Finance Services
Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advice services related to mission-critical strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, capital markets advisory, private capital placement, and financing and capital advisory solutions focused on restructuring and liability management, as well as underwriting and research services primarily for the energy and related industries. It serves public multinational corporations, mid-sized public and private companies, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in various industries comprising consumer and retail; energy; financial institutions; healthcare; industrials; and technology, media, and telecommunications. The company was founded in 2006 and is based in New York, New York.
Discounted Cash Flow Valuation of Perella Weinberg Partners
Growth
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Discount
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Multiple
g\r | +10% | +11% | +12% | +13% | +14% |
---|---|---|---|---|---|
0% | 10 | 9 | 8 | 8 | 7 |
+1% | 11 | 10 | 9 | 8 | 8 |
+2% | 13 | 11 | 10 | 9 | 8 |
+3% | 14 | 13 | 11 | 10 | 9 |
+4% | 17 | 14 | 12 | 11 | 10 |
Years | 0 | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | TV |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FCF | $24.23M | $16.61M | $11.39M | $7.812M | $5.357M | $3.674M | $2.519M | $1.728M | $1.185M | $812.4K | $557.1K | $5.571M |
DCF | $14.45M | $8.614M | $5.137M | $3.063M | $1.826M | $1.089M | $649.5K | $387.3K | $230.9K | $137.7K | $1.377M | |
Value | $36.96M |
In the chart Earnings are multiplied by this value.
High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.
Years | 12-2019 | 12-2020 | 12-2022 | 12-2023 | TTM |
---|---|---|---|---|---|
Net Margin | -31% | -4.7% | -5% | -17% | -25% |
ROA | -2% | -0.44% | -3% | -15% | -24% |
ROE | -200% | -33% | -12% | -42% | -55% |
The average Net Margin over the past 5 years is -11.13%.
The trend of Net Margin over the past 5 years is -12.21%.
The average ROA over the past 5 years is -8.91%.
The trend of ROA over the past 5 years is -11.84%.
The average ROE over the past 5 years is -26.95%.
The trend of ROE over the past 5 years is -29.49%.
Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.
Years | 12-2019 | 12-2020 | 12-2022 | 12-2023 | TTM | |||||
---|---|---|---|---|---|---|---|---|---|---|
Debt FCF | - | -29.47 | - | - | - | |||||
Debt Equity | - | 2.40 | - | - | - | |||||
MIN | ||||||||||
Graham Stability | - | - | - | - | - |
The Debt/FCF trailing twelve month is -.
The trend of Debt/FCF over the past 5 years is -.
Graham’s Stability measure stands at -.
Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.
Years | 12-2019 | 12-2022 | Trend |
---|---|---|---|
Revenue | 6.7% | 2.7% | 2.7% |
Net Income | - | - | - |
Stockholders Equity | 49% | 3.1% | 6.3% |
FCF | - | - | - |
The Revenue CAGR over the past 5 years is -.
The trend of Revenue growth rate over the past 5 years is +2.7%.
The Earnings CAGR over the past 5 years is -.
The trend of Earnings growth rate over the past 5 years is -.
The Equity CAGR over the past 5 years is -.
The trend of Equity growth rate over the past 5 years is +6.27%.
The FCF CAGR over the past 5 years is -.
The trend of FCF growth rate over the past 5 years is -.