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Upturn AI Summary - About
Perella Weinberg Partners(PWP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PWP
09/28/2026: PWP (1-star) is currently NOT-A-BUY. Pass it for now.
Perella Weinberg Partners is a publicly traded, independent investment banking boutique known for its specialized strategic and restructuring advisory services. The company benefits from its reputation for providing unbiased, senior-level counsel, which makes it a major player in complex corporate transactions. Its primary growth story revolves around capturing a larger share of the global M&A market and capitalizing on corporate demand for balance sheet restructuring. However, the stock is subject to significant volatility due to its sensitivity to cyclical deal flow and macroeconomic conditions. It may best suit investors who have an appetite for cyclical industry exposure and are monitoring overall M&A market trends and firm partner retention.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is highly dependent on market cycles rather than consistent, predictable organic expansion. |
| Momentum investor | Mixed fit | Momentum is often linked to shifts in M&A deal flow and interest rate expectations. |
| Value investor | Mixed fit | Valuation depends on cyclical earnings peaks which can be difficult to time. |
| Dividend investor | Mixed fit | Dividends can be variable depending on the firm's deal-driven cash flow. |
| Low-risk investor | Weak fit | The business model is inherently subject to significant market volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | Advisory firm stocks are notoriously sensitive to macroeconomic deal flow shifts. |
| Valuation risk | Medium | Pricing often trades at premiums relative to historical earnings during peak cycles. |
| Competition risk (Advisory) | High | The firm faces fierce competition from both massive universal banks and specialized boutiques. |
| Business quality | Medium | While the brand is strong, the reliance on top talent creates key-man risk. |
| Dividend income | Medium | Payouts rely on the success of closing high-value transactions. |
| Execution risk | Medium | Maintaining quality during periods of scaling or partner turnover is essential. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 15.61% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.41B USD | Price to earnings Ratio 55.65 | 1Y Target Price 22.25 |
Price to earnings Ratio 55.65 | 1Y Target Price 22.25 | ||
Volume (30-day avg) 1.3M shares | Beta 1.62 | 52 Weeks Range 12.52 - 25.63 | Updated Date 09/27/2026 |
52 Weeks Range 12.52 - 25.63 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 2.03% | Basic EPS (TTM) 0.26 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Strategic Advisory | M&A, divestiture, and corporate strategic advice fees. | The company makes money by advising large companies on their biggest business deals. |
| Restructuring | Fees for helping companies reorganize debts and capital structures. | The company gets paid to fix or reorganize distressed balance sheets for clients. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 55.65 | Forward PE - | Enterprise Value 1.10B | Price to Sales(TTM) 2.04 |
Enterprise Value 1.10B | Price to Sales(TTM) 2.04 | ||
Enterprise Value to Revenue 1.59 | Enterprise Value to EBITDA 26.17 | Shares Outstanding 77.29M | Shares Floating 68.79M |
Shares Outstanding 77.29M | Shares Floating 68.79M | ||
Percent Insiders 6.17 | Percent Institutions 109 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Perella Weinberg Partners
Exchange NASDAQ | Headquarters 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://pwpartners.com |
Full time employees 700 | Website https://pwpartners.com | ||
Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advice services in the United States, the United Kingdom, and internationally. It offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder engagement advisory, and financing and capital solutions advice with a focus 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. The company 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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