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Perella Weinberg Partners

PWP

$17.52 ▲ +0.46 (+2.73%) at close

8 Visible periods

31 Metrics

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Analytical Summary

Perella Weinberg Partners shows mixed fundamentals. Consider comparing against peers in the Financials sector before making investment decisions.

Market Cap $1.1B

Dividend Yield —

Revenue Growth -14.5% ↘

Op. Margin 6.4% ↗

ROIC None

FCF / Share $0.47 ↘

Trailing P/E 31.9x

Price / Book —

FCF Yield 2.7%

Debt / Equity —

info Valuation on last close. End-of-day price, Aug 7, 2026.

8-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$750.90M

↓ -14.5% —

Net Income Profit after all expenses

$35.48M

↑ +154.8% —

Operating Margin Operating profit as % of sales

6.4%

↑ +171.5% 47th

FCF / Share Free cash flow per share

$0.47

↓ -87.8% —

Long-Term Debt Long-term obligations

$0.00

↓ -100.0% —

Health Breakdown

Profitability ↓

Cash Quality

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📈 Is growth accelerating? 7 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗
Revenue Growth YoY (%)	-14.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-341%)	35.4% Excellent ↑ Excellent Improving Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+489%)	2.7% Caution ↓ Caution Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-55%)	-21.2% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-454%)	54.5% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+808%)	-2.7% Weak Weak Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-145%)	—	—
EPS Growth YoY (%)	N/M	-205.0% Weak Weak Year-over-year change in earnings per share Optimal: > 10%	N/M	N/M	—	—	—	—
Net Income Growth YoY (%)	N/M	-275.8% Weak Weak Year-over-year change in net income	N/M	N/M	61.3% Excellent Excellent Year-over-year change in net income	85.2% Excellent Excellent Year-over-year change in net income	—	—
FCF Growth YoY (%)	-87.8% Weak Weak Year-over-year change in free cash flow	90.7% Excellent Excellent Year-over-year change in free cash flow	N/M	N/M	—	—	—	—
Revenue CAGR 3Y (%)	5.9% Fair ↑ Fair Improving Compound annual revenue growth over 3 years	3.1% Caution ↓ Caution Declining Compound annual revenue growth over 3 years	7.7% Fair Fair Compound annual revenue growth over 3 years	5.8% Fair Fair Compound annual revenue growth over 3 years	—	—	—	—
Revenue CAGR 5Y (%)	7.7% Fair Fair Compound annual revenue growth over 5 years	10.5% Good Good Compound annual revenue growth over 5 years	—	—	—	—	—	—
EPS CAGR 3Y (%)	10.3% Good Good Compound annual EPS growth over 3 years	—	—	—	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗
Operating Margin (%) (%)	6.4% Caution ↑ Caution Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-74%)	-8.9% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-136%)	-17.7% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-171%)	-7.6% Weak → Weak Stable Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-130%)	8.3% Caution ↑ Caution Improving Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-67%)	-2.8% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-111%)	-29.1% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-216%)	—
Effective Tax Rate (%) (%)	6.8% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-30.9% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	0.9% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	-48.2% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	82.5% Weak ↑ Weak Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-16.5% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	-1.5% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	—
Profit Margin (%) (%)	4.7% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-79%)	-7.4% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-134%)	-2.7% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-112%)	2.8% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-87%)	-1.2% Weak ↑ Weak Improving Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-105%)	-4.7% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-121%)	-30.8% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-240%)	—
FCF Margin (%) (%)	4.1% Weak ↓ Weak Declining Free cash flow as a percentage of revenue Optimal: > 10%	23.6% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	13.6% Fair ↑ Fair Improving Free cash flow as a percentage of revenue Optimal: > 10%	-7.0% Weak ↓ Weak Declining Free cash flow as a percentage of revenue Optimal: > 10%	29.1% Excellent ↑ Excellent Improving Free cash flow as a percentage of revenue Optimal: > 10%	15.5% Good Good Free cash flow as a percentage of revenue Optimal: > 10%	-21.3% Weak Weak Free cash flow as a percentage of revenue Optimal: > 10%	—
FCF / Net Income (x)	0.86x Caution ↑ Caution Improving Free cash flow relative to reported net income Optimal: > 1x	-3.20x Weak ↑ Weak Improving Free cash flow relative to reported net income Optimal: > 1x	-5.13x Weak ↑ Weak Improving Free cash flow relative to reported net income Optimal: > 1x	-2.48x Weak ↑ Weak Improving Free cash flow relative to reported net income Optimal: > 1x	-24.78x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	-3.30x Weak Weak Free cash flow relative to reported net income Optimal: > 1x	0.69x Weak Weak Free cash flow relative to reported net income Optimal: > 1x	—

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗
Return on Invested Capital (%)	—	24.4% Excellent ↑ Excellent Improving Return earned on debt + equity capital invested Optimal: > 10%	-74.7% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	-51.5% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	9.2% Fair Fair Return earned on debt + equity capital invested Optimal: > 10%	-7.7% Weak Weak Return earned on debt + equity capital invested Optimal: > 10%	—	—
Return on Capital (%) (%)	6.0% Caution ↑ Caution Improving Operating profit relative to total assets Optimal: > 10%	-9.0% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-15.1% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-6.7% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	9.3% Fair Fair Operating profit relative to total assets Optimal: > 10%	-2.7% Weak Weak Operating profit relative to total assets Optimal: > 10%	—	—
Return on Common Equity (%) (%)	—	15.4% Good ↑ Good Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+28%)	-11.3% Weak ↓ Weak Declining Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-194%)	13.0% Fair ↑ Fair Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Above avg (+8%)	-7.5% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-162%)	-32.8% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-373%)	—	—

⚖️ Is the balance sheet risky? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗
Debt to Equity (x)	—	—	—	—	0.00x Excellent Excellent Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-100%)	1.98x Weak Weak Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Above avg (+65%)	—	—
Interest Coverage (x)	—	—	-417.03x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	-172.95x Weak ↓ Weak Declining Operating income divided by interest expense Optimal: > 5x	8.75x Good ↑ Good Improving Operating income divided by interest expense Optimal: > 5x	-0.93x Weak Weak Operating income divided by interest expense Optimal: > 5x	-10.08x Weak Weak Operating income divided by interest expense Optimal: > 5x	—
Net Debt (USD)	$-255.91M	$-331.56M	$-247.17M	$-171.57M	$-502.77M	$-182.10M	—	—
Debt / EBITDA (x)	—	—	—	—	0.00x Excellent Excellent Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	-20.14x Excellent Excellent Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	—	—

📊 What does each share earn? 6 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗
Revenue per Share (USD)	$11.69	$16.51	$14.99	$14.41	$18.82	—	—	—
Basic EPS, GAAP (USD)	$0.55	$-1.22	$-0.40	$0.41	$-0.22	—	—	—
Free Cash Flow per Share (USD)	$0.47	$3.89	$2.04	$-1.01	$5.48	—	—	—
Book Value per Share (USD)	—	$-7.92	$3.53	$3.14	$2.97	—	—	—
Tangible Book Value per Share (USD)	—	$-8.57	$2.73	$2.35	$2.16	—	—	—
Basic Weighted Avg Shares (shares)	64.21M	53.19M	43.27M	43.84M	42.60M	—	—	—

🏦 How resilient is the balance sheet? 2 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗
LT Debt (USD)	—	—	—	—	$0.00	$146.97M	—	—
Total Equity (USD)	—	$-421.38M	$152.66M	$137.46M	$126.32M	$74.18M	—	$-977.00

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗	FY 2019 Dec 31, 2019 10-K ↗	FY 2018 Dec 31, 2018 10-K ↗
Sales/Revenue/Turnover (USD)	$750.90M	$878.04M	$648.65M	$631.51M	$801.66M	$518.99M	$533.30M	—
Depreciation Expense (USD)	$13.30M	$13.70M	$7.80M	$3.10M	$6.70M	$7.30M	$7.80M	—
Net Income, GAAP (USD)	$35.48M	$-64.73M	$-17.22M	$17.88M	$-9.42M	$-24.34M	$-164.02M	—
Operating Cash Flow (USD)	$34.79M	$223.36M	$145.88M	$-17.77M	$234.91M	$85.91M	$-106.11M	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 8 years · 31 quarters

Perella Weinberg Partners

Analytical Summary

8-Year Financial Trajectory

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