Perella Weinberg Partners (PWP)
Company Info
| ISIN | US71367G1022 |
|---|---|
| CUSIP | 71367G102 |
| Sector | Financial Services |
| Industry | Capital Markets |
| IPO Date | Nov 20, 2020 |
Highlights
| Market Cap | $2.25B |
|---|---|
| EPS (TTM) | -$2.10 |
| Total Revenue (TTM) | $586.80M |
| Gross Profit (TTM) | -$134.86M |
| EBITDA (TTM) | -$205.08M |
| Year Range | $10.24 - $25.73 |
| Target Price | $26.88 |
| Short % | 6.91% |
| Short Ratio | 9.34 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: PWP vs. HLNE, PWP vs. PIPR
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.
Returns By Period
Perella Weinberg Partners had a return of 111.21% year-to-date (YTD) and 151.61% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 111.21% | 25.45% |
| 1 month | 19.62% | 2.91% |
| 6 months | 71.74% | 14.05% |
| 1 year | 151.61% | 35.64% |
| 5 years (annualized) | N/A | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.92% | 16.88% | 3.44% | 5.59% | 3.95% | 5.25% | 16.31% | 3.44% | -0.85% | 4.76% | 111.21% | ||
| 2023 | 4.59% | -0.68% | -9.99% | -13.19% | -0.02% | 6.39% | 18.61% | 7.28% | -3.32% | -3.64% | 20.22% | 4.35% | 28.39% |
| 2022 | -15.55% | 1.20% | -13.45% | -18.41% | -1.76% | -22.27% | 20.93% | 1.99% | -11.10% | 24.49% | 22.33% | 2.40% | -21.21% |
| 2021 | 1.86% | -7.91% | 5.47% | 1.34% | 11.74% | 1.58% | -5.21% | 14.60% | -4.69% | 5.96% | -15.10% | 8.53% | 15.04% |
| 2020 | 5.91% | 7.82% | 14.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of PWP is 97, placing it in the top 3% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
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.
Dividends
Dividend History
Perella Weinberg Partners provided a 1.10% 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.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $0.28 | $0.28 | $0.28 | $0.14 |
Dividend yield | 1.10% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.21 | |
| 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
Payout Ratio
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.
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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.44% | Sep 3, 2021 | 213 | Jul 11, 2022 | 411 | Feb 28, 2024 | 624 |
| -19.04% | Jan 25, 2021 | 28 | Mar 4, 2021 | 60 | May 28, 2021 | 88 |
| -14.08% | Aug 27, 2024 | 11 | Sep 11, 2024 | 20 | Oct 9, 2024 | 31 |
| -12.8% | Jul 29, 2024 | 8 | Aug 7, 2024 | 5 | Aug 14, 2024 | 13 |
| -12.06% | May 21, 2024 | 18 | Jun 14, 2024 | 9 | Jun 28, 2024 | 27 |
Volatility
Volatility Chart
The current Perella Weinberg Partners volatility is 19.46%, 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.
Financials
Financial Performance
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
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