PWP RSI Chart
Last 7 days
0.1%
Last 30 days
8.0%
Last 90 days
37.2%
Trailing 12 Months
94.5%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 611.1M | 625.5M | 619.1M | 648.7M |
2022 | 783.7M | 679.3M | 647.3M | 631.5M |
2021 | 596.4M | 737.3M | 791.9M | 801.7M |
2020 | 529.7M | 526.1M | 522.6M | 519.0M |
2019 | 0 | 0 | 0 | 533.3M |
2018 | 0 | 0 | 0 | 702.0M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 04, 2024 | steel robert k | sold (taxes) | -86,981 | 13.54 | -6,424 | - |
Mar 04, 2024 | weinberg peter a | sold (taxes) | -758,890 | 13.54 | -56,048 | chairman |
Mar 04, 2024 | bednar andrew | sold (taxes) | -649,473 | 13.54 | -47,967 | chief executive officer |
Mar 04, 2024 | becker dietrich | sold (taxes) | -596,356 | 13.54 | -44,044 | president |
Mar 04, 2024 | gottschalk alexandra | sold (taxes) | -29,788 | 13.54 | -2,200 | chief financial officer |
Feb 26, 2024 | bednar andrew | sold (taxes) | -224,614 | 12.97 | -17,318 | chief executive officer |
Feb 26, 2024 | becker dietrich | sold (taxes) | -208,285 | 12.97 | -16,059 | president |
Feb 26, 2024 | gottschalk alexandra | sold (taxes) | -13,501 | 12.97 | -1,041 | chief financial officer |
Feb 26, 2024 | steel robert k | sold (taxes) | -33,838 | 12.97 | -2,609 | - |
Feb 26, 2024 | weinberg peter a | sold (taxes) | -205,043 | 12.97 | -15,809 | chairman |
Which funds bought or sold PWP recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 25, 2024 | Allworth Financial LP | sold off | -100 | -44,028 | - | -% |
Apr 25, 2024 | SIMPLEX TRADING, LLC | new | - | 199,000 | 199,000 | -% |
Apr 25, 2024 | Zurcher Kantonalbank (Zurich Cantonalbank) | reduced | -58.96 | -68,683 | 61,946 | -% |
Apr 25, 2024 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | added | 3.31 | 9,000 | 54,000 | -% |
Apr 25, 2024 | Bank of New York Mellon Corp | reduced | -11.41 | 38,970 | 1,696,610 | -% |
Apr 24, 2024 | Simplicity Wealth,LLC | new | - | 317,683 | 317,683 | 0.01% |
Apr 23, 2024 | AMALGAMATED BANK | reduced | -78.44 | -54,000 | 18,000 | -% |
Apr 22, 2024 | MetLife Investment Management, LLC | unchanged | - | 46,638 | 278,233 | -% |
Apr 19, 2024 | Riverwater Partners LLC | reduced | -1.47 | 56,947 | 468,621 | 0.34% |
Apr 18, 2024 | WASATCH ADVISORS LP | added | 113 | 12,102,500 | 20,383,600 | 0.11% |
Unveiling Perella Weinberg Partners's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Perella Weinberg Partners)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
GS | 139.2B | 68.5B | 16.35 | 2.03 | ||||
CME | 75.7B | 5.6B | 23.47 | 13.47 | ||||
ICE | 75.4B | 9.9B | 31.84 | 7.61 | ||||
COIN | 55.8B | 3.1B | 587.66 | 17.94 | ||||
FDS | 16.1B | 2.2B | 32.81 | 7.45 | ||||
IBKR | 12.2B | 6.2B | 4.34 | 1.96 | ||||
MID-CAP | ||||||||
JEF | 9.2B | 8.2B | 35.19 | 1.12 | ||||
HLI | 8.1B | 1.8B | 31.45 | 4.43 | ||||
EVR | 7.0B | 2.4B | 27.48 | 2.87 | ||||
FRHC | 4.1B | 1.4B | 12.19 | 2.92 | ||||
CLSK | 3.8B | 214.4M | -46.62 | 17.76 | ||||
SMALL-CAP | ||||||||
DFIN | 1.8B | 797.2M | 22.28 | 2.3 | ||||
AMRK | 916.9M | 10.0B | 8.3 | 0.09 | ||||
COHN | 12.8M | 83.0M | -2.19 | 0.15 | ||||
AAMC | 7.4M | 3.2M | -0.23 | 2.35 |
Perella Weinberg Partners News
Income Statement (Quarterly) | |||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2018Q4 |
Revenue | 53.0% | 212,678 | 139,003 | 165,545 | 131,426 | 183,148 | 145,379 | 151,104 | 151,876 | 198,913 | 177,427 | 255,520 | 169,802 | 189,145 | 122,844 | 114,601 | - | - | - |
Operating Expenses | 54.9% | 256,644 | 165,695 | 187,297 | 154,116 | 202,691 | 154,197 | 160,117 | 162,235 | 199,532 | 187,754 | 206,034 | 141,758 | 364,274 | 121,312 | -135,302 | 993* | - | - |
S&GA Expenses | -23.0% | 3,877 | 5,036 | 5,796 | 5,394 | 4,801 | 3,648 | 6,491 | 5,275 | 4,977 | 6,127 | 3,674 | 2,204 | 2,603 | 6,096 | 3,427 | - | - | - |
EBITDA Margin | -Infinity% | -0.15* | - | -0.10* | -0.06* | -0.02* | 0.02* | 0.02* | 0.03* | 0.06* | 0.07* | 0.09* | 0.06* | 0.02* | -0.29* | -0.25* | -0.25* | - | - |
Interest Expenses | - | - | - | - | - | 70.00 | 69.00 | 69.00 | 68.00 | 70.00 | 72.00 | 3,596 | 3,868 | 3,858 | 3,913 | 3,996 | - | - | - |
Income Taxes | -702.1% | -1,532 | -191 | -4,543 | 5,286 | -380 | 4,570 | 3,141 | 2,996 | 16,232 | 150 | 521 | 2,024 | 1,290 | 974 | 834 | - | - | - |
Earnings Before Taxes | -83.6% | -43,944 | -23,929 | -22,813 | -22,134 | -22,986 | -8,289 | 5,807 | 4,048 | -1,790 | -9,312 | 9,521 | 24,531 | 2,175 | -95.00 | -21,293 | -993* | - | - |
EBT Margin | -17.2% | -0.17* | -0.15* | -0.12* | -0.08* | -0.03* | 0.00* | 0.00* | 0.00* | 0.03* | 0.03* | 0.05* | 0.01* | -0.04* | -0.35* | -0.31* | - | - | - |
Net Income | 590.6% | 10,053 | -2,049 | -18,270 | -27,420 | 5,800 | 1,140 | 2,666 | 1,052 | -12,897 | 3,476 | 37,350 | 22,507 | 2,916 | -1,069 | -22,127 | -4,062 | -164,018 | - |
Net Income Margin | 14.2% | -0.06* | -0.07* | -0.06* | -0.03* | 0.02* | -0.01* | -0.01* | 0.04* | 0.06* | 0.08* | 0.08* | 0.00* | -0.05* | -0.37* | -0.36* | - | - | - |
Free Cashflow | 428.4% | 146,271 | 27,682 | 65,078 | -150,746 | 62,585 | 42,281 | 100,563 | -249,762 | 108,089 | 97,979 | 149,024 | -121,646 | 136,956 | 55,932 | - | - | - | - |
Balance Sheet | ||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2019Q4 |
Assets | 20.0% | 761 | 634 | 582 | 525 | 717 | 632 | 540 | 471 | 718 | 664 | 610 | 231 | 543 | 232 | 525 |
Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | 1.00 | 1.00 | 2.00 | 0.00 |
Cash Equivalents | 95.3% | 247 | 127 | 130 | 105 | 172 | 146 | 153 | 225 | 505 | 418 | 352 | 199 | 331 | 188 | 267 |
Net PPE | 13.6% | 94.00 | 82.00 | 71.00 | 61.00 | 48.00 | 21.00 | 13.00 | 10.00 | 10.00 | 11.00 | 13.00 | - | 17.00 | - | 21.00 |
Goodwill | 0% | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | 34.00 | - | 34.00 | - | 34.00 |
Liabilities | 33.4% | 493 | 369 | 324 | 275 | 457 | 357 | 271 | 185 | 447 | 402 | 350 | 409 | 469 | 456 | 443 |
Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | 1.00 | 1.00 | 0.00 | 0.00 |
Long Term Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | 147 | - | 153 |
Shareholder's Equity | 5.8% | 153 | 144 | 258 | 249 | 137 | 274 | 269 | 286 | 271 | 262 | 261 | 94.00 | 74.00 | 62.00 | 82.00 |
Retained Earnings | -38.3% | -54.65 | -39.51 | -32.62 | -28.12 | -18.07 | -12.21 | -8.83 | -13.41 | -18.07 | -13.34 | -12.50 | -0.20 | - | -0.02 | 0.00 |
Additional Paid-In Capital | 7.5% | 313 | 291 | 279 | 261 | 242 | 226 | 204 | 180 | 158 | 152 | 135 | 5.00 | - | 5.00 | 0.00 |
Shares Outstanding | 1.3% | 43.00 | 43.00 | - | 42.00 | 44.00 | 44.00 | 45.00 | 46.00 | 43.00 | 43.00 | 43.00 | - | - | - | - |
Minority Interest | -4.1% | 116 | 121 | 117 | 116 | 123 | 134 | 136 | 136 | 145 | 137 | 139 | - | - | - | - |
Float | - | - | - | 345 | - | - | - | 223 | - | - | - | 455 | - | - | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2018Q4 |
Cashflow From Operations | 312.9% | 158,365 | 38,357 | 81,575 | -132,414 | 80,919 | 46,548 | 103,133 | -248,373 | 108,867 | 98,212 | 149,058 | -121,229 | 137,513 | 56,793 | -108,398 | -866* | - | - | - |
Share Based Compensation | 18.1% | 50,635 | 42,892 | 42,212 | 48,266 | 41,020 | 36,999 | 36,427 | 41,405 | 45,673 | 38,050 | 7,065 | 6,157 | 6,331 | 6,120 | 6,179 | - | - | - | - |
Cashflow From Investing | -6.3% | -32,092 | -30,203 | -41,247 | 97,724 | -18,825 | -28,446 | -117,571 | -1,389 | -778 | -233 | -34.00 | -1,395 | -557 | -861 | - | - | - | - | - |
Cashflow From Financing | 32.1% | -7,037 | -10,370 | -16,853 | -32,758 | -34,127 | -25,421 | -49,901 | -27,319 | -20,351 | -28,211 | 3,357 | -9,816 | -200 | -24,359 | 2,571 | -770* | - | - | - |
Dividend Payments | -14.7% | 3,058 | 3,585 | 2,973 | 3,529 | 2,966 | 3,305 | 3,160 | 3,409 | 3,012 | 2,978 | - | - | - | - | - | - | - | - | - |
Buy Backs | - | - | - | 7,735 | 14,754 | 14,872 | 8,840 | 43,526 | 1,214 | - | 12,000 | - | - | - | - | - | - | - | - | - |
Consolidated Statements of Operations - USD ($) $ in Thousands | 12 Months Ended | ||||
---|---|---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |||
Revenues | $ 648,652 | $ 631,507 | $ 801,662 | ||
Expenses | |||||
Compensation and benefits | 426,572 | 391,333 | 504,364 | ||
Equity-based compensation | 182,375 | 154,158 | 96,330 | ||
Total compensation and benefits | 608,947 | 545,491 | 600,694 | ||
Professional fees | 39,640 | 34,824 | 41,891 | ||
Technology and infrastructure | 34,462 | 30,084 | 28,355 | ||
Rent and occupancy | 26,891 | 24,898 | 26,406 | ||
Travel and related expenses | 19,030 | 13,034 | 6,261 | ||
General, administrative and other expenses | 20,103 | 20,215 | 16,982 | ||
Depreciation and amortization | 14,679 | 10,694 | 14,489 | ||
Total expenses | 763,752 | 679,240 | 735,078 | ||
Operating income (loss) | (115,100) | (47,733) | 66,584 | ||
Non-operating income (expenses) | |||||
Change in fair value of warrant liabilities | 0 | 15,806 | (4,897) | ||
Loss on extinguishment of debt | 0 | 0 | (39,408) | ||
Interest expense | (276) | (276) | (7,606) | ||
Total non-operating income (expenses) | 2,280 | 26,313 | (43,634) | ||
Income (loss) before income taxes | (112,820) | (21,420) | 22,950 | ||
Income tax expense (benefit) | (980) | 10,327 | 18,927 | ||
Net income (loss) | (111,840) | (31,747) | 4,023 | ||
Less: Net income (loss) attributable to non-controlling interests | (94,617) | (49,625) | 13,444 | ||
Net income (loss) attributable to Perella Weinberg Partners | $ (17,223) | $ 17,878 | $ (9,421) | ||
Net income (loss) per share attributable to Class A common shareholders | |||||
Basic (in Dollars per Share) | [1] | $ (0.40) | $ 0.41 | $ (0.22) | |
Diluted (in Dollars per Share) | [1] | $ (1.33) | $ (0.46) | $ (0.66) | |
Weighted-average shares of Class A common stock outstanding | |||||
Basic (in Shares) | [1] | 43,273,939 | 43,837,640 | 42,595,712 | |
Diluted (in Shares) | [1] | 86,779,052 | 89,755,632 | 92,749,911 | |
Related Party | |||||
Non-operating income (expenses) | |||||
Related party income | $ 932 | $ 2,805 | $ 7,516 | ||
Other income (expense) | 932 | 2,805 | 7,516 | ||
Nonrelated Party | |||||
Non-operating income (expenses) | |||||
Related party income | 1,624 | 7,978 | 761 | ||
Other income (expense) | $ 1,624 | $ 7,978 | $ 761 | ||
|