Stock Scorecard



Stock Summary for Perella Weinberg Partners - Class A (PWP) - $22.25 as of 9/12/2025 9:20:27 PM EST

Total Score

15 out of 30

Safety Score

45 out of 100

Currently on the following lists
None
Tim's Recommendation
Possible Buy

Growth List Algorithm Criteria for PWP

Positive Quarterly and Annual earnings growth
P/E ratio less than Industry P/E Ratio
P/E ratio less than Sector P/E Ratio
P/E ratio that is half the Annual earnings growth rate (or less)
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Positive net income past year and 12 trailing months
Free cash flow ratio greater than 0 and less than 10

Small Cap List Algorithm Criteria for PWP

Revenue growing by at least 20% average per year over the last 5 years
Market Capitalization under 2 billion
Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months
Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months
Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year

Dividend List Algorithm Criteria for PWP

Declared an ex-dividend date
Forward annual dividend rate greater than 2
Positive net cash position the past year and most recent quarter
Equity to debt ratio greater than 0.75 for past year and most recent quarter
Current ratio most recent quarter greater than 2
Cash Flow per Share greater than Trailing Dividend Rate

Bonus Criteria for PWP

P/E ratio less than five-year Average P/E ratio
Last Price to 52 Week Low Ratio Less Than 1
Total Cash Per Share > Last Day Price
P/S Ratio < 1
P/B Ratio < 1

Safety Rating Criteria for PWP (45 out of 100)

Stock Price Rating (Max of 10) 7
Historical Stock Price Rating (Max of 10) 5
Stock Price Trend (Max of 10) 9
Book Value (Max of 10) 1
Book Value to Price (Max of 10) 0
Analyst Buy Ratings (Max of 5) 2
Analyst Strong Buy Ratings (Max of 5) 3
Dividend Yield Percentage (Max of 10) 1
Operating Margin (Max of 10) 2
Trading Volume (Max of 10) 8
Price to Earnings (Max of 10) 7
Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) 0

Latest News for for PWP

David Wyles Joins Perella Weinberg as Partner 9/2/2025 11:09:00 AM
Terumo to acquire OrganOx Limited, a leading innovator in organ preservation devices, marking strategic entry into the organ transplantation-related sector 8/25/2025 12:22:00 AM
Suraj Tolani Joins Perella Weinberg as Partner - Perella Weinberg ( NASDAQ:PWP ) 8/19/2025 11:00:00 AM
Suraj Tolani Joins Perella Weinberg as Partner 8/19/2025 11:00:00 AM
Mathijn Queis Joins Perella Weinberg as Partner 8/12/2025 11:00:00 AM
PWP Q2 2025 Earnings Call Transcript 8/5/2025 2:26:00 AM
Perella Weinberg ( PWP ) Q2 EPS Jumps 71% 8/2/2025 4:27:00 AM
Perella Weinberg Reports Second Quarter 2025 Results; Adds Private Funds Advisory Platform with Acquisition of Devon Park Advisors 8/1/2025 10:58:00 AM
Perella Weinberg to Announce Second Quarter 2025 Financial Results and to Host Conference Call on August 1, 2025 7/22/2025 12:00:00 PM
Morien Receives Notice from Kameron to Explore Sale of Donkin Mine Interest 7/17/2025 11:00:00 AM

Financial Details for PWP

Company Overview

Ticker PWP
Company Name Perella Weinberg Partners - Class A
Country USA
Description N/A
Sector Name FINANCIAL SERVICES
Industry Name CAPITAL MARKETS
Most Recent Quarter 6/30/2025
Next Earnings Date 11/7/2025

Stock Price History

Last Day Price 22.25
Price 4 Years Ago 11.77
Last Day Price Updated 9/12/2025 9:20:27 PM EST
Last Day Volume 841,004
Average Daily Volume 1,274,245
52-Week High 26.77
52-Week Low 14.03
Last Price to 52 Week Low 58.59%

Valuation Measures

Trailing PE 21.21
Industry PE 22.29
Sector PE 24.54
5-Year Average PE 24.70
Free Cash Flow Ratio 9.80
Industry Free Cash Flow Ratio 13.81
Sector Free Cash Flow Ratio 42.20
Current Ratio Most Recent Quarter 3.07
Total Cash Per Share 2.27
Book Value Per Share Most Recent Quarter -5.08
Price to Book Ratio 5.89
Industry Price to Book Ratio 4.29
Sector Price to Book Ratio 2.31
Price to Sales Ratio Twelve Trailing Months 2.20
Industry Price to Sales Ratio Twelve Trailing Months 5.63
Sector Price to Sales Ratio Twelve Trailing Months 4.10
Analyst Buy Ratings 1
Analyst Strong Buy Ratings 1

Share Statistics

Total Shares Outstanding 64,022,000
Market Capitalization 1,424,489,500
Institutional Ownership 99.44%

Dividends

Ex-Dividend Date 8/29/2025
Previous Dividend Amount 0.0700
Current Dividend Amount 0.0700
Total Years Dividend Increasing 0
Trailing Annual Dividend Rate 0.28
Trailing Annual Dividend Yield 1.29%
Forward Annual Dividend Rate 0.28
Forward Annual Dividend Yield 1.29%
5-Year Dividend Payments Count 17
3-Year Average Dividend Yield 1.19%
5-Year Average Dividend Yield 0.00%
1-Year Dividend Growth Rate Percentage 0.00%
3-Year Dividend Growth Rate Percentage 0.00%
5-Year Dividend Growth Rate Percentage 0.00%
All-Time Dividend Growth Rate Percentage 0.00%
Dividend Payout Ratio 27.18%

Income Statement

Quarterly Earnings Growth YOY 0.00%
Annual Earnings Growth -275.82%
Reported EPS 12 Trailing Months 1.03
Reported EPS Past Year 0.37
Reported EPS Prior Year 0.93
Net Income Twelve Trailing Months 57,221,000
Net Income Past Year -64,728,000
Net Income Prior Year -17,223,000
Quarterly Revenue Growth YOY -42.90%
5-Year Revenue Growth 11.14%
Operating Margin Twelve Trailing Months 5.76%

Balance Sheet

Total Cash Most Recent Quarter 145,037,000
Total Cash Past Year 332,771,000
Total Cash Prior Year 250,102,000
Net Cash Position Most Recent Quarter 117,232,000
Net Cash Position Past Year 332,771,000
Long Term Debt Past Year 0
Long Term Debt Prior Year 0
Total Debt Most Recent Quarter 27,805,000
Equity to Debt Ratio Past Year 0.00
Equity to Debt Ratio Most Recent Quarter 0.00
Total Stockholder Equity Past Year -421,375,000
Total Stockholder Equity Prior Year 152,656,000
Total Stockholder Equity Most Recent Quarter -318,422,000

Free Cash Flow

Free Cash Flow Twelve Trailing Months 215,819,000
Free Cash Flow Per Share Twelve Trailing Months 3.37
Free Cash Flow Past Year 206,984,000
Free Cash Flow Prior Year 88,285,000

Options

Put/Call Ratio 0.00
Has Options Options Chain
Liquidity Rating

Technical Analysis

Yahoo Finance Chart Yahoo Finance Chart
MACD 0.20
MACD Signal 0.25
20-Day Bollinger Lower Band 16.15
20-Day Bollinger Middle Band 19.85
20-Day Bollinger Upper Band 23.54
Beta 1.66
RSI 54.11
50-Day SMA 21.04
150-Day SMA 14.70
200-Day SMA 13.06

System

Modified 9/11/2025 8:12:35 AM EST