Perella Weinberg Partners Ordinary Shares - Class A PWP

Morningstar Rating
$15.76 −0.56 (3.40%)
View Full Chart

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

PWP is trading at a LOCK|CX>D# premium.
Price
$15.76
Fair Value
LOCK|.F^P>r?p
Uncertainty
LOCK|>$?c
1-Star Price
LOCK|.NpZ&@fv
5-Star Price
LOCK|.^SrWwK
Economic Moat
LOCK|f@
Capital Allocation
—

Trading Information

Previous Close Price
$16.31
Day Range
$15.53–16.13
52-Week Range
$12.52–25.93
Bid/Ask
$15.76 / $16.00
Shares Outstanding
77.31M
Market Cap
$1.22B
Volume/Avg
2M / 1M

Key Statistics

Price/Earnings (Normalized)
41.66
Price/Sales
2.62
Dividend Yield (Trailing)
1.78%
Dividend Yield (Forward)
1.78%
Dividend Payment Schedule
Mar, Jun, Sep, Dec
Total Yield
1.93%

Company Profile

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.
Sector
Financial Services
Industry
Capital Markets
Stock Style Box
Small Value
Total Number of Employees
736

Valuation

Metric
PWP
Price/Earnings (Normalized)
41.66
Price/Book Value
—
Price/Sales
2.62
Price/Cash Flow
9.78
Price/Earnings
PWP

Financial Strength

Metric
PWP
Quick Ratio
3.74
Current Ratio
3.77
Interest Coverage
—
Quick Ratio
PWP

Profitability

Metric
PWP
Return on Assets (Normalized)
9.13%
Return on Equity (Normalized)
—
Return on Invested Capital (Normalized)
14.69%
Return on Assets
PWP

Capital Markets Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Morgan Stanley
MS
LOCK|c>rHQw%LOCK|L!$295B
The Goldman Sachs Group Inc
GS
LOCK|>#&W?TfLOCK|>R$261B
Charles Schwab Corp
SCHW
LOCK|q#>Ttk%LOCK|d>#$170B
Robinhood Markets Inc Class A
HOOD
LOCK|S%%&hw&LOCK|WpZjG$100B
Interactive Brokers Group Inc Class A
IBKR
LOCK|Xx@!qPzLOCK|@@$39B
LPL Financial Holdings Inc
LPLA
LOCK|>>$<$@LOCK|G%$25B
Tradeweb Markets Inc
TW
LOCK|CSpq@&%LOCK|L^$22B
IREN Ltd
IREN
LOCK|k>%W>T@LOCK|!!?$16B
Stifel Financial Corp
SF
LOCK|C<tkcJLOCK|j>$@f$11B
Jefferies Financial Group Inc
JEF
LOCK|HzFYJ<LOCK|J^$10B

Sponsor Center