📊 PWP Key Takeaways
Is Perella Weinberg Partners (PWP) a Good Investment?
Perella Weinberg Partners exhibits severe financial distress with negative stockholders' equity, negative operating and free cash flow of -$111.8M, and declining revenue of -14.5% YoY. The company is technically insolvent on a balance sheet basis and burning cash at an unsustainable rate that will deplete its $77.7M cash position within 12 months. Positive net income appears driven by non-operating gains, masking deteriorating operational fundamentals.
Perella Weinberg Partners Key Strengths (PWP)
- No long-term debt provides balance sheet flexibility
- Positive net income of $1.5M despite operational challenges
- Cash position of $77.7M provides near-term liquidity runway
PWP Stock Risks: Perella Weinberg Partners Investment Risks
- Negative stockholders' equity of -$154.7M indicates technical insolvency
- Negative free cash flow of -$111.8M with 12-month cash depletion risk at current burn rate
- Revenue declining 14.5% YoY indicating shrinking business base
- Negative operating income (-$12.9M) and operating margin (-8.7%) show core operations are unprofitable
- Operating cash flow negative at -$109.7M signals fundamental cash generation failure
- Positive net income obscures deteriorating operational performance driven by non-operating gains
Key Metrics to Watch
- Operating cash flow - must turn positive to avoid insolvency
- Revenue trend - stabilization required
- Operating income and margin - core profitability improvement critical
- Stockholders' equity - must return to positive
- Cash position depletion rate and liquidity runway
Perella Weinberg Partners (PWP) Financial Metrics & Key Ratios
💡 AI Analyst Insight
Perella Weinberg Partners presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.
PWP Profit Margin, ROE & Profitability Analysis
PWP vs Finance Sector: How Perella Weinberg Partners Compares
How Perella Weinberg Partners compares to Finance sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Perella Weinberg Partners Stock Overvalued? PWP Valuation Analysis 2026
Based on fundamental analysis, Perella Weinberg Partners has mixed fundamental signals relative to the Finance sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Perella Weinberg Partners Balance Sheet: PWP Debt, Cash & Liquidity
PWP Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Perella Weinberg Partners's revenue has shown modest growth of 10% over the 5-year period. The most recent EPS of $-1.33 indicates the company is currently unprofitable.
PWP Revenue Growth, EPS Growth & YoY Performance
PWP Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $148.9M | $1.5M | $0.02 |
| Q3 2025 | $164.6M | $6.0M | $0.08 |
| Q2 2025 | $155.3M | $2.7M | $0.04 |
| Q1 2025 | $102.1M | $17.3M | $0.24 |
| Q3 2024 | $139.0M | -$2.0M | $0.24 |
| Q2 2024 | $165.5M | $359.0K | $-0.19 |
| Q1 2024 | $102.1M | -$5.1M | $-0.37 |
| Q3 2023 | $139.0M | $1.1M | $-0.19 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Perella Weinberg Partners Dividends, Buybacks & Capital Allocation
PWP SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Perella Weinberg Partners (CIK: 0001777835)
📋 Recent SEC Filings
❓ Frequently Asked Questions about PWP
What is the AI rating for PWP?
Perella Weinberg Partners (PWP) has an AI grade of D with 95% confidence, based on fundamental analysis of SEC EDGAR filings.
What are PWP's key strengths?
Claude: No long-term debt provides balance sheet flexibility. Positive net income of $1.5M despite operational challenges.
What are the risks of investing in PWP?
Claude: Negative stockholders' equity of -$154.7M indicates technical insolvency. Negative free cash flow of -$111.8M with 12-month cash depletion risk at current burn rate.
What is PWP's revenue and growth?
Perella Weinberg Partners reported revenue of $148.9M.
Does PWP pay dividends?
Perella Weinberg Partners pays dividends, with $8.6M distributed to shareholders in the trailing twelve months.
Where can I find PWP SEC filings?
Official SEC filings for Perella Weinberg Partners (CIK: 0001777835) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is PWP's EPS?
Perella Weinberg Partners has a diluted EPS of $0.02.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.
What is PWP's fundamental grade?
Based on our AI fundamental analysis in May 2026, Perella Weinberg Partners has a D grade with 95% confidence. Review the strengths and risks sections above for full context. This is not investment advice.
Is PWP stock overvalued or undervalued?
Valuation metrics for PWP: ROE of N/A (sector avg: 12%), net margin of 1.0% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.
What is PWP's AI grade for 2026?
Our dual AI analysis gives Perella Weinberg Partners a combined D grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is PWP's free cash flow?
Perella Weinberg Partners's operating cash flow is $-109.7M, with capital expenditures of $2.1M. FCF margin is -75.1%.
How does PWP compare to other Finance stocks?
Vs Finance sector averages: Net margin 1.0% (avg: 25%), ROE N/A (avg: 12%), current ratio 1.26 (avg: 1.2).