PERELLA WEINBERG PARTNERS (PWP)
US71367G1022 - Common Stock
Taking everything into account, PWP scores 3 out of 10 in our fundamental rating. PWP was compared to 220 industry peers in the Capital Markets industry. While PWP seems to be doing ok healthwise, there are quite some concerns on its profitability. PWP has a valuation in line with the averages, but on the other hand it scores bad on growth.
1. Profitability
1.1 Basic Checks
In the past year PWP was profitable.
In the past year PWP had a positive cash flow from operations.
In the past 5 years PWP reported 4 times negative net income.
The reported operating cash flow has been mixed in the past 5 years: PWP reported negative operating cash flow in multiple years.
1.2 Ratios
With a Return On Assets value of -17.70%, PWP is not doing good in the industry: 96.30% of the companies in the same industry are doing better.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -17.7% | ||
| 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
1.3 Margins
Looking at the Gross Margin, with a value of 58.69%, PWP is in the better half of the industry, outperforming 62.50% of the companies in the same industry.
The Profit Margin and Operating Margin are not available for PWP so they could not be analyzed.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | 58.69% |
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
PWP has about the same amout of shares outstanding than it did 1 year ago.
The number of shares outstanding for PWP has been increased compared to 5 years ago.
PWP has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
2.2 Solvency
Based on the Altman-Z score of 0.97, we must say that PWP is in the distress zone and has some risk of bankruptcy.
The Altman-Z score of PWP (0.97) is comparable to the rest of the industry.
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 Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | 0 | ||
| Altman-Z | 0.97 |
ROIC/WACCN/A
WACCN/A
2.3 Liquidity
PWP has a Current Ratio of 1.51. This is a normal value and indicates that PWP is financially healthy and should not expect problems in meeting its short term obligations.
With a decent Current ratio value of 1.51, PWP is doing good in the industry, outperforming 62.50% of the companies in the same industry.
PWP has a Quick Ratio of 1.51. This is a normal value and indicates that PWP is financially healthy and should not expect problems in meeting its short term obligations.
With a decent Quick ratio value of 1.51, PWP is doing good in the industry, outperforming 62.50% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.51 | ||
| Quick Ratio | 1.51 |
3. Growth
3.1 Past
The earnings per share for PWP have decreased strongly by -14.52% in the last year.
Looking at the last year, PWP shows a quite strong growth in Revenue. The Revenue has grown by 16.05% in the last year.
EPS 1Y (TTM)-14.52%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%168.75%
Revenue 1Y (TTM)16.05%
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%64.91%
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 48.36% on average per year.
PWP is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 17.89% yearly.
EPS Next Y102.84%
EPS Next 2Y72.89%
EPS Next 3Y48.36%
EPS Next 5YN/A
Revenue Next Year34.4%
Revenue Next 2Y23.88%
Revenue Next 3Y17.89%
Revenue Next 5YN/A
3.3 Evolution
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 36.34 indicates a quite expensive valuation of PWP.
PWP's Price/Earnings ratio is a bit more expensive when compared to the industry. PWP is more expensive than 76.85% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 30.95, PWP is valued at the same level.
Based on the Price/Forward Earnings ratio of 14.32, the valuation of PWP can be described as correct.
Compared to the rest of the industry, the Price/Forward Earnings ratio of PWP is on the same level as its industry peers.
The average S&P500 Price/Forward Earnings ratio is at 22.34. PWP is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 36.34 | ||
| Fwd PE | 14.32 |
4.2 Price Multiples
PWP's Price/Free Cash Flow ratio is in line with the industry average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 38.61 | ||
| EV/EBITDA | N/A |
4.3 Compensation for Growth
The 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 48.36% in the coming years. This may justify a more expensive valuation.
PEG (NY)0.35
PEG (5Y)N/A
EPS Next 2Y72.89%
EPS Next 3Y48.36%
5. Dividend
5.1 Amount
PWP has a Yearly Dividend Yield of 1.44%. Purely for dividend investing, there may be better candidates out there.
Compared to an average industry Dividend Yield of 8.65, PWP is paying slightly less dividend.
PWP's Dividend Yield is slightly below the S&P500 average, which is at 2.21.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.44% |
5.2 History
PWP has paid a dividend for less than 5 years, so there is no long track record yet.
Dividend Growth(5Y)N/A
Div Incr Years0
Div Non Decr Years2
5.3 Sustainability
PWP has negative earnings and hence a negative payout ratio. The dividend may be in danger.
DP-22.61%
EPS Next 2Y72.89%
EPS Next 3Y48.36%
PERELLA WEINBERG PARTNERS
NASDAQ:PWP (9/27/2024, 4:30:02 PM)
After market: 19.26 0 (0%)19.26
+0.03 (+0.16%)
Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)
Earnings (Next)
Inst Owners
Inst Owner Change
Ins Owners
Ins Owner Change
Market Cap1.65B
Analysts
Price Target
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 1.44% |
Dividend Growth(5Y)
DP
Div Incr Years
Div Non Decr Years
Ex-Date
Surprises & Revisions
EPS beat(2)
Avg EPS beat(2)
Min EPS beat(2)
Max EPS beat(2)
EPS beat(4)
Avg EPS beat(4)
Min EPS beat(4)
Max EPS beat(4)
EPS beat(8)
Avg EPS beat(8)
EPS beat(12)
Avg EPS beat(12)
EPS beat(16)
Avg EPS beat(16)
Revenue beat(2)
Avg Revenue beat(2)
Min Revenue beat(2)
Max Revenue beat(2)
Revenue beat(4)
Avg Revenue beat(4)
Min Revenue beat(4)
Max Revenue beat(4)
Revenue beat(8)
Avg Revenue beat(8)
Revenue beat(12)
Avg Revenue beat(12)
Revenue beat(16)
Avg Revenue beat(16)
PT rev (1m)
PT rev (3m)
EPS NQ rev (1m)
EPS NQ rev (3m)
EPS NY rev (1m)
EPS NY rev (3m)
Revenue NQ rev (1m)
Revenue NQ rev (3m)
Revenue NY rev (1m)
Revenue NY rev (3m)
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 36.34 | ||
| Fwd PE | 14.32 | ||
| P/S | |||
| P/FCF | |||
| P/OCF | |||
| P/B | |||
| P/tB | |||
| EV/EBITDA |
EPS(TTM)
EY
EPS(NY)
Fwd EY
FCF(TTM)
FCFY
OCF(TTM)
OCFY
SpS
BVpS
TBVpS
PEG (NY)0.35
PEG (5Y)N/A
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | -17.7% | ||
| ROE | N/A | ||
| ROCE | |||
| ROIC | |||
| ROICexc | |||
| ROICexgc | |||
| OM | N/A | ||
| PM (TTM) | N/A | ||
| GM | 58.69% | ||
| FCFM |
ROA(3y)
ROA(5y)
ROE(3y)
ROE(5y)
ROIC(3y)
ROIC(5y)
ROICexc(3y)
ROICexc(5y)
ROICexgc(3y)
ROICexgc(5y)
ROCE(3y)
ROCE(5y)
ROICexcg growth 3Y
ROICexcg growth 5Y
ROICexc growth 3Y
ROICexc growth 5Y
OM growth 3Y
OM growth 5Y
PM growth 3Y
PM growth 5Y
GM growth 3Y
GM growth 5Y
F-Score
Asset Turnover1.12
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | N/A | ||
| Debt/FCF | |||
| Debt/EBITDA | |||
| Cap/Depr | |||
| Cap/Sales | |||
| Interest Coverage | |||
| Cash Conversion | |||
| Profit Quality | |||
| Current Ratio | 1.51 | ||
| Quick Ratio | 1.51 | ||
| Altman-Z |
F-Score
WACC
ROIC/WACC
Cap/Depr(3y)
Cap/Depr(5y)
Cap/Sales(3y)
Cap/Sales(5y)
Profit Quality(3y)
Profit Quality(5y)
High Growth Momentum
Growth
EPS 1Y (TTM)-14.52%
EPS 3YN/A
EPS 5Y
EPS Q2Q%
EPS Next Y102.84%
EPS Next 2Y
EPS Next 3Y
EPS Next 5Y
Revenue 1Y (TTM)16.05%
Revenue growth 3YN/A
Revenue growth 5Y
Sales Q2Q%
Revenue Next Year
Revenue Next 2Y
Revenue Next 3Y
Revenue Next 5Y
EBIT growth 1Y
EBIT growth 3Y
EBIT growth 5Y
EBIT Next Year
EBIT Next 3Y
EBIT Next 5Y
FCF growth 1Y
FCF growth 3Y
FCF growth 5Y
OCF growth 1Y
OCF growth 3Y
OCF growth 5Y