PWP$18.7
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AI PWP Summary
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Powered by LiveAIOverall Analysis
NeutralPerella Weinberg Partners shows mixed signals. While the company exhibits some positive fundamental and thematic aspects, its recent performance and current technical indicators suggest caution. Further analysis is needed to determine if the recent price decline is a temporary correction or a more significant trend reversal.
Thematic
Perella Weinberg Partners operates in the financial advisory sector. Its thematic exposure is linked to M&A activity and capital markets, which can be cyclical. The company's focus on specific industries like energy and infrastructure presents opportunities but also carries sector-specific risks.
Fundamental
Perella Weinberg Partners shows a mixed financial profile. While revenue has shown growth, profitability has been inconsistent, with recent periods showing net losses. The company maintains a manageable debt level and reasonable cash reserves, but its valuation metrics appear stretched given the profitability.
Technical
The stock has experienced a significant decline, trading below key moving averages and exhibiting weak momentum across most timeframes. Current technical indicators suggest a bearish short-term outlook, with potential for further downside.
| Factor | Score |
|---|---|
| Mergers & Acquisitions Activity | 65 |
| Capital Markets Health | 55 |
| Industry Specialization | 40 |
| Economic Sensitivity | 50 |
| Factor | Score |
|---|---|
| Valuation | 40 |
| Profitability | 60 |
| Growth | 75 |
| Balance Sheet Health | 70 |
| Cash Flow | 75 |
| Factor | Score |
|---|---|
| Trend Analysis | 30 |
| Momentum | 50 |
| Volume Confirmation | 45 |
| Support & Resistance | 55 |
| Short-term Moving Averages | 40 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Strong Cash Position
The company has a robust cash position of $331.56 million (as of 2024Q4), providing significant financial flexibility and a buffer against potential downturns.
Positive EPS Surprises
The company has a history of exceeding earnings per share (EPS) estimates, with positive surprises in 12 out of the last 14 reported quarters, indicating reliable earnings generation.
Bearish Points (7)
High Quarterly P/S Ratio
The quarterly Price-to-Sales (P/S) ratio for Q1 2025 is 5.5, which is significantly higher than the trailing P/S ratio of 2.4, suggesting a potential overvaluation in the short term.
Negative EPS Surprise in One Quarter
The company reported a negative EPS surprise of -244.4% in Q2 2024, indicating a significant miss on earnings expectations for that period.
Calendar
May 2025
14
Ex-Dividend Date
May 2025
30
Next Dividend Date
July 2025
31
Next Earnings Date
H: $0.17
A: $0.15
L: $0.13
H: 195.84M
A: 188.06M
L: 175.00M
Profile
Perella Weinberg Partners, 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 is headquartered in New York, New York.
Seasonals
Price Target
22.75 USD
The 39 analysts offering 1 year price forecasts for PWP have a max estimate of 29.00 and a min estimate of 18.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
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