Perella Weinberg Partners Stock Performance
| PWP Stock | USD 19.75 0.28 1.44% |
On a scale of 0 to 100, Perella Weinberg holds a performance score of 13. The company holds a Beta of 1.78, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Perella Weinberg will likely underperform. Please check Perella Weinberg's downside variance, as well as the relationship between the daily balance of power and period momentum indicator , to make a quick decision on whether Perella Weinberg's historical price patterns will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Perella Weinberg Partners are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, Perella Weinberg reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.46 | Five Day Return 0.56 | Year To Date Return (16.14) | Ten Year Return 99.49 | All Time Return 99.49 |
Forward Dividend Yield 0.0144 | Payout Ratio | Forward Dividend Rate 0.28 | Dividend Date 2025-05-30 | Ex Dividend Date 2025-05-14 |
1 | Disposition of 137621 shares by Peter Weinberg of Perella Weinberg at 17.2 subject to Rule 16b-3 | 05/01/2025 |
2 | PWP Reports Record Q1 Revenue of 212 Million PWP Stock News | 05/02/2025 |
| Perella Weinberg dividend paid on 30th of May 2025 | 05/30/2025 |
3 | Disposition of 60092 shares by Robert Steel of Perella Weinberg at 17.3 subject to Rule 16b-3 | 06/02/2025 |
4 | Squarepoint Ops LLC Purchases Shares of 19,628 Perella Weinberg Partners - MarketBeat | 06/05/2025 |
5 | Perella Weinberg Partners Upgraded to Buy at Wall Street Zen - MarketBeat | 06/13/2025 |
6 | Harbor Capital Advisors Inc. Decreases Holdings in Perella Weinberg Partners - MarketBeat | 06/16/2025 |
7 | Perella Weinberg Partners Shares Soar 1.53 percent on Talent Investments, Investor Confidence - AInvest | 06/27/2025 |
8 | Perella Weinberg Partners Shares Up 3.27 percent on Jul 2 | 07/02/2025 |
9 | Perella Weinberg Partners Shares Gap Down to 20.02 on Jul 11 | 07/11/2025 |
10 | Perella Weinberg Partners Announces Promotion of Six Managing Directors to Partners PWP stock news | 07/14/2025 |
11 | Perella Weinberg Partners Stock Rating Lowered by Keefe, Bruyette Woods | 07/15/2025 |
| Begin Period Cash Flow | 250.1 M | |
| Total Cashflows From Investing Activities | -98 K |
Perella Weinberg Relative Risk vs. Return Landscape
If you would invest 1,547 in Perella Weinberg Partners on April 21, 2025 and sell it today you would earn a total of 428.00 from holding Perella Weinberg Partners or generate 27.67% return on investment over 90 days. Perella Weinberg Partners is generating 0.4161% of daily returns assuming volatility of 2.373% on return distribution over 90 days investment horizon. In other words, 21% of stocks are less volatile than Perella, and above 92% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Perella Weinberg Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Perella Weinberg's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Perella Weinberg Partners, and traders can use it to determine the average amount a Perella Weinberg's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1753
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | PWP | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 2.37 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.42 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Perella Weinberg is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Perella Weinberg by adding it to a well-diversified portfolio.
Perella Weinberg Fundamentals Growth
Perella Stock prices reflect investors' perceptions of the future prospects and financial health of Perella Weinberg, and Perella Weinberg fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Perella Stock performance.
| Return On Equity | 0.0092 | ||||
| Return On Asset | 0.0035 | ||||
| Profit Margin | (0.01) % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 1.29 B | ||||
| Shares Outstanding | 63.43 M | ||||
| Price To Book | 5.89 X | ||||
| Price To Sales | 1.74 X | ||||
| Revenue | 878.04 M | ||||
| Gross Profit | 966.86 M | ||||
| EBITDA | (58.15 M) | ||||
| Net Income | (89.34 M) | ||||
| Cash And Equivalents | 150.29 M | ||||
| Cash Per Share | 1.74 X | ||||
| Total Debt | 187.35 M | ||||
| Debt To Equity | 0.38 % | ||||
| Current Ratio | 1.62 X | ||||
| Book Value Per Share | (5.19) X | ||||
| Cash Flow From Operations | 223.36 M | ||||
| Earnings Per Share | (0.21) X | ||||
| Market Capitalization | 1.72 B | ||||
| Total Asset | 876.75 M | ||||
| Retained Earnings | (303.71 M) | ||||
| Working Capital | 414.12 M | ||||
About Perella Weinberg Performance
Assessing Perella Weinberg's fundamental ratios provides investors with valuable insights into Perella Weinberg's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Perella Weinberg is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.08) | (0.07) | |
| Return On Capital Employed | (0.17) | (0.16) | |
| Return On Assets | (0.07) | (0.07) | |
| Return On Equity | 0.15 | 0.16 |
Things to note about Perella Weinberg Partners performance evaluation
Checking the ongoing alerts about Perella Weinberg for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Perella Weinberg Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company reported the last year's revenue of 878.04 M. Reported Net Loss for the year was (89.34 M) with profit before taxes, overhead, and interest of 966.86 M. | |
| Perella Weinberg has a strong financial position based on the latest SEC filings | |
| Over 89.0% of the company shares are owned by institutional investors | |
| On 30th of May 2025 Perella Weinberg paid $ 0.07 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Perella Weinberg Partners Stock Rating Lowered by Keefe, Bruyette Woods |
- Analyzing Perella Weinberg's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Perella Weinberg's stock is overvalued or undervalued compared to its peers.
- Examining Perella Weinberg's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Perella Weinberg's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Perella Weinberg's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Perella Weinberg's stock. These opinions can provide insight into Perella Weinberg's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Perella Stock Analysis
When running Perella Weinberg's price analysis, check to measure Perella Weinberg's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Perella Weinberg is operating at the current time. Most of Perella Weinberg's value examination focuses on studying past and present price action to predict the probability of Perella Weinberg's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Perella Weinberg's price. Additionally, you may evaluate how the addition of Perella Weinberg to your portfolios can decrease your overall portfolio volatility.