Is Perella Weinberg Stock a Good Investment?
Perella Weinberg Investment Advice | PWP |
- Examine Perella Weinberg's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Perella Weinberg's leadership team and their track record. Good management can help Perella Weinberg navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Perella Weinberg's business and its evolving consumer preferences.
- Compare Perella Weinberg's performance and market position to its competitors. Analyze how Perella Weinberg is positioned in terms of product offerings, innovation, and market share.
- Check if Perella Weinberg pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Perella Weinberg's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Perella Weinberg Partners stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Perella Weinberg Partners is a good investment.
Sell | Buy |
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 |
Examine Perella Weinberg Stock
Researching Perella Weinberg's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 87.0% of the company shares are owned by institutional investors. The company recorded a loss per share of 2.1. Perella Weinberg Partners last dividend was issued on the 4th of December 2024.
To determine if Perella Weinberg is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Perella Weinberg's research are outlined below:
| 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 Quarterly Good Will |
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Perella Weinberg uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Perella Weinberg Partners. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Perella Weinberg's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 8th of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Earnings surprises can significantly impact Perella Weinberg's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Perella Weinberg's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-05-04 | 2023-03-31 | 0.06 | 0.09 | 0.03 | 50 | ||
2021-11-04 | 2021-09-30 | 0.23 | 0.26 | 0.03 | 13 | ||
2024-02-08 | 2023-12-31 | 0.04 | 0.08 | 0.04 | 100 | ||
2021-05-24 | 2021-03-31 | 0.29 | 0.34 | 0.05 | 17 | ||
2023-08-03 | 2023-06-30 | 0.1 | 0.16 | 0.06 | 60 | ||
2023-11-07 | 2023-09-30 | 0.05 | 0.12 | 0.07 | 140 | ||
2023-02-09 | 2022-12-31 | 0.02 | 0.11 | 0.09 | 450 | ||
2022-11-03 | 2022-09-30 | 0.13 | 0.26 | 0.13 | 100 |
Know Perella Weinberg's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Perella Weinberg is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Perella Weinberg Partners backward and forwards among themselves. Perella Weinberg's institutional investor refers to the entity that pools money to purchase Perella Weinberg's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 2.31 B.Market Cap |
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Perella Weinberg's profitablity analysis
| Last Reported | Projected for Next Year | ||
| 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) |
Determining Perella Weinberg's profitability involves analyzing its financial statements and using various financial metrics to determine if Perella Weinberg is a good buy. For example, gross profit margin measures Perella Weinberg's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Perella Weinberg's profitability and make more informed investment decisions.
Perella Weinberg's Earnings Breakdown by Geography
Evaluate Perella Weinberg's management efficiency
Perella Weinberg Partners has Return on Asset of (0.2275) % which means that on every $100 spent on assets, it lost $0.2275. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of (0.6492) %, meaning that it generated no profit with money invested by stockholders. Perella Weinberg's management efficiency ratios could be used to measure how well Perella Weinberg manages its routine affairs as well as how well it operates its assets and liabilities. As of 11/22/2024, Return On Tangible Assets is likely to grow to -0.02. In addition to that, Return On Capital Employed is likely to drop to -0.25. At this time, Perella Weinberg's Total Current Liabilities is relatively stable compared to the past year. As of 11/22/2024, Non Current Liabilities Total is likely to grow to about 268.8 M, while Liabilities And Stockholders Equity is likely to drop slightly above 502.3 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 6.20 | 6.51 | |
| Tangible Book Value Per Share | 4.96 | 5.21 | |
| Enterprise Value Over EBITDA | (4.68) | (4.91) | |
| Price Book Value Ratio | 3.47 | 3.29 | |
| Enterprise Value Multiple | (4.68) | (4.91) | |
| Price Fair Value | 3.47 | 3.29 | |
| Enterprise Value | 458 M | 714 M |
Effective management at Perella Weinberg has been a driving force behind its market achievements. We assess the correlation between management practices and financial success to determine the stock's value.
Dividend Yield 0.0109 | Forward Dividend Yield 0.0109 | Forward Dividend Rate 0.28 | Beta 1.487 |
Basic technical analysis of Perella Stock
As of the 22nd of November, Perella Weinberg holds the Semi Deviation of 1.75, coefficient of variation of 625.23, and Risk Adjusted Performance of 0.1295. Compared to fundamental indicators, the technical analysis model allows you to check existing technical drivers of Perella Weinberg, as well as the relationship between them.Perella Weinberg's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Perella Weinberg insiders, such as employees or executives, is commonly permitted as long as it does not rely on Perella Weinberg's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Perella Weinberg insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Perella Weinberg's Outstanding Corporate Bonds
Perella Weinberg issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Perella Weinberg Partners uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Perella bonds can be classified according to their maturity, which is the date when Perella Weinberg Partners has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| PERENTI FIN PTY Corp BondUS71367VAA70 | View |
Understand Perella Weinberg's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Perella Weinberg's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1295 | |||
| Market Risk Adjusted Performance | 0.164 | |||
| Mean Deviation | 2.03 | |||
| Semi Deviation | 1.75 | |||
| Downside Deviation | 2.14 | |||
| Coefficient Of Variation | 625.23 | |||
| Standard Deviation | 3.1 | |||
| Variance | 9.6 | |||
| Information Ratio | 0.1246 | |||
| Jensen Alpha | 0.1719 | |||
| Total Risk Alpha | 0.0815 | |||
| Sortino Ratio | 0.1806 | |||
| Treynor Ratio | 0.154 | |||
| Maximum Drawdown | 22.05 | |||
| Value At Risk | (3.16) | |||
| Potential Upside | 3.77 | |||
| Downside Variance | 4.57 | |||
| Semi Variance | 3.06 | |||
| Expected Short fall | (2.37) | |||
| Skewness | 2.75 | |||
| Kurtosis | 14.92 |
| Risk Adjusted Performance | 0.1295 | |||
| Market Risk Adjusted Performance | 0.164 | |||
| Mean Deviation | 2.03 | |||
| Semi Deviation | 1.75 | |||
| Downside Deviation | 2.14 | |||
| Coefficient Of Variation | 625.23 | |||
| Standard Deviation | 3.1 | |||
| Variance | 9.6 | |||
| Information Ratio | 0.1246 | |||
| Jensen Alpha | 0.1719 | |||
| Total Risk Alpha | 0.0815 | |||
| Sortino Ratio | 0.1806 | |||
| Treynor Ratio | 0.154 | |||
| Maximum Drawdown | 22.05 | |||
| Value At Risk | (3.16) | |||
| Potential Upside | 3.77 | |||
| Downside Variance | 4.57 | |||
| Semi Variance | 3.06 | |||
| Expected Short fall | (2.37) | |||
| Skewness | 2.75 | |||
| Kurtosis | 14.92 |
Consider Perella Weinberg's intraday indicators
Perella Weinberg intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Perella Weinberg stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| 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) |
Perella Weinberg Corporate Filings
8K | 19th of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 14th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 12th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
| 18th of April 2024 Other Reports | ViewVerify |
Perella Stock media impact
Far too much social signal, news, headlines, and media speculation about Perella Weinberg that are available to investors today. That information is available publicly through Perella media outlets and privately through word of mouth or via Perella internal channels. However, regardless of the origin, that massive amount of Perella data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Perella Weinberg news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Perella Weinberg relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Perella Weinberg's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Perella Weinberg alpha.
Perella Weinberg Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Perella Weinberg can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Perella Weinberg Corporate Management
| CPA CPA | MD Officer | Profile | |
| Taylor Reinhardt | Executive Relations | Profile | |
| Joseph Perella | Founding CoFounder | Profile | |
| Christopher Ziotas | MD CTO | Profile | |
| Justin Kamen | Corporate Secretary | Profile | |
| Robert Steel | Partner Chairman | Profile | |
| Jeoffrey Lambujon | Managing Houston | Profile |
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.