Perella Weinberg Partners
NASDAQ•PWP
CEO: Mr. Peter Amory Weinberg A.C.A.
Sector: Financial Services
Industry: Financial - Capital Markets
Listing Date: 2020-11-24
Perella Weinberg Partners, an independent investment banking company, 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, and capital markets advisory, 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.
Contact Information
Market Cap
$1.65B
P/E (TTM)
23.9
51.4
Dividend Yield
1.6%
52W High
$27.03
52W Low
$14.12
52W Range
Rank58Top 74.6%
2.7
F-Score
Modified Piotroski Analysis
Based on 7-year fundamentals
Weak • 2.7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2018-2024
Financial Dashboard
Q3 2025 Data
Revenue
$164.65M-40.83%
4-Quarter Trend
EPS
$0.09-70.30%
4-Quarter Trend
FCF
$57.64M-71.08%
4-Quarter Trend
2025 Q3 Earnings Highlights
Key Highlights
Nine Month Profitability Rebounds Net income attributable to PWP reached $26.1M compared to a loss of $85.5M previous nine months, showing strong recovery.
Revenue Decline Moderates Nine month revenues totaled $531.7M, decreasing 18% driven by lower M&A activity, partially offset by financing growth.
Compensation Costs Reduced Total compensation expenses fell 40% to $373.9M for nine months, reflecting lower bonus accruals and prior year acceleration effects.
Risk Factors
Revenue Engagement Predictability Low Fee-paying engagements are not predictable, causing quarterly revenue fluctuations due to reliance on transaction completion timing.
Client Concentration Noted Accrued revenue concentration noted; $23.4M in receivables (greater than 10% of gross) concentrated among three clients.
Litigation Risk Remains Active Ongoing 2015 litigation against former partners continues; management believes no material adverse effect is probable currently.
Outlook
Strategic Acquisition Completed Acquired Devon Park Advisors LLC for $20.0M cash plus stock consideration, expanding GP advisory and fund secondaries focus.
Liquidity Sufficient for Twelve Months Cash on hand, operations cash flow, and Revolving Credit Facility capacity expected to meet operating needs for next twelve months.
Share Repurchase Program Active $60.2M remains authorized for Class A share repurchases; $1.7M repurchased in September 2025 at $19.63 per share.
Peer Comparison
Revenue (TTM)
SF$5.94B
$2.51B
AGM$1.61B
Gross Margin (Latest Quarter)
AGM100.0%
SF86.8%
78.7%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| SF | $13.04B | 19.9 | 11.8% | 7.4% |
| LC | $2.20B | 21.1 | 7.5% | 0.0% |
| NTB | $2.15B | 9.3 | 21.6% | 0.0% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
-10.0%
Growth Under Pressure
4Q Net Income CAGR
-33.9%
Declining Profitability
Cash Flow Stability
75%
Volatile Cash Flow
Research & Insights
Next earnings:Feb 6, 2026
EPS:$0.24
|Revenue:$231.30M
Reports
All Years
Form 10-Q - Q3 2025
Period End: Sep 30, 2025|Filed: Nov 7, 2025|Revenue: $164.65M-40.8%|EPS: $0.09-70.3%MissForm 10-Q - Q2 2025
Period End: Jun 30, 2025|Filed: Aug 1, 2025|Revenue: $155.27M-42.9%|EPS: $0.04-103.6%MissForm 10-Q - Q1 2025
Period End: Mar 31, 2025|Filed: May 2, 2025|Revenue: $211.83M+107.4%|EPS: $0.28-138.3%BeatForm 10-K - FY 2024
Period End: Dec 31, 2024|Filed: Feb 27, 2025|Revenue: $878.04M+35.4%|EPS: $-1.22-206.5%MissForm 10-Q - Q3 2024
Period End: Sep 30, 2024|Filed: Nov 12, 2024|Revenue: $278.24M+100.2%|EPS: $0.29-720.8%BeatForm 10-Q - Q2 2024
Period End: Jun 30, 2024|Filed: Aug 2, 2024|Revenue: $272.00M+64.3%|EPS: $-1.21-14498.8%MissForm 10-Q - Q1 2024
Period End: Mar 31, 2024|Filed: May 3, 2024|Revenue: $102.13M-22.3%|EPS: $-0.73+501.6%MissForm 10-K - FY 2023
Period End: Dec 31, 2023|Filed: Feb 23, 2024|Revenue: $648.65M+2.7%|EPS: $-0.40-197.6%Miss