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Perella Weinberg Partners (PWP) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Perella Weinberg Partners

PWPMarket cap $1.15BPrice $15.5

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Advises corporations and governments on mergers, restructurings, and high-stakes deals as an independent investment bank with no lending or trading conflicts. Founded by Wall Street veterans, it punches above its weight against banking giants on billion-dollar transactions.

In Bastion Portfolios?

52W Return-19%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+6%5

Revenue Forecast

Rev CAGR (1y)+11%6

Rev CAGR (3y)+16%8

Rev CAGR (5y)+11%8

Earnings Forecast

EPS Growth Y+1+138%10

EPS Growth Y+2+43%9

EPS Growth Y+3+19%8

Quality

Margins

EBIT Marginna–

Net Income Margin3%3

Free Cash Flow Margin13%7

Debt

Net Debt/EBITDAna–

Efficiency

ROEna–

ROA4%6

Earnings Stability66

GEAR+AVERAGE37

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)99

P/E Ratio (Forward 3y)79

P/BVna–

EV Multiples

EV/EBITDA Fwd09

EV/EBIT Fwd09

Yield

Free Cash Flow Yield0.0%2

Dividend Yield1.8%5

Momentum

Short term

1 month return-8%3

3 month return-4%5

YTD return-9%3

Mid term

Price vs 52wHigh61%2

1 year return-22%2

Long term

3 year return+66%6

5 year return+24%5

Risk Shield

Price Risk

Beta1.62

Volatility52%3

Free Cash Flow

Free Cash Flow Margin13%7

Free Cash Flow Yield0.0%2

Quality

ROCE8%6

Earnings Stability66

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

PWPPerella Weinberg Partners

Revenue FY25$751M

GROWTH RATING↗

STRONG75 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+11%6

Revenue, next 3Y, CAGR+16%8

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+138%10

EPS growth, FY27E+43%9

EPS growth, FY28E+19%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 75% of companies worldwide.

Revenue is set to grow 16%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 6%/yr over the last 3 years and is set to grow 16%/yr from here.

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 43%/yr vs revenue 16%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK21 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-4%5

YTD return-9%3

MID & LONG-TERM▾SCORE

% of 52-week high61%2

1-year return-22%2

3-year return+66%6

5-year return+24%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+66% over three years and +24% over five), roughly average for the market.

Returns sit at the market level over three months (-4%).

WEAKNESSES

It's down 22% over the past year, now 39% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-8%) and so far this year (-9%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the one-year trend is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Perella Weinberg Partners. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

PWPPerella Weinberg Partners

Revenue FY25$751M

GROWTH RATING↗

STRONG75 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+6%5

Revenue, next 1Y+11%6

Revenue, next 3Y, CAGR+16%8

Revenue, next 5Y, CAGR+11%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+138%10

EPS growth, FY27E+43%9

EPS growth, FY28E+19%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 75% of companies worldwide.

Revenue is set to grow 16%/yr over the next 3 years, ahead of most of the market.7/10

Revenue grew 6%/yr over the last 3 years and is set to grow 16%/yr from here.

The runway holds up: revenue is set to grow 11%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 43%/yr vs revenue 16%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK21 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-4%5

YTD return-9%3

MID & LONG-TERM▾SCORE

% of 52-week high61%2

1-year return-22%2

3-year return+66%6

5-year return+24%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+66% over three years and +24% over five), roughly average for the market.

Returns sit at the market level over three months (-4%).

WEAKNESSES

It's down 22% over the past year, now 39% below its 52-week high. That is lagging the market.

The stock is underperforming over the past month (-8%) and so far this year (-9%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on Perella Weinberg Partners. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community