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About the company
Perella Weinberg Partners is an independent advisory company that provides strategic and financial advice to clients across active industry sectors and international markets. Its single business segment is to provide advisory services, including advice related to strategic and financial decisions, mergers and acquisitions execution, shareholder engagement advisory, financing and capital solutions advice, with a focus on restructuring and liability management, capital markets advisory, and private capital placement, as well as specialized underwriting and research services for the energy and related industries. Its range of global clients includes large public multinational corporations, mid-sized public and private companies, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees and government institutions. Its areas of industry focus include consumer and retail, energy & energy transition, financial services & fintech, and others.
- Revenue in USD (TTM)987.74m
- Net income in USD-11.55m
- Incorporated2018
- Employees691.00
- LocationPerella Weinberg Partners767 Fifth Avenue, Fifth AvenuNEW YORK 10153United StatesUSA
- Phone+1 (212) 287-3200
- Fax+1 (302) 636-5454
- Websitehttps://pwpartners.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nuveen California Quality Muncpl IncmFnd | 135.22m | 46.04m | 1.62bn | -- | 35.11 | 0.9055 | -- | 11.96 | 0.3181 | 0.3181 | 0.9343 | 12.34 | 0.0442 | -- | 4.08 | -- | 1.51 | 0.7119 | 1.51 | 0.717 | 48.35 | 63.73 | 34.05 | 18.17 | -- | 3.50 | 0.407 | 350.92 | 3.57 | -2.03 | 138.82 | 11.79 | -- | -7.30 |
| Eaton Vance Tax-Mngd Buy-Wrt Opport Fund | 20.91m | 341.09m | 1.62bn | -- | 4.75 | 0.9277 | -- | 77.45 | 2.92 | 2.92 | 0.1791 | 14.95 | 0.0126 | -- | 15.64 | -- | 20.49 | 9.21 | 20.57 | 9.24 | 18.43 | 25.16 | 1,631.26 | 684.22 | -- | -- | 0.00 | 75.32 | -0.622 | 1.54 | 33.72 | 10.31 | -- | -2.39 |
| Morgan Stanley Direct Lending Fund | 418.43m | 193.55m | 1.63bn | 0.00 | 8.61 | 0.9064 | -- | 3.90 | 2.18 | 2.18 | 4.71 | 20.65 | 0.1144 | -- | 14.69 | -- | 5.29 | 5.23 | 5.41 | 5.37 | 50.14 | 50.90 | 46.26 | 51.61 | -- | 11.74 | 0.525 | 29.67 | 13.14 | -- | -6.69 | -- | -- | -- |
| Tri-Continental Corp | 68.09m | 320.75m | 1.65bn | -- | 5.18 | 0.8924 | -- | 24.16 | 6.11 | 6.11 | 1.30 | 36.19 | 0.0372 | -- | 4.75 | -- | 17.53 | 10.16 | 17.57 | 10.18 | 88.48 | 88.77 | 471.08 | 276.14 | -- | -- | 0.00 | 75.03 | 1.47 | 1.83 | 26.74 | -1.23 | -- | 2.01 |
| Cohen & Steers Qlty Inc Realty Fund Inc | 88.09m | 98.60m | 1.67bn | -- | 16.97 | 0.9708 | -- | 19.00 | 0.7334 | 0.7334 | 0.6553 | 12.83 | 0.0358 | -- | 6.23 | -- | 4.01 | 3.35 | 4.02 | 3.36 | 28.19 | 39.73 | 111.94 | 106.85 | -- | -- | 0.2917 | 158.58 | -6.10 | 6.90 | -58.03 | -26.08 | -- | 0.00 |
| Wisdomtree Inc | 438.98m | 54.47m | 1.69bn | 315.00 | 30.90 | 4.07 | 23.47 | 3.86 | 0.3725 | 0.3725 | 2.97 | 2.83 | 0.4492 | -- | 10.19 | 1,402,495.00 | 7.08 | 4.78 | 7.70 | 5.33 | -- | -- | 15.77 | 14.34 | -- | 8.72 | 0.5651 | 47.88 | 22.55 | 9.92 | -47.55 | -- | 120.99 | 0.00 |
| SRH Total Return Fund Inc | -100.00bn | -100.00bn | 1.71bn | 0.00 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Apple Isports Group Inc | 0.00 | -5.26m | 1.71bn | 6.00 | -- | -- | -- | -- | -0.0245 | -0.0245 | 0.00 | -0.0178 | 0.00 | -- | -- | 0.00 | -2,299.39 | -- | -- | -- | -- | -- | -- | -- | -- | -155.82 | -- | -- | -- | -- | 23.30 | -- | -- | -- |
| PIMCO Dynamic Income Opportunities Fund | 214.60m | 245.40m | 1.71bn | -- | 6.68 | 1.03 | -- | 7.99 | 2.02 | 2.02 | 1.77 | 13.04 | 0.0829 | -- | 2.64 | -- | 9.48 | -- | 16.25 | -- | 57.36 | -- | 114.35 | -- | -- | -- | 0.3662 | -- | -5.57 | -- | 1,303.40 | -- | -- | -- |
| Perella Weinberg Partners | 987.74m | -11.55m | 1.72bn | 691.00 | -- | -- | 76.74 | 1.74 | -0.3366 | -0.3366 | 15.58 | -3.66 | 1.71 | -- | 18.91 | 1,429,440.00 | 0.3516 | -8.16 | 1.35 | -22.15 | 75.93 | -- | 0.2054 | -7.91 | -- | -- | 0.00 | -- | 35.36 | -- | -275.82 | -- | -- | -- |
| Royce Small-Cap Trust Inc | 23.60m | 219.68m | 1.77bn | 50.00 | 8.10 | 0.8858 | -- | 75.01 | 1.86 | 1.86 | 0.2006 | 16.99 | 0.012 | -- | 5.40 | -- | 11.15 | 8.02 | 11.17 | 8.04 | 3.17 | 16.17 | 930.88 | 635.25 | -- | -- | 0.0172 | 86.02 | 5.92 | 1.51 | -33.36 | -10.59 | -- | -- |
| Eaton Vance Tax-Advantgd Divdnd Incm Fnd | 70.74m | 51.25m | 1.80bn | -- | 35.05 | 0.9965 | -- | 25.40 | 0.6875 | 0.6875 | 0.949 | 24.18 | 0.0306 | -- | 4.24 | -- | 2.22 | 7.35 | 2.23 | 7.38 | 35.82 | 53.70 | 72.45 | 226.67 | -- | -- | 0.1987 | 82.48 | -14.94 | -1.52 | 1,576.70 | 14.45 | -- | 1.73 |
| Nuveen Municipal Value Fund Inc | 85.53m | 198.84m | 1.80bn | -- | 9.07 | 0.9344 | -- | 21.09 | 0.9581 | 0.9581 | 0.4121 | 9.30 | 0.0445 | -- | 2.94 | -- | 10.35 | 0.9789 | 10.48 | 0.986 | 98.38 | 99.11 | 232.47 | 24.09 | -- | -- | 0.0224 | 362.54 | 4.00 | -0.7568 | 261.93 | 20.80 | -- | -1.10 |
| DigitalBridge Group Inc | 578.08m | 63.78m | 1.82bn | 324.00 | 27.19 | 1.56 | 12.58 | 3.16 | 0.3806 | 0.3243 | 3.38 | 11.13 | 0.1675 | -- | 5.73 | 1,784,204.00 | 4.98 | -0.2538 | 7.70 | -0.3564 | -- | -- | 29.73 | -5.26 | -- | 13.07 | 0.1075 | -- | -26.10 | 58.32 | -83.27 | -- | -- | -53.09 |
Data as of Jul 01 2025. Currency figures normalised to Perella Weinberg Partners's reporting currency: US Dollar USD
44.97%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Fidelity Management & Research Co. LLCas of 31 Mar 2025 | 4.98m | 8.46% |
| BlackRock Fund Advisorsas of 31 Mar 2025 | 3.85m | 6.55% |
| FIAM LLCas of 31 Mar 2025 | 3.28m | 5.57% |
| The Vanguard Group, Inc.as of 31 Mar 2025 | 3.03m | 5.14% |
| Wellington Management Co. LLPas of 31 Mar 2025 | 2.64m | 4.49% |
| Channing Capital Management LLCas of 31 Mar 2025 | 2.14m | 3.64% |
| Azora Capital LPas of 31 Mar 2025 | 1.82m | 3.10% |
| Adage Capital Management LPas of 31 Mar 2025 | 1.81m | 3.07% |
| SSgA Funds Management, Inc.as of 31 Mar 2025 | 1.57m | 2.66% |
| Geode Capital Management LLCas of 31 Mar 2025 | 1.34m | 2.29% |
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Data from 31 Mar 2025 - 31 Mar 2025Source: FactSet Research Systems Inc.
