PWP

Company Overview — What Does Perella Weinberg Partners Do?

Perella Weinberg Partners, an independent advisory firm, provides strategic and financial advisory services in the United States and internationally. The company offers strategic and financial decisions, mergers and acquisitions advice and execution, capital markets advisory, shareholder and defense advisory, capital structure and restructuring, underwriting, equity research, and private capital raising services. 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. Perella Weinberg Partners operates as a subsidiary of Perella Weinberg Partners Group LP. Perella Weinberg Partners (PWP) is classified as a small-cap stock in the Financials sector, specifically within the Banking industry. The company is led by CEO Peter A. Weinberg and employs approximately 600 people. With a market capitalization of $1.3B, PWP is one of the notable companies in the Financials sector.

Perella Weinberg Partners (PWP) Stock Rating — Reduce (April 2026)

As of April 2026, Perella Weinberg Partners receives a Reduce rating with a composite score of 36.9/100 and 2 out of 5 stars from the Blank Capital Research quantitative model.PWP ranks #3,354 out of 4,446 stocks in our coverage universe. Within the Financials sector, Perella Weinberg Partners ranks #766 of 891 stocks, placing it in the lower half of its Financials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).

PWP Stock Price and 52-Week Range

Perella Weinberg Partners (PWP) currently trades at $20.71. The stock gained $0.42 (2.1%) in the most recent trading session. The 52-week high for PWP is $25.93, which means the stock is currently trading -20.1% from its annual peak. The 52-week low is $14.12, putting the stock 46.7% above its annual trough. Recent trading volume was 160K shares, suggesting relatively thin trading activity.

Is PWP Overvalued or Undervalued? — Valuation Analysis

Perella Weinberg Partners (PWP) carries a value factor score of 58/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 19.76x, compared to the Financials sector average of 14.88x — a premium of 33%. The price-to-book ratio stands at 9.30x, versus the sector average of 1.22x. The price-to-sales ratio is 1.54x, compared to 0.90x for the average Financials stock. On an enterprise value basis, PWP trades at 14.56x EV/EBITDA, versus 3.26x for the sector.

Overall, PWP's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.

Perella Weinberg Partners Profitability — ROE, Margins, and Quality Score

Perella Weinberg Partners (PWP) earns a quality factor score of 19/100, signaling below-average profitability metrics relative to the broader market. The return on equity (ROE) is 30.2%, compared to the Financials sector average of 8.5%, which demonstrates strong shareholder value creation. Return on assets (ROA) comes in at 7.9% versus the sector average of 1.2%.

On a margin basis, Perella Weinberg Partners reports gross margins of 29.0%. The operating margin is 7.4% (sector: 21.8%). Net profit margin stands at 7.1%, versus 17.7% for the average Financials stock. Revenue growth is running at -39.5% on a trailing basis, compared to 9.4% for the sector. Profitability is below benchmark levels, which may reflect industry headwinds, elevated reinvestment, or structural challenges.

PWP Debt, Balance Sheet, and Financial Health

Perella Weinberg Partners has a debt-to-equity ratio of 0.0%, compared to the Financials sector average of 121.0%. The low leverage indicates a conservative balance sheet with significant financial flexibility. The current ratio is 1.49x, suggesting adequate working capital coverage. Total debt on the balance sheet is $0. Cash and equivalents stand at $186M.

PWP has a beta of 1.61, meaning it is more volatile than the broader market — a $10,000 investment in PWP would be expected to move 61.3% more than the S&P 500 on any given day. The stability factor score for Perella Weinberg Partners is 50/100, reflecting average volatility within the normal range for its sector.

Perella Weinberg Partners Revenue and Earnings History — Quarterly Trend

In TTM 2026, Perella Weinberg Partners reported revenue of $810M and earnings per share (EPS) of $0.55. Net income for the quarter was $63M. Gross margin was 29.0%. Operating income came in at $65M.

In FY 2025, Perella Weinberg Partners reported revenue of $751M and earnings per share (EPS) of $0.55. Net income for the quarter was $48M. Revenue grew -14.5% year-over-year compared to FY 2024. Operating income came in at $48M.

In Q3 2025, Perella Weinberg Partners reported revenue of $165M and earnings per share (EPS) of $0.09. Net income for the quarter was $9M. Revenue grew -40.8% year-over-year compared to Q3 2024. Operating income came in at $9M.

In Q2 2025, Perella Weinberg Partners reported revenue of $155M and earnings per share (EPS) of $0.04. Net income for the quarter was $4M. Revenue grew -42.9% year-over-year compared to Q2 2024. Operating income came in at $9M.

Over the past 8 quarters, Perella Weinberg Partners has demonstrated a growth trajectory, with revenue expanding from $272M to $810M. Investors analyzing PWP stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.

PWP Dividend Yield and Income Analysis

Perella Weinberg Partners (PWP) currently pays a dividend yield of 1.3%. At this yield, a $10,000 investment in PWP stock would generate approximately $$131.00 in annual dividend income. This compares to the Financials sector average dividend yield of 2.5%, meaning PWP yields less than the typical sector peer. The net margin of 7.1% provides reasonable coverage for the dividend, though investors should monitor payout sustainability.

PWP Momentum and Technical Analysis Profile

Perella Weinberg Partners (PWP) has a momentum factor score of 36/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 39/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 46/100 reflects moderate short selling activity.

PWP vs Competitors — Financials Sector Ranking and Peer Comparison

Within the Financials sector, Perella Weinberg Partners (PWP) ranks #766 out of 891 stocks based on the Blank Capital composite score. This places PWP in the lower half of all Financials stocks in our coverage universe. Key competitors and sector peers include WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) with a score of 62.9/100, OPPENHEIMER HOLDINGS INC (OPY) with a score of 62.6/100, Enact Holdings, Inc. (ACT) with a score of 61.6/100, International General Insurance Holdings Ltd. (IGIC) with a score of 61.3/100, and PARKE BANCORP, INC. (PKBK) with a score of 60.4/100.

Comparing PWP against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full PWP vs S&P 500 (SPY) comparison to assess how Perella Weinberg Partners stacks up against the broader market across all factor dimensions.

PWP Next Earnings Date

No upcoming earnings date has been announced for Perella Weinberg Partners (PWP) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.

Should You Buy PWP? — Investment Thesis Summary

The quantitative profile for Perella Weinberg Partners suggests caution. The quality score of 19/100 flags below-average profitability. Momentum is weak at 36/100, a headwind for near-term performance.

In summary, Perella Weinberg Partners (PWP) earns a Reduce rating with a composite score of 36.9/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on PWP stock.

Related Resources for PWP Investors

Explore more research and tools: PWP vs S&P 500 comparison, top Financials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare PWP head-to-head with peers: PWP vs WTM, PWP vs OPY, PWP vs ACT.