Perella Weinberg Partners Stock Performance
| PWP Stock | USD 15.97 0.05 0.31% |
On a scale of 0 to 100, Perella Weinberg holds a performance score of 18. The company holds a Beta of 1.87, 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 relative strength index , to make a quick decision on whether Perella Weinberg's historical price patterns will revert.
Risk-Adjusted Performance
18 of 100
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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Perella Weinberg Partners are ranked lower than 18 (%) 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 (0.13) | Five Day Return 4.47 | Year To Date Return 32.06 | Ten Year Return 69.15 | All Time Return 69.15 |
Forward Dividend Yield 0.0176 | Payout Ratio 0.6222 | Forward Dividend Rate 0.28 | Dividend Date 2024-03-11 | Ex Dividend Date 2024-02-27 |
1 | Perella Weinberg Partners Q4 2023 Earnings Call Transcript | 02/09/2024 |
2 | Acquisition by Bednar Andrew of 225536 shares of Perella Weinberg subject to Rule 16b-3 | 02/15/2024 |
3 | Acquisition by Gottschalk Alexandra of 13359 shares of Perella Weinberg subject to Rule 16b-3 | 02/20/2024 |
4 | Disposition of 1041 shares by Gottschalk Alexandra of Perella Weinberg at 12.97 subject to Rule 16b-3 | 02/26/2024 |
5 | Perella Weinberg Partners prices 60M stock offering | 02/28/2024 |
6 | Algert Global LLC Has 881,000 Position in Perella Weinberg Partners - MarketBeat | 02/29/2024 |
7 | Disposition of 47967 shares by Bednar Andrew of Perella Weinberg at 13.54 subject to Rule 16b-3 | 03/07/2024 |
| Perella Weinberg dividend paid on 11th of March 2024 | 03/11/2024 |
8 | Is Perella Weinberg Partners a Bad Choice in Capital Markets Wednesday - InvestorsObserver | 03/20/2024 |
9 | How to Take Advantage of moves in - Stock Traders Daily | 04/04/2024 |
10 | Perella Weinberg Partners PT Raised to 22 at JMP Securities | 04/09/2024 |
11 | Insider Trading | 04/12/2024 |
12 | Perella Weinberg to Announce First Quarter 2024 Financial Results and to Host Conference Call on May 3, 2024 | 04/19/2024 |
| Begin Period Cash Flow | 174.2 M |
Perella |
Perella Weinberg Relative Risk vs. Return Landscape
If you would invest 1,125 in Perella Weinberg Partners on January 25, 2024 and sell it today you would earn a total of 472.00 from holding Perella Weinberg Partners or generate 41.96% return on investment over 90 days. Perella Weinberg Partners is generating 0.5971% of daily returns assuming volatility of 2.5197% on return distribution over 90 days investment horizon. In other words, 22% of stocks are less volatile than Perella, and above 89% 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 = 0.237
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Estimated Market Risk
| 2.52 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.6 actual daily | 11 89% of assets have higher returns |
Risk-Adjusted Return
| 0.24 actual daily | 18 82% of assets perform better |
Based on monthly moving average Perella Weinberg is performing at about 18% 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 | -0.42 | ||||
| Return On Asset | -0.15 | ||||
| Profit Margin | (0.03) % | ||||
| Operating Margin | (0.20) % | ||||
| Current Valuation | 757.16 M | ||||
| Shares Outstanding | 53.39 M | ||||
| Price To Book | 5.12 X | ||||
| Price To Sales | 2.18 X | ||||
| Revenue | 648.65 M | ||||
| Gross Profit | 618.2 M | ||||
| EBITDA | (100.42 M) | ||||
| Net Income | (17.22 M) | ||||
| Cash And Equivalents | 150.29 M | ||||
| Cash Per Share | 1.74 X | ||||
| Total Debt | 175.9 M | ||||
| Debt To Equity | 0.38 % | ||||
| Current Ratio | 1.62 X | ||||
| Book Value Per Share | 3.42 X | ||||
| Cash Flow From Operations | 145.88 M | ||||
| Earnings Per Share | (1.33) X | ||||
| Market Capitalization | 1.5 B | ||||
| Total Asset | 761.11 M | ||||
| Retained Earnings | (54.65 M) | ||||
| Working Capital | 371.39 M | ||||
About Perella Weinberg Performance
To evaluate Perella Weinberg Partners Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Perella Weinberg generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Perella Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Perella Weinberg Partners market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Perella's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 8.4 K | 8.8 K | |
| Return On Tangible Assets | (0.02) | (0.02) | |
| Return On Capital Employed | (0.24) | (0.25) | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (0.11) | (0.12) |
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 648.65 M. Reported Net Loss for the year was (17.22 M) with profit before taxes, overhead, and interest of 618.2 M. | |
| About 70.0% of the company shares are owned by institutional investors | |
| On 11th of March 2024 Perella Weinberg paid $ 0.07 per share dividend to its current shareholders | |
| Latest headline from benzinga.com: Perella Weinberg to Announce First Quarter 2024 Financial Results and to Host Conference Call on May 3, 2024 |
- 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.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Perella Weinberg Partners. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in housing. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Complementary 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.
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Is Perella Weinberg's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Perella Weinberg. If investors know Perella will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Perella Weinberg listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Dividend Share 0.28 | Earnings Share (1.33) | Revenue Per Share 14.983 | Quarterly Revenue Growth 0.161 | Return On Assets (0.15) |
The market value of Perella Weinberg Partners is measured differently than its book value, which is the value of Perella that is recorded on the company's balance sheet. Investors also form their own opinion of Perella Weinberg's value that differs from its market value or its book value, called intrinsic value, which is Perella Weinberg's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Perella Weinberg's market value can be influenced by many factors that don't directly affect Perella Weinberg's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Perella Weinberg's value and its price as these two are different measures arrived at by different means. Investors typically determine if Perella Weinberg is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Perella Weinberg's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.