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PWP
Upturn stock ratingUpturn stock rating

Perella Weinberg Partners (PWP)

Upturn stock ratingUpturn stock rating
$20.64
Last Close (24-hour delay)
Profit since last BUY9.38%
upturn advisory
Strong Buy
BUY since 32 days
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

07/03/2025: PWP (4-star) is a STRONG-BUY. BUY since 32 days. Profits (9.38%). Updated daily EoD!

Upturn Star Rating

rating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Number of Analysts

rating

4 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $22.75

1 Year Target Price $22.75

Analysts Price Target For last 52 week
$22.75 Target price
52w Low $14.07
Current$20.64
52w High $26.85

Analysis of Past Performance

Type Stock
Historic Profit 54.42%
Avg. Invested days 39
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/03/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 1.82B USD
Price to earnings Ratio -
1Y Target Price 22.75
Price to earnings Ratio -
1Y Target Price 22.75
Volume (30-day avg) 4
Beta 1.65
52 Weeks Range 14.07 - 26.85
Updated Date 07/5/2025
52 Weeks Range 14.07 - 26.85
Updated Date 07/5/2025
Dividends yield (FY) 1.44%
Basic EPS (TTM) -0.21

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -1.17%
Operating Margin (TTM) 10.89%

Management Effectiveness

Return on Assets (TTM) 0.35%
Return on Equity (TTM) 0.92%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 1383931688
Price to Sales(TTM) 1.85
Enterprise Value 1383931688
Price to Sales(TTM) 1.85
Enterprise Value to Revenue 1.4
Enterprise Value to EBITDA 197.73
Shares Outstanding 63427000
Shares Floating 60949584
Shares Outstanding 63427000
Shares Floating 60949584
Percent Insiders 2.99
Percent Institutions 89.42

ai summary icon Upturn AI SWOT

Perella Weinberg Partners

stock logo

Company Overview

overview logo History and Background

Perella Weinberg Partners was founded in 2006 by Joseph Perella and Peter Weinberg. It quickly established itself as a leading independent investment banking firm, focusing on advisory services.

business area logo Core Business Areas

  • Advisory: Provides strategic and financial advice to corporations, institutions, and governments on mergers, acquisitions, restructurings, and other financial matters.
  • Asset Management: Manages investment funds across various asset classes, including hedge funds and private equity.

leadership logo Leadership and Structure

The company is led by a team of experienced partners and managing directors. It operates with a decentralized structure, empowering individual advisors to build strong client relationships.

Top Products and Market Share

overview logo Key Offerings

  • Mergers and Acquisitions (M&A) Advisory: Provides advice to companies involved in M&A transactions. Market share data is difficult to pinpoint precisely, as M&A advisory market share fluctuates yearly. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JP Morgan Chase (JPM).
  • Restructuring Advisory: Advises companies undergoing financial restructuring. Revenue from restructuring makes up a substantial portion of revenues, yet reliable numbers are not known publicly. Competitors include Lazard (LAZ), Rothschild & Co, and Evercore (EVR).

Market Dynamics

industry overview logo Industry Overview

The investment banking industry is highly competitive and cyclical, influenced by global economic conditions, regulatory changes, and investor sentiment. Demand for advisory services is driven by M&A activity and corporate restructuring needs.

Positioning

Perella Weinberg Partners is positioned as a high-end boutique advisory firm, differentiating itself through independent advice and deep sector expertise. It competes with both large investment banks and other independent firms.

Total Addressable Market (TAM)

The global investment banking TAM is estimated at hundreds of billions of dollars annually. Perella Weinberg Partners targets specific segments, such as large-cap M&A and complex restructurings, positioning itself to capture a portion of this market.

Upturn SWOT Analysis

Strengths

  • Strong reputation for independent advice
  • Experienced leadership team
  • Deep industry expertise
  • Strong client relationships

Weaknesses

  • Smaller scale compared to bulge-bracket banks
  • Revenue concentration in advisory services
  • Reliance on key personnel
  • Asset management business is relatively small compared to competitors

Opportunities

  • Expanding into new geographic markets
  • Growing the asset management business
  • Leveraging technology to enhance advisory services
  • Capitalizing on increased M&A activity

Threats

  • Increased competition from larger banks and other boutiques
  • Economic downturns impacting M&A activity
  • Regulatory changes
  • Loss of key personnel

Competitors and Market Share

competitor logo Key Competitors

  • GS
  • MS
  • JPM
  • LAZ
  • EVR

Competitive Landscape

Perella Weinberg Partners competes by providing focused advice, while large firms have broader service offerings.

Major Acquisitions

Tudor, Pickering, Holt & Co.

  • Year: 2016
  • Acquisition Price (USD millions): 112
  • Strategic Rationale: Enhanced energy sector expertise and expanded service offerings.

Growth Trajectory and Initiatives

Historical Growth: Growth has been driven by expansion of advisory services and geographic reach.

Future Projections: Analysts project moderate revenue growth, driven by M&A activity and strategic initiatives.

Recent Initiatives: Recent initiatives include expanding into new sectors and strengthening relationships with existing clients.

Summary

Perella Weinberg Partners is a reputable boutique investment bank with a strong advisory business. Its smaller scale and revenue concentration pose challenges, but it has opportunities to grow through geographic expansion and strategic initiatives. Its success is closely tied to global M&A activity and its ability to retain key talent and large merger deals. It needs to also look into how it can grow in the asset management segment.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company filings
  • Analyst reports
  • Financial news sources

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Market share figures are estimates and may vary.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Perella Weinberg Partners

Exchange NASDAQ
Headquaters New York, NY, United States
IPO Launch date 2020-11-20
CEO, Partner of New York & Director Mr. Andrew Bednar J.D.
Sector Financial Services
Industry Capital Markets
Full time employees 700
Full time employees 700

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.