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Upturn AI SWOT - About
Perella Weinberg Partners (PWP)
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Upturn Advisory Summary
07/01/2025: PWP (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
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
| 1 | Strong Buy |
| 2 | Buy |
| 0 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 47.61% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.72B 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 07/1/2025 |
52 Weeks Range 14.07 - 26.85 | Updated Date 07/1/2025 | ||
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 1305885763 | Price to Sales(TTM) 1.74 |
Enterprise Value 1305885763 | Price to Sales(TTM) 1.74 | ||
Enterprise Value to Revenue 1.32 | Enterprise Value to EBITDA 186.58 | Shares Outstanding 63427000 | Shares Floating 60949584 |
Shares Outstanding 63427000 | Shares Floating 60949584 | ||
Percent Insiders 2.99 | Percent Institutions 89.28 |
Analyst Ratings
Rating 1 | Target Price 22.75 | Buy 2 | Strong Buy 1 |
Buy 2 | Strong Buy 1 | ||
Hold - | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Perella Weinberg Partners
Company Overview
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.
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 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
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
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
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.
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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