Perella Weinberg Partners (PWP) 10-Year Financial Performance & Capital Metrics

PWP • • Banking & Credit

Financial ServicesCapital MarketsInvestment Banking & AdvisoryBoutique Advisory Firms

AboutPerella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital raising, structure and restructuring, capital markets advisory, energy underwriting, and equity research. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.Show more

Net Interest Income $10M +3831.9%
Total Revenue $878M +35.4%
Net Income -$65M -275.8%
Return on Equity -25.99% -298.7%
Net Interest Margin 1.17% +3339.7%
Efficiency Ratio 49.04% -5.7%
ROA -7.9% -239.2%
Equity / Assets 26.21% -25.6%
Book Value per Share 4.32 +39.8%
Tangible BV/Share 3.44 +38.9%
Debt/Equity 0.82 +24.3%

Technical Analysis

Key Insights

Based on financial data analysis

✓Strengths

✓Efficient operations: 49.0% efficiency ratio
✓Well capitalized: 26.2% equity/assets
✓Share count reduced 38.7% through buybacks
✓Diversified revenue: 98.8% from non-interest income

✗Weaknesses

✗Weak NIM of 1.2%

Price & Volume

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Growth Metrics

Revenue CAGR

10Y-

5Y-

3Y3.08%

TTM-

Profit (Net Income) CAGR

10Y-

5Y-

3Y-

TTM148.85%

EPS CAGR

10Y-

5Y-

3Y-

TTM127.32%

ROCE

10Y Avg-7.62%

5Y Avg-7.62%

3Y Avg-17.74%

Latest-16.74%

Peer Comparison

Boutique Advisory Firms

Name	Market Cap	Current Price	P/E Ratio	Revenue Growth 1Y	Net Margin	ROE	FCF Yield	Debt/Equity
MCMoelis & Company	5.75B	77.75	43.68	39.75%	11.39%	37.92%	7.22%	0.47
EVREvercore Inc.	14.82B	383.12	42.19	22.67%	12.62%	25.34%	6.47%	0.48
PJTPJT Partners Inc.	4.54B	186.67	37.94	29.48%	9%	19.14%	11.63%	0.39
PIPRPiper Sandler Companies	6.23B	374.50	36.57	13.08%	12.23%	16.16%	4.78%	0.07
HLIHoulihan Lokey, Inc.	10.35B	189.78	32.61	24.81%	16.73%	18.98%	7.82%	0.20
LAZLazard Ltd	5.1B	53.75	20.06	20.98%	9.07%	28.55%	13.67%	2.87
MDBHMDB Capital Holdings, LLC Class A common	18.63M	3.63	1.37	-47.54%	5.27%	19.16%		0.01
WAITop KingWin Ltd	3.63M	2.18	-0.22	-31.16%	-231.43%	-40.27%		0.07

Profit & Loss

	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024
Net Interest Income+	-15.74M	-7.61M	-276K	-276K	10.3M
NII Growth %	-	0.52%	0.96%	0%	38.32%
Net Interest Margin %	-	-	-	-	-
Interest Income	0	0	0	0	10.3M
Interest Expense	15.74M	7.61M	276K	276K	0
Loan Loss Provision	358.59M	496.76M	391.06M	426.3M	525.94M
Non-Interest Income+	518.99M	801.66M	631.51M	648.65M	867.74M
Non-Interest Income %	-	-	-	-	-
Total Revenue+	518.99M	801.66M	631.51M	648.65M	878.04M
Revenue Growth %	-	0.54%	-0.21%	0.03%	0.35%
Non-Interest Expense	159.25M	230.71M	287.91M	337.18M	430.63M
Efficiency Ratio	-	-	-	-	-
Operating Income+	-14.6M	66.58M	-47.73M	-115.1M	-78.53M
Operating Margin %	-	-	-	-	-
Operating Income Growth %	-	5.56%	-1.72%	-1.41%	0.32%
Pretax Income+	-20.89M	22.95M	-21.42M	-112.82M	-68.25M
Pretax Margin %	-	-	-	-	-
Income Tax+	3.45M	18.93M	10.33M	-980K	21.09M
Effective Tax Rate %	-	-	-	-	-
Net Income+	-24.34M	-9.42M	17.88M	-17.22M	-64.73M
Net Margin %	-	-	-	-	-
Net Income Growth %	-	0.61%	2.9%	-1.96%	-2.76%
Net Income (Continuing)	-24.34M	4.02M	-31.75M	-111.84M	-89.34M
EPS (Diluted)+	-0.26	-0.22	-0.46	-1.33	-1.22
EPS Growth %	-	0.16%	-1.08%	-1.88%	0.08%
EPS (Basic)	-0.26	-0.22	0.41	-0.40	-1.22
Diluted Shares Outstanding	92.8M	42.6M	89.76M	86.78M	53.19M

Balance Sheet

	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024
Cash & Short Term Investments+	1000K	1000K	1000K	1000K	1000K
Cash & Due from Banks	330.91M	504.77M	174.17M	250.1M	332.77M
Short Term Investments	0	0	1000K	1000K	1000K
Total Investments+	0	0	140.11M	91.17M	75.83M
Investments Growth %	-	-	-	-0.35%	-0.17%
Long-Term Investments	0	0	0	0	0
Accounts Receivables	1000K	1000K	1000K	1000K	1000K
Goodwill & Intangibles+	-	-	-	-	-
Goodwill	34.38M	34.38M	34.38M	34.38M	34.38M
Intangible Assets	38.93M	32.35M	25.77M	19.19M	12.61M
PP&E (Net)	70.63M	50.27M	202.11M	237.59M	224.52M
Other Assets	25.79M	24.31M	36.19M	200K	29.22M
Total Current Assets	372M	555.91M	385.54M	423.29M	483.04M
Total Non-Current Assets	170.95M	162.41M	331.55M	337.81M	393.71M
Total Assets+	542.95M	718.33M	717.09M	761.11M	876.75M
Asset Growth %	-	0.32%	-0%	0.06%	0.15%
Return on Assets (ROA)	-0.04%	-0.01%	0.02%	-0.02%	-0.08%
Accounts Payable	22.25M	31.05M	46.34M	52.11M	68.32M
Total Debt+	205.19M	43.45M	165.6M	175.9M	187.35M
Net Debt	-125.71M	-461.33M	-8.56M	-74.2M	-145.42M
Long-Term Debt	146.97M	0	0	0	0
Short-Term Debt	0	0	0	0	19.35M
Other Liabilities	17.21M	53.13M	25.92M	30.93M	65.49M
Total Current Liabilities	246.37M	350.39M	265.43M	286.03M	413.49M
Total Non-Current Liabilities	222.4M	96.58M	191.52M	206.83M	233.49M
Total Liabilities	468.77M	446.98M	456.95M	492.86M	646.99M
Total Equity+	74.18M	271.35M	260.14M	268.25M	229.76M
Equity Growth %	-	2.66%	-0.04%	0.03%	-0.14%
Equity / Assets (Capital Ratio)	-	-	-	-	-
Return on Equity (ROE)	-0.33%	-0.05%	0.07%	-0.07%	-0.26%
Book Value per Share	0.80	6.37	2.90	3.09	4.32
Tangible BV per Share	-	-	-	-	-
Common Stock	0	9K	9K	10K	10K
Additional Paid-in Capital	76.51M	158.13M	242.13M	312.52M	0
Retained Earnings	0	-18.07M	-18.07M	-54.65M	-303.71M
Accumulated OCI	-2.33M	-1.75M	-6.54M	-4.48M	-6.19M
Treasury Stock	0	-12M	-80.07M	-100.75M	-111.48M
Preferred Stock	0	0	0	0	0

Cash Flow

	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024
Cash from Operations+	85.91M	234.91M	-17.77M	145.88M	223.36M
Operating CF Growth %	-	1.73%	-1.08%	9.21%	0.53%
Net Income	-24.34M	4.02M	-31.75M	-111.84M	-89.34M
Depreciation & Amortization	15.53M	14.49M	10.69M	14.68M	20.38M
Deferred Taxes	-564K	-3.72M	-2.74M	-2.07M	-2.46M
Other Non-Cash Items	24.04M	64.08M	-1.96M	16.16M	17.28M
Working Capital Changes	46.42M	59M	-148.44M	44.5M	88.63M
Cash from Investing+	-5.52M	-2.44M	-166.23M	-5.82M	-98K
Purchase of Investments	0	0	-139.17M	-89.26M	-74.91M
Sale/Maturity of Investments	0	0	0	1000K	1000K
Net Investment Activity	-	-	-	-	-
Acquisitions	0	0	0	0	0
Other Investing	0	-978K	-500K	488K	0
Cash from Financing+	-21.99M	-55.02M	-136.77M	-67.02M	-137.25M
Dividends Paid	-11.99M	-71.92M	-57.3M	-27.31M	-20.28M
Share Repurchases	0	-12M	-104.98M	-22.49M	-15M
Stock Issued	0	0	35.21M	0	65.99M
Net Stock Activity	-	-	-	-	-
Debt Issuance (Net)	-1000K	-1000K	0	0	0
Other Financing	0	215.76M	-9.7M	-17.21M	-167.96M
Net Change in Cash+	64.33M	173.87M	-330.61M	75.94M	82.67M
Exchange Rate Effect	1000K	-1000K	-1000K	1000K	-1000K
Cash at Beginning	266.58M	330.91M	504.77M	174.17M	250.1M
Cash at End	330.91M	504.77M	174.17M	250.1M	332.77M
Interest Paid	11.78M	5.51M	127K	127K	0
Income Taxes Paid	2.24M	12.55M	26M	4.57M	10.28M
Free Cash Flow+	80.39M	233.45M	-44.33M	88.28M	206.98M
FCF Growth %	-	1.9%	-1.19%	2.99%	1.34%

Banking Ratios

Metric	2020	2021	2022	2023	2024
Return on Equity (ROE)	-32.81%	-5.45%	6.73%	-6.52%	-25.99%
Return on Assets (ROA)	-4.48%	-1.49%	2.49%	-2.33%	-7.9%
Net Interest Margin	-2.9%	-1.06%	-0.04%	-0.04%	1.17%
Efficiency Ratio	30.68%	28.78%	45.59%	51.98%	49.04%
Equity / Assets	13.66%	37.78%	36.28%	35.24%	26.21%
Book Value / Share	0.8	6.37	2.9	3.09	4.32
NII Growth	-	51.68%	96.37%	0%	3831.88%
Dividend Payout	-	-	320.48%	-	-

Revenue by Geography

	2021	2022	2023	2024
UNITED STATES	659.95M	477.99M	530.28M	753.49M
UNITED STATES Growth	-	-27.57%	10.94%	42.09%
Non-US	141.72M	153.52M	118.37M	124.55M
Non-US Growth	-	8.33%	-22.90%	5.23%

Frequently Asked Questions

Growth & Financials

Perella Weinberg Partners (PWP) grew revenue by 35.4% over the past year. This is strong growth.

Yes, Perella Weinberg Partners (PWP) is profitable, generating $46.9M in net income for fiscal year 2024 (-7.4% net margin).

Dividend & Returns

Yes, Perella Weinberg Partners (PWP) pays a dividend with a yield of 1.77%. This makes it attractive for income-focused investors.

Perella Weinberg Partners (PWP) has a return on equity (ROE) of -26.0%. Negative ROE indicates the company is unprofitable.

Industry Metrics

Perella Weinberg Partners (PWP) has a net interest margin (NIM) of 1.2%. NIM has been under pressure due to interest rate environment.

Perella Weinberg Partners (PWP) has an efficiency ratio of 49.0%. This is excellent, indicating strong cost control.

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