Perella Weinberg Partners (NASDAQ:PWP – Get Free Report) and Value Line (NASDAQ:VALU – Get Free Report) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, earnings, risk, dividends and profitability.
Institutional & Insider Ownership
41.1% of Perella Weinberg Partners shares are owned by institutional investors. Comparatively, 6.3% of Value Line shares are owned by institutional investors. 26.1% of Perella Weinberg Partners shares are owned by insiders. Comparatively, 0.0% of Value Line shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
Analyst Ratings
This is a breakdown of recent ratings and target prices for Perella Weinberg Partners and Value Line, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Perella Weinberg Partners | 1 | 1 | 2 | 0 | 2.25 |
| Value Line | 0 | 1 | 0 | 0 | 2.00 |
Volatility and Risk
Perella Weinberg Partners has a beta of 1.63, indicating that its share price is 63% more volatile than the S&P 500. Comparatively, Value Line has a beta of 1.01, indicating that its share price is 1% more volatile than the S&P 500.
Dividends
Perella Weinberg Partners pays an annual dividend of $0.28 per share and has a dividend yield of 2.2%. Value Line pays an annual dividend of $1.40 per share and has a dividend yield of 3.2%. Perella Weinberg Partners pays out 107.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Value Line pays out 66.4% of its earnings in the form of a dividend. Value Line has increased its dividend for 11 consecutive years. Value Line is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Profitability
This table compares Perella Weinberg Partners and Value Line’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Perella Weinberg Partners | 3.19% | -35.84% | 8.40% |
| Value Line | 60.27% | 18.43% | 13.14% |
Valuation and Earnings
This table compares Perella Weinberg Partners and Value Line”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Perella Weinberg Partners | $750.90 million | 1.63 | $35.48 million | $0.26 | 50.08 |
| Value Line | $32.89 million | 12.35 | $21.63 million | $2.11 | 20.52 |
Perella Weinberg Partners has higher revenue and earnings than Value Line. Value Line is trading at a lower price-to-earnings ratio than Perella Weinberg Partners, indicating that it is currently the more affordable of the two stocks.
Summary
Perella Weinberg Partners beats Value Line on 9 of the 17 factors compared between the two stocks.
About Perella Weinberg Partners
Perella Weinberg Partners, an independent investment banking company, provides strategic and financial advice services in the United States and internationally. The company offers advisory services related to strategic and financial decisions, mergers and acquisition execution, shareholder and defense advisory, and financing and capital solutions advice with resources focused on restructuring, liability management, and capital markets advisory, 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, financial sponsors, individual entrepreneurs, private and institutional investors, creditor committees, and government institutions in consumer and retail; energy and energy transition; financial services and FinTech; healthcare; industrials and infrastructure; and technology, telecommunication, and media industries. Perella Weinberg Partners is headquartered in New York, New York.
About Value Line
Value Line, Inc. produces and sells investment periodicals and related publications. Its investment periodicals and related publications cover a range of investments, including stocks, mutual funds, exchange traded funds (ETFs), and options. The company's research services include The Value Line Investment Survey, The Value Line Investment Survey – Small and Mid-Cap, The Value Line 600, and The Value Line Fund Advisor Plus that provide statistical and text coverage of various investment securities, with an emphasis placed on its proprietary research, analysis, and statistical ranks. It also provides niche newsletters comprising Value Line Select: Dividend Income & Growth, Value Line Select: ETFs, The Value Line Special Situations Service, The Value Line M&A Service, The Value Line Climate Change Investing Service, and The Value Line Information You Should Know Wealth Newsletter that offer information on a less comprehensive basis for securities that are of particular interest to subscribers; digital versions of its products through its Website, www.valueline.com; The Value Line Research Center online platform; and investment analysis software, such as The Value Line Investment Analyzer and The New Value Line ETFs Service. In addition, the company offers current and historical financial databases comprising fundamental DataFile, estimates and projections, and mutual funds; and copyright products, which include unit investment trusts, variable annuities, managed accounts, and ETFs. Further, it operates as publishing unit for the investment related periodical publications and copyrights; places advertising on behalf of the company's publications; and distributes print publications. It serves individual and professional investors, as well as institutions, including municipal and university libraries, and investment firms. The company was founded in 1931 and is headquartered in New York, New York. Value Line, Inc. is a subsidiary of Arnold Bernhard & Co., Inc.
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