| P/E (FY) | 34.3 | Sales (TTM) | $688.0M |
| Earnings (TTM) | $19.6M | ROE | — |
| Net Margin | 4.72% | ROIC | — |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | — | Sales Growth 3Y | 5.94% |
Perella Weinberg Partners is an independent advisory firm providing strategic and financial advice in the United States, the United Kingdom, and internationally. It offers advice on strategic and financial decisions, mergers and acquisitions, shareholder engagement, financing and capital solutions, restructuring, liability management, and capital markets, along with underwriting and research. Clients include corporations, financial sponsors, investors, creditor committees, and government institutions.
| Market Cap | $1.63B | Trading Days | 1271 |
| 52W High | 25.93 |
| 52W Low | 14.54 |
| % Off High | −37.78% |
| YTD | −6.08% | 1Y | −20.96% |
| 3Y | 70.68% | 5Y | 50.81% |
| Since incept. (ann.) | 6.86% |
US 75% · GB 13% · Other International Countries 12%
| Ann. Volatility (1Y) | 46.84% | Ann. Volatility (3Y) | 43.61% |
| Sharpe (1Y) | −0.28 | Sharpe (3Y) | 0.64 |
| Max Drawdown (1Y) | −38.29% | Max Drawdown (3Y) | −42.36% |
| Beta (3Y, vs SPY) | 1.64 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| WD | Walker & Dunlop, Inc. | $1.75B | 31.1 |
| WLTH | WEALTHFRONT CORP | $1.41B | — |
| PGY | Pagaya Technologies Ltd. | $1.38B | 17.9 |
| SBET | Sharplink, Inc. | $1.27B | — |
| RHLD | Resolute Holdings Management, Inc. | $1.10B | — |
| FETH | Fidelity Ethereum Fund | $1.04B | — |
| UPST | Upstart Holdings, Inc. | $2.66B | 61.8 |
| SII | SPROTT INC. | $2.73B | — |
| BUR | Burford Capital Ltd | $955.1M | 15.6 |
| WYFI | WhiteFiber, Inc. | $907.8M | — |
| PURR | Hyperliquid Strategies Inc | $853.5M | — |
| OPFI |
| OppFi Inc. |
| $842.5M |
| 32.0 |
