Stock Scorecard
Stock Summary for Perella Weinberg Partners - Class A (PWP) - $16.40 as of 9/1/2026 8:18:40 PM EST
Total Score
14 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) | 6 |
| Historical Stock Price Rating (Max of 10) | 4 |
| 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) | 4 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 4 |
| Trading Volume (Max of 10) | 9 |
| Price to Earnings (Max of 10) | 2 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Financial Details for PWP
Company Overview |
|
|---|---|
| Ticker | PWP |
| Company Name | Perella Weinberg Partners - Class A |
| Country | USA |
| Description | Perella Weinberg Partners (PWP) is a distinguished independent advisory and asset management firm, esteemed for its expertise in mergers and acquisitions, restructuring, and capital raising across a wide array of industries. With a strong global footprint and deep-rooted client relationships, PWP delivers tailored financial solutions that enhance client value and navigate complex market landscapes. Its commitment to a client-centric approach and operational excellence not only sets it apart in the financial sector but also underscores its potential as a strategic investment for institutional investors aiming for sustainable growth. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | CAPITAL MARKETS |
| Most Recent Quarter | 6/30/2026 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 16.40 |
| Price 4 Years Ago | 9.14 |
| Last Day Price Updated | 9/1/2026 8:18:40 PM EST |
| Last Day Volume | 1,125,168 |
| Average Daily Volume | 1,123,596 |
| 52-Week High | 25.63 |
| 52-Week Low | 14.05 |
| Last Price to 52 Week Low | 16.73% |
Valuation Measures |
|
| Trailing PE | 66.52 |
| Industry PE | 24.80 |
| Sector PE | 22.45 |
| 5-Year Average PE | 30.50 |
| Free Cash Flow Ratio | 10.31 |
| Industry Free Cash Flow Ratio | 12.58 |
| Sector Free Cash Flow Ratio | 68.44 |
| Current Ratio Most Recent Quarter | 1.44 |
| Total Cash Per Share | 1.59 |
| Book Value Per Share Most Recent Quarter | -0.62 |
| Price to Book Ratio | 5.89 |
| Industry Price to Book Ratio | 6.44 |
| Sector Price to Book Ratio | 2.39 |
| Price to Sales Ratio Twelve Trailing Months | 2.29 |
| Industry Price to Sales Ratio Twelve Trailing Months | 27.10 |
| Sector Price to Sales Ratio Twelve Trailing Months | 4.50 |
| Analyst Buy Ratings | 1 |
| Analyst Strong Buy Ratings | 2 |
Share Statistics |
|
| Total Shares Outstanding | 74,020,000 |
| Market Capitalization | 1,213,928,000 |
| Institutional Ownership | 111.99% |
Dividends |
|
| Ex-Dividend Date | 8/28/2026 |
| 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 | 1.65% |
| Forward Annual Dividend Rate | 0.28 |
| Forward Annual Dividend Yield | 1.65% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 1.64% |
| 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 | 103.70% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 52.20% |
| Annual Earnings Growth | 154.81% |
| Reported EPS 12 Trailing Months | 0.25 |
| Reported EPS Past Year | 0.25 |
| Reported EPS Prior Year | 0.67 |
| Net Income Twelve Trailing Months | 22,191,000 |
| Net Income Past Year | 35,477,000 |
| Net Income Prior Year | -64,728,000 |
| Quarterly Revenue Growth YOY | 0.80% |
| 5-Year Revenue Growth | 7.67% |
| Operating Margin Twelve Trailing Months | 14.70% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 115,847,000 |
| Total Cash Past Year | 255,906,000 |
| Total Cash Prior Year | 332,771,000 |
| Net Cash Position Most Recent Quarter | 88,042,000 |
| Net Cash Position Past Year | 255,906,000 |
| 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 | -127,359,000 |
| Total Stockholder Equity Prior Year | -421,375,000 |
| Total Stockholder Equity Most Recent Quarter | -45,790,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 88,098,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 1.19 |
| Free Cash Flow Past Year | 30,476,000 |
| Free Cash Flow Prior Year | 206,984,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.00 |
| MACD Signal | 0.00 |
| 20-Day Bollinger Lower Band | 0.00 |
| 20-Day Bollinger Middle Band | 0.00 |
| 20-Day Bollinger Upper Band | 0.00 |
| Beta | 1.63 |
| RSI | 0.00 |
| 50-Day SMA | 0.00 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 0.00 |
System |
|
| Modified | 9/1/2026 6:59:45 AM EST |