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Upturn AI SWOT - About
PWP 
Perella Weinberg Partners (PWP)
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Upturn Advisory Summary
10/13/2025: PWP (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
4 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $25.75
1 Year Target Price $25.75
| 1 | Strong Buy |
| 2 | Buy |
| 0 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 67.8% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.63B USD | Price to earnings Ratio 18.1 | 1Y Target Price 25.75 |
Price to earnings Ratio 18.1 | 1Y Target Price 25.75 | ||
Volume (30-day avg) 4 | Beta 1.65 | 52 Weeks Range 14.03 - 26.77 | Updated Date 10/13/2025 |
52 Weeks Range 14.03 - 26.77 | Updated Date 10/13/2025 | ||
Dividends yield (FY) 1.42% | Basic EPS (TTM) 1.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.57% | Operating Margin (TTM) 5.76% |
Management Effectiveness
Return on Assets (TTM) 13.92% | Return on Equity (TTM) 43.63% |
Valuation
Trailing PE 18.1 | Forward PE - | Enterprise Value 1385619301 | Price to Sales(TTM) 1.87 |
Enterprise Value 1385619301 | Price to Sales(TTM) 1.87 | ||
Enterprise Value to Revenue 1.59 | Enterprise Value to EBITDA 14.12 | Shares Outstanding 64022154 | Shares Floating 61552238 |
Shares Outstanding 64022154 | Shares Floating 61552238 | ||
Percent Insiders 2.69 | Percent Institutions 99.8 |
Upturn AI SWOT
Perella Weinberg Partners
Company Overview
History and Background
Perella Weinberg Partners was founded in 2006 by Joseph R. Perella and Peter Weinberg. It quickly established itself as a leading independent investment banking firm, focusing on providing strategic and financial advisory services.
Core Business Areas
- Advisory: Provides M&A, restructuring, and capital structure advisory services to corporations, institutions, and governments.
- Asset Management: Manages investment funds across various asset classes, including private capital and hedge funds.
Leadership and Structure
Peter Weinberg serves as the CEO. The firm operates with a partner-led structure, emphasizing senior-level involvement in client engagements.
Top Products and Market Share
Key Offerings
- M&A Advisory: Provides advice on mergers, acquisitions, divestitures, and other strategic transactions. While specific market share data fluctuates, PWP consistently ranks among the top independent M&A advisors. Competitors include Evercore (EVR), Lazard (LAZ), and Centerview Partners.
- Market Share Data:
- Market Share Data:
- Restructuring Advisory: Offers expertise in advising companies facing financial distress, including bankruptcy and debt restructuring. Market share varies depending on specific restructuring deals. Competitors include Houlihan Lokey (HLI) and Rothschild & Co.
Market Dynamics
Industry Overview
The investment banking industry is highly competitive and cyclical, driven by factors such as economic growth, interest rates, and regulatory changes. Demand for M&A advisory services tends to increase during periods of economic expansion.
Positioning
Perella Weinberg Partners is positioned as a leading independent advisory firm, known for its expertise and senior-level attention. Its independence allows it to provide unbiased advice.
Total Addressable Market (TAM)
The global advisory market is estimated to be hundreds of billions of dollars annually. PWP is positioned to capture a portion of this market through its specialized expertise and strong client relationships.
Upturn SWOT Analysis
Strengths
- Strong reputation and brand
- Experienced leadership team
- Independent advisory model
- Deep industry expertise
- Global reach
Weaknesses
- Smaller scale compared to bulge-bracket banks
- Dependence on key personnel
- Fluctuations in deal flow
- Revenue concentration in advisory services
Opportunities
- Expansion into new geographies
- Growth in private capital markets
- Increasing demand for restructuring services
- Technological advancements
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Geopolitical risks
Competitors and Market Share
Key Competitors
- EVR
- LAZ
- HLI
Competitive Landscape
PWP competes with both larger bulge-bracket banks and other independent advisory firms. Its advantages include its independent advice and senior-level attention.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by increased M&A activity and expansion of advisory services.
Future Projections: Future growth projections rely on market conditions and analyst estimates.
Recent Initiatives: Recent initiatives may include strategic hires, expansion into new sectors, or technological investments.
Summary
Perella Weinberg Partners is a reputable independent advisory firm with a strong brand and experienced leadership. Its focus on advisory services makes it susceptible to market cycles. Strategic initiatives to diversify revenue streams and expand geographically could improve long-term stability and growth. Close monitoring of market conditions and competitive pressures is critical.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary depending on the source. Financial data requires access to PWP's actual financial reports, which are not directly available for this prompt.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.pwpartners.com |
Full time employees 700 | Website https://www.pwpartners.com | ||
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.
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