Perella Weinberg Partners Class A Common Stock logo

Perella Weinberg Partners Class A Common Stock (PWP)

Common Stock · Currency in USD · XNAS

Perella Weinberg Partners is an independent advisory firm that provides strategic and financial advice to a wide range of clients. The Company's activities as an investment banking advisory firm constitute a single business segment that provides a range of advisory services, including advice related to strategic and financial decisions, mergers and acquisitions execution, shareholder and defense advisory, financing and capital solutions advice with resources focused on restructuring and liability management, capital markets advisory, private capital placement, as well as specialized underwriting and research services for the energy and related industries.

Company Info

SIC6199
Composite FIGIBBG00XWZGGH3
CIK0001777835
IPOJun 25, 2021
Sectorfinance services

Highlights

Market Cap$1.23B
EPS$0.36
P/E Ratio35.89
Revenue$639.82M
Gross Profit$658.58M
Net Income$34.26M
Employees736
WSO69,674,227
Phone212-287-3200

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Perella Weinberg Partners Class A Common Stock, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

Perella Weinberg Partners Class A Common Stock (PWP) has returned 0.29% so far this year and 17.27% over the past 12 months. Looking at the last ten years, PWP has achieved an annualized return of 2.92%, underperforming the Benchmark (SPY), which averaged 12.25% per year.

PWP

1M3.99%
6M-16.98%
YTD0.29%
1Y17.27%
5Y5.92%
10Y2.92%

Benchmark (SPY)

1M-1.42%
6M-2.32%
YTD-4.19%
1Y34.29%
5Y9.84%
10Y12.25%

Monthly Returns

The table below presents the monthly returns of Perella Weinberg Partners Class A Common Stock (PWP) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
202628.22%-16.36%1.79%-3.96%
20257.72%-5.75%-20.38%-6.23%1.28%11.74%3.91%18.60%-1.43%-11.93%-3.39%-3.51%
2024-3.61%16.06%3.67%5.37%3.14%4.03%16.74%3.66%-0.16%4.76%25.40%-7.42%
20233.64%-0.79%-9.72%-13.38%-1.14%6.52%17.48%7.23%-3.60%-3.06%19.35%4.71%
2022-16.33%1.48%-14.32%-18.07%-3.23%-22.06%19.69%2.71%-10.72%24.49%20.08%1.34%
2021-1.76%-6.30%14.60%-5.49%5.01%-16.06%6.28%

Performance Indicators

The charts below present risk-adjusted performance metrics for Perella Weinberg Partners Class A Common Stock (PWP) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00PWP: -0.01SPY: 0.89

Sortino ratio

-6.00-4.00-2.000.002.004.00PWP: -0.01SPY: 1.36

Omega ratio

0.501.001.502.00PWP: 1.00SPY: 1.21

Calmar ratio

0.002.004.006.00PWP: -0.06SPY: 1.70

Martin ratio

0.001.003.00PWP: -0.00SPY: 0.41

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of PWP compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Perella Weinberg Partners Class A Common Stock volatility is 2.47%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

2025202320222021
Liabilities And Equity (USD)797.64M761.11M717.09M718.33M
Temporary Equity (USD)388.10M---
Equity Attributable To Parent (USD)-127.36M152.66M137.46M126.32M
Equity Attributable To Noncontrolling Interest (USD)-115.59M122.68M145.03M
Equity (USD)-127.36M268.25M260.14M271.35M
Redeemable Noncontrolling Interest (USD)388.10M---
Long-term Debt (USD)----
Noncurrent Liabilities (USD)----
Current Liabilities (USD)536.90M492.86M456.95M446.98M
Liabilities (USD)536.90M492.86M456.95M446.98M
Fixed Assets (USD)77.21M93.65M48.39M10.36M
Noncurrent Assets (USD)----
Current Assets (USD)797.64M761.11M717.09M718.33M
Assets (USD)797.64M761.11M717.09M718.33M

News and Insights

Greif Completes Sale of Timberlands Business

Greif, Inc. completed the sale of its timberlands business to Molpus Woodlands Group for approximately $462 million, which is expected to reduce the company's leverage ratio and strengthen its balance sheet.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Ole Rosgaard
Perella Weinberg to Announce Second Quarter 2025 Financial Results and to Host Conference Call on August 1, 2025

Perella Weinberg Partners will release its Q2 2025 financial results on August 1, 2025, before market opening, with a conference call and webcast scheduled for 9:00AM ET.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Perella Weinberg Partners
Morien Receives Notice from Kameron to Explore Sale of Donkin Mine Interest

Morien Resources received notice from Kameron Collieries about their intent to explore selling their 100% ownership of the Donkin Coal Mine in Nova Scotia. Kameron has engaged Perella Weinberg Partners to lead the sales process, though no binding agreement has been reached.

Benzinga faviconBenzingaGlobe Newswire
Morien Receives Notice from Kameron to Explore Sale of Donkin Mine Interest

Morien Resources reports that Kameron Collieries is exploring a potential sale of the Donkin Coal Mine, with Perella Weinberg Partners leading the sales process. Morien holds a 2-4% production royalty on coal sales, which will remain binding under any ownership change.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Dawson Brisco, President & Ceo
Perella Weinberg Reports Third Quarter 2024 Results

Perella Weinberg Partners reported strong financial results for the third quarter and nine months ended September 30, 2024, with significant revenue growth and improved profitability. The company's performance demonstrates the strength of its franchise and the benefit of its increasing scale and broadening client coverage.

GlobeNewswire Inc. faviconGlobeNewswire Inc.
Perella Weinberg to Announce Second Quarter 2024 Financial Results and to Host Conference Call on August 2, 2024 - GlobeNewswire

Perella Weinberg, a leading global independent advisory firm, announced that it will release its financial results for the second quarter of 2024 on August 2, 2024, and host a conference call on the same day.

GlobeNewswire Inc. faviconGlobeNewswire Inc.
David Higley Joins Perella Weinberg as Partner

Appointment Strengthens Firm’s Global Media & Technology Capabilities Appointment Strengthens Firm’s Global Media & Technology Capabilities

GlobeNewswire Inc. faviconGlobeNewswire Inc.Perella Weinberg Partners Group LP
Perella Weinberg Partners Prices Upsized Public Offering of Class A Common Stock

NEW YORK, Feb. 27, 2024 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (the “Company” or “PWP”) (Nasdaq: PWP), a leading global independent advisory firm, today announced the pricing of its upsized public offering of 5,000,000 shares of Class A common stock at a public offering price of $12.00 per share (the “Offering”). In addition, the Company has granted the underwriter a 30-day option to purchase up to an additional 750,000 shares of its Class A common stock at the public offering price, less underwriting discounts and commissions. The Offering is expected to close on March 1, 2024, subject to customary closing conditions.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Perella Weinberg Partners Group LP
Perella Weinberg Partners Commences Public Offering of Class A Common Stock

NEW YORK, Feb. 27, 2024 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (the “Company” or “PWP”) (Nasdaq: PWP), a leading global independent advisory firm, today announced that it has commenced a public offering of 4,500,000 shares of Class A common stock (the “Offering”). In addition, the Company expects to grant the underwriter a 30-day option to purchase an additional 675,000 shares of its Class A common stock in the Offering. The proposed Offering is subject to market and other conditions, and there can be no assurance as to whether or when the Offering may be completed, or as to the actual size or terms of the Offering.

GlobeNewswire Inc. faviconGlobeNewswire Inc.Perella Weinberg Partners Group LP