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Perella Weinberg Partners (PWP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US71367G1022

CUSIP

71367G102

Sector

Financial Services

IPO Date

Nov 20, 2020

Highlights

Market Cap

$2.20B

EPS (TTM)

-$2.10

Total Revenue (TTM)

$865.05M

Gross Profit (TTM)

-$384.04M

EBITDA (TTM)

-$120.61M

Year Range

$10.56 - $26.55

Target Price

$27.25

Short %

5.08%

Short Ratio

4.21

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
PWP vs. PIPR PWP vs. HLNE
Popular comparisons:
PWP vs. PIPR PWP vs. HLNE

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Perella Weinberg Partners, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%20.00%40.00%60.00%80.00%JulyAugustSeptemberOctoberNovemberDecember
61.50%
7.29%
PWP (Perella Weinberg Partners)
Benchmark (^GSPC)

Returns By Period

Perella Weinberg Partners had a return of 92.17% year-to-date (YTD) and 86.53% in the last 12 months.


PWP

YTD

92.17%

1M

-8.98%

6M

60.17%

1Y

86.53%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of PWP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.92%16.88%3.44%5.59%3.95%5.25%16.31%3.44%-0.85%4.76%26.89%92.17%
20234.59%-0.68%-9.99%-13.19%-0.02%6.39%18.61%7.28%-3.32%-3.63%20.22%4.35%28.39%
2022-15.55%1.20%-13.45%-18.41%-1.76%-22.27%20.92%1.99%-11.09%24.49%22.33%2.40%-21.21%
20211.86%-7.91%5.47%1.34%11.74%1.58%-5.21%14.60%-4.69%5.96%-15.10%8.53%15.04%
20205.91%7.82%14.20%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 94, PWP is among the top 6% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PWP is 9494
Overall Rank
The Sharpe Ratio Rank of PWP is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of PWP is 9494
Sortino Ratio Rank
The Omega Ratio Rank of PWP is 9090
Omega Ratio Rank
The Calmar Ratio Rank of PWP is 9898
Calmar Ratio Rank
The Martin Ratio Rank of PWP is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Perella Weinberg Partners (PWP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for PWP, currently valued at 2.21, compared to the broader market-4.00-2.000.002.002.211.90
The chart of Sortino ratio for PWP, currently valued at 3.30, compared to the broader market-4.00-2.000.002.004.003.302.54
The chart of Omega ratio for PWP, currently valued at 1.38, compared to the broader market0.501.001.502.001.381.35
The chart of Calmar ratio for PWP, currently valued at 4.54, compared to the broader market0.002.004.006.004.542.81
The chart of Martin ratio for PWP, currently valued at 15.67, compared to the broader market0.0010.0020.0015.6712.39
PWP
^GSPC

The current Perella Weinberg Partners Sharpe ratio is 2.21. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Perella Weinberg Partners with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.504.00JulyAugustSeptemberOctoberNovemberDecember
2.21
1.90
PWP (Perella Weinberg Partners)
Benchmark (^GSPC)

Dividends

Dividend History

Perella Weinberg Partners provided a 1.21% dividend yield over the last twelve months, with an annual payout of $0.28 per share. The company has been increasing its dividends for 2 consecutive years.


1.00%1.50%2.00%2.50%3.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.30202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
Dividend$0.28$0.28$0.28$0.14

Dividend yield

1.21%2.29%2.86%1.09%

Monthly Dividends

The table displays the monthly dividend distributions for Perella Weinberg Partners. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.00$0.07$0.00$0.00$0.07$0.28
2023$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.28
2022$0.00$0.00$0.07$0.00$0.07$0.00$0.00$0.00$0.07$0.00$0.07$0.00$0.28
2021$0.07$0.00$0.00$0.07$0.14

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.2%
Perella Weinberg Partners has a dividend yield of 1.21%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%37.3%
Perella Weinberg Partners has a payout ratio of 37.33%, which is quite average when compared to the overall market. This suggests that Perella Weinberg Partners strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-11.01%
-3.58%
PWP (Perella Weinberg Partners)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Perella Weinberg Partners. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Perella Weinberg Partners was 60.44%, occurring on Jul 11, 2022. Recovery took 411 trading sessions.

The current Perella Weinberg Partners drawdown is 11.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-60.44%Sep 3, 2021213Jul 11, 2022411Feb 28, 2024624
-19.04%Jan 25, 202128Mar 4, 202160May 28, 202188
-14.08%Aug 27, 202411Sep 11, 202420Oct 9, 202431
-12.8%Jul 29, 20248Aug 7, 20245Aug 14, 202413
-12.06%May 21, 202418Jun 14, 20249Jun 28, 202427

Volatility

Volatility Chart

The current Perella Weinberg Partners volatility is 9.03%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
9.03%
3.64%
PWP (Perella Weinberg Partners)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Perella Weinberg Partners over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Perella Weinberg Partners.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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