio is in line with the industry average.
PWP's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 91.29.
Industry RankSector Rank
PE 34.76
Fwd PE 19.13
PWP Price Earnings VS Forward Price EarningsPWP Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60 80

4.2 Price Multiples

PWP's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. PWP is cheaper than 68.20% of the companies in the same industry.
Industry RankSector Rank
P/FCF 10.94
EV/EBITDA N/A
PWP Per share dataPWP EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 5

4.3 Compensation for Growth

PWP's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
PWP's earnings are expected to grow with 53.77% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.33
PEG (5Y)N/A
EPS Next 2Y74%
EPS Next 3Y53.77%

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1

5. Dividend

5.1 Amount

PWP has a Yearly Dividend Yield of 1.08%.
PWP's Dividend Yield is slightly below the industry average, which is at 9.43.
With a Dividend Yield of 1.08, PWP pays less dividend than the S&P500 average, which is at 2.27.
Industry RankSector Rank
Dividend Yield 1.08%

5.2 History

PWP has been paying a dividend for less than 5 years, so it still needs to build a track record.
PWP has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years3
PWP Yearly Dividends per sharePWP Yearly Dividends per shareYearly Dividends per share 2021 2022 2023 2024 0.05 0.1 0.15 0.2 0.25

5.3 Sustainability

PWP has negative earnings and hence a negative payout ratio. The dividend may be in danger.
DP-35.9%
EPS Next 2Y74%
EPS Next 3Y53.77%
PWP Yearly Income VS Free CF VS DividendPWP Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2018 2019 2020 2021 2022 2023 0 50M 100M 150M 200M

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PERELLA WEINBERG PARTNERS

NASDAQ:PWP (1/30/2025, 4:09:37 PM)

After market: 26.07 0 (0%)

26.07

+0.47 (+1.84%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)11-08 2024-11-08/bmo
Earnings (Next)02-06 2025-02-06/amc
Inst Owners92.9%
Inst Owner Change0.24%
Ins Owners4%
Ins Owner Change-0.86%
Market Cap2.35B
Analysts77.5
Price Target27.8 (6.64%)
Short Float %5.65%
Short Ratio5.28
Dividend
Industry RankSector Rank
Dividend Yield 1.08%
Yearly Dividend0.32
Dividend Growth(5Y)N/A
DP-35.9%
Div Incr Years0
Div Non Decr Years3
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)122.08%
Min EPS beat(2)88.06%
Max EPS beat(2)156.09%
EPS beat(4)3
Avg EPS beat(4)27.06%
Min EPS beat(4)-242.97%
Max EPS beat(4)156.09%
EPS beat(8)7
Avg EPS beat(8)120.6%
EPS beat(12)9
Avg EPS beat(12)114.65%
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)2
Avg Revenue beat(2)44.1%
Min Revenue beat(2)37.5%
Max Revenue beat(2)50.71%
Revenue beat(4)3
Avg Revenue beat(4)20.83%
Min Revenue beat(4)-24.37%
Max Revenue beat(4)50.71%
Revenue beat(8)7
Avg Revenue beat(8)18.12%
Revenue beat(12)9
Avg Revenue beat(12)13.94%
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)19.13%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-54.1%
EPS NY rev (1m)0%
EPS NY rev (3m)1.11%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-16.23%
Revenue NY rev (1m)0.07%
Revenue NY rev (3m)6.12%
Valuation
Industry RankSector Rank
PE 34.76
Fwd PE 19.13
P/S 2.71
P/FCF 10.94
P/OCF 9.69
P/B N/A
P/tB N/A
EV/EBITDA N/A
EPS(TTM)0.75
EY2.88%
EPS(NY)1.36
Fwd EY5.23%
FCF(TTM)2.38
FCFY9.14%
OCF(TTM)2.69
OCFY10.32%
SpS9.61
BVpS-4.01
TBVpS-4.55
PEG (NY)0.33
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA -11.83%
ROE N/A
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 67.04%
FCFM 24.8%
ROA(3y)-0.36%
ROA(5y)-0.66%
ROE(3y)-1.9%
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score4
Asset Turnover1.07
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr 140.5%
Cap/Sales 3.22%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 1.39
Quick Ratio 1.39
Altman-Z 1.43
F-Score4
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)217.11%
Cap/Depr(5y)N/A
Cap/Sales(3y)4.43%
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)56.25%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%183.33%
EPS Next Y105.09%
EPS Next 2Y74%
EPS Next 3Y53.77%
EPS Next 5YN/A
Revenue 1Y (TTM)39.75%
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%100.17%
Revenue Next Year42.63%
Revenue Next 2Y28.44%
Revenue Next 3Y22.37%
Revenue Next 5YN/A
EBIT growth 1Y-58.62%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y17774.8%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y2275.61%
OCF growth 3YN/A
OCF growth 5YN/A