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Upturn AI SWOT - About
PWP 
Perella Weinberg Partners (PWP)
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Upturn Advisory Summary
09/12/2025: PWP (4-star) is a STRONG-BUY. BUY since 81 days. Simulated Profits (18.29%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
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 79.93% | Avg. Invested days 47 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.95B USD | Price to earnings Ratio 21.6 | 1Y Target Price 25.75 |
Price to earnings Ratio 21.6 | 1Y Target Price 25.75 | ||
Volume (30-day avg) 4 | Beta 1.67 | 52 Weeks Range 14.03 - 26.77 | Updated Date 09/13/2025 |
52 Weeks Range 14.03 - 26.77 | Updated Date 09/13/2025 | ||
Dividends yield (FY) 1.24% | 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 21.6 | Forward PE - | Enterprise Value 1465039578 | Price to Sales(TTM) 2.24 |
Enterprise Value 1465039578 | Price to Sales(TTM) 2.24 | ||
Enterprise Value to Revenue 1.68 | Enterprise Value to EBITDA 14.93 | Shares Outstanding 64022200 | Shares Floating 61280785 |
Shares Outstanding 64022200 | Shares Floating 61280785 | ||
Percent Insiders 3.02 | Percent Institutions 99.55 |
Upturn AI SWOT
Perella Weinberg Partners
Company Overview
History and Background
Perella Weinberg Partners (PWP) was founded in 2006 by Joseph R. Perella and Peter Weinberg. It is an independent investment banking and advisory firm.
Core Business Areas
- Advisory: Provides strategic and financial advice to corporations, institutions, and governments on mergers, acquisitions, restructurings, and other strategic transactions.
- Asset Management: Manages investment funds and accounts for institutional and high-net-worth investors.
Leadership and Structure
Peter Weinberg serves as the Chief Executive Officer. The firm operates with a partner-led structure, emphasizing experienced senior professionals in client engagements.
Top Products and Market Share
Key Offerings
- Mergers & Acquisitions (M&A) Advisory: Provides advisory services to clients involved in M&A transactions. Market share data is dynamic and varies based on deal flow. Competitors include Goldman Sachs (GS), Morgan Stanley (MS), and JP Morgan Chase & Co. (JPM).
- Restructuring Advisory: Offers advice to companies undergoing financial restructuring. Market share is variable. Competitors include Houlihan Lokey (HLI) and Lazard (LAZ).
Market Dynamics
Industry Overview
The investment banking industry is competitive and cyclical, influenced by global economic conditions, interest rates, and regulatory changes.
Positioning
Perella Weinberg Partners positions itself as an independent advisory firm, focusing on providing unbiased advice and senior-level attention to clients. Its competitive advantages include its reputation and experience.
Total Addressable Market (TAM)
The global investment banking market is estimated to be worth hundreds of billions of dollars annually. PWP's positioning allows it to capture a portion of this TAM through its specialized advisory services.
Upturn SWOT Analysis
Strengths
- Strong reputation and brand
- Experienced senior professionals
- Independent advisory model
- Global presence
Weaknesses
- Smaller scale compared to bulge-bracket firms
- Revenue concentration in advisory services
- Dependence on key personnel
Opportunities
- Expanding into new geographic markets
- Growing asset management business
- Increasing demand for independent advice
- Capitalize on industry consolidation
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Loss of key personnel
Competitors and Market Share
Key Competitors
- GS
- MS
- JPM
- LAZ
- HLI
Competitive Landscape
PWP is a smaller player compared to bulge-bracket firms, focusing on specialized advisory services. Its independence is a key differentiator, but its scale limits its ability to compete on certain large transactions.
Growth Trajectory and Initiatives
Historical Growth: Historical growth analysis would require accessing PWP's financial reports over several years, data not immediately available.
Future Projections: Future projections require access to analyst estimates and company guidance, data not immediately available.
Recent Initiatives: Recent initiatives can be found in PWP's press releases and investor presentations. Recent initiatives are expansion into new industry verticals and focus on restructuring services.
Summary
Perella Weinberg Partners is a reputable independent advisory firm with experienced professionals. Its strength lies in its specialized advisory services and reputation. However, its smaller scale and revenue concentration pose challenges. Economic downturns and increased competition represent key risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Industry reports
- Financial news sources
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute financial advice.
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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