Perella Weinberg Partners Stock Buy Hold or Sell Recommendation
| PWP Stock | USD 25.64 0.13 0.50% |
Considering the 90-day investment horizon and your slightly conservative level of risk, our recommendation regarding Perella Weinberg Partners is 'Hold'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Perella Weinberg Partners given historical horizon and risk tolerance towards Perella Weinberg. When Macroaxis issues a 'buy' or 'sell' recommendation for Perella Weinberg Partners, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Perella Weinberg Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Perella and provide practical buy, sell, or hold advice based on investors' constraints. Perella Weinberg Partners. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.
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Execute Perella Weinberg Buy or Sell Advice
The Perella recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Perella Weinberg Partners. Macroaxis does not own or have any residual interests in Perella Weinberg Partners or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Perella Weinberg's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | OK | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Perella Weinberg Trading Alerts and Improvement Suggestions
| Perella Weinberg had very high historical volatility over the last 90 days | |
| 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. | |
| Over 87.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Perella Weinberg Partners Shares Up 0.87 percent on Nov 19 |
Perella Weinberg Returns Distribution Density
The distribution of Perella Weinberg's historical returns is an attempt to chart the uncertainty of Perella Weinberg's future price movements. The chart of the probability distribution of Perella Weinberg daily returns describes the distribution of returns around its average expected value. We use Perella Weinberg Partners price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Perella Weinberg returns is essential to provide solid investment advice for Perella Weinberg.
| Mean Return | 0.50 | Value At Risk | -3.16 | Potential Upside | 3.77 | Standard Deviation | 3.10 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Perella Weinberg historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Perella Stock Institutional Investors
The Perella Weinberg's institutional investors refer to entities that pool money to purchase Perella Weinberg's securities or originate loans. These institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds.
| Shares | Geode Capital Management, Llc | 2024-06-30 | 1.2 M | Hotchkis & Wiley Capital Management Llc | 2024-06-30 | 1.2 M | William Blair Investment Management, Llc | 2024-09-30 | 1.2 M | Basswood Capital Management Llc | 2024-06-30 | 1.2 M | Royce & Associates, Lp | 2024-09-30 | 1.2 M | Gw&k Investment Management, Llc | 2024-09-30 | 953.2 K | Nuveen Asset Management, Llc | 2024-06-30 | 739.8 K | No Street Gp Lp | 2024-09-30 | 597.6 K | Acadian Asset Management Llc | 2024-06-30 | 588.4 K | Fmr Inc | 2024-09-30 | 7.9 M | Blackrock Inc | 2024-06-30 | 3.9 M |
Perella Weinberg Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | (141.9M) | 64.3M | 173.9M | (330.6M) | 75.9M | 79.7M | |
| Depreciation | 15.9M | 15.5M | 14.5M | 10.7M | 14.7M | 11.4M | |
| Capital Expenditures | 7.4M | 5.5M | 1.5M | 26.6M | 57.6M | 60.5M | |
| Net Income | (164.0M) | (24.3M) | 4.0M | (31.7M) | (17.2M) | (18.1M) | |
| Change To Netincome | 209.9M | 3.2M | 132.0M | 101.9M | 91.8M | 112.8M | |
| End Period Cash Flow | 266.6M | 330.9M | 504.8M | 174.2M | 250.1M | 258.0M |
Perella Weinberg Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Perella Weinberg or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Perella Weinberg's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Perella stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.17 | |
β | Beta against Dow Jones | 3.15 | |
σ | Overall volatility | 3.13 | |
Ir | Information ratio | 0.12 |
Perella Weinberg Volatility Alert
Perella Weinberg Partners currently demonstrates below-average downside deviation. It has Information Ratio of 0.12 and Jensen Alpha of 0.17. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Perella Weinberg's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Perella Weinberg's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Perella Weinberg Fundamentals Vs Peers
Comparing Perella Weinberg's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Perella Weinberg's direct or indirect competition across all of the common fundamentals between Perella Weinberg and the related equities. This way, we can detect undervalued stocks with similar characteristics as Perella Weinberg or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Perella Weinberg's fundamental indicators could also be used in its relative valuation, which is a method of valuing Perella Weinberg by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Perella Weinberg to competition |
| Fundamentals | Perella Weinberg | Peer Average |
| Return On Equity | -0.65 | -0.31 |
| Return On Asset | -0.23 | -0.14 |
| Profit Margin | (0.11) % | (1.27) % |
| Operating Margin | 0.13 % | (5.51) % |
| Current Valuation | 1.37 B | 16.62 B |
| Shares Outstanding | 58.84 M | 571.82 M |
| Shares Owned By Insiders | 2.57 % | 10.09 % |
| Shares Owned By Institutions | 86.65 % | 39.21 % |
| Number Of Shares Shorted | 2.98 M | 4.71 M |
| Price To Book | 5.89 X | 9.51 X |
| Price To Sales | 2.67 X | 11.42 X |
| Revenue | 648.65 M | 9.43 B |
| Gross Profit | 618.2 M | 27.38 B |
| EBITDA | (97.86 M) | 3.9 B |
| Net Income | (17.22 M) | 570.98 M |
| Cash And Equivalents | 150.29 M | 2.7 B |
| Cash Per Share | 1.74 X | 5.01 X |
| Total Debt | 175.9 M | 5.32 B |
| Debt To Equity | 0.38 % | 48.70 % |
| Current Ratio | 1.62 X | 2.16 X |
| Book Value Per Share | (6.33) X | 1.93 K |
| Cash Flow From Operations | 145.88 M | 971.22 M |
| Short Ratio | 9.90 X | 4.00 X |
| Earnings Per Share | (2.10) X | 3.12 X |
| Target Price | 27.25 | |
| Number Of Employees | 700 | 18.84 K |
| Beta | 1.49 | -0.15 |
| Market Capitalization | 2.31 B | 19.03 B |
| Total Asset | 761.11 M | 29.47 B |
| Retained Earnings | (54.65 M) | 9.33 B |
| Working Capital | 371.39 M | 1.48 B |
| Annual Yield | 0.01 % | |
| Net Asset | 761.11 M |
Note: Disposition of 44842 shares by Dietrich Becker of Perella Weinberg at 20.23 subject to Rule 16b-3 [view details]
Perella Weinberg Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Perella . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 9628.92 | |||
| Daily Balance Of Power | (0.25) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 25.74 | |||
| Day Typical Price | 25.71 | |||
| Price Action Indicator | (0.16) | |||
| Period Momentum Indicator | (0.13) |
About Perella Weinberg Buy or Sell Advice
When is the right time to buy or sell Perella Weinberg Partners? Buying financial instruments such as Perella Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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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.